2018 Distribution Conference for Financial Services Agenda

Wednesday, February 28, 2018

10:00 a.m. - 6:30 p.m. - REGISTRATION

4:00 p.m. - 5:00 p.m.: VALUE-ADDED CONCURRENT SESSION

Taking On the "D" Word

Champions G

Customer Engagement: Buzz Word or Game Changer?

Champions F

5:00 p.m. - 5:45 p.m. - WOMEN LEADERS' RECEPTION

5:00 p.m. - 6:00 p.m. - HOSPITALITY SUITES

6:00 p.m. - 7:00 p.m. - LIMRA WELCOME RECEPTION

Thursday, March 1, 2018

7:00 a.m. - 5:00 p.m. - REGISTRATION

7:00 a.m. - 8:00 a.m. - BREAKFAST

8:00 a.m. - 8:30 a.m. - GENERAL SESSION 1

The Future is Now — Challenges and Opportunities for Channel Growth

Champions C/D

8:30 a.m. - 9:30 a.m. - GENERAL SESSION 2

Building Stand Out Client Experiences in the Age of Empowerment

Champions C/D

9:30 a.m. - 10:00 a.m. - GENERAL SESSION 3

Posting Isn’t Prospecting: Getting Real ROI in a Social World

Champions C/D

10:00 a.m. - 10:30 a.m. - BREAK

10:30 a.m. - 11:30 a.m.: CONCURRENT WORKSHOPS

Utilizing Data to Maximize Agent Recruiting Efforts

Champions G

The Pursuit of Loyalty: the Strategic Imperative in Cross-Selling

Champions F

Easy Decisions Today - Costly Decisions Tomorrow

Players C

Expanding Opportunities Through Dynamic Partnerships

Masters E

Being Direct on Buying Direct: Consumers Tell All

Masters B/C

11:30 a.m. - 1:00 p.m. - LUNCH

1:00 p.m. - 2:00 p.m.: CONCURRENT WORKSHOPS

Retail Footprint - Distribution Options for Changing Customer Preferences

Champions G

New Rules to Successfully Launch and Retain Advisors

Masters E

Profitability Via Partnership: My Product$ + Your Product$ = Our Product$

Players C

Myth Busters — Direct Sales Opportunities Beyond the Expected

Masters B/C

2:00 p.m. - 2:15 p.m. - BREAK

2:15 p.m. - 3:15 p.m.: CONCURRENT WORKSHOPS

Practice Management: The Battle to Stay Relevant

Players C

What Does the Agent of the Future Look Like?

Masters B/C

Planning for the Unexpected: How to Mitigate Risk in the Business Planning Process

Champions F

Technology Business Disrupter and Consumers' Friend

Masters E

Consumer Direct - Cross-sell, Up-sell and New Partners to Increase Policies and Consumer Lifetime Value

Champions G

3:15 p.m. - 3:45 p.m. - BREAK

3:45 p.m. - 5:00 p.m. - GENERAL SESSION 4

The 21 Secrets of Million Dollar Sellers

Champions C/D

Friday, March 2, 2018

7:00 a.m. - 11:15 a.m. - REGISTRATION

7:00 a.m. - 8:00 a.m. - BREAKFAST

8:00 a.m. - 9:00 a.m.: CONCURRENT WORKSHOPS

Exploring Advisor Profitability - A Valuable Tool for Making Better Business Decisions?

Masters E

Key Digital Trends — Digital Consumer Expectations on the Horizon

Masters B/C

9:00 a.m. - 9:30 a.m. - BREAK & EXHIBITOR RAFFLE

9:30 a.m. - 10:30 a.m. - GENERAL SESSION 5

The Future of Buying and Selling: Where Will InsurTech Play?

Champions C/D

10:30 a.m. - 11:15 a.m. - GENERAL SESSION 6

Distribution Dynamics: Where is the Momentum?

Champions C/D

11:15 a.m. - ADJOURNMENT