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Member Companies

Platinum Sponsor

Reinsurance Group of America, 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 $92.2 billion as of December 31, 2021, RGA ranks #222 on the 2022 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://www.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 retirement, insurance and wealth protection expertise. Lincoln Financial Group, the marketing name for Lincoln National Corporation (NYSE:LNC; headquarters, Radnor, PA) and affiliates, is included on major sustainability indices--Dow Jones Sustainability Index North America, FTSE4Good--and ranks among Newsweek’s Most Responsible Companies. Dedicated to diversity, equity and inclusion, we’re included on transparency benchmarking tools: Corporate Equality Index; Disability Equality Index; Bloomberg Gender-Equality Index. Named to FlexJobs’ 2022 list of Top 100 Companies to Watch for Remote Jobs, and Ethisphere’s 2022 World’s Most Ethical Companies®.

Learn more: www.LincolnFinancial.com

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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 protection and accumulation products that help our policyholders achieve financial security and independence — now and for generations to come. As of December 31, 2021, Ohio National’s affiliated companies have $40.8 billion total assets under management. Products are issued by The Ohio National Life Insurance Company and Ohio National Life Assurance Corporation. Ohio National is recognized as a Leader in Workplace Equity by Ellequate. 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.

For 100 years, the mission of State Farm has been and continues to be to help people manage the risks of everyday life, recover from the unexpected, and realize their dreams. State Farm and its affiliates are the largest providers of auto and home insurance in the United States. Its more than 19,400 agents and approximately 53,400 employees serve over 87 million policies and accounts — which includes auto, fire, life, health, commercial policies and financial services accounts. Commercial auto insurance, along with coverage for renters, business owners, boats and motorcycles, is available. State Farm Mutual Automobile Insurance Company is the parent of the State Farm family of companies. State Farm is ranked No. 39 on the 2021 Fortune 500 list of largest companies. For more information, please visit http://www.statefarm.com.

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, USAA has offices in eight U.S. cities and three overseas locations and employs more than 38,000 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. One of the largest providers of fixed and fixed indexed annuities in the United States, we are driven to deliver innovative solutions that help people retire with confidence. 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/

Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being — mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com.

Guardian® is a registered trademark of The Guardian Life Insurance Company of America.
© Copyright 2022 The Guardian Life Insurance Company of America, New York, NY

Jackson® (NYSE: JXN) is committed to helping clarify the complexity of retirement planning — for financial professionals and their clients. Through our range of annuity products, financial know-how, exceptional service and streamlined experiences, we strive to reduce the confusion that complicates retirement planning. We take a balanced, long-term approach to responsibly serving all of our stakeholders, including customers, shareholders, distribution partners, employees, regulators and community partners. We believe by providing clarity for all today, we can help drive better outcomes for tomorrow. For more information, visit 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.

Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States. Nationwide is rated A+ by both A.M. Best and Standard & Poor’s. An industry leader in driving customer-focused innovation, Nationwide provides a full range of insurance and financial services products including auto, business, homeowners, farm and life insurance; public and private sector retirement plans, annuities, mutual funds and ETFs; excess & surplus, specialty and surety; pet, motorcycle and boat insurance. For more information, visit www.nationwide.com. Follow us on Facebook and Twitter. 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 $308.8 billion in total assets, $31.1 billion in revenues, and $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. The company manages more than $200 billions of investments owned by its clients and held or managed through its wealth management and investment services businesses. Northwestern Mutual ranks 90 on the 2021 FORTUNE 500 and is recognized by FORTUNE® as one of the “World’s Most Admired” life insurance companies in 2021. Visit us at: https://www.northwesternmutual.com/

Protective has helped people achieve protection and security in their lives for 115 years. Through its subsidiaries, Protective offers life insurance, annuity and asset protection solutions and is helping more than 12 million people protect what matters most. Protective’s more than 3,700 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 Life Corporation, a wholly owned subsidiary of Daiichi Life Holdings, Inc. (TSE:8750), has grown to about $132 billion in assets, as of Dec. 31, 2021. Protective is headquartered in Birmingham, Alabama, and supported by both a robust virtual workforce and core sites in Cincinnati and St. Louis. For more information about Protective, 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 advice, investments, insurance, banking and generosity programs and solutions 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: 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’ provides payments services to over 600 clients in the U.S. and Europe. The firm specializes in the entertainment, film, music, real estate, and insurance industries. For insurance carriers, Exactuals’ PaymentHub solution can process business-to-consumer disbursements for claims (life, LTC, DI, Annuity, employee benefits), producer compensation, and general AP payments. Exactuals is based in Los Angeles, CA and was founded in 2011. In 2018, the company was acquired by City National Bank, a Royal Bank of Canada company. Exactuals started its disbursements journey in the entertainment industry and has since carved out a strong position in this vertical. www.exactuals.com/industries/insurance

iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry, making it easier to secure a financial future. Visit us at: 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, Empower and Insights. Our state-of-the-art digital suite integrates powerful engagement across the client lifecycle to reduce friction, convert sales and optimize results. Visit us at: www.life.io