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Thriving as a Woman in Financial Services

3/28/2022 2:00 PM EDT - 3:00 EDT
Webinar

Overview

Who Should Watch

This is a LIMRA/LOMA member benefit webinar, available to home/corporate office employees of LIMRA/LOMA member companies.

Highlights

Given the current environment of talent shortages and an ever-changing workplace, companies need to work even harder to attract, develop, and retain the best female employees. And let's be honest, women face unique challenges in the world of financial services — from both internal and external forces. Women employees and executives often face greater scrutiny, interference, and deselection, in addition to managing work and family demands. What strategies can women use, not only to survive, but also to thrive? Positive role models and champions, unique development plans, and specific communication tools are just the beginning.

Join us for a discussion of how women excel in financial services. This webinar includes a moderated conversation — with successful female executives from Prudential, Western & Southern, and Pacific Life — as well as time for audience interaction and questions.

Moderator

Gina Birchall, J.D., LLIF
Chief Operating Officer, LIMRA, LOMA and LL Global, Inc.

Gina Birchall, J.D., LLIF

Chief Operating Officer, LIMRA, LOMA and LL Global, Inc.

Birchall joined LL Global as chief operating officer in 2017.  In this role, she is responsible for the organization’s Research and Member Benefits, Professional Development, Talent Solutions, and Convening areas as well as Marketing & Communications, Information Technology, Legal, and Finance departments. Prior to joining LL Global, Birchall held various positions at The Guardian Life Insurance Company of America. Most recently, she was Vice President of Strategic Initiatives, leading initiatives across the enterprise to advance its business goals. Birchall holds a Bachelor of Arts from Mount Holyoke College and a Juris Doctor from the Western New England University School of Law, both in Massachusetts, as well as CLU and LLIF designations.

Presenters

Caroline A. Feeney, CLU, ChFC
Chief Executive Officer, U.S. Insurance and Retirement Business, Prudential Financial, Inc.

Caroline A. Feeney, CLU, ChFC

Chief Executive Officer, U.S. Insurance and Retirement Business, Prudential Financial, Inc.

Caroline Feeney is CEO, U.S. Insurance & Retirement for Prudential Financial, Inc., and is responsible for the company’s U.S. portfolio of Prudential-branded businesses. This includes more than ten thousand associates across Group Insurance, Individual Life Insurance, Prudential Retirement Strategies, and the Retail Advice and Solutions organization. Together, this segment provides financial advice and develops, distributes and services income and protection solutions for Prudential’s retail and institutional clients, and generates approximately forty-percent of Prudential’s overall earnings.

Feeney is Prudential’s representative for the National Association for Female Executives and serves on the Executive Roundtable. She also represents Prudential on the board of the Alliance for Lifetime Income as well as the LL Global Board of Directors. She also serves as a trustee of Prudential’s Corporate Social Responsibility Oversight Committee, and as the Executive Sponsor of Prudential’s Women’s Business Resource Group. Feeney is a member of Fortune’s Most Powerful Women, and in 2018 became the first woman to receive the Round Table of New York’s Lifetime Achievement Award.

Jill T. McGruder, FLMI, CLU, ChFC
Senior Vice President and Chief Marketing Officer, Western & Southern Financial Group

Jill T. McGruder, FLMI, CLU, ChFC

Senior Vice President and Chief Marketing Officer, Western & Southern Financial Group

Jill T. McGruder serves as senior vice president and chief marketing officer, Western & Southern Financial Group. In this capacity, McGruder has responsibility for Columbus Life Insurance Company, Gerber Life Insurance Company, Integrity Life Insurance Company, National Integrity Life Insurance Company, Lafayette Life Insurance Company, Touchstone Investments, Western & Southern Agency and W&S Financial Group Distributors.

Since joining in 1991, McGruder has been responsible for the startup, acquisition, integration and growth of core businesses with more than $112.6 billion in assets under management and $13 billion of annual sales.

McGruder is a Fellow of the Life Management Institute (FLMI), a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), and has earned FINRA Series 6, 26, 7, 24 and 63 registrations. She has been active on numerous financial services industry committees and boards at the national level, including the LL Global Inc. (LIMRA/LOMA) board of directors. McGruder obtained a Bachelor of Arts magna cum laude from Capital University and a Juris Doctor from Capital University Law School.

Dawn Behnke
Executive Vice President, Life Insurance Division, Pacific Life Insurance Company

Dawn Behnke

Executive Vice President, Life Insurance Division, Pacific Life Insurance Company

Dawn Behnke serves as executive vice president of the Life Insurance Division at Pacific Life. In this role, she is responsible for the growth and profitability of the division, as well as the continued expansion efforts in core and new markets.

Behnke joined Pacific Life as a program manager in 2001, overseeing the new business improvement program and the merger of the two-primary go-to-market distribution channels. In 2003, she was promoted to director and then in 2004, was promoted to assistant vice president, Sales and Marketing Operations. She launched the first field productivity program across 22 regional offices and facilitated efficiency initiatives across the Life Insurance Division’s distribution channels. In 2006, Behnke was promoted to vice president, then to senior vice president in 2010 where she was responsible for the Life Insurance Division’s product, marketing, underwriting, information technology, and strategic planning functions. In 2017, Behnke was promoted to executive vice president. She earned a B.S. from Penn State and an M.B.A. from Lehigh University.

Barbara Turner, CRCP
President and Chief Executive Officer, Ohio National Financial Services

Barbara Turner, CRCP

President and Chief Executive Officer, Ohio National Financial Services

Barbara Turner has more than 35 years of leadership experience in the financial services industry. In 2018 she was named Ohio National’s 11th president and chief operating officer and the first woman and person of color to serve in this role. She was subsequently named president and chief executive officer. Turner has previously served as the company’s vice chair and chief administrative officer — and as head of the annuities strategic business unit. Prior to this, she was president and chief executive officer of The O.N. Equity Sales Company (ONESCO) and O.N. Investment Management Company (ONIMCO) and senior vice president and chief compliance officer of Ohio National.

Turner attended the University of Cincinnati. She was the first woman in the nation to complete the FINRA/Wharton Certified Regulatory Compliance Professional (CRCP) program. Active in various industry, civic and volunteer organizations she is vice chairman of the board of directors of LL Global (LIMRA/LOMA).

Contact us to learn more:

Chris Curran

CVP, Global Brand and Marketing, Marketing

LIMRA and LOMA

813-790-8336

CCurran@LIMRA.com