2017 Retirement Industry Conference - Sponsors and Exhibitors

CANNEX supports the exchange of pricing information for annuity and bank products across North America. We provide financial institutions with the ability to evaluate and compare various guarantees associated with retirement savings and retirement income products. Services in the U.S. include:

• Evaluation and comparison of annuity guarantees and performance (Income Annuities, Variable Annuities, Indexed Annuities, and Fixed Rate Annuities)
• Consulting services supporting optimization and allocation of retirement income portfolios

Visit us at www.cannex.com

Hannover Life Reassurance Company of America (Hannover Re US) is the North American subsidiary of the Hannover Re Group, one of the largest reinsurance groups in the world. The New York office offers a diverse portfolio of health, life, and special risk products including: Medical Specific & Aggregate, Medical Excess, Managed Care, Gap/Limited Medical, Specialty Carve-outs, Accident Medical, Student A&H, Critical Illness, Disability, Dental, Group Life and Accident. Visit us at www.hlramerica.com

S&P Dow Jones Indices provides iconic and innovative index solutions backed by unparalleled expertise across the asset-class spectrum. We’re the largest global resource for index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500^® and the Dow Jones Industrial Average^®. More assets are invested in products based upon our indices than any other index provider in the world. With over USD 7.4 trillion in passively managed assets linked to our indices and over USD 11.3 trillion benchmarked to our indices, our solutions are widely considered essential in tracking market performance, evaluating portfolios and developing investment strategies.

S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI). S&P Global is the world’s foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world’s leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit www.spglobal.com/spdji.

Accenture helps insurance carriers innovate and grow. Our Accenture Life Insurance & Annuity Platform (ALIP) unlocks value through advanced digital capabilities in new business, underwriting, policy administration, and engaging customer experiences — all supported by our extensive partner network. Accenture’s industry-leading expertise in core system modernization and advanced customer experiences using AI, automation, cloud, and data analytics empowers carriers to create value and shared success with customers and distributors. See how Accenture is delivering on the promise of technology and human ingenuity. Visit www.accenture.com/lifeandannuitysoftware

CapitalRock, the makers of RightBRIDGE, provides financial services firms with a powerful and configurable rules engine to determine and document the suitability or best interest status of proposed rollovers, account types and products. Many of the country’s largest Independent, Bank and Insurance broker-dealers rely on RightBRIDGE systems to help them meet their compliance and documentation obligations for regulations like Reg BI, Reg 187 and the DOL’s PTE 2020-02. Each RightBRIDGE deployment is configured for the licensing broker-dealer’s specific products, policies, and compliance requirements. Each analysis is accompanied by CapitalROCK’s exclusive ReasonText™. ReasonText™ is automatically generated, client and recommendation specific text that documents why or why not a proposed action meets the licensing broker-dealers best interest requirements. Visit us at: https://www.capitalrock.com/

Competiscan tracks your competitors’ direct marketing activity.  We are a full-service, market intelligence research firm. Competiscan enables our clients to study communications activity by industry, company, and segmentation characteristic.  Media channels tracked include Direct Mail, Email, Mobile, Online Display, Print, and Social Media. Competiscan clients utilize our web-based search facility to help them understand what consumers, business owners, financial advisors, plan sonsors/participants, and insurance producers are viewing in the marketplace. www.competiscan.com

Corporate Insight delivers competitive intelligence, user experience research and consulting services to the nation’s leading insurance, financial services and healthcare institutions. As the recognized industry leader in customer experience research for over 30 years, we have been the trusted partner to corporations seeking to improve their digital capabilities and user experience. Our best-in-class research platform and unique approach of analyzing the actual customer experience helps corporations advance their competitive position in the marketplace. Visit us at: www.corporateinsight.com.

Infosys McCamish Systems: A leading developer of digital Insurance platform solutions and services in the insurance and financial services industry, Infosys McCamish delivers the right blend of business knowledge and technical expertise to ensure that your company achieves its growth initiatives and remains competitive. Our solutions improve your Agent and Customer satisfaction, while reducing risk and cost of operations. Our solutions are also poised to launch new products faster, optimize your expense & loss ratios and manage distribution channels rapidly & comprehensively. We offer flexible solutions through our Business Process Outsourcing, Software-as–a-Service, and License models. You can choose from one of these service models or operate with a combination of these models as your company’s needs evolve. Seven of the top ten US Insurers are among our 37 clients across five core businesses — Life Insurance and Annuity Services, Producer Management Services, Retirement Services, Employer Sponsored Services and Functional BPM Services. www.infosysmccamish.com

LIDP provides an award-winning policy admin system designed to drive digital innovation to the core platform. With 42 years of life & annuity business knowledge built-in, it is a true end-to-end solution offering new business through the claims process. www.lidp.com

Millennium Trust Company is a leading automatic rollover IRA provider for retirement plans. Our solutions help plan sponsors and other professionals comply with DOL safe harbor requirements for automatic rollovers. We offer a full range of services to address plan-related issues including: missing participants, uncashed checks, benefit distributions and notification services. These solutions not only can help plan sponsors limit fiduciary risk and reduce cost, but also increase access to retirement readiness for more Americans. www.mtrustcompany.com

SE2, an Eldridge business, is a life and annuities insurance technology and services firm. SE2 has a proven track record of enabling technology driven transformations. SE2 uniquely combines industry knowledge stemming from its 125+ years of life insurance heritage along with its end-to-end SE2 Aurum® technology platform to enable the rapid launch of new and innovative products through both traditional as well as digital channels. SE2 currently administers nearly 2 million active policies on behalf of its 25+ clients. SE2 has over $100 billion in assets under administration and handles more than 200,000 new business applications annually. Please visit SE2 at www.SE2.com to learn more.

Sharp Point Data are leaders in the automation of member communication for the financial services & insurance industries. The company has been providing member communication automation solutions to clients, all over the world, for over 10 years. Visit us at http://sharppointdata.com/

The American College of Financial Services offers education in Financial Planning, Wealth Management, Retirement Income Planning, Special Needs Planning, and a variety of other topic areas. www.theamericancollege.edu