• Newsroom
• News Releases

WINDSOR, Conn., Jan. 26, 2017 – LIMRA is pleased to announce that CNBC contributor Todd Buchholz will be one of the keynote speakers at LIMRA’s 2017 Distribution Conference for Financial Services in Ft. Lauderdale, Fla, on March 1-3.

According to the latest LIMRA Secure Retirement Institute research, 1 in 3 independent distribution networks (i.e., brokerage general agencies and independent marketing organizations) expect a significant impact from the Department of Labor’s fiduciary rule on their business. Buchholz will provide a Washington DC insiders’ view of what the new Administration may do to affect the implementation of the DOL fiduciary rule. 

“There is a lot of uncertainty about if the Republican-led Congress and the new Administration will delay or alter the DOL rule,” said Sean O’Donnell, LIMRA vice president, member relations and sales. “Getting Todd’s perspective will be invaluable to distribution leaders as they focus their strategy for 2017, and beyond.”

The conference features other speakers who will discuss the impact of the DOL fiduciary rule:

• Brian Winikoff, senior executive director and head of AXA's US Life, Retirement and Wealth Management Businesses, AXA Equitable Life Insurance Company, whowill share his perspective on today’s environment and his vision to navigate through these rough waters and embrace the opportunities ahead;  
• David Macchia, founder and chief executive officers, Wealth2k, who will focus on the silver lining of the DOL rule, offering practical, actionable insights for how to emerge successful in a business environment where “process” not “product” rules, and where commoditization becomes a grave risk;
• Peter Sheahan, founder and chief executive officer, Karrikins Group, who will address how financial services professionals can turn the challenges of fee transparency and the best-interest fiduciary standard into opportunity.

In addition to the regulatory landscape, this year’s conference will also focus on innovation and digitally-minded tactics to help expand distribution. There will be sessions specifically centered on communicating direct-to-consumers (D2C) through new and popular non-face-to-face distribution methods to reach new markets.

The 2017 Distribution Conference for Financial Services usually draws more than 300 distribution leaders and professionals for opportunities to network and share ideas around productivity and reshaping the industry.

For more information and to register, please visit: 2017 Distribution Conference for Financial Services

-end-

Follow us on Twitter: @LIMRANewsCenter  

About LIMRA  

LIMRA, a worldwide research, consulting and professional development organization, is the trusted source of industry knowledge, helping more than 850 insurance and financial services companies in 64 countries. Visit LIMRA at www.limra.com.