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FIA Distribution Post DOL

12/12/2016 12:00 PM - 12:00 PM
Webinar

Overview

Who Should Watch

LIMRA Member Company employees who are engaged in the retirement industry.

This is a LIMRA member benefit webinar. Registration is open to home/corporate office employees of LIMRA member companies. Membership will be verified upon registration.

Highlights

Distributing Fixed Index Annuities (FIAs) through Independent Marketing Organizations (IMOs) under the Department of Labor's fiduciary rule will create challenges and opportunities for many companies.

Ben Yahr and Mark Hopkins of EY will join Jim Kerley and Todd Giesing of LIMRA to discuss the variety of ways that carriers and IMOs are approaching the distribution of FIAs through IMOs and share insights regarding options and challenges to continue to sell through intermediaries not currently affiliated with a financial institution.

Presenters

Todd M. Giesing
Assistant Vice President, Annuity Research, Secure Retirement Institute

Todd M. Giesing

Assistant Vice President, Annuity Research, Secure Retirement Institute

Todd joined the LIMRA Secure Retirement Institute in 2013, and has an extensive background in individual annuity products. As Senior Director of Annuity Research, Todd is responsible for managing the individual research program at LIMRA. He oversees the annuity benchmarking studies, and various annuity related research projects.

Prior to joining LIMRA’s Secure Retirement Institute, Todd gained extensive knowledge in the annuity industry working as an annuity wholesaler at MetLife, and as a licensed personal banker at Wachovia Bank. He graduated from Eastern Connecticut State University with a bachelor’s degree in Accounting.

Mark Hopkins, CLU
Managing Director, Ernst & Young LLP

Mark Hopkins, CLU

Managing Director, Ernst & Young LLP

Mark Hopkins’ current interests include the future of distribution of life insurance and annuity products and the integration of digital capabilities into insurance operations. He is a Chartered Life Underwriter and has executive and board level experience in insurance, asset management and broking companies.
James W. Kerley, LLIF
Managing Partner, Clearview Partners

James W. Kerley, LLIF

Managing Partner, Clearview Partners

Jim Kerley’s background includes more than 40 years of professional experience in the financial services industry, including nearly 25 years with New England Financial (now part of MetLife). He was also a founding partner of Trinity Communications before establishing Clearview Partners.

Jim formed Clearview Partners with the goals of connecting insurance executives and ideas in transformative ways, providing strategic insights in a rapidly changing environment, and consulting, coaching and collaborating with insurers interested in taking the necessary next steps into modernization.

Contact us to learn more:

Debbie Boone

Senior Administrative Coordinator

LIMRA

(860) 298-3843

dboone@limra.com

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