2027 LIMRA and LOMA Conferences

WHO ATTENDS?
Executives and experienced professionals who lead the strategy, development, marketing, distribution, enrollment, administration, and technology that power workplace benefits. Attendees represent insurance carriers, brokerage and consulting firms, technology solution providers, and benefit administration organizations responsible for group and voluntary benefits, including life, institutional retirement, disability, supplemental health, dental, vision, and healthcare plans.

HIGHLIGHTS:
The workplace benefits industry is evolving faster than ever. Product innovation, benefits technology, data transformation, AI, benefits administration, and the employee wellness journey are no longer separate conversations — they're interconnected.

The 2027 Workplace Benefits and Technology Strategy Conference brings together the leaders responsible for every part of that workplace benefits ecosystem. From product and distribution strategy to workplace benefits technology and benefits design and administration, this is where business leaders and technology innovators come together to shape the future of employee wellness and workplace benefits.

One industry. One community. One conference.

WHO ATTENDS?
Distribution and Marketing professionals involved in channel growth, productivity, and positioning organizations for success. Attendees include heads of distribution, sales, marketing, recruiting, compensation, distribution finance, training, and product development.

HIGHLIGHTS:
This conference brings you the latest information from industry experts, business thought leaders, and top-notch distribution and marketing professionals. The conference will provide a forum to discuss opportunities that accelerate the marketing and sales funnel while closing the coverage gap in the market. Enjoy unsurpassed networking and the freedom to attend any of the sessions in these key focus areas: agency building, brokerage, independent, multi-line, and financial management. In addition, we’ve enhanced our program content with sessions specific to marketing and annuity distribution.

WHO ATTENDS?
Professionals involved in the development, operations, marketing, distribution, technology, or administration of individual life insurance products and annuities.

HIGHLIGHTS:
Jointly hosted by LIMRA and LOMA, the Society of Actuaries, and ACLI, this premier event offers life insurance and annuity professionals rich cross-functional learning and networking opportunities in development, operations, marketing, distribution, regulation, technology, and administration.

WHO ATTENDS?
Individuals from LIMRA and LOMA member companies who lead external, hybrid, and/ or internal wholesaler teams. Team leads are not eligible; you must supervise a team of wholesalers and/or an entire sales desk team to qualify.

HIGHLIGHTS:
This one-of-a-kind event is uniquely designed to connect participants with peers and actionable solutions. The highly interactive format blends open discussion and dynamic presentations from thought leaders with plenty of opportunities to network, exchange ideas, meet new people, connect with peers, and more.

WHO ATTENDS?
The Best Minds Retirement Symposium brings together a powerful cross-section of the retirement ecosystem, creating a uniquely diverse forum for thought leadership and collaboration. Attendees include c-level executives responsible for annuities, retirement, sales distribution, marketing, and product development from leading financial services organizations. The symposium also welcomes distinguished academics who study and teach retirement income, financial security, longevity, and aging, providing research-driven perspectives on the challenges and opportunities facing future retirees.

In addition, the event convenes influential researchers, consultants, economists, and innovators who are shaping the future of retirement planning and financial wellness. Authors, journalists, and other leading voices are invited to help translate emerging insights and ideas to broader audiences, fostering meaningful dialogue that extends beyond the industry and contributes to the national conversation on retirement security.

HIGHLIGHTS:
Powered by LIMRA’s unmatched convening strength and deep retirement expertise, the Best Minds Retirement Symposium is an exclusive gathering designed to inspire bold thinking and meaningful action. Through thought-provoking keynote presentations, expert-led discussions, and facilitated networking opportunities, participants will explore the most pressing issues and emerging trends impacting retirement today and in the decades ahead.

A signature feature of the symposium is the dynamic C-suite Town Hall, where senior leaders engage in candid dialogue on the future of retirement and the actions needed to improve financial security for Americans. By bringing together the brightest minds across academia, industry, research, and media, the symposium serves as a catalyst for new ideas, cross-sector collaboration, and innovative solutions to one of the most important challenges of our time.

WHO ATTENDS?
Advanced sales and marketing executives, estate and business planning specialists with carriers, distributors, BGAs and IMOs, CMOs, and sales officers with accountability for serving individual markets.

HIGHLIGHTS:
Created by advanced sales professionals, the Forum provides advice from industry leaders with unique expertise in this segment of the financial services market. This is the only event of its kind — dedicated to improving the practice of advanced sales. Whether you are struggling to do more with less or experiencing the challenges of organizational change, attending the Forum will give you unparalleled insights from peers and actionable ideas from experts.

WHO ATTENDS?
The LIMRA Annual Conference is one of the largest and most prestigious gatherings of senior executives representing diverse sectors of the financial services industry. Participants include leaders from:

• Life insurance, annuities, and workplace benefits
• Global financial institutions and multinational carriers Financial planners, advisors, and wealth management professionals
• Technology, distribution, and solutions partners supporting the financial services ecosystem

This expanding global and cross‑disciplinary audience comes together for strategic insights, high‑level networking, and meaningful dialogue—making the conference a must‑attend event for executives and industry influencers.

HIGHLIGHTS:
As the industry’s premier event, the LIMRA Annual Conference is recognized for the caliber of its keynote speakers and the quality of thought leadership. It offers an unparalleled forum where top leaders and executives gather to discuss the latest issues and trends facing the financial services industry today. Leave with actionable ideas and strategies that will set the direction and drive the future success of our industry.

WHO ATTENDS?
Mid-to-senior level business professionals in audit, accounting, compliance, risk management, and other related disciplines who seek fresh learning and valuable networking opportunities with industry pundits and like-minded peers will benefit from attending this event.

HIGHLIGHTS:
Participants convene to gain relevant and timely information on hot button issues and to keep on point with evolving audit trends, best practices, and tools. (Subject to CE/CPE accreditation.)

WHO ATTENDS?
Senior-level executives from small-to-midsize life insurance companies and allied supplier/service providers interested in meaningful networking, education, and interactive discussions on common challenges and innovative solutions.

HIGHLIGHTS:
The LIC Annual Conference is where senior leaders have an opportunity to reflect on prior year success while exploring the opportunities and challenges in the new year. Member-centered content includes the latest technology applications, evolving consumer expectations and needs, marketing and distribution, and new ways of doing business. Attendees benefit from thought-provoking expert presenters, peer case studies, facilitated discussion, and ample networking opportunities. See www.loma.org/LICEvents for more information.

WHO ATTENDS?
Leaders from companies involved in the final expense business, including major players, smaller companies, and new entrants. You’ll be networking with CEOs and senior managers in actuarial, claims, sales and marketing, distribution, operations, product development, underwriting, and legal/compliance areas.

HIGHLIGHTS:
Carriers in final expense understand that margins are typically tight. Even the smallest improvements in execution can grow profitability, and this annual workshop is intended to yield insights that you can put to immediate use. Attendees are the first to see summary results of the annual LIMRA/LIC Final Expense Survey Report. Plus, you can expect content from peers and subject matter experts in many areas of final expense administration, management, product development, distribution, and marketing. The agenda includes case studies, facilitated discussion, and networking opportunities. See www.loma.org/LICEvents for more information.

WHO ATTENDS?
Executives and senior leaders involved or interested in preneed should attend this one-of-a-kind networking and learning experience

HIGHLIGHTS:
Join us for the life insurance industry’s only conference dedicated to exploring the opportunities and challenges of this niche product. This event will benefit any leader and team member involved with strategy planning, sales and marketing, agent and funeral home relationship management, product development and underwriting, and customer service. This annual forum is unique because, despite the highly competitive market environment, LIC conference attendees feel open to sharing common challenges, opportunities and threats associated with preneed strategies, distribution, regulation and profitability. See www.loma.org/LICEvents for more information.