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2017 Group and Worksite Benefits Conference

Solving the Puzzle for Strategic Growth

9/12/2017 - 9/14/2017
Hyatt Regency San Antonio, San Antonio, Texas

Overview

Who Attends

Executives and professionals responsible for strategy, marketing, and distribution of workplace benefits, including Life, Disability, Critical Illness, Accident, other Supplemental Health products, Dental, Vision, and Healthcare plans.

Highlights

Gain fresh ideas and insights to successfully address short-and long-term changes in the U.S. 

Come networkSt. Jude Children's Research Hospital with the conference attendees while making a difference during Childhood Cancer Awareness Month. On Tuesday September 12 from 10:30 a.m-12:30 p.m. we will be assembling 1,000 activity packs for children undergoing treatment at St. Jude Children’s Research Hospital. Lunch will be provided to all volunteers. 

Click here to register for this event.

St. Jude Children’s Research Hospital was founded in 1962 with a mission of helping children defeat cancer and other life-threatening diseases. St Jude currently treats 7,800 children annually.

Speakers

Scott Ault
Executive Vice President, Workplace Solutions, Mutual of Omaha

  • Wednesday, September 13, 2017

    8:15 a.m. - 9:30 a.m.: GENERAL SESSION 2

Scott Ault

Executive Vice President, Workplace Solutions, Mutual of Omaha

Scott Ault is Executive Vice President, Workplace Solutions, at Mutual of Omaha. Ault is responsible for the strategic management of the Workplace Solutions business unit that focuses on solutions for employer groups seeking ancillary benefit plans to attract and retain employees. In this role, Ault oversees product lines including group life, disability, dental, critical illness and accident insurance.

Ault joined Mutual of Omaha in April 2004 as a Regional Vice President. He was promoted to Vice President of Group Insurance Sales in 2005 and to Senior Vice President, Benefit Solutions in 2006. Under Scott’s leadership, Benefit Solutions has grown to over $1 Billion in revenue in 2017. He assumed his current position in September 2017.

Ault began his career in employee benefits with industry leader UNUM. Prior to joining Mutual of Omaha, he was a Regional Sales Manager for Jefferson Pilot.

Ault received his bachelor’s degree in Risk Management and Insurance from the University of Georgia. He also served in Recon, the U.S. Marine Corps’ Special Forces unit.

Paul Begala
Political Analyst and Commentator, CNN

  • Tuesday, September 12, 2017

    2:30 p.m. - 3:30 p.m.: OPENING GENERAL SESSION 1

Paul Begala

Political Analyst and Commentator, CNN

Paul Begala is a commentator for CNN, where he is part of the political team that has won both an Emmy Award and a Peabody Award. In the 2012 presidential campaign, he was a senior adviser for the pro-Obama Super PAC, making Begala one of the few people to play a critical role in electing two different presidents. After helping engineer Bill Clinton's presidential campaign with his partner, James Carville, Begala served as counselor to the President, one of Clinton's closest aides. He has consulted for political campaigns across the country and around the world, including advising politicians in Europe, Latin America, the Caribbean and Africa. He is also the author of several New York Times best-selling political books. Begala is an affiliated professor of Public Policy at Georgetown University. He has also taught at the University of Texas and the University of Georgia. Along with James Carville and GOP strategist Karl Rove, he was a recently inducted into the American Association of Political Consultants' Hall of Fame.
James F. Casey
President & Chief Executive Officer, Life & Specialty Ventures, LLC

  • Wednesday, September 13, 2017

    8:15 a.m. - 9:30 a.m.: GENERAL SESSION 2

James F. Casey

President & Chief Executive Officer, Life & Specialty Ventures, LLC

James (Jim) Casey is the President and CEO of Life & Specialty Ventures (LSV). Casey joined the company in 2008 as Chief Operating Officer to help establish the company’s strategic vision and deliver growth and profitability. In this role he was responsible for all operational areas: sales, underwriting, administration, claims and product development for its affiliated company, including USAble Life. As part of LSV's leadership succession plan, Casey was named President and CEO-elect in 2015.  With in-depth experiences in virtually all aspects of the insurance business, including financial, operations, claims, underwriting, sales management, strategy development, and mergers and acquisition/integration, Casey brings a unique set of skills, perspectives and industry credibility to the executive suite.
Yousef Hashimi
VP Cognitive, Big Data & Analytics, IBM Financial Services Sector

  • Thursday, September 14, 2017

    10:30 a.m. - 12:00 p.m.: GENERAL SESSION 4

Yousef Hashimi

VP Cognitive, Big Data & Analytics, IBM Financial Services Sector

Recognized as a thought leader in data, analytics, and cognitive systems strategy and planning, Mr. Hashimi specializes in helping clients drive revenue growth and improved business performance and is one of IBM's foremost thought leader on how to combine Big Data & Analytics and Cognitive Computing to help drive fundamental business transformation within the Insurance, Banking and Financial Markets industries.
Gene Lanzoni, Moderator
Assistant Vice President, Thought Leadership – Group & Worksite Marketing, Guardian Life Insurance Company of America

  • Wednesday, September 13, 2017

    8:15 a.m. - 9:30 a.m.: GENERAL SESSION 2

Gene Lanzoni, Moderator

Assistant Vice President, Thought Leadership – Group & Worksite Marketing, Guardian Life Insurance Company of America

Gene has nearly 30 years of experience in marketing and research, with most of that time in the insurance industry. He is currently responsible for leading Guardian’s Thought Leadership marketing strategy for the Group & Worksite business. He previously served as Vice President of Global Market Research at Prudential Financial and Vice President and Head of Market Research at MetLife.
Rosemarie Rossetti, Ph.D
Author and Consultant

  • Wednesday, September 13, 2017

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

Rosemarie Rossetti, Ph.D

Author and Consultant

Rosemarie Rossetti, Ph.D. is an internationally known professional speaker, author, and consultant. She works with insurance corporations and organizations to help advisors recognize the value of disability income insurance in order to sell more policies with conviction. Her expertise in disability income insurance comes from personal experience. On June 13, 1998, while riding her bicycle, she was crushed by a 7,000-pound falling tree and paralyzed from the waist down. Disability income insurance was her financial life buoy. Rossetti has been delivering her program “Selling Disability Income Insurance with Conviction” to insurance organizations, associations and companies for the past 17 years. She served as the National spokesperson for the LIFE Foundation for the Disability Insurance Awareness Month Campaign, May 2011. She has created two videos, a producer podcast, a producer webinar, a radio public service announcement, and appeared on 22 radio stations nationwide. Rosemarie is the author of numerous articles on the value of disability.
Tom Wiffler
Chief Executive Officer, UnitedHealthcare Specialty Benefits

  • Wednesday, September 13, 2017

    8:15 a.m. - 9:30 a.m.: GENERAL SESSION 2

Tom Wiffler

Chief Executive Officer, UnitedHealthcare Specialty Benefits

Tom Wiffler is Chief Executive Officer of UnitedHealthcare Specialty Benefits, a national ancillary benefits company serving more than 32 million members in commercial and government programs. Tom leads the strategic development, growth, financial performance, and overall accountability for UnitedHealthcare’s Dental, Vision, Financial Protection, and Hearing businesses.

Tom has more than 20 years of experience spanning finance, operations, business development, and relationship management. Prior to his current role, Tom held various leadership positions within the company, including Chief Operating Officer of UnitedHealthcare Military & Veterans and Chief Executive Officer of UnitedHealthcare of Illinois. Before joining UnitedHealthcare in 1999, Tom worked at Bankers Trust in New York as well as Aetna and Prudential in a variety of finance roles. His professional career began as a logistics officer and company commander in the United States Marine Corps.

Tom is active professionally and in the community, including as a member of the board of directors of the UnitedHealth Foundation; The Economic Club of Chicago and The Executives’ Club of Chicago. He was a member of the 2009 Crain’s Chicago Business “40 Under 40”.

Tom earned an MBA from the University of Notre Dame and a BBA from Iona College. He is a former Major in the U.S. Marine Corps, enjoys outdoor activities, and lives in suburban Chicago with his family.

Agenda

Registration

Early Bird Registration Fee:
LIMRA Member: $1,225
LOMA Member (but not LIMRA): $1,840
Nonmember: $2,450 

After August 25, 2017:
LIMRA Member: $1,425
LOMA Member (but not LIMRA): $2,140
Nonmember: $2,850 

LIMRA requires prepayment of registration fees prior to all conferences and meetings. Please make checks payable to LIMRA in U.S. dollars drawn on a bank in the United States. For Vendor registration fees, call Event Registration at 800-235-4672 (U.S. and Canada) or 860-285-7789.

Cancellation Policy

All cancellations must be received in writing. Notify customer.service@limra.com. Cancellations received before August 22, 2017 will be refunded, less a $75 processing fee. Cancellations received from August 22, 2017 to September 5, 2017 will be refunded, less a $275 processing and administrative fee. No refunds will be issued after September 5, 2017.

Hotel / Venue

Hyatt Regency San Antonio
23 Losoya Street
San Antonio, TX  78205   

 Click Here to Book Your Hotel Reservation Online  


Reservations by Phone: 1-210-222-1234

Make your room reservation by August 25, 2017 in order to receive the group rate of $249 single/double (plus applicable sales taxes). Requests after August 25, 2017 will be accepted on the basis of rate and space availability. 

Extend your stay?  The group rate will be offered three days prior and three days after the meeting dates subject to availability of rooms at the time of your reservation.  You may need to call the hotel directly to book the extra nights. 

As a reminder, the hotel rates may increase 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.

San Antonio Hotel

Become a Sponsor or Exhibitor

Sponsors and Exhibitors

Premier Sponsors

Platinum Sponsor

Gold Sponsors

Silver Sponsors

Contact us to learn more:

Joan O'Neil

Senior Conference Coordinator

LIMRA

(860) 285-7741

joneil@limra.com

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