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Jointly hosted by

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Who Attends

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

Highlights

Conf-Times-LIAC.pngThe cross-functional nature of the event provides the opportunity to learn from and interact with those in other disciplines as well as your own. The Life Insurance & Annuity Conference will cover the important issues and identify strategies that will shape the industry's future. No other conference can offer you the depth and breadth of information that you'll find here.

We have carefully curated a program that will focus not only on each individual product line, but also those topics that cross over. In addition, expanded content this year will include a track on Financial Crimes & Compliance.

At the 2024 Life Insurance & Annuity Conference, executives from across the industry will come together to discuss strategies on successfully leading through today’s uncertain landscape and identifying areas of growth.

The life insurance and annuity industry can create significantly more value for both shareholders and consumers, but only if we can motivate people to understand and fully embrace our products and their potential benefits.

The huge — and growing — protection and savings gaps clearly demonstrate that more individuals need insurance against a range of complex threats. We must navigate a sea of change including demographic shifts, technological innovation, resource challenges, and regulatory demands to engage with these new consumers — and deliver a personalized experience tailored for their specific needs.

The bottom line is that customer needs have changed and insurers that move most swiftly to satisfy them will be in a stronger position.

This year’s conference will address how we can power growth as an industry and insure more people.

Don’t miss this premier event hosted by conference partners LIMRA and LOMA, SOA, and the ACLI.

Speakers

Pinaki Bhagat
Head of AI and GEN AI solutions, Financial Services, Capgemini

Pinaki Bhagat

Head of AI and GEN AI solutions, Financial Services, Capgemini

Tyler Brown
Assistant Vice President, Government Affairs, Sammons Financial

Tyler Brown

Assistant Vice President, Government Affairs, Sammons Financial

Fu’ad Butt
Vice President, Enterprise Digital Strategy and Optimization, OneAmerica

Fu’ad Butt

Vice President, Enterprise Digital Strategy and Optimization, OneAmerica

Brandon Carter, CLU, ChFC, CFP
Chairman and President, USAA Life Insurance Company

Brandon Carter, CLU, ChFC, CFP

Chairman and President, USAA Life Insurance Company

As Chairman and President, Brandon oversees the USAA Life Insurance Company and multiple subsidiaries. He has responsibility for the strategy and operations for product management and distribution, actuary, underwriting, servicing, and claims across the life, health and annuity portfolio and is leading the digital transformation of the business while preserving USAA’s legendary service.

Brandon is a member of USAA’s Executive Council, which oversees the strategy and day-to-day operations of USAA’s companies and staff agencies. The USAA family of companies provides insurance, banking and investment and retirement solutions to more than 13 million current and former members of the U.S. military and their families.

Prior to his current role, Brandon served as General Manager of USAA’s Phoenix Campus, with site management of the expanding facility and its more than 3,000 employees, external community relations, and support for USAA's military affairs and government relations for the State of Arizona. His additional responsibilities were serving as Vice President of Experience Management, leading the transformational journey to a relationship sales culture, marketing campaigns and design capabilities that deliver world-class member experiences.

Brandon joined USAA in 1997, and over his 26-year USAA career has excelled in multiple executive leadership positions focused on sales, marketing, service, operational efficiency, and transformation. He graduated from Texas A&M University with a Bachelor of Business Administration in Management. He currently holds the Chartered Life Underwriter, Chartered Financial Consultant designations and is a Certified Financial Planner.

Brandon sits on the Board of Trustees for The American College of Financial Services, and is past Chair of LL Global, the parent company of LIMRA and LOMA and a past member of the Board of Directors for the American Council of Life Insurers (ACLI). He is also an active board member for Tragedy Assistance Program for Survivors (TAPS), a non-profit organization providing comfort, care and resources to families grieving the death of a military loved one.​

Jason O. Harris
Best-selling author, expert thought leader, and professional pilot

Jason O. Harris

Best-selling author, expert thought leader, and professional pilot

Lieutenant Colonel (retired) Jason 0. Harris is a highly sought-after keynote speaker, best-selling author, expert thought leader, and professional pilot.

As a fourth-generation military member, Jason's distinguished career in the US Air Force spanned nearly three decades. He served (continuously) on active duty and as a member of the Air Force Reserve Command from 2001 through 2023 with his last assignment as a flying Squadron Commander. After graduating from the United States Air Force Academy, he flew multiple aircraft over the course of his career including 11 deployments with more than 2,000 combat hours and 470 combat sorties around the globe.

These high-risk combat experiences have all served as the launching point for his proprietary "No Fail Trust®" methodology. His proven methodology serves organizations and teams as a tool to empower executives and team members to foster an environment of mutual trust, responsibility, and productivity.
Lt Col Harris is an established, nationally recognized keynote speaker in the areas of Leadership, Corporate Culture, High Performance Teams and Psychological Safety. He has shared his expertise with numerous high-level associations and Fortune 500 companies including Cisco Systems, Caterpillar, Ford and Lockheed-Martin. Additionally, his insights have been featured in publications like Forbes magazine, multiple podcasts and, most recently, in the History Channel show, Bermuda Triangle: Into Cursed Waters.

While his impressive resume continues to grow with accolades, achievements and contributions, Jason remains steadfast in his commitment to serve. Leveraging his experience and work alongside the most senior military leaders, Congressional Leaders and even the Vice President, Jason Harris' mission is clear. To relentlessly dedicate himself and those he serves to develop a culture of commitment, accountability and trust.

Jessica Haskins
Director Operational Risk Management, US Segment Anti-Fraud Lead, John Hancock

Jessica Haskins

Director Operational Risk Management, US Segment Anti-Fraud Lead, John Hancock

Dennis Martin, FSA, FCIA, MAAA
President, Individual Life and Financial Services, OneAmerica Financial

Dennis Martin, FSA, FCIA, MAAA

President, Individual Life and Financial Services, OneAmerica Financial

Dennis is president of Individual Life and Financial Services for the companies of OneAmerica Financial℠, including overall responsibility for OneAmerica’s Life, Annuity and Asset-Based Long-Term Care business. 

As an authentic, engaging and adaptive leader, Dennis has a proven track record of success across the many facets of the insurance and financial services businesses. He is a passionate advocate of the mission and impact of the Life and Long-Term Care Insurance industry, and he’s committed to creating a transformational environment to elevate the importance of each to the customers OneAmerica® serves.

Dennis graduated with honors from the University of Manitoba with a Bachelor of Science degree in Statistics and Actuarial Science. He is a Fellow in the Society of Actuaries and Canadian Institute of Actuaries, and a Member of the American Academy of Actuaries. 

Donna Megregian, FSA, MAAA

Donna Megregian, FSA, MAAA

dmegregian@rgare.com

Donna Megregian is Vice President and Actuary at RGA. She is responsible for actuarial client services including product development, principle based reserves, competitive intelligence and monitoring accelerated underwriting programs. Prior to joining RGA, Donna served as a consultant and worked for three direct-writing companies in various product development capacities. She is the chair of the American Academy of Actuaries Illustrations workgroup, member of the nonguaranteed element workgroup, life products committee and life practice council. She is the product track chair for the Society of Actuaries Life and Annuity Symposium, and on the planning committees for the Underwriting Issues and Innovations seminar and Annual meeting. She is a member of the ASOP 2 review committee. She is a Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries.
Wayne Mehlman
Senior Counsel, Insurance Regulation, ACLI

Wayne Mehlman

Senior Counsel, Insurance Regulation, ACLI

Kristina Mulholland
Director, Financial Crimes/SIU, Global Investigative & Forensic Services, John Hancock

Kristina Mulholland

Director, Financial Crimes/SIU, Global Investigative & Forensic Services, John Hancock

Patrick OuYang
Consulting Actuary, Milliman

Patrick OuYang

Consulting Actuary, Milliman

Marisa Petriano
Head of Strategic Initiatives – Americas, ReMark

Marisa Petriano

Head of Strategic Initiatives – Americas, ReMark

Dave Rengachary, M.D.
Senior Vice President and Chief Medical Director, U.S. Mortality Markets, RGA

Dave Rengachary, M.D.

Senior Vice President and Chief Medical Director, U.S. Mortality Markets, RGA

Prior to joining RGA in 2013, Dr. Dave Rengachary was a general neurologist in practice at Missouri Baptist Medical Center where he also served as medical director for their Primary Stroke Center He is the primary author and editor of the Washington University Neurology Survival Guide. Rengachary serves on the board of directors of Memory Home Care Solutions, dedicated to Alzheimer’s patient and caregiver support. He is a past President of the Midwestern Medical Directors Association, Deputy Director of the Longer Life Foundation, Medical Consultant for the Academy of Life Underwriting, and a member of the Educational Committee of the American Academy of Insurance Medicine.

Sarah Tinkler
Wealth Management Advisor & Managing Director, Warrioress Wealth

Sarah Tinkler

Wealth Management Advisor & Managing Director, Warrioress Wealth

Jamie Wong
Senior Director, Internal Investigations, Nationwide

Jamie Wong

Senior Director, Internal Investigations, Nationwide

 

Agenda

View the agenda

Hotel/Venue

San Antonio Marriott Rivercenter on the River Walk

101 Bowie Street
San Antonio, TX, USA, 78205

1-877-622-3056

Hotel Reservations

 


Make your reservations by March 20, 2024 by following the reservations link, or by calling the reservations phone number and mentioning The Life Insurance & Annuity Conference to receive the group rate of $279.00 single/double (plus applicable sales taxes). Requests after March 20, 2024 will be accepted on the basis of space availability. The group guest room rate will be offered three days prior and three days after the meeting dates subject to availability and must be booked by calling the hotel.

Please note that hotel rates will go up after the cut-off date or when the meeting room block sells out, whichever comes first. Make your reservations early to be able to take advantage of our discounted rates.

Sponsors and Exhibitors

Premier Sponsors

Elite Sponsors

Associate Sponsors

Exhibitors

Contact us to learn more:

Emma Wandzy

Event Coordinator

Work Phone: (860) 298-3999

ewandzy@limra.com

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