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2023 LIMRA ANNUAL CONFERENCE


FORGING THE FUTURE

10/22/2023 - 10/24/2023
Gaylord National Resort & Convention Center, National Harbor, MD
Register

Overview Speakers Agenda Registration Health / Safety Hotel / Venue Sponsors /
Exhibitors Register


OVERVIEW



WHO ATTENDS



The LIMRA Annual Conference is one of the largest gatherings of senior
executives representing diverse sectors of the financial services industry,
including life, annuities, and workplace benefits. Our members and partners come
together for strategic industry insights and high-level networking — a
must-attend for executives.

For streaming and post conference content on-demand, click here for information
on LIMRA’s Virtual Package.



HIGHLIGHTS



We are experiencing significant change across our industry’s landscape, but
today’s leaders have the power to forge the future. Forging the future involves
actively shaping the world by taking deliberate actions that align with our
vision and values. It means anticipating challenges and opportunities, and
preparing ourselves to tackle them with creativity and resilience. Today’s
leaders must identify and shape the elements in our business that will lead to
success. What are these elements of change?

Several macroeconomic trends have been causing industry players to rethink their
operating models. These include the challenges brought by inflation, the looming
threat of a recession and the cost of living crisis, the rise in interest rates,
and the resulting fluctuation in the equity markets. Leaders who continuously
evaluate their business operations will ensure value creation and long-term
success.

The geopolitical environment cannot be ignored, as it will influence our
strategies. Russia’s invasion of Ukraine and its impact on energy prices, global
fragmentation and the erosion of social cohesion, supply chain shocks, and
changing climate agreements provide the troublesome backdrop of our current
environment. Although, we can’t predict what the disruptive events will be, we
can create organizations that can not only survive these events, but also
thrive.

Technology trends may be the most transformational force of our time. Every
aspect of our industry’s ecosystem is under pressure, whether it be pre and post
sale processes, employee benefit enrollment, or customer acquisition.
Traditional insurers are not sitting idly by. Instead, they are innovating and
trying new things so they can compete with tech upstarts. In the near future,
the fully tech-enabled insurer will bear little resemblance to today’s
organization.

Difficulties recruiting and retaining talent have reached an all-time high.
Perhaps the most critical aspect of our talent challenge is distribution and
attracting new producers. We must do a better job of communicating our
industry’s value and purpose, which are powerful motivators for younger
prospects.

These and other issues will be addressed at LIMRA’s 2023 Annual Conference. Our
program features thought leaders and forward-thinking executives. We will
discuss key strategies in these areas of opportunities that will influence the
future of our industry and the markets we serve, including: distribution, data
and technology, talent imperatives, and other strategic issues within insurance,
annuities, and worksite benefits.






KEYNOTE SPEAKER

The Rt. Hon. Dame Jacinda Ardern
Prime Minister of New Zealand (2017-2023); Senior Fellow, Harvard University;
Special Envoy, Christchurch Call; Board Member, The Earthshot Prize


 * TUESDAY, OCTOBER 24, 2023
   
   12:00 pm - 1:00 pm: GENERAL SESSION

--------------------------------------------------------------------------------


THE RT. HON. DAME JACINDA ARDERN

Prime Minister of New Zealand (2017-2023); Senior Fellow, Harvard University;
Special Envoy, Christchurch Call; Board Member, The Earthshot Prize

The Right Honourable Dame Jacinda Ardern became the Prime Minister of New
Zealand at just 37 years of age. During her time in office she faced the
challenges of a live streamed domestic terror attack against New Zealand’s
Muslim community, a volcanic eruption and the COVID 19 pandemic. Ms Ardern’s
focus on people, kindness and what she has called “pragmatic idealism” saw New
Zealand achieve some of the lowest losses of life experienced by any developed
nation through the pandemic, the ban of military style semi-automatic weapons in
her country, and the creation of the Christchurch Call to Action to eliminate
violent extremism online, which Ms Ardern continues to hold the role of Special
Envoy.

Ms Ardern is a champion of woman's empowerment. While in office, New Zealand
reached 50 percent representation of women in parliament, and on government
appointed boards. She decriminalised abortion, improved pay equity laws and
extended paid parental leave to 6 months — all while being only the second woman
in the world to have a baby while leading her country.

Ms Ardern is a passionate advocate on climate action and is a board member of
The Earthshot Prize, focusing on solutions to climate change and environmental
issues.

Ms Ardern is the 2023 Angelopoulos Global Public Leaders Fellow at the Harvard
Kennedy School and the Hauser Leader in the School’s Center for Public
Leadership, a program where leaders from public, private, and nonprofit sectors
engage with students and faculty on building skills in principled leadership.
She is also the Knight Tech Governance Leadership Fellow at Harvard Law School’s
Berkman Klein Center for Internet and Society, where she will focus on ways to
improve content standards and platform accountability for extremist content
online.

Ms Ardern holds an Honorary Doctorate from Harvard University.


SPEAKERS

General David H. Petraeus
Partner, KKR (2013-Present); Director, CIA (2011-2012); Commander, International
Security Assistance Forces-Afghanistan (2010-2011); Commander, US Central
Command (2008-2010); Commander, Surge in Iraq (2007-2008)


 * MONDAY, OCTOBER 23, 2023
   
   8:50 am - 9:55 am: GENERAL SESSION

--------------------------------------------------------------------------------


GENERAL DAVID H. PETRAEUS

Partner, KKR (2013-Present); Director, CIA (2011-2012); Commander, International
Security Assistance Forces-Afghanistan (2010-2011); Commander, US Central
Command (2008-2010); Commander, Surge in Iraq (2007-2008)

One of the most effective military leaders in recent U.S. history, General David
H. Petraeus — a highly decorated four-star general whose distinguished 37-year
military career culminated in six commands as a general officer (five of which
were combat) — addresses the most significant global challenges facing us today,
including ongoing international security issues, macroeconomic trends, and the
tasks of strategic leaders.

Widely credited for changing the course of two wars — by dramatically reducing
the violence in Iraq when he led the so-called “Surge” and by halting the
Taliban’s momentum in Afghanistan when he led the coalition there — Petraeus
served in multiple campaigns — including nearly seven years deployed following
9-11 — and has been described as one of the “great battle captains of American
history.”

Petraeus subsequently led the CIA, where he oversaw significant achievements in
America’s global counterterrorism campaign. Petraeus has received numerous
decorations including four Defense Distinguished Service Medals, the Secretary
of State’s Distinguished Service Medal, the Bronze Star Medal for Valor, the
Combat Action Badge, the Ranger tab, master parachutist wings, medals from 14
foreign countries. He has been runner-up for “Time” magazine’s Person of the
Year, “Prospect” magazine’s Public Intellectual of the Year, three times a
“Foreign Policy” magazine top public intellectual, and the only person, while in
uniform, to throw out the first pitch of a World Series game and do the coin
toss at a Super Bowl.

General Petraeus is a Partner at KKR and Chairman of the KKR Global Institute.
He is also on the boards of multiple companies and the Kissinger Fellow at Yale
University’s Jackson School. He graduated with distinction from USMA, earned a
Ph.D. from Princeton University, and has held numerous academic appointments. He
is also the co-author, with British historian Andrew Roberts, of “Conflict: The
Evolution of Warfare from 1945 to Ukraine.”

Sekou Andrews
Poetic Voice, CEO, SekouWorld Inc.


 * MONDAY, OCTOBER 23, 2023
   
   3:45 pm - 4:50 pm: GENERAL SESSION

--------------------------------------------------------------------------------


SEKOU ANDREWS

Poetic Voice, CEO, SekouWorld Inc.

Sekou Andrews is the CEO of SekouWorld, Inc. and one of the most successful
spoken word poets in the world. On any given day, this school-teacher turned
artist and entrepreneur, who built a 7-figure company on poetry, can be found
keynoting at a Fortune 500 company, inspiring thousands at a concert, or
performing for Barack Obama in Oprah’s backyard. Sekou is the creator of “poetic
voice” — a cutting-edge speaking category that seamlessly fuses inspirational
speaking with spoken word poetry, like “Hamilton” meets “TED”. His unique
presentations are in high demand from leading associations and global brands
like Google, Viacom, Toyota, Nike, and Paypal. He has been featured on ABC World
News, CBS, MSNBC, HBO, Showtime, MTV and BET, and Forbes has called him “the de
facto poet laureate of corporate America.” Sekou’s accomplishments include two
National Poetry Slam championships, two national poetry tours, two Independent
Music Awards, three Helen Hayes Awards, the most “Just Plain Folks” music awards
in history, the 2020 ABA “Entrepreneur of the Year” award, and the first “Best
Spoken Word Album” Grammy nomination for a poet in 30 years. A fearless
disruptor of the speaking industry, Sekou also teaches rockstar secrets to
public speakers through his Stage Might™ speaker training system that helps
leaders become more dynamic communicators. Combining innovation and inspiration,
Sekou Andrews is redefining the notion of what a speaker is, and what a poet can
be.

Michelle Caruso-Cabrera
CNBC Contributor; CNBC Chief International Correspondent (2010–2018); CNBC
Anchor/Reporter (1998–2018)


 * TUESDAY, OCTOBER 24, 2023
   
   8:25 am - 9:30 am: GENERAL SESSION

--------------------------------------------------------------------------------


MICHELLE CARUSO-CABRERA

CNBC Contributor; CNBC Chief International Correspondent (2010–2018); CNBC
Anchor/Reporter (1998–2018)

Michelle Caruso-Cabrera is a CNBC contributor and was the first Latina anchor at
CNBC. She appears on the network to discuss issues in international finance,
with a particular focus on China and its impact on the US economy. Also an
experienced board member and former political candidate, she has particularly
good insight into the intersection of finance, politics, and policy, where she
can dissect major world events and translate the impact on global markets.

Previously, Caruso-Cabrera spent more than 20 years at CNBC, most recently as
chief international correspondent, and co-anchor of “Power Lunch.” Throughout
her career, Caruso-Cabrera has covered a wide range of stories including the
2008 financial crisis, U.S. elections, the Greek debt crisis, the Brexit vote,
and Russia’s first invasion of Ukraine in 2014. She has traveled the world
reporting live from Cuba, Iran, Ukraine, Iraq, Italy, Russia, Venezuela and
Latin America, among many others.  She provides audiences with an instant and
deep analysis of the interplay between global markets, world affairs, domestic
politics, and how companies can best prepare themselves.

She joined CNBC from WTSP-TV in St. Petersburg, Fla., where she spent four years
as a general assignment reporter. Prior to that, Caruso-Cabrera was a special
projects producer for Univision where she gained experience covering Latin
America.

She has been published in The Washington Post, The Wall Street Journal, and The
New York Times. Previously, Caruso-Cabrera wrote a personal finance column for
Shape en Español and People en Español. She has also been awarded Broadcaster of
the Year from the National Association of Hispanic Journalists and was named one
of the “100 Most Influential Hispanics” in the country by Hispanic Business
magazine.

Ron Insana
CNBC Senior Analyst and Commentator; Trailblazing Financial Journalist;
Bestselling Author


 * TUESDAY, OCTOBER 24, 2023
   
   8:25 am - 9:30 am: GENERAL SESSION

--------------------------------------------------------------------------------


RON INSANA

CNBC Senior Analyst and Commentator; Trailblazing Financial Journalist;
Bestselling Author

Ron Insana covers the most pressing economic and market issues of the day. He
also delivers The Market Scoreboard Report to radio stations around the country.

Insana is the co-founder and CEO of Contrast Capital Partners, an investment
solutions firm that caters to the needs of the investment advisor community and
CEO of The Insana Entertainment Group, a film and TV production company.

For over three decades, Insana has been a highly respected business journalist
and money manager, who began his career at the Financial News Network in 1984
and joined CNBC when FNN and CNBC merged in 1991.

Insana is well-known for his high-profile interviews, which included Presidents
Clinton and Bush; billionaire investors Warren Buffett, George Soros and Julian
Robertson, among others: captains of industry from Bill Gates to the late Jack
Welch and Steve Jobs, top economists, analysts and global heads of state, from
former Soviet leader Mikhail Gorbachev to Jordanian Queen Rania.

Insana was named one of the “Top 100 Business News Journalists of the 20th
Century” and was nominated for a news and documentary Emmy for his role in NBC’s
coverage of 9/11.

He has authored four books on Wall Street and is a highly regarded lecturer on
domestic and global economics, financial markets and economic policy issues.
Insana graduated with honors from California State University at Northridge.


EXECUTIVE PERSPECTIVE — A GLOBAL VIEW

Augusto Diaz-Leante
Head of Life and Health Continental Europe, Managing Director, Swiss Re


 * MONDAY, OCTOBER 23, 2023
   
   2:45 pm - 3:45 pm: GENERAL SESSION

--------------------------------------------------------------------------------


AUGUSTO DIAZ-LEANTE

Head of Life and Health Continental Europe, Managing Director, Swiss Re

Augusto has over 30 years of experience in actuarial and management roles across
the insurance industry, including actuarial consulting firms, insurance and
reinsurance companies. He joined SwissRe as the Head of Life & Health
Continental Europe in March 2021, responsible for the business in Continental
Europe plus Israel and Turkey.

Augusto leads a team of seven Market Units based in Switzerland, Munich, Paris,
Tel Aviv, Copenhagen, Bratislava, Milan and Madrid. His remit covers the whole
reinsurance value chain including medical product development, medical
underwriting, costing, and claims, for traditional reinsurance and capital
management solutions. Augusto reports to the CEO of Life & Health Reinsurance.

Prior to the change, Augusto worked at Munich Re for almost 15 years, where he
held the position of CEO Life & Health - Southern Europe & Latin America,
responsible for Reinsurance business in Italy, Malta, Spain, Portugal, and all
countries in Latin America from 2011-2021. In 2006 he was appointed CEO of
Munich Re in Chile and Regional Life Manager in South America (w/o Brazil). For
over 10 years he was a Chairman of E+Med, a unique tele-underwriting service
based in Barcelona dedicated to speeding-up turnaround times, increasing sales,
and enhancing customer satisfaction levels at every stage of your new business
process for life insurance.

He has been devoted to fostering innovation within the industry, promoting and
funding an Accelerator of technological start-ups aimed to bring innovation to
the insurance industry.

In 2015 Augusto co-founded MundiLab, an insurance tech acceleration programme,
designed to facilitate the go-to-market of start-ups with innovative solutions
for the insurance and reinsurance industries, where he was also a Board member.

Gordon Watson
Chief Executive Officer, Asia, AXA Asia & Africa


 * MONDAY, OCTOBER 23, 2023
   
   2:45 pm - 3:45 pm: GENERAL SESSION

--------------------------------------------------------------------------------


GORDON WATSON

Chief Executive Officer, Asia, AXA Asia & Africa

Gordon is Chief Executive Officer of AXA Asia & Africa, responsible for the
operations of 18 markets in Asia, Africa and select Middle East markets, as well
as AXA Emerging Customers, a unit focusing on addressing the insurance needs of
the low-income to mass market segments.  Before joining AXA, he was the Regional
Chief Executive of AIA, overseeing the development of key markets in Asia.  A
driven and ambitious leader, Gordon held a number of key senior roles in AIG/AIA
spanning multiple continents and cities, including New York, London, Nairobi,
Dubai, Tokyo, Seoul and Hong Kong.  While he focused on expanding the
businesses, cultivating a winning culture with his teams was always the
priority, which was critical to the strong business performance.  Gordon
believes profit and purpose should be consistent and convergent, creating both
business and social success.   As the founding Chair of Shared Value Initiative
Hong Kong, he has been working with like-minded senior leaders from various
industries to help private companies create economic value while addressing
social or environmental issues.   Mental health at the workplace is one of the
social issues Gordon is very passionate about, and in his capacity as vice chair
of the Global Guiding Council of One Mind at Work, he is spearheading the
development of the Mental Health at Work Index together with Columbia University
and Ethisphere.  The objective is to set the standards for a “good mental health
program” in the workplace.

Jasmine Jirele
President and Chief Executive Officer, Allianz Life Insurance Company of North
America, MODERATOR


 * MONDAY, OCTOBER 23, 2023
   
   2:45 pm - 3:45 pm: GENERAL SESSION

--------------------------------------------------------------------------------


JASMINE JIRELE

President and Chief Executive Officer, Allianz Life Insurance Company of North
America, MODERATOR

Jasmine Jirele has more than 25 years of experience in the financial services
industry, including strategy, marketing, product and operations. Prior to
becoming president and CEO of Allianz Life in 2021, Jirele led the company’s
growth and marketing team, overseeing initiatives related to product, marketing,
digital, and new markets. She also has previous experience as an executive vice
president at Wells Fargo.

Jirele has an MBA from Hamline University and a bachelor’s degree in business
and journalism from the University of St. Thomas. She sits on boards and
committees for several industry and nonprofit organizations, including the
American Council of Life Insurers, LIMRA/LOMA Global, Evadata, Minnesota
Business Partnership, University of St. Thomas’ Opus College of Business, YMCA
of the North, and Blue Cross Blue Shield of Minnesota. She also serves on the
board of Allianz Australia Life.


AGENDA

 * Print
 * Print Abbreviated




SUNDAY, OCTOBER 22, 2023

4:30 PM - 5:30 PM: BREAKOUT SESSIONS



1. Leading Through Change: Global Executive Perspectives

JOE KHOURY
Managing Director and Partner
BCG

ALISON SALKA, Ph.D.
Senior Vice President
LIMRA and LOMA

Businesses around the globe are facing unprecedented disruption and a volatile
macroeconomic outlook. In the face of this complexity and volatility, leaders
must have strong strategies that address critical business issues. In this
session, LIMRA and BCG will share results from their soon to be released global
executive research to give insight into where opportunities exist amid the
uncertainty and where forward-thinking minds are focused.

2. The Modernization Journey: Investigating Technology Investments for a
Competitive Edge

LIMRA and EY recently partnered to explore technology investments and future
priorities of life insurance companies aiming to achieve competitive advantages.
Join this session to gain valuable insights into the modernization journey of
life and annuity carriers. We will explore the key challenges and complexities
faced by these carriers in areas such as product development, marketing, sales
tools and illustrations, underwriting, and claims. Furthermore, we will explore
their current and future technology investments including advanced analytics,
digital customer experience, core legacy systems, blockchain, and AI — and how
they can provide a competitive edge.

3. Emerging Trends in Customer Experience: Insights from Industry Executives

For the past several years, LIMRA has monitored how customers evaluate their
experiences working with their carriers as they manage their life insurance
policies. In this session, we will share emerging trends that shape customer’s
evaluations of their experiences and the drivers that impact their evaluations.
Hear from a panel of industry executives who will share their valuable
perspectives on these trends and shed light on how their companies are
responding in the current business environment.

5:30 PM - 7:00 PM

WELCOME RECEPTION


MONDAY, OCTOBER 23, 2023

7:00 AM - 8:00 AM

BREAKFAST

8:00 AM - 8:20 AM

WELCOME & OPENING REMARKS


YANELA FRIAS

President, Group Insurance, Prudential Financial, Inc.



8:20 AM - 8:50 AM

GENERAL SESSION


DAVID LEVENSON, DBA, FSA, CFA

President and Chief Executive Officer, LIMRA and LOMA



8:50 AM - 9:55 AM

Leadership in the Face of Adversity


GENERAL DAVID H. PETRAEUS

Partner, KKR (2013-Present); Director, CIA (2011-2012); Commander, International
Security Assistance Forces-Afghanistan (2010-2011); Commander, US Central
Command (2008-2010); Commander, Surge in Iraq (2007-2008)


MODERATED BY:


BILL WHITE

SVP and General Manager, Retirement & Investment Solutions, USAA Life Insurance
Company; President, Investment Services Company



9:55 AM - 10:40 AM

REFRESHMENT BREAK

10:40 AM - 11:40 AM: BREAKOUT SESSIONS



4. [LIFE] Seize the Opportunity: Closing the Life Insurance Protection Gap

The insurance industry is faced with unique opportunities to serve over 100
million U.S. adults who say they need or need more life insurance. How will we
reach them? Innovative recruiting and retention strategies for financial
professionals that are inclusive are key. In this session learn about the
progress, top challenges, and key strategies to develop the next generation of
financial services professionals as well as practical go-to-market tips to
engage consumers seeking financial solutions.

5. [LIFE] Insurer Tech Collaboration: The Intersection of Insurance and
Technology

Insurtech has brought significant investment of capital and innovation focused
on moving the industry forward. While perhaps initially focused on disruption,
this landscape is rapidly evolving to a more “co-opetition” environment where
Insurtechs and insurers are coming together to better meet the needs of
customers and business partners. Join this session to hear examples and
perspectives from both viewpoints and learn how this collaboration may be
shaping the digital future of the industry.

6. [ANNUITY] Clear and Effective Communication: Helping Americans Understand
Retirement Income Options

DAVID BLANCHETT, Ph.D., CFA, CFP
Managing Director and Head of Retirement Research
PGIM DC Solutions

MICHAEL FINKE, Ph.D., CFP
Professor of Wealth Management
The American College

DAVID LAU
Founder and Chief Executive Officer
DPL Financial Partners

Navigating retirement income strategies can be challenging for Americans, and
educating clients on the various income options available is essential. This
session brings together a panel of experts who will discuss the industry's
challenges in educating clients on income strategies, delve into different
annuity strategies for generating retirement income, and explore how advisors
view annuities across different distribution channels, including fee-based
annuities in the registered investment advisor (RIA) channel.

7. [WORKPLACE] The Future of Work: Trends Impacting Talent and Leadership for
Workplace Benefits

The future of work is rapidly evolving, and organizations face new challenges in
attracting, retaining, and developing talent in a hybrid or virtual environment.
This panel brings together HR/talent management professionals and business
leaders to explore key topics, including the skills of the future, strategies
for attracting and retaining top talent, and the specific leadership skills
required to thrive in a hybrid work environment. Attendees will gain valuable
insights and practical guidance from industry experts to effectively build a
resilient and high-performing workforce.

8. [WORKPLACE] Step Into the Future: Harnessing the Potential of AI

Experience the excitement surrounding Generative AI and ChatGPT in reshaping the
industry landscape. Explore the rapid growth and limitless potential of these
ever-evolving technologies, while tackling the challenges of legacy
infrastructure. Hear from a panel of experts with diverse perspectives on
navigating this intersection of innovation and practicality. Don't miss this
opportunity to expand your knowledge on this extraordinary topic and stay ahead
of the curve.

9. [CANADIAN] A Canadian Perspective: Driving Growth in a Changing World

RINO D’ONOFRIO, FSA, FCIA
President and Chief Operating Officer
RBC

NAVEED IRSHAD, FCIA, FSA, MAAA
President and Chief Executive Officer
Manulife

RENEE LaFLAMME, FCPA, FCA, CFA
Executive Vice President, Individual Insurance, Savings & Retirement
Industrial Alliance

FABRICE MORIN
Executive Vice President, Individual Wealth & Insurance Solutions
Canada Life

PAUL GRIMES, Moderator
Senior Vice President, Distribution Independent Advisor Network
Industrial Alliance

As our industry continues to evolve, consumer expectations and economic
conditions are shaping how business leaders are making key business decisions to
fuel growth. Join us for an in-depth panel discussion of industry leaders and
executives to learn about how technology, innovation, regulation, and other
factors are impacting and re-shaping the marketplace.

11:40 AM - 1:00 PM

LUNCHEON AND BREAK

1:00 PM - 2:00 PM: BREAKOUT SESSIONS



10. [LIFE] Underwriting Transformation: From Automation to Intelligent Decision
Making

The life insurance industry is in the midst of an underwriting transformation
driven by advancements in technology, data analytics, and a shift towards more
personalized and data-driven decision-making. These changes aim to enhance
efficiency, accuracy, and customer experience in the underwriting process while
still maintaining risk assessment standards for the industry. In this session,
industry experts share their perspectives on this evolution and the impacts to
the industry across the value chain.

11. [LIFE] Consumer Protection: Balancing Innovation and Consumer Trust

ARMY ROBINSON
Chief Advocacy Officer
Finseca

LEAH WALTERS, J.D.
Senior Vice President
ACLI

Consumer protection is a fundamental aspect of the insurance industry, ensuring
fair and ethical practices to safeguard the interests of policyholders. As the
industry embraces innovation and new technologies, it becomes crucial to strike
a balance between promoting innovation and maintaining consumer trust. Join this
session to hear industry experts, as well as state department agencies, share
perspectives on regulatory topics such as best interest, algorithmic bias
mitigation, affordable access to LTC solutions, illustration regulation, and
more.

12. [LIFE] Changing Lives: Engaging Our Policyholders to Improve Their Health
and Longevity

MARC GIGUERE
Chief Executive Officer
Munich Re Life US

BILL SHELOW
Chief Executive Officer
LIBRA Insurance Partners

BROOKS TINGLE
Chief Executive Officer
John Hancock

A number of carriers and distributors have started changing how policyholders
engage with their life insurance policies. With emerging innovation in
healthcare, medicine, and technology, there are real and measurable
opportunities to impact policyholder health, which translate to improved
business performance. We will hear from leaders who are committed to making a
difference in this space and what type of impact they have observed.

13. [ANNUITY] The Evolving Retirement Landscape: The Consumer View

Understanding the perspectives and experiences of investors as they plan for and
enter retirement is essential for carriers and their distribution partners. This
session will delve into the retirement journey through a life stage framework,
exploring key issues such as retirement income planning, advisor relationships,
and the impact of economic trends on investor attitudes and behavior. Hear the
latest research and insights from industry experts who will discuss the evolving
retirement landscape and identify opportunities for stakeholders.

14. [ANNUITY] In-Plan Annuities: Are We at the Tipping Point for Adoption?

JOHN FAUSTINO
Head of Fiduciary Training, Certifications and Technology
Broadridge

SRI REDDY
Senior Vice President, Retirement and Income Solutions
Principal

In recent years, there has been increasing interest in incorporating annuity
products into 401(k) plans and IRAs to provide retirees with a guaranteed income
stream. The passage of the Secure Act in 2020 has paved the way for annuities to
be more accessible within retirement plans, and multiple annuity providers have
introduced new products since then. During this session, industry experts will
explore factors contributing to the growing interest for in-plan annuities —
including new product designs, technology advancements, educational efforts, and
record-keeper investments — and examine whether we have reached a tipping point
for their adoption.

15. [WORKPLACE] Navigating the Evolving Distribution Landscape: Strategies for
Success

SIMON CAMAJ
LAD and Voluntary Benefits Practice Leader
Mercer

JILLIAN MONDACA
Vice President, Enrollment Strategy
Prudential Group Insurance

JEFFREY WASCO
Head of Strategic Growth
Guardian

JESSICA GILLESPIE, Moderator
Head of Distribution
Prudential Group Insurance

The distribution landscape is rapidly evolving, driven by technological
advancements, changing customer behaviors, and emerging competition. To thrive
in this dynamic environment, businesses need to adapt and employ effective
strategies. Join this panel discussion to uncover the power of seamless
integration among carriers, consultants, and third-party platforms to create an
efficient and effective ecosystem. Don't miss this opportunity to gain a
competitive edge and revolutionize your distribution game.

16. [WORKPLACE] The Intersection of Innovation and the Regulatory Environment

The rapid advancement of emerging technologies presents both opportunities and
challenges for businesses operating in a highly regulated industry. Businesses
are looking for better ways to support their employees, and carriers and
technology/HCM platforms are searching for ways to meet consumers’ needs. Join
us for this roundtable discussion focused on the complex landscape of navigating
emerging technology while ensuring compliance with regulatory requirements.

2:00 PM - 2:40 PM

REFRESHMENT BREAK

2:40 PM - 2:45 PM

OPENING REMARKS


MATTHEW GROVE

President, Life and Annuities and LFN, Lincoln Financial Group



2:45 PM - 3:45 PM

Executive Perspective — A Global View


AUGUSTO DIAZ-LEANTE

Head of Life and Health Continental Europe, Managing Director, Swiss Re


GORDON WATSON

Chief Executive Officer, Asia, AXA Asia & Africa


JASMINE JIRELE

President and Chief Executive Officer, Allianz Life Insurance Company of North
America, MODERATOR



3:45 PM - 4:50 PM

DIY: Innovation and Disruption


SEKOU ANDREWS

Poetic Voice, CEO, SekouWorld Inc.



5:00 PM - 6:15 PM

RECEPTION


TUESDAY, OCTOBER 24, 2023

7:00 AM - 8:00 AM

BREAKFAST

8:00 AM - 8:05 AM

OPENING REMARKS


AMY FRIEDRICH

President, US Insurance Solutions, Principal



8:05 AM - 8:25 AM

State of the Association


GINA BIRCHALL, J.D., LLIF

Chief Operating Officer, LIMRA and LOMA



8:25 AM - 9:30 AM

Navigating the Not Normal Economy


MICHELLE CARUSO-CABRERA

CNBC Contributor; CNBC Chief International Correspondent (2010–2018); CNBC
Anchor/Reporter (1998–2018)


RON INSANA

CNBC Senior Analyst and Commentator; Trailblazing Financial Journalist;
Bestselling Author



9:30 AM - 10:10 AM

REFRESHMENT BREAK

10:10 AM - 11:10 AM: BREAKOUT SESSIONS



17. [LIFE] The Changing Landscape of Distribution: Consolidation, Aggregators
and Independent Brokerage Platforms

BRUCE DONALDSON
President and Chief Executive Officer
Simplicity Group

BRYAN HODGENS
Corporate Vice President, Distribution and Annuities, Member Benefits
LIMRA and LOMA

ADAM KAROL
Managing Director
Silverlake Partners

TAMARA KRAVEC
Chief Financial Officer
M Financial Group

FRANK SPENCER, Moderator
Head of Life Insurance Distribution
Nationwide

M&A activity isn’t slowing down, and the consolidation of BGAs and IMOs is
creating new platforms to support agents. Some firms are joining the aggregator
model; others are not. How does each model view the future of distribution and
insurance sales? Private equity firms have also been investing in the
independent brokerage channel. What are their expectations and what does their
ROI look like over the next few years? In this session you will hear
distribution leaders and private equity firms discuss these topics and share
insights on the future of distribution in the independent brokerage channel.

18. [LIFE] Unlocking the Future: Understanding What Makes Millennials and Gen Z
Tick

Millennials and Gen Z represent the future of the life insurance industry.
Engaging these generations and addressing their unique needs and preferences is
imperative. To ensure the long-term sustainability of the industry, attracting
and retaining new advisors, as well as future consumers, requires innovative
approaches. Gain valuable insights into these generational expectations,
aspirations, and values, enabling you to develop targeted engagement,
recruiting, and retention programs tailored to their needs. Join us for an
insightful session where we delve into these critical topics, allowing you to
effectively connect with this important market segment to drive sales success.

19. [ANNUITY] Adopting Wholesaling Strategies for Success in the Post Pandemic
Era

BO BRAGAW
Managing Director
WBO Partners of Alex Brown

CHRIS CALLAHAN
Member Relations Director
LIMRA and LOMA

Wholesaling has long been a crucial distribution strategy, but it often comes
with challenges related to cost and efficiency. In the wake of the pandemic,
financial firms have reevaluated their wholesaling team structures and the ways
in which wholesalers interact with advisors, both virtually and in person.
Embracing digital platforms for information delivery, leveraging data analytics
for advisor segmentation, and personalizing marketing strategies have become top
priorities for distribution leaders. In this session we will share LIMRA’s
latest wholesaler research, and industry experts will examine wholesaling best
practices from a 360 view: internals, externals, and financial advisors.

20. [ANNUITY] A Human Industry in an AI World

The world is on the precipice of an AI revolution, a seminal technology moment
the likes of which we have never experienced. AI brings with it the limitless
possibilities to fundamentally reshape our industry across the entire value
chain. Are we equipped to mitigate the risks? Are we able to capitalize on the
opportunities? How can machines actually help us focus on the Human Factor
within our industry? Join us as we delve into the role of artificial
intelligence to learn more about the associated risks and opportunities that
will shape the industry’s future.

21. [WORKPLACE] The Power of Customer Experience: A Holistic Approach for
Success

MARK DEVINE
Disability & Absence Product Leader
Prudential Group Insurance

DAVID EBERT
UX Design Leader
Prudential

SRAVAN MUTHIRAJ, PMP, CBA
SAFE Agilist, Chief Product Owner, Client Acquisition and Administration
Prudential Group Insurance

EVAN SCARPONI
Chief Claims Officer
Prudential Group Insurance

PAUL VIRTELL
Chief Product Owner for Living Claim Platform
Prudential Group Insurance

CAROLYNN SMITH, Moderator
Head of Operations
Prudential Group Insurance

Customer experience is at the center of the products we sell. It is critical
that we blend a combination of human empathy, data analytics, and technology to
advance how we deliver for our customers in moments that matter. Join this
session to learn how one company is incorporating customer feedback through a
multifaceted approach of cross-functional collaboration to enhance customer
experience.

22. [WORKPLACE] Innovating Accessibility Beyond Compliance

Accessibility is often discussed in the context of regulatory and legal
requirements, such as the ADAAA. However, there is opportunity beyond compliance
to better serve clients and employees with accessibility options that everyone
can benefit from. Join industry experts in a discussion of fresh perspectives of
the unique opportunities available in innovating accessibility in the benefits
space.

11:10 AM - 11:45 AM

REFRESHMENT BREAK

11:40 AM - 11:55 AM

DOORS OPEN FOR THE RT. HON. DAME JACINDA ARDERN SEATING

11:55 AM - 12:00 PM

OPENING REMARKS


ADRIAN S. GRIGGS

Executive Vice President and Chief Operating Officer, Pacific Life Insurance
Company



12:00 PM - 1:00 PM

Authentic Leadership in an Age of Uncertainty


THE RT. HON. DAME JACINDA ARDERN

Prime Minister of New Zealand (2017-2023); Senior Fellow, Harvard University;
Special Envoy, Christchurch Call; Board Member, The Earthshot Prize



1:00 PM

ADJOURN


REGISTRATION

Early Registration Fee (before September 10):
Member: $1,550
Nonmember: $2,750

Standard Registration Fee (after September 10):
Member: $1,750
Nonmember: $2,950

LIMRA|LOMA Canadian members — please email customer.service@limra.com for
special registration instructions.

Group Registration Discount for In Person Event:

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 $150 discount per
   person when using the quantity discount promo code provided.
 * 10+ — Companies may purchase 10 or more registrations and receive a 20%
   discount on the total registration fee. A single payment is required along
   with the total number of registrants. We will provide a special company
   link/code for 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.

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

Attendee Cancellation Policy:

All cancellations must be received in writing. Email customer.service@limra.com.
Cancellations received before September 29, 2023 will be refunded, less a $75
processing fee. Cancellations received from September 29, 2023 to October 13,
2023 will be refunded, less a $375 processing and administrative fee. No refunds
will be issued after October 13, 2023.







Register


2023 COVID-19 HEALTH AND SAFETY PROTOCOLS

Please check this page regularly for health and safety updates.
Updated: [3/8/2023]

LIMRA and LOMA and LIC are committed to health and safety. We request that all
conference and event attendees follow any and all applicable COVID-19
restrictions, rules, and safety requirements at the event that are either
required by applicable law, rule or ordinance, or the event location. We thank
you in advance for your patience and cooperation during these unprecedented
times.

On-Site at the Event

 * Adhere to social distance protocols.
 * Wash hands frequently throughout the meeting.
 * Cover your nose and mouth when coughing or sneezing.
 * Comply with any protocol signage displayed.
 * Self-monitor and report any symptoms to meeting organizers immediately.
 * If you are having symptoms and need to seek medical attention, there will be
   a list of service options available.
 * If you test POSITIVE for COVID:
    * Notify the meeting organizer and if you choose to remain at the
      conference, self-quarantine in your room for at least three days, or until
      you receive a NEGATIVE test result.
    * Once you test NEGATIVE, you may return to the conference. Please wear a
      mask for the duration of the conference.
    * Report your status to the convening team so the proper contact tracing
      interview can be conducted.

Post Event

 * Notify event organizer if you test positive for COVID-19 up to 14 days after
   returning home.


HOTEL / VENUE

Gaylord National Resort & Convention Center

201 Waterfront Street
National Harbor, MD, USA, 20745















Hotel Reservations

1-877-382-7299 (mention the LIMRA Annual Conference)

Make your reservations by September 27, 2023 by following the reservations link,
or by calling the reservations phone number and mention the LIMRA Annual
Conference in order to receive the group rate of $299.00 single/double (plus
applicable sales taxes). Requests after September 27, 2023 will be accepted on
the basis of space availability. The group guest room rate will be offered three
days prior and three days after the meeting dates subject to availability and
must be booked by calling the hotel.

Please note that hotel rates will go up after the cut-off date or when the
meeting room block sells out, whichever comes first. Make your reservations
early to be able to take advantage of our discounted rates.

Please contact our Event Planner, Amanda Cristina, if you need assistance with
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 not call you
unless you contact them first.




BECOME A SPONSOR OR EXHIBITOR

Exhibitor Registration Learn More

Nicole Chiarodo, Sponsor/Exhibitor Sales | nchiarodo@limra.com

 * Register Your Booth
 * 2023 LIMRA and LOMA Board and Member Company Sponsorships
 * 2023 LIMRA and LOMA Annual Conference - Sponsors and Exhibitors


SPONSORS AND EXHIBITORS


PLATINUM SPONSORS




GOLD SPONSORS




SILVER SPONSORS




BRONZE SPONSORS




PREMIER SPONSOR




ELITE SPONSOR




ASSOCIATE SPONSORS




CONTRIBUTING SPONSORS




MEDIA SPONSORS




EXHIBITORS




CONTACT US TO LEARN MORE:

SUZANNE MELANSON

Conference Coordinator

LIMRA

(860) 285-7879

smelanson@limra.com


RESEARCH

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ABOUT LIMRA

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Office: 860-285-7787
Cell: 703-447-3257
ctheroux@limra.com


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