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.
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.
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.