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Who Attends

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


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.

Community Engagement Opportunity to Help Soldiers' Angels in Supporting Military Working Dogs

Click for details

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

Community Engagement: This year's Life Insurance & Annuity Conference will be providing an opportunity to leave a lasting impact through donations to Soldiers' Angels in Supporting Military Working Dogs. More Information



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.

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. 

Todd Taylor
Senior Vice President, Head of Life Insurance Solutions, New York Life Insurance Company

Todd Taylor

Senior Vice President, Head of Life Insurance Solutions, New York Life Insurance Company

Todd Taylor is senior vice president and Head of Life Insurance Solutions,
the company’s largest profit center. In this role, he is responsible for leading
product development and management, strategy, external distribution and
operations, and inforce optimization for the retail life product portfolio.
He also oversees the company’s Business Solutions organization, which
provides group and individual insurance solutions to small businesses.

Prior to this role, Todd was Head of Retail Annuities, where he led all aspects
of one of the business, including strategy, product development, marketing,
and operations, as well as external sales and service. During his tenure,
he led the business to the top position in the industry in 2022, surpassing
$22 billion in sales. Todd joined New York Life in 2008 and has had roles
of increasing responsibility across the insurance and annuity businesses
and corporate areas, including pricing and product development, financial
projections and planning, and corporate strategy and internal consulting.

He has authored a number of articles and whitepapers on retirement topics,
including those on the value of annuities in retirement income strategies, the
impact of behavioral economics on retiree spending behavior, and healthcare
expenditures in retirement. He also holds a patent for a retirement product
allocation framework (the “Efficient Income Frontier”).

Todd graduated with a Bachelor of Science in Economic Analysis and Math,
summa cum laude, from Binghamton University and is a Fellow of the
Society of Actuaries. He is a member of LIMRA’s Life Insurance Advisory
Board, the board of the Insured Retirement Institute (IRI), and the advisory
board for The American College’s Center for Retirement Income. 

Liza Tyler
Head of Annuity Solutions, Transamerica

Liza Tyler

Head of Annuity Solutions, Transamerica

Liza Tyler joined Transamerica as Head of Annuity Solutions in March 2022. She has nearly 30 years’ experience in financial services including annuities, life insurance, investment management, alternatives, retirement plans and wealth management. Prior to joining Transamerica, Ms. Tyler serves as Senior Managing Director and Principal Executive Officer of TIAA. Her responsibilities included leading growth strategies, product and distribution innovation, governance, transformation and Board relations – as well as engaging in public policy issues affecting the retirement industry. Her previous experience also includes AIG, New York Life and GE, where she was responsible for product and distribution for retail annuities.

She has a bachelor’s degree from University of Minnesota and holds Six Sigma Master Black Belt Certification.



View the agenda


San Antonio Marriott Rivercenter on the River Walk

101 Bowie Street
San Antonio, TX, USA, 78205


The Life Insurance & Annuity Conference room block is now sold out. The Marriott Rivercenter still has rooms available; you may book a reservation at the retail rate via the hotel website or by calling Marriott Reservations at 800-228-9290.  Please note that the hotel retail rate may fluctuate daily. You may click on the group reservations link below to check for any newly available rooms. 

Hotel Reservations

If you have any questions, please contact our Event Planner, Amanda Cristina.

Sponsors and Exhibitors

Premier Sponsors

Elite Sponsors

Associate Sponsors


Media Sponsors

Contact us to learn more:

Emma Wandzy

Event Coordinator

Work Phone: (860) 298-3999

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