2020 Distribution Conference for Financial Services Agenda

Tuesday, February 25, 2020

4:00 p.m. - 5:00 p.m.: CONCURRENT SESSIONS

1. Change Management: Integral to Culture Change
2. Conquering Unstructured Data to Win New Business and Delight Your Customers

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

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

Wednesday, February 26, 2020

7:15 a.m. - 8:15 a.m. - BREAKFAST

8:15 a.m. - 8:30 a.m. - OPENING AND WELCOME

8:30 a.m. - 9:00 a.m. - GENERAL SESSION

Distribution of the Future

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

The Future of Financial Services: What’s Next?

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

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

3. The Business Case for Diversity and Multicultural Recruiting
4. The Only Constant is Change: Optimizing Field Communications
5. Automated Underwriting: Is It Everything You Want?
6. Everything You Wanted to Know About Marijuana and Were Afraid to Ask
7. Customer Journey — Leveraging D2C to Reach New Customers

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

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

8. Financial Advisor Succession…Securing the Future of Distribution
9. Creating a Multi-line Culture of Leadership and Accountablity
10. Hybrid-Virtual Wholesaling: Today & Tomorrow
11. Bullish About Life Brokerage, 2020 and Beyond…
12. Ventures and InsurTech — What Is Their Role in D2C?

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

2:15 p.m. - 3:30 p.m.: ROUNDTABLE DISCUSSIONS

13. Recruiting to the Industry — A Critical Value Proposition
14. Producer Fraud: Who's Protecting Us?
15. Managing Productive Distribution Relationships
16. How to Drive Sales in Today's Regulatory Environment

3:30 p.m. - 4:00 p.m. - REFRESHMENT BREAK

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

Authenticity and Inclusion: Changing From the Inside Out

Thursday, February 27, 2020

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

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

17. Attract, Develop and Retain High Performing Leaders
18. Collaborative (not combative) Field Engagement
19. Innovation and Design Thinking — Focus on the Customer

9:00 a.m. - 9:30 a.m. - REFRESHMENT BREAK AND EXHIBITOR PRIZE DRAWING

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

Panel: Executive Perspective: Force of the Future

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

The Re-Architecting of Business — Spotlight on Financial Services