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The Rise of the Employee: Strategic Convergence of Workplace Benefits

Join LIMRA's subject matter experts for a discussion on the convergence of workplace benefits and the implications for organizational strategies today and in the future.

7/26/2023 1 - 1:45 p.m. EDT
Webinar - On Demand

Overview

Who Should Watch

LIMRA LOMA Members ONLY. This is a LIMRA and LOMA member benefit webinar. Registration is open to home/corporate office employees of LIMRA and LOMA member companies.

Highlights

Download the Rise of the Employee Strategic Convergence of Workplace Benefits Briefing Booklet

As workplace benefits organizations look ahead towards 2024 strategies, addressing employees' holistic retirement, insurance, and wellness needs has become crucial. Yet, many organizations often view these business lines separately. To thrive in the new world of work, forward-thinking organizations must develop a comprehensive understanding of workplace products, markets, distribution, regulations and more, not only within their own insurance or retirement plans business lines, but also across business lines and the entire workforce benefits industry.

Join LIMRA's subject matter experts for a discussion on the convergence of workplace benefits and the implications for organizational strategies today and in the future.

Presenters

Patrick T. Leary, M.B.A., LLIF
Corporate Vice President, Workplace Benefits Research, LIMRA and LOMA

Patrick T. Leary, M.B.A., LLIF

Corporate Vice President, Workplace Benefits Research, LIMRA and LOMA

Patrick T. Leary, M.B.A., LLIF, is corporate vice president, workplace benefits research for LIMRA. This program provides research on the products, markets, and distribution of a wide range of life, health, and related employee benefits.

Before assuming his current position, Pat directed LIMRA’s distribution research program and, prior to that, was a member of LIMRA’s group insurance research team.

Pat joined LIMRA in 1989. He earned his bachelor’s degree from Hartwick College and his M.B.A. from the University of Connecticut. Pat also earned his LIMRA Leadership Institute Fellow (LLIF) designation in 2012.

Anita Potter
Assistant Vice President, Workplace Benefits, LIMRA and LOMA

Anita Potter

Assistant Vice President, Workplace Benefits, LIMRA and LOMA

Anita Potter oversees LIMRA’s Workplace Benefits Research program. In this role, she directs a team of researchers that conduct surveys covering sales, distribution, product design, company practices, as well as various shareholder marketing studies.

With over 25 years of employee benefits research experience, Anita helps companies understand the trends affecting the current employee benefits landscape. She is a frequent speaker at industry forums, and has authored numerous articles and reports on marketing issues related to employee benefits and the long-term care marketplace.

Potter earned her bachelor’s degree from Florida State University and her master’s degree from the University of Hartford.

Deb Dupont
Assistant Vice President, Workplace Retirement Research, LIMRA and LOMA

Deb Dupont

Assistant Vice President, Workplace Retirement Research, LIMRA and LOMA

Deb Dupont is responsible for LIMRA’s institutional (retirement plans) retirement research program. She conducts and supervises research, benchmark reporting, and study groups focused on the issues and trends faced by constituents of the defined contribution industry. She also provides guidance and thought leadership in helping LIMRA's member firms better understand the opportunities available for improving delivery of institutional retirement solutions.

Prior to joining LIMRA in 2014, Deb was the Director of ING's Retirement Research Institute (the Institute), where she created, managed, and published a research platform that included work focusing on multi-cultural, generational, and gender-based analyses of retirement behaviors, and also published insights and analyses of ING's own cross-defined contribution (i.e., across employment sectors) participant base. Deb's work has been recognized for effectiveness and quality by some of the most prestigious awards in the financial services and communications industries, including the Insurance and Financial Communicators' Association and the International Association of Business Communicators. She is a graduate of the University of Connecticut.

Contact us to learn more:

Debbie Boone

Event Coordinator

LIMRA

(860) 298-3843

dboone@limra.com

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