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2021 Marketing Conference

Expanding the Possibilities

6/2/2021 - 6/3/2021
Virtual
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Overview

Who Attends

Financial services professionals in all areas of marketing – product, consumer, producer, digital, and strategy – as well as research and consumer insights and communications, advertising, and branding.

Highlights

There’s no denying 2020 was a difficult year; we all came out of it changed as marketers and as people. The challenges we faced required us to pivot, be nimble, and adjust our strategies. At the same time, it offered new and expanded possibilities to connect, to embrace technology, and to reframe the intrinsic value of our industry.

In marketing, we don’t shy away from change, be it learning a new technology or approaching a customer experience in a new way. We are used to rapid evolution and shifting perspectives in our roles – so this is our opportunity to lead the financial services industry in using our messaging, strategy, and engagement to expand our offerings and our approach. 

LIMRA’s 2021 Marketing Conference will be completely virtual, and our program will reflect the evolving customer-centric market and the needs of our industry marketers. Our focus areas include social media, digital initiatives, consumer insights, customer experience, marketing best practices, and strategy. 

Join us as we come together as financial services professionals focused on marketing. We’ll feature sessions that uncover what’s next for our industry, identify tomorrow’s potential, and focus on expanding the possibilities!

Registration

Member registration fee: $595

Non-member registration fee: $895

Group Registration Discount:

Take advantage of our group rates to ensure your team’s knowledge stays relevant and up-to-date amid the changing trends and directions in the industry.

We are pleased to offer two group registration options that you can secure by contacting customer.service@limra.com.

  • 5-9 - Registrants from the same company will receive a $75 discount per person when using the quantity discount promo code provided.

  • 10+ -  Companies may purchase 10 or more registrations and receive a 20% discount off the total registration fee. Single payment is required along with the total number of registrants. We will provide a special company link/code for the your organization to distribute to the group.

Note: Discounts may not be combined with any other discount offer. We cannot combine existing individual registrations into group registrations.

Substitution Policy

Substitutions of registrations are permitted up to 3 days prior to the virtual event start date by submitting a written request to customer.service@limra.com. The individual submitting the substitution request is responsible for all financial obligations (any balance due) associated with that substitution.

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Cancellation Policy

In the event that a scheduled meeting or event is cancelled by LIMRA for any reason, LIMRA shall refund any conference registration fees that have been paid by the registrant. Under no circumstances, however, shall LIMRA be liable to the registrant for any other expenses including, but not limited to, airfare and hotel expenses incurred by the registrant.

All cancellations must be received in writing. Email customer.service@limra.com. Cancellations received by May 19, 2021, will be refunded, less a $100 processing fee. There are no refunds after May 19, 2021.

Speakers

Sharon Scanlon
Senior Vice President, Head of Customer Experience for Life and Annuity Operations and Retirement Plan Service, Lincoln Financial Group

Sharon Scanlon

Senior Vice President, Head of Customer Experience for Life and Annuity Operations and Retirement Plan Service, Lincoln Financial Group

Sharon Scanlon is the Senior Vice President, Head of Customer Experience for Life and Annuity Operations and Retirement Plan Services at Lincoln Financial Group. She is responsible for furthering the company’s industry position as the insurance and retirement plan provider of choice for intermediaries, consumers, and employers. Her team is focused on blending a high-touch and high-tech experiences with strategy and omni-channel solutions to drive positive outcomes for Lincoln’s customers. Scanlon joined Lincoln in 2010 and has held leadership positions in both customer experience and product. She has more than 25 years of financial services and retirement industry experience. Prior to joining Lincoln, she held senior leadership positions with Fidelity Investments, Mercer HR Services and Putnam Investments.

Ketty Trivedi
Chief Marketing Officer, Prudential Group Insurance

Ketty Trivedi

Chief Marketing Officer, Prudential Group Insurance

Ketty Trivedi is Chief Marketing Officer at Prudential Group Insurance, a business unit of Prudential Financial, Inc. As Chief Marketing Officer, at Prudential Group Insurance, Ketty is responsible for strategic marketing, planning, process optimization, enrollment & customer engagement across all business segments. Ketty has 20 years of experience in the Financial Services industry. She joined Prudential in 2007 and has held several positions in the organization, involving Strategy & Orchestration, Institutional Marketing, Voluntary Marketing, Enrollment and Customer Engagement and Financial Wellness Customer Engagement. She has led several Cross-Business Initiatives across Prudential involving new product and capability launches with the Annuities and Individual Life Insurance business.

Americus Reed
Whitney M. Young Jr., Professor of Marketing at the Wharton School, University of Pennsylvania, Co-Founder of Persona Partners

Americus Reed

Whitney M. Young Jr., Professor of Marketing at the Wharton School, University of Pennsylvania, Co-Founder of Persona Partners

Americus Reed II is a Professor of Marketing at the Wharton School , where he specializes in studies on brand equity and identity driven marketing – the study of creating and fostering “brand communities” that transcend the utilitarian aspects of products; connect to deep levels of emotional and social affiliation, and cultivate lifelong loyalty with consumers. Professor Reed brings 25 years of research, teaching and consulting experience in leveraging deep social psychological analysis on the complexity of how a person, organization, brand, or service creates self-expression and how this interfaces with various domains of business. He has worked with numerous fortune 100 organizations, including Estee Lauder, Google, Pearson, Microsoft, and Disney. When he’s not teaching, Professor Reed is a part-time entrepreneur and full-time fitness enthusiast, and co-founded Persona Partners, a consulting firm that focuses on strategies to create “Identity Loyalty”.

Bodine Balasco
Researcher, Passionate Communicator... and Comedy Magician

Bodine Balasco

Researcher, Passionate Communicator... and Comedy Magician

Bodine Balasco is both a renowned speaker and entertainer. His path as a speaker began as a researcher and passionate communicator who loves discovering and sharing wisdom and strategies that help people reach their goals – in both their work and personal lives.  In his early career, Bodine was also fascinated with the art of “sleight of hand” magic.  He pursued this passion to become a unique entertainer.  During this time, Bodine was nominated for Best Sleight-of-hand Magician of the Year and Best Comedy Magician of the Year.  Today, Bodine combines both skills sets as a motivational business speaker, where he has been named one of the Top 21 Speakers for the 21st Century.  His academic training, multifaceted background, and years of research have given him extraordinary knowledge of human behavior and human achievement.

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