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Member Companies

Platinum Sponsor

Reinsurance Group of American, Incorporated (RGA) is a leading global life and health reinsurer recognized around the world for its expertise in individual life reinsurance, individual living benefits reinsurance, group reinsurance, health reinsurance, facultative underwriting, product development, and financial solutions. With approximately $3.5 trillion of life reinsurance in force and assets of $84.7 billion as of December 31, 2020, RGA ranks #207 on the 2021 Fortune 500 listing. The company’s longstanding reputation for client service is built upon a foundation of dedicated teams, connected knowledge, and solutions of vision and value. Headquartered in St. Louis, Missouri, and with operations around the world, the company partners with clients to improve risk management, increase capital efficiency, and position their businesses for long-term growth. Visit us at: https://rgare.com/

Gold Sponsors

We’re Brighthouse Financial. We are on a mission to help people achieve financial security. As one of the largest providers of annuities and life insurance in the U.S., we specialize in products designed to help people protect what they’ve earned and ensure it lasts. We are built on a foundation of experience and knowledge, which allows us to keep our promises and provide the value they deserve. Visit us at: https://www.brighthousefinancialpro.com/

Global Atlantic Financial Group is a leader in the U.S. life insurance and annuity industry, serving the needs of individuals and institutions. With differentiated investment and risk management capabilities, deep client relationships, and a strong financial foundation, the company has established a track record of delivering proven, value-added solutions and long-term growth. Global Atlantic is a majority-owned subsidiary of KKR, a leading global investment firm that offers alternative asset management across multiple strategies and capital markets solutions. KKR’s parent company is KKR & Co. Inc. (NYSE: KKR). Visit us at: https://www.globalatlantic.com/

Lincoln Financial Group provides advice and solutions that help empower people to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. Learn more at: www.LincolnFinancial.com.

Since 1909, Ohio National has been committed to helping individuals, families and businesses protect what matters most. Through our network of financial professionals across 49 states (all except New York), the District of Columbia and Puerto Rico and through affiliated operations in South America, we provide the insurance products that help our policyholders achieve financial security and independence. As of December 31, 2020, its affiliated companies have $41.2 billion total assets under management. Products are issued by The Ohio National Life Insurance Company and Ohio National Life Assurance Corporation. Recognized as a Leader in Gender Equity by Queen City Certified. Visit us at: www.ohionational.com

For more than 150 years, Pacific Life has helped millions of individuals and families with their financial needs through a wide range of life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. For additional information, visit www.PacificLife.com.

State Farm — We are people who make it our business to be like a good neighbor; by selling and keeping promises through our marketing partnership of over 19,000 agents and 58,000 employees; who bring diverse talents and experiences to our work of serving the State Farm customer. Our success is built on a foundation of shared values — quality service and relationships, mutual trust, integrity and financial strength. We strive to be the customer's first and best choice in the products and services we provide. Like a good neighbor, State Farm is there.®

The Swiss Re Group is one of the world’s leading providers of reinsurance, insurance and other forms of insurance-based risk transfer, working to make the world more resilient. It anticipates and manages risk — from natural catastrophes to climate change, from ageing populations to cyber crime. The aim of the Swiss Re Group is to enable society to thrive and progress, creating new opportunities and solutions for its clients. Headquartered in Zurich, Switzerland, where it was founded in 1863, the Swiss Re Group operates through a network of around 80 offices globally. Visit us at: swissre.com

Founded in 1922 by a group of military officers, USAA is among the leading providers of insurance, banking and investment and retirement solutions to more than 13 million members of the U.S. military, veterans who have honorably served and their families. Headquartered in San Antonio, Texas, USAA has offices in seven U.S. cities and three overseas locations and employs more than 35,000 people worldwide. Each year, the company contributes to national and local nonprofits in support of military families and communities where employees live and work. For more information about USAA, follow us on Facebook or Twitter (@USAA), or visit usaa.com.

Silver Sponsors

AIG Life & Retirement brings together a broad portfolio of protection, retirement savings, investment and lifetime income solutions to help people achieve financial and retirement security. The business consists of four operating segments – Individual Retirement, AIG Retirement Services, Life Insurance and Institutional Markets – and holds longstanding, leading market positions in many of the markets it serves. Visit us at: lifeandretirement.aig.com

Allianz Life Insurance Company of North America, one of the FORTUNE 100 Best Companies to Work For® and one of the Ethisphere World’s Most Ethical Companies®, has been keeping its promises since 1896 by helping Americans achieve their retirement income and protection goals with a variety of annuity and life insurance products. In 2020, Allianz Life provided additional value to its policyholders via distributions of more than $10.1 billion. As a leading provider of fixed index annuities, Allianz Life is part of Allianz SE, a global leader in the financial services industry with approximately 150,000 employees in more than 70 countries. Allianz Life is a proud sponsor of Allianz Field® in St. Paul, Minnesota, home of Major League Soccer’s Minnesota United. Visit us at: https://www.allianzlife.com/

Athene is a leading retirement services company that issues, reinsures and acquires retirement savings products designed for the increasing number of individuals and institutions seeking to fund retirement needs. The products offered by Athene include retail fixed, fixed indexed and index-linked annuity products; reinsurance arrangements with third-party annuity providers; and institutional products, such as funding agreements and the assumption of pension risk transfer obligations. Visit us at: https://www.athene.com/

For more than 90 years, COUNTRY Financial been dedicated to helping others plan for their future while also protecting what’s important in life. What started long ago as a simple commitment on Midwest farmlands has now expanded across 19 states. Today, our local representatives and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as well as retirement and investment services—helping to create a stronger more secure future for our clients and the communities we are proud to serve. Visit us at: https://www.countryfinancial.com/

Guardian has been helping people protect their futures and secure their lives for 160 years. Every day, we serve approximately 29 million people through a range of insurance and financial products. As one of the largest mutual insurance companies, we know what matters most: putting the needs of our customers first. Because everyone deserves a Guardian. Learn more about Guardian at guardianlife.com.

Jackson® is committed to helping clarify the complexity of retirement planning through our range of annuity products, financial know-how, history of award-winning service and streamlined experiences. We believe by providing clarity for all today, we can help drive better outcomes for tomorrow. Learn more at www.jackson.com.

MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. Founded in 1851, the company has been continually guided by one consistent purpose: we help people secure their future and protect the ones they love. With a focus on delivering long-term value, MassMutual offers a wide range of protection, accumulation, wealth management and retirement products and services. For more information, visit www.massmutual.com.

About Nationwide — Our roots extend back to 1926, when we began as a small, regional mutual insurer helping farmers get the best value they could for auto insurance. Through the years, we’ve grown and expanded the solutions and services we provide to our customers while staying true to our On Your Side® promise: We exist to protect people, businesses and futures with extraordinary care. Today, we’re a Fortune 100 company and one of America’s most diversified insurance and financial services organizations. Nationwide provides a full range of insurance and financial services, including auto, commercial, homeowners, farm and life insurance; public and private sector retirement plans, annuities and mutual funds; banking and mortgages; excess & surplus, specialty and surety; pet, motorcycle and boat insurance. Visit us at: https://www.nationwide.com/

Northwestern Mutual has been helping people and businesses achieve financial security for more than 160 years. Through a holistic planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what's most important. With $290.3 billion in total assets, $29.9 billion in revenues, and $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. The company manages more than $161 billion of investments owned by its clients and held or managed through its wealth management and investment services businesses. Northwestern Mutual ranks 102 on the 2020 FORTUNE 500 and is recognized by FORTUNE® as one of the “World’s Most Admired” life insurance companies in 2020. Northwestern Mutual also received the highest score among individual life insurance providers in the J.D. Power 2019 U.S. Life Insurance Satisfaction Study. Visit us at: https://www.northwesternmuutal.com/home/

Founded in 1907, Protective Life Corporation (Protective) is on a mission to help more people achieve protection and security in their lives. Across its life insurance, annuity and asset protection solutions, the Company helps more than 12 million people protect what matters most. Protective’s more than 3,500 employees put people first and deliver on the Company’s promises to customers, partners, colleagues and communities — because we’re all protectors. With a long-term focus, financial stability and commitment to doing the right thing, Protective, a wholly owned subsidiary of Dai-ichi Life Holdings, Inc. (TSE:8750), has grown to over $127B in assets as of Dec. 31, 2020. Protective is headquartered in Birmingham, Ala., and supported by its robust virtual workforce and core sites in Cincinnati and St. Louis. For more information about Protective, please visit www.protective.com.

Prudential Financial, Inc. (NYSE: PRU), a financial wellness leader and premier active global investment manager with more than $1 trillion in assets under management as of March 31, 2020, has operations in the United States, Asia, Europe, and Latin America. Prudential’s diverse and talented employees help to make lives better by creating financial opportunity for more people. Prudential’s iconic Rock symbol has stood for strength, stability, expertise and innovation for more than a century. For more information, please visit https://www.prudential.com.

The companies of Sammons® Financial Group, Inc. help families and businesses protect their future to enjoy life’s moments today. A subsidiary of Sammons Enterprises, Inc., Sammons Financial Group is privately owned with member companies that are among the most enduring and stable in the financial services industry. Our companies include Midland National® Life Insurance Company (including Sammons® Corporate Markets), North American Company for Life and Health Insurance®, Sammons Institutional Group® (including Midland Retirement Distributors® and Sammons Retirement Solutions®) and Beacon Capital Management, Inc. Visit us at: https://www.sammonsfinancialgroup.com/

At Securian Financial, we’re here for family. And we’re here because of it. We’re guided by our purpose: helping customers build secure tomorrows. Since 1880, we’ve been building a uniquely diversified company that has outlasted economic ups and downs while staying true to our customers. We’re committed to the markets we serve, providing insurance, investment and retirement solutions that give families the confidence to focus on what’s truly valuable: banking memories with those who matter most. Visit us at: https://www.securian.com/

Sun Life is a leading international financial services organization providing insurance, wealth and asset management solutions to individual and corporate Clients. Sun Life has operations in a number of markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of March 31, 2020, Sun Life had total assets under management of $1,023 billion. For more information, please visit www.sunlife.com. Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges under the ticker symbol SLF.

Since 1957, Symetra has provided annuities, life insurance and employee benefits that help people live with financial security and confidence. To learn more, visit www.symetra.com.

The Hartford is a leader in property and casualty insurance, group benefits and mutual funds. With more than 200 years of experience, The Hartford is widely recognized for its service excellence, sustainability practices, trust and integrity. More information on the company and its financial performance is available at https://www.thehartford.com.

Thrivent is a holistic financial services organization, providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. Visit us at: https://www.thrivent.com/

TIAA, a leading provider of financial services to nonprofits, offers investing, banking, advice and guidance, and retirement services. Founded more than 100 years ago by one of history’s great philanthropists, Andrew Carnegie, TIAA is committed to helping institutions and individuals pursue positive outcomes through an array of global, diversified financial services and a long-term investment perspective. Having grown into a Fortune 100 financial services organization, we are grounded by our core values, committed to responsible investing and dedicated to being a force for good, building on our legacy of serving the broad financial needs of those who make a difference in the world. Visit TIAA.org to learn more.

Unum is a leading provider of employee benefits, helping millions of people protect their families, their finances and their futures for over 170 years. Through our deep expertise and innovative benefits technology, we deliver better ways to access disability, life, accident, critical illness, dental and vision benefits through the workplace. Our award-winning leave management solutions help companies smoothly navigate absences while our full array of enrollment services, benefits communications and professional support make it easy for everyone to get on board. Please visit us at: https://www.unum.com/

Western & Southern Financial Group, Inc., traces its heritage back to 1888 with the founding of The Western and Southern Life Insurance Company. A Fortune 500 company and one of the strongest life insurance groups in the world, Western & Southern is the parent company of a group of diversified financial services businesses with assets owned and managed exceeding $100 Billion as of June 30, 2021. Visit us at: https://www.westernsouthern.com/

Elite Sponsors

Exactuals — Perfecting payments and the data driving them. Exactuals helps companies pay thousands of non-employees through our flagship product, PaymentHub. PaymentHub manages many forms of complex payments (claims, producer, vendor), all of which have the same essential requirements for success: Security, Accuracy, Transparency, and Speed. Our white-label SaaS platform securely registers your payees’ sensitive data, calculates payments based on your rules, aggregates payment data, and distributes ACH or paper check payments through our parent company, City National Bank / RBC. Being bank-owned ensures the highest level of payment encryption and compliance in addition to SOC2/2 + HIPAA credentials. Visit us at: https://www.exactuals.com

iPipeline is a leading provider of no code / low code, content-based digital solutions for the life insurance and financial services industry. Through our SSG Digital, end-to-end platform, we accelerate and simplify sales, compliance, operations, and support. We provide process automation and seamless integration between every participant in our ecosystem including carriers, agents, general agencies, advisors, broker-dealers, RIAs, banks, securities/mutual fund firms, and their consumers on a global basis. Our innovative solutions include pre-sales support, new business and underwriting, policy administration, point-of-sale execution of applications, post-sale support, data analysis, reporting, user-driven configuration, consumer delivery and self-service, and agency and firm management. Visit www.ipipeline.com.

Life.io is a leading customer engagement technology firm that helps companies accelerate the development of their end-to-end digital client experience with the Life.io Solution Suite: Grow, Engage and Empower. Our state-of-the-art digital suite integrates powerful engagement across the client lifecycle to reduce friction, convert sales and optimize results. www.life.io/