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2020 Life Insurance Conference

Exceeding Expectations

4/20/2020 - 4/22/2020
The Grand America Hotel, Salt Lake City, UT
REGISTER Venue Details


Who Attends

Professionals involved in the development, operations, marketing, distribution, technology or administration of life insurance products.


So much is said these days about enhancing the customer experience, “delighting” customers and delivering customer service that goes “above and beyond.” For large enterprises, particularly in the insurance industry, this focus on customer experience is fast becoming a key competitive differentiator.

It’s no longer feasible for insurance companies to flirt with the idea of customer centricity. Changing customer expectations are pushing for more personalized services, redefining value propositions and driving technological advancements. Empowered customers have upset the very nature of the insurance industry and are willing to shift loyalties to find what they want.

Customer expectations will increasingly focus on the service experience and a customizable service package. Customers are no longer satisfied with just having an insurance product; needs arise after the product has been bought and customers will increasingly emphasize the benefits they gain from their insurance solution. This change is already very clearly visible in how customers do business with us: they want a full-service package that is available at any time, any place.

In this kind of competition, the winner will be the service provider that is able to not only exceed customer expectations, but to demonstrate clearly to the customers the benefits they gain and, overall, to manage the flow of information available to its clientele as a whole.

Attend the 2020 Life Insurance Conference to network with your peers and leading industry experts as we look at the key trends that will shape our future and help us exceed expectations as an industry.

This premier conference offers more than 30 workshops on topics including product innovation, distribution, markets, technology, administration and regulation. This is your opportunity to join the crucial dialogue.


Early Registration Rates (By March 25, 2020):
LIMRA, LOMA, SOA or ACLI Member: $1,320
Nonmember: $2,640

Standard Registration Rates (After March 25, 2020):
LIMRA, LOMA, SOA or ACLI Member: $1,620
Nonmember: $3,240

Refund and Cancellation Policy
All cancellations and refund requests must be received in writing. These requests carry a $125.00 U.S. administrative charge. Full refunds minus the administrative fee will be granted on written requests received no later than ten business days before the meeting. No refunds will be granted if the request is received within ten business days of the meeting. If for any reason a meeting is cancelled, Conference Organizers will refund the total registration fee. However, Conference Organizers will not be responsible for any travel, hotel accommodations or other costs incurred. Cancellation requests should be submitted in writing to

Group Discount
If five (5) or more individual employees from the same member company register for this meeting, each individual registrant may take advantage of a group registration discount of $100 by entering the promo code GROUP100. Individuals using this registration option must register at the full conference registration fee. Presenter registrations and individuals utilizing any other discounts do not qualify towards the required five registrant per company minimum. Please note that if a registrant's company does not ultimately meet the aforementioned eligibility criteria (e.g. there are fewer than five registrants from a company who paid the qualifying full conference fee), registrants will receive a notice of any balance due based on the difference between the regular applicable rate and the group discounted rate.



Grand America Hotel

555 South Main Street
Salt Lake City, Utah, 84111

Hotel Reservations

If you receive any unsolicited or suspicious email or phone call about a hotel booking in conjunction with this meeting, our advice is not to click on it, but delete the email immediately. In the case of a phone call, never give out your credit card information. Our designated conference hotels will never call you unless you contact them first.

Reservations phone:
800-437-5288 (Mention Life Insurance Conference)

Make your reservations by March 25 to receive the group rate of $250.00 single/double (plus applicable sales taxes). Requests after March 25 will be accepted at the prevailing rate based on space availability.

Please note that hotel rates may increase after March 25, or when the meeting room block sells out, whichever comes first. Make your reservations early to take advantage of our group rate.


Margaret Meister, FSA, MAAA
President and Chief Executive Officer, Symetra Financial Corporation

Margaret Meister, FSA, MAAA

President and Chief Executive Officer, Symetra Financial Corporation

Margaret Meister is president and chief executive officer of Symetra Financial Corporation and president of its insurance subsidiaries. She is also a member of the company’s Board of Directors. Meister joined Symetra in 1988, and was appointed chief financial officer in February 2006, assuming responsibility for the company’s financial strategy and operations. She became president and chief executive officer in February 2018. As a member of the company’s executive leadership team, Meister played a principal role in Symetra’s initial public offering in 2010, as well as its successful acquisition by Sumitomo Life in 2016.
Duncan Wardle
Former Head of Innovation & Creativity, Walt Disney

Duncan Wardle

Former Head of Innovation & Creativity, Walt Disney

As Head of Innovation & Creativity at Disney, Duncan Wardle helped teams at Disney Parks, Lucasfilm, Marvel, Pixar, Imagineering and Animation to innovate, creating magical new storylines and amazing experiences for consumers around the globe. He now brings his Disney experience to audiences, helping people capture unlikely connections, leading to both fresh thinking and revolutionary ideas. Wardle teaches Innovation and Creativity Masterclasses at Yale University, UNC and U.F. He also holds the American Citizen Award presented at the White House, and the Duke of Edinburgh Award, presented by her majesty, Queen Elizabeth.
Magie Cook
President and Chief Executive Officer, Magie Cook, LLC

Magie Cook

President and Chief Executive Officer, Magie Cook, LLC

Magie Cook is a Latino businesswoman who was born in an orphanage in Mexico. She immigrated to the U.S. on a basketball scholarship at the University of Charleston, where she obtained her college degree. Unable to find a job, Cook became homeless and lived on the streets. After being given a place to stay, she entered a fresh salsa competition and won unanimously. She was given $800 to create Maggie’s All-Natural Fresh Salsa’s & Dips, a company that grew into a multi-million-dollar business within 4 years. At the height of her success in 2015, Maggie’s Salsa sold to Campbell’s Soup. Shortly after, Cook went back to Mexico and helped rescue 31 orphaned children from a drug cartel. She is the author of the book Mindful Success — How to Use Your Mind to Transform Your Life.
David Levenson
President and Chief Executive Officer, LIMRA, LOMA, and LL Global, Inc.

David Levenson

President and Chief Executive Officer, LIMRA, LOMA, and LL Global, Inc.

David Levenson is responsible for leading one of the world’s largest associations of life insurance and financial services companies, representing more than 1300 financial services companies across 64 countries. Most recently, Levenson was a principal at Edward Jones and served on its management committee from 2015-2018. He was responsible for all products distributed through its network of 17,000 advisors in the U.S. and Canada. Prior to 2012, Levenson was president of wealth management at The Hartford Financial Services Group, responsible for the firm’s individual annuity, individual life, mutual fund and retirement plan businesses. He also served as president and CEO of Hartford Life, KK in Tokyo, where he was responsible for leading the largest annuity provider in Japan.

Diamond Sponsor

Silver Sponsor

Contact us to learn more:

Mary-Jo Adams

Senior Conference Coordinator


(860) 285-7798