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2017 LIMRA Annual Conference

The Consumer Imperative: Informed, Influential, & In Control

10/22/2017 - 10/24/2017
Gaylord National Resort & Convention Center National Harbor, MD

Overview

Who Attends

The LIMRA Annual Conference is one of the largest gatherings of senior executives representing diverse sectors of the financial services industry. Our members and partners come together for strategic industry insights and high-level networking — a must-attend for executives looking to help their companies respond to the consumer imperative.

Highlights

Today’s consumer is empowered, engaged, and aware, and the forces affecting our industry — technology, regulation, big data, innovation — all flow back to the consumer. While consumers have always had the ability to vote with their wallet or feet, they now have the power to influence not only what they buy, but also what others buy. Consumers dictate when and how they engage with brands, thanks to the power of social networks and digital devices.

Reaching consumers has become an imperative. How do we understand and market to customers who are informed, influential, and in control?

LIMRA’s 2017 Annual Conference will address this question, focusing on the issues that will inform our future relationships with consumers. The program features forward-thinking executives from diverse industries who will discuss key strategies in areas that will influence the future of reaching consumers where they are, including:

  • Distribution/Marketing — Getting the right product to the right consumer in the right way
  • Regulation/Political Environment — Tax reform, regulatory changes, and the future of the DOL fiduciary rule
  • Digital/Technology — From Fintech to Blockchain — applicability to our industry and accessibility to the consumer
  • Economic Climate — Interest rates, and the U.S. and global economies

This year’s event will be held in Maryland — near the action of Washington DC — which over the past months has undergone transformative change, and faces an uncertain future. We are expecting a large crowd so be sure to register early to secure your reservations.

Speakers

John Boehner

Speaker of the U.S. House of Representatives (2011 to 2015)



Senior Strategic Advisor
Squire Patton Boggs

  • Tuesday, October 24, 2017

    11:45 a.m. - 12:45 p.m.: General Session

John Boehner

Speaker of the U.S. House of Representatives (2011 to 2015)



Senior Strategic Advisor
Squire Patton Boggs

A former small businessman, John Boehner served as Speaker of the U.S. House of Representatives for nearly five years, during which he led the drive for a smaller, less costly, and more accountable federal government. He represented the Eighth Congressional District of Ohio in the House from 1991 to 2015. During his tenure, Boehner focused on removing government barriers to private-sector job creation and economic growth, addressing the drivers of America’s debt, and reforming Congress. After serving for nearly 25 years, Boehner joined Squire Patton Boggs, where he provides strategic advice to clients in the U.S. and abroad, and focuses on global business development.
George Blankenship
Former Executive, Tesla Motors, Apple Computer, and GAP Inc.

  • Monday, October 23, 2017

    8:55 a.m. - 10:00 a.m.: General Session

George Blankenship

Former Executive, Tesla Motors, Apple Computer, and GAP Inc.

George Blankenship has 30 years of international strategy, retail and real estate experience. In his executive capacities at Tesla Motors, he redefined the car-buying experience, and in turn, revolutionized the auto industry. Prior to Tesla, Blankenship served as the senior executive of real estate at Apple, formulating strategies that lead to material, sustained increase in sales, profit and consumer loyalty. He has also functioned as a senior executive for real estate strategy at GAP Inc. Blankenship’s uniquely innovative processes have transformed status quo organizations into forward-thinking and dynamic players of the future. He offers unmatched insight on the building and creating of brand loyalty and awareness, competitive positioning in the market, and what it takes to deliver superior customer care.
John Brennan
CIA Director (2013 – 2017)

  • Monday, October 23, 2017

    2:45 p.m. - 3:45 p.m.: General Session

John Brennan

CIA Director (2013 – 2017)

As Director of the Central Intelligence Agency from 2013 to 2017, John Brennan managed intelligence collection, analysis, covert action, counter intelligence and liaison relationships with foreign intelligence services. Before becoming director, Brennan served at the White House for four years as assistant to the President for Homeland Security and Counterterrorism. During that time, he advised the President on counterterrorism strategy and helped coordinate the U.S. government’s approach to homeland security, including its policies for responding to terrorism, cyberattacks, natural disasters and pandemics. In addition to serving the government in the CIA for twenty-five years, Brennan worked for three years in the private sector.
Tom Crawford
Senior Managing Director, Strategic Communications, FTI Consulting

  • Tuesday, October 24, 2017

    8:20 a.m. - 8:50 a.m.: General Session

Tom Crawford

Senior Managing Director, Strategic Communications, FTI Consulting

As a senior member of the Public Affairs practice, Tom Crawford advises boards of directors, executive teams, and senior decision-makers on public-policy issues that pose opportunities and challenges to their organizations' enterprise values. He has worked on every budget reconciliation and tax-measure package considered by Congress in the past two decades.

Prior to FTI Consulting, Crawford was a founding partner of government-affairs and lobbying firm, C2 Group. There he oversaw the firm’s growth and development into a “Top 20” independent lobbying firm in Washington, D.C. As a respected public-policy expert, Crawford is also a member of The Tax Council, and chairman of the board of directors at Harvard University’s Center on Media and Child Health.
Mick Ebeling

Founder & CEO
Not Impossible Labs

Author
Not Impossible: The Art and Joy of Doing What Couldn’t Be Done

  • Monday, October 23, 2017

    3:45 p.m. - 4:45 p.m.: General Session

Mick Ebeling

Founder & CEO
Not Impossible Labs

Author
Not Impossible: The Art and Joy of Doing What Couldn’t Be Done

A recipient of the Muhammad Ali Humanitarian of the Year Award, Mick Ebeling has sparked a movement of pragmatic, inspirational innovation. Ebeling harvests the power of technology and story to change the world, founding Not Impossible on the premise that nothing is impossible. His mantra of "commit, then figure it out" allows him to convene a disparate team of hackers, makers and thinkers to create devices that better the world by bringing accessibility for all. Ebeling pushes the bar on innovation, shares the emotionally resonating story of doing so and inspires people across the world to do the same.
Thomas Marra, FSA, MAAA
Chairman, President, and Chief Executive Officer, Symetra Financial Corporation

  • Tuesday, October 24, 2017

    8:50 a.m. - 9:45 a.m.: General Session

Thomas Marra, FSA, MAAA

Chairman, President, and Chief Executive Officer, Symetra Financial Corporation

Tom Marra leads Symetra Financial Corporation and its insurance subsidiaries, and is a member of the company’s board of directors. He has more than 30 years of experience in the insurance industry, beginning in 1980 when he joined The Hartford Financial Services Group, Inc. as an actuarial student. While at The Hartford, Marra held increasingly senior positions, most recently as president and chief operating officer of the parent company. He is a past chairman of the board of the American Council of Life Insurers, and was inducted into the Insured Retirement Institute (IRI) Hall of Fame in recognition of his contributions and leadership in the insured retirement industry.
Ted Mathas
Chairman and Chief Executive Officer, New York Life Insurance Company

  • Tuesday, October 24, 2017

    8:50 a.m. - 9:45 a.m.: General Session

Ted Mathas

Chairman and Chief Executive Officer, New York Life Insurance Company

Ted Mathas leads New York Life Insurance Company, the nation’s largest mutual life insurer.  He became CEO in July 2008 and was named Chairman of the Board in June 2009. Mathas is a member of the Federal Advisory Committee on Insurance, a group of state legislators and regulators, insurance executives, academics and consumer advocates that advises the Federal Insurance Office of the U.S. Department of the Treasury. He also serves on the Executive Committee of the Financial Services Roundtable, and on the boards of the American Council of Life Insurers, the American Museum of Natural History, and the Partnership for New York City.
Robert Reynolds
President and Chief Executive Officer, Putnam Investments and Great-West Financial

  • Tuesday, October 24, 2017

    8:50 a.m. - 9:45 a.m.: General Session

Robert Reynolds

President and Chief Executive Officer, Putnam Investments and Great-West Financial

Robert Reynolds is President and Chief Executive Officer of Putnam Investments and President of the Putnam Funds. Building upon a distinguished 30-year career, he has revitalized Putnam through strong, sustained investment performance, new product development, and thought leadership on the future of retirement and workplace savings. In addition to his Putnam responsibilities, Reynolds is President and CEO of Great-West Financial. He is regarded as a driving force of innovation and progress in institutional and retail financial services. Reynolds has earned multiple industry honors for his accomplishments, and was named Fund Leader of the Year at the Mutual Fund Industry Awards in 2010.

Agenda

Registration

Early Registration Rates:
Member: $1,325
LOMA Member (but not LIMRA): $1,990
Non-member: $2,650

Standard Rates (After September 15, 2017):
Member: $1,525
LOMA Member (but not LIMRA): $2,290
Non-member $3,050

LIMRA Member Group Discount

If five (5) or more individual employees from the same LIMRA member company register for this meeting, each individual registrant may take advantage of a group registration discount of $150 by entering the promo code QTYDIS1. Individuals using this registration option must register at the full conference registration fee. Presenter registrations and individuals utilizing any other discounts do not qualify towards the required five registrant per company minimum. Please note that if a registrant's company does not ultimately meet the aforementioned eligibility criteria (e.g. there are fewer than five registrants from a company who paid the qualifying full conference fee), registrants will receive a notice of any balance due based on the difference between the regular applicable rate and the group discounted rate. Contact customer.service@limra.com with any questions.

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 before September 29, 2017, will be refunded, less a $75 processing fee. Cancellations received from September 29, 2017 to October 13, 2017 will be refunded, less a $375 processing and administrative fee. No refunds will be issued after October 13, 2017.

Hotel / Venue

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 never call you unless you contact them first.

Gaylord National Resort & Convention Center
201 Waterfront Street
National Harbor, MD 20745
1-888-236-2427

The LIMRA Annual Conference room block has closed and the hotel is currently showing as sold out. We encourage you to contact the Gaylord directly, as cancellations may open rooms at the prevailing rates.

These hotels are within a short walking distance. Please contact them directly for availability and rates.

AC Hotel by Marriott International
301-749-2299

Residence Inn
301-749-4755

The Westin Washington National Harbor
301-567-3999

Hampton Inn & Suites
301-567-3531

Wyndham Vacation Resorts at National Harbor
301-265-4200

MGM National Harbor - 1.2 Miles (approx. 5 minute Uber Ride)
301-971-5000

Other options to consider:

Become a Sponsor or Exhibitor

Sponsors and Exhibitors

Elite Strategic & Strategic Partners

Diamond Sponsors

Ruby Sponsors

Sapphire Sponsor

Contact us to learn more:

Mary-Jo Adams

Senior Conference Coordinator

LIMRA

(860) 285-7798

mjadams@limra.com

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