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Member Companies

Platinum Sponsor

Reinsurance Group of America, Incorporated (NYSE: RGA) is a global industry leader specializing in life and health reinsurance and financial solutions that help clients effectively manage risk and optimize capital. Founded in 1973, RGA celebrates its 50th anniversary in 2023. Over the past five decades, RGA has become one of the world’s largest and most respected reinsurers and is listed among Fortune’s World’s Most Admired Companies. The global organization is guided by a fundamental purpose: to make financial protection accessible to all. RGA is widely recognized for superior risk management and underwriting expertise, innovative product design, and dedicated client focus. RGA serves clients and partners in key markets around the world and has approximately $3.4 trillion of life reinsurance in force and assets of $84.7 billion as of December 31, 2022. To learn more about RGA and its businesses, visit 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 and annuities, and offers a variety of investment products and services to individuals, businesses, and pension plans. Whether your goal is to protect loved ones or grow your assets for retirement, Pacific Life offers innovative products and services that provide value and financial security for current and future generations. Pacific Life was named one of the 2023 World’s Most Ethical Companies® by the Ethisphere Institute. For additional company information, including current financial strength ratings, visit www.PacificLife.com.

Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company.

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. 42 on the 2022 Fortune 500 list of largest companies. For more information, please visit https://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 37,000 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 Ethisphere World’s Most Ethical Companies®, has been trusted since 1896 to help millions of Americans prepare for financial uncertainties and retirement with a variety of innovative risk management solutions. In 2023, Allianz Life provided additional value to its policyholders via distributions of more than $13.73 billion. As a leading provider of fixed index annuities, registered index-linked annuities, and fixed index universal life insurance, Allianz Life is part of Allianz SE, a global leader in the financial services industry with approximately 157,000 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/

Guardian makes a difference when people need us most. A leading provider of insurance and financial products and services, we are guided by our purpose to inspiring well-beingTM across mind, body, and wallet. We are a trusted resource to millions, helping them prepare and plan for the future and recover in times of loss, and we drive value beyond the dividend through investments in our people and communities. Behind every bright future is a GuardianTM. Learn more at guardianlife.com.

Guardian® is a registered trademark of The Guardian Life Insurance Company of America.

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 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.

Northwestern Mutual has been helping people and businesses achieve financial security for more than 165 years. Through a comprehensive 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 over $627 billion of total assets being managed across the company's institutional portfolio as well as retail investment client portfolios, more than $36 billion in revenues, and $2.3 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than five million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. Northwestern Mutual ranked 111 on the 2023 FORTUNE 500 and was recognized by FORTUNE® as one of the "World's Most Admired" life insurance companies in 2024. Visit us at: https://www.northwesternmutual.com/

Protective has helped people achieve protection and security in their lives for 116 years. Through its subsidiaries, Protective offers life insurance, annuity and asset protection solutions and is helping more than 14 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 subsidiary of Dai-ichi Life Holdings, Inc. (TSE:8750), has $113 billion in assets, as of Dec. 31, 2022. Protective is headquartered in Birmingham, Alabama, and supported by both a robust virtual workforce and core sites in the greater Cincinnati area 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® help families and businesses by empowering futures and changing lives. Sammons Financial Group is employee 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. Committed to our communities, Sammons Financial Group is Midwest-based, with offices in Iowa, Illinois, North Dakota, Ohio, and South Dakota.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: 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 Fortune 500 diversified financial services organization, providing advice, investments, insurance, banking and generosity programs and solutions so people can make the most of all they’ve been given. Visit us at: 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 innovative, results-based behavioral health solution helps employees maintain and improve their mental wellness. And our full array of enrollment services, benefits communications and professional support make it easy for everyone to get on board. Visit us at: www.unum.com

Born in 1888 as a modest home service company — but built to last — Western & Southern Financial Group today stands among the world’s financially strongest life insurance groups. The Cincinnati-based Fortune 500 member possesses a heritage of helping secure financial confidence for individuals, families, businesses, foundations and nonprofits. Its family of companies continues to grow and diversify, fortifying its financial foundation and embracing new opportunities to provide superior service supporting an ever-expanding range of insurance, investment and retirement solutions. 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 building a comprehensive digitized ecosystem for the life insurance and wealth management industries, which will enable millions of those who are uninsured or under-insured to secure their financial futures as part of a holistic financial planning experience. The firm is working to optimize all application and processing workflows — from quote to commission — and consolidating them within one of the most expansive straight-through processing platforms, significantly reducing paper, saving time, and increasing premiums and placements for insurance agents. iPipeline is also committed to offering premier subscription-based tools to help financial institutions and advisors automate and digitize financial transactions, comply with regulations, and seamlessly incorporate life insurance and annuities into client accounts. The iPipeline digital ecosystem incorporates one of the industry’s largest data sets to enable advisors and agents to optimize their businesses. Since its establishment in 1995, iPipeline has facilitated 1.5 billion quote responses, $32 billion in savings on printing and mailing costs, the collection of 55 billion premiums, and the protection of 25 million lives. iPipeline operates as a unit of Roper Technologies (NYSE: ROP), a constituent of the S&P 500® and Fortune 500® indices. For more information, please visit https://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

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