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Welcome!

Recent world events have presented serious challenges. Leaders across all business sectors need to move forward, protect critical assets and plan for the long-term. At the same time, businesses should prepare to embrace a workforce fully set to rebound and a global economic landscape that — while evolving — will present huge opportunities for growth.

Consumer awareness and demand for security and financial protection have never been greater. Against this backdrop of consumer uncertainty, it should be easier for our industry to convey our ultimate purpose — protection, security, and resilience building. How can you harness this heightened risk awareness to narrow the protection gap? LIMRA’s 2022 Annual Conference will address this question and much more.

Our flagship event continues the tradition of forward-thinking leadership with the theme, “Uncertain Times — Unprecedented Opportunities.” Senior executives from across the industry will gather to obtain business intelligence at a level unavailable anywhere else. With more than 100 years of experience providing pioneering research and education for the financial services industry, we look forward to helping you address the business challenges of the day and those on the horizon.

Keynote Presentation: A Conversation With Former First Lady Michelle Obama

Tuesday, October 18, 2022 - 11:55 am - 1:00 pm

Michelle Robinson Obama

Michelle Robinson Obama
Former First Lady

Michelle Robinson Obama served as First Lady of the United States from 2009 to 2017, transforming the position and becoming a role model, champion and inspiration for women, families, and young people across America and around the world.

Mrs. Obama graduated cum laude from Princeton in 1985 and received a law degree from Harvard Law School in 1988. She then joined the Chicago law firm Sidley & Austin, where she met her future husband, Barack Obama. Michelle Obama served as an assistant to Mayor Richard Daley and as Assistant Commissioner of Planning and Development for the city of Chicago. In addition, she was the founding Executive Director of the Chicago chapter of Public Allies, an AmeriCorps program that prepares young people for public service careers.

In 1996, Mrs. Obama joined the University of Chicago as its Associate Dean of Student Services focused on fostering connections between the campus and community. She also served as Vice President of Community and External Affairs for the University of Chicago Medical Center.

In 2018, Michelle Obama published her memoir, Becoming, which sold more copies than any other book published in the United States that year. The book chronicles the experiences that shaped her — and provides inspiration on working through uncertain times, while recognizing and seizing new opportunities. In November, Mrs. Obama is publishing her inspiring follow-up, The Light We Carry, where she shares practical wisdom and powerful strategies for staying hopeful and balanced in today’s highly uncertain world. With trademark humor, candor, and compassion, she also explores issues connected to race, gender, and visibility, encouraging readers to work through fear, find strength in community, and live with boldness.

General Session Highlights

Growth in the New World

October 17, 2022 - 8:50 am - 9:55 am

Jonah Berger

Wharton Professor; World-Renowned Expert on Innovation and Change; Best-selling Author

When Crisis Is Constant: Living & Leading In A High Velocity World

October 17, 2022 - 3:45 pm - 4:50 pm

Joseph Coughlin

Founder and Director, MIT AgeLab

Economic Update

Tuesday, October 18, 2022 - 8:25 am - 9:30 am

Austan Goolsbee

Chairman, President's Council of Economic Advisers (2010-2011) and Professor of Economics, University of Chicago Booth School of Business

Christina Romer

Chair, Council of Economic Advisers (2009-2010) and Professor of Economics, University of California, Berkeley and Contributing Editor, Bloomberg News

Executive Panel

Monday, October 17, 2022 - 2:40 pm - 3:45 pm

Bryan W. Adams

Co-Founder & Chief Executive Officer, Integrity Marketing Group, LLC

Ellen G. Cooper

President and Chief Executive Officer, Lincoln Financial Group

Gilles Dellaert

Global Head of Blackstone Insurance Solutions

Jennifer Fitzgerald

CEO and Co-Founder, PolicyGenius

Conference Schedule

All times listed are Eastern Daylight Time

4:00 pm - 4:50 pm: BREAKOUT SESSIONS
The LIMRA-EY Experienced Financial Advisor Study

Life Insurance “Unbundling”

Winning the War for Talent

5:00 pm - 5:45 pm
WOMEN LEADERS' RECEPTION

5:30 pm - 7:00 pm
WELCOME RECEPTION

General Sessions

Monday, October 17, 2022

7:00 am - 8:00 am
BREAKFAST

8:00 am - 8:20 am
OPENING

8:20 am - 8:50 am
Our Time to Thrive
David Levenson, DBA, FSA, CFA
President and Chief Executive Officer, LIMRA, LOMA, and LL Global, Inc.

8:50 am - 9:55 am
Growth in the New World
Jonah Berger

Wharton Professor; World-Renowned Expert on Innovation and Change; Best-selling Author

9:55 am - 10:40 am
BREAK

General Session Monday PM

2:00 pm - 2:40 pm
BREAK

2:40 pm - 3:45 pm
Executive Panel

3:45 pm - 4:50 pm
When Crisis Is Constant: Living & Leading In A High Velocity World
Joseph Coughlin
Founder and Director, MIT AgeLab

General Sessions

Tuesday, October 18, 2022

11:10 am - 11:45 am
BREAK

11:40 am - 11:55 am
DOORS OPEN FOR MICHELLE OBAMA SEATING

11:55 am - 1:00 pm
A Conversation With Former First Lady Michelle Obama
Michelle Robinson Obama

1:00 pm
ADJOURN

General Sessions

Tuesday, October 18, 2022

7:00 am - 8:00 am
BREAKFAST

8:00 am - 8:25 am
State of the Association
Gina Birchall, LLIF, J.D.
Chief Operating Officer, LIMRA, LOMA and LL Global, Inc.

8:25 am - 9:30 am
Economic Update

Austan Goolsbee
Chairman, President's Council of Economic Advisers (2010-2011) and Professor of Economics, University of Chicago Booth School of Business

Christina Romer
Chair, Council of Economic Advisers (2009-2010) and Professor of Economics, University of California, Berkeley and Contributing Editor, Bloomberg News

9:30 am - 10:10 am
BREAK

General Sessions

Tuesday, October 18, 2022

11:10 am - 11:45 am
BREAK

11:40 am - 11:55 am
DOORS OPEN FOR MICHELLE OBAMA SEATING

11:55 am - 1:00 pm
A Conversation With Former First Lady Michelle Obama
Michelle Robinson Obama

1:00 pm
ADJOURN

Life Insurance Agenda

General Sessions - Sunday, October 16, 2022

4:00 pm - 4:50 pm: BREAKOUT SESSIONS
The LIMRA-EY Experienced Financial Advisor Study

Life Insurance “Unbundling”

Winning the War for Talent

5:00 pm - 5:45 pm
WOMEN LEADERS' RECEPTION

5:30 pm - 7:00 pm
WELCOME RECEPTION

General Sessions

Monday, October 17, 2022

7:00 am - 8:00 am
BREAKFAST

8:00 am - 8:20 am
OPENING

8:20 am - 8:50 am
Our Time to Thrive
David Levenson, DBA, FSA, CFA
President and Chief Executive Officer, LIMRA, LOMA, and LL Global, Inc.

8:50 am - 9:55 am
Growth in the New World
Jonah Berger

Wharton Professor; World-Renowned Expert on Innovation and Change; Best-selling Author

9:55 am - 10:40 am
BREAK

Post-Pandemic Mortality: Predictions & Perspectives

Monday, October 17 – 10:40 – 11:40 a.m.

Committee: Dennis Martin
LIMRA: Maureen Shaughnessy

Brokerage Consolidation: What’s the End Game?

Monday, October 17, 2022 - 10:40 am - 11:40 am

In this interactive session, we’ll explore the growing trend of insurtechs buying BGAs that is accelerating consolidation in the life insurance space. We’ll hear from leaders driving some of the decisions being made in the distribution landscape and gain their insights on what is motivating these transactions — getting a glimpse into the future through their lenses and what it means for our industry.

Product Possibilities in a Post-COVID World

Monday, October 17, 2022 - 1:00 pm - 2:00 pm

SHELLY HABECKER, Ph.D
Strategy and Innovation Manager
Swiss Re

CHUCK BREMER, FSA, MAAA, Moderator
Vice President, Product Development - Life
Nationwide

Over 100 million people in the United States do not have life insurance or lack adequate coverage. The pandemic created a heightened awareness and desire for life insurance, driving increases in policy sales over the past two years. As the pandemic subsides, policy sales are declining, and the heightened consumer demand is diminishing — despite the continued need to protect families and loved ones.

How do we sustain awareness and interest in the importance of life insurance, without a pandemic to drive them? Beyond the motivation to buy, how do we make life insurance products available, accessible, and affordable for everyone who needs it? Join this session, including a panel discussion, to address these questions.

Beyond the Platform: D2C is a Mindset

Monday, October 17, 2022 - 1:00 pm - 2:00 pm

KEITH GOLEMBIEWSKI, FLMI, FFSI, Moderator
Senior Director Strategic Initiatives
LIMRA and LOMA

We now live in an environment in which digital immediacy and instant gratification have become the norm, especially for younger generations. The COVID-19 pandemic has accelerated these expectations and has changed the way insurance companies operate and look to provide omni-channel experiences balancing digital and human-led interactions. Join us as a panel of industry experts share their perspectives and experiences in the D2C space. What’s working? What’s not? And for those who got out of D2C altogether, what are the lessons they learned to inform their distribution strategies going forward?

General Session Monday PM

2:00 pm - 2:40 pm
BREAK

2:40 pm - 3:45 pm
Executive Panel

3:45 pm - 4:50 pm
When Crisis Is Constant: Living & Leading In A High Velocity World
Joseph Coughlin
Founder and Director, MIT AgeLab

General Sessions

Tuesday, October 18, 2022

7:00 am - 8:00 am
BREAKFAST

8:00 am - 8:25 am
State of the Association
Gina Birchall, LLIF, J.D.
Chief Operating Officer, LIMRA, LOMA and LL Global, Inc.

8:25 am - 9:30 am
Economic Update

Austan Goolsbee
Chairman, President's Council of Economic Advisers (2010-2011) and Professor of Economics, University of Chicago Booth School of Business

Christina Romer
Chair, Council of Economic Advisers (2009-2010) and Professor of Economics, University of California, Berkeley and Contributing Editor, Bloomberg News

9:30 am - 10:10 am
BREAK

From Digital Enablement to Empowerment

Tuesday, October 18, 2022 - 10:10 am - 11:10 am

KELLY COOMER
Chief Information Officer
Sammons Financial Group

ROB MCISAAC, FLMI, LLIF
Head of Life, Annuities and Benefits
Aite-Novarica Group

KARTIK SAKTHIVEL, Moderator
Vice President and Chief Information Officer
LIMRA and LOMA

The COVID-19 pandemic accelerated digital transformations across our industry that have evolved into a “Digital Reset.” Digital will define this decade across our industry. Those that harness its full potential will be able to capitalize on the new and unprecedented opportunities. But where does one start in this vast digital universe? Join this panel of experts for an engaging discussion on what carriers need to get right and where they need to focus during the “Roaring Digital Twenties.”

Reimagining Advisor/Financial Professional Recruiting and Development

Tuesday, October 18, 2022 - 10:10 am - 11:10 am

Recruiting and developing new advisors/financial professionals has long been both the lifeblood and the bain of our industry. While traditional approaches are well understood and can be applied, the emerging environment requires new paradigms. How can we re-think the traditional approaches? How can we take advantage of the social and digital opportunities? How do we become more relevant and what do we need to do to attract and retain the right people and talent in the emerging environment? This workshop will share recent and long term trends and provide you the opportunity to explore these and other questions with your peers.

General Sessions

Tuesday, October 18, 2022

11:10 am - 11:45 am
BREAK

11:40 am - 11:55 am
DOORS OPEN FOR MICHELLE OBAMA SEATING

11:55 am - 1:00 pm
A Conversation With Former First Lady Michelle Obama
Michelle Robinson Obama

1:00 pm
ADJOURN

Annuities Agenda

4:00 pm - 4:50 pm: BREAKOUT SESSIONS
The LIMRA-EY Experienced Financial Advisor Study

Life Insurance “Unbundling”

Winning the War for Talent

5:00 pm - 5:45 pm
WOMEN LEADERS' RECEPTION

5:30 pm - 7:00 pm
WELCOME RECEPTION

General Sessions

Monday, October 17, 2022

7:00 am - 8:00 am
BREAKFAST

8:00 am - 8:20 am
OPENING

8:20 am - 8:50 am
Our Time to Thrive
David Levenson, DBA, FSA, CFA
President and Chief Executive Officer, LIMRA, LOMA, and LL Global, Inc.

8:50 am - 9:55 am
Growth in the New World
Jonah Berger

Wharton Professor; World-Renowned Expert on Innovation and Change; Best-selling Author

9:55 am - 10:40 am
BREAK

General Session Monday PM

2:00 pm - 2:40 pm
BREAK

2:40 pm - 3:45 pm
Executive Panel

3:45 pm - 4:50 pm
When Crisis Is Constant: Living & Leading In A High Velocity World
Joseph Coughlin
Founder and Director, MIT AgeLab

General Sessions

Tuesday, October 18, 2022

7:00 am - 8:00 am
BREAKFAST

8:00 am - 8:25 am
State of the Association
Gina Birchall, LLIF, J.D.
Chief Operating Officer, LIMRA, LOMA and LL Global, Inc.

8:25 am - 9:30 am
Economic Update

Austan Goolsbee
Chairman, President's Council of Economic Advisers (2010-2011) and Professor of Economics, University of Chicago Booth School of Business

Christina Romer
Chair, Council of Economic Advisers (2009-2010) and Professor of Economics, University of California, Berkeley and Contributing Editor, Bloomberg News

9:30 am - 10:10 am
BREAK

General Sessions

Tuesday, October 18, 2022

11:10 am - 11:45 am
BREAK

11:40 am - 11:55 am
DOORS OPEN FOR MICHELLE OBAMA SEATING

11:55 am - 1:00 pm
A Conversation With Former First Lady Michelle Obama
Michelle Robinson Obama

1:00 pm
ADJOURN

Workplace Benefits Agenda