Executives and professionals responsible for the development, marketing, and distribution of group and worksite/voluntary benefits, including Life, Disability, Critical Illness, Accident, other Supplemental Health products, Dental, Vision, and Healthcare plans. The conference features special sessions for senior executives to meet in a collaborative environment.
Highlights
Workplace benefits of today are, no doubt, evolving. Consumers have more access to options and information than ever before. Mergers, acquisitions, and new entrants are changing your competitor landscape. Employees are demanding more employee benefits services and programs. Let’s embrace these changes and work together in shaping the new benefits landscape.
Attend this conference to gain fresh ideas and insights to successfully address short-and long-term changes in the U.S. to increase success in the benefits marketplace. You will hear from peers, customers, and leading experts in group insurance, voluntary/worksite benefits, and healthcare.
This is the essential learning and networking event for executives and professionals responsible for strategy, development, marketing, and distribution of group and worksite benefits.
Circle of Care Charity Event
Come network with the conference attendees on Tuesday, September 11 from 10:30 a.m. to 12:30 p.m.while making a difference during Childhood Cancer Awareness Month. Through Circle of Care’s signature program, Bags of Love, we will be assembling gift packets for newly diagnosed children. Lunch will be provided to all volunteers.
Circle of Care was founded in 2003, by two mothers who both heard the dreaded words “your child has cancer”. They started Circle of Care with one mission: to help make the journey a little bit easier for families facing pediatric cancer in Connecticut.
Matt Barnett is Director, Enterprise Risk Management for Unum, a leading provider of financial protection benefits in the United States and the United Kingdom. In his current role, Matt is responsible for supporting the risk management practices of the US business unit operations, as well as various risk management efforts across the enterprise. These efforts include identification, monitoring, and mitigation of emerging and headline risks and partnering with Corporate Strategy to engage in scenario planning and strategic risk assessments.
Prior to his current role, Matt was Director of Investor Relations, and Associate Investment Officer for Provident Investment Management LLC, the asset management arm of Unum Group. He has been with Unum for over 10 years. Before joining Unum, Mr. Barnett was a Senior Associate with AllianceBernstein LP, where he supported tremendous growth in the firm’s Canadian institutional asset base. He received his Bachelor of Business Administration in Finance and MBA from the University of Georgia and is a Chartered Financial Analyst (CFA).
President, and CEO of Group Benefits, Reliance Standard Life Insurance Company
As President, he is responsible for leading effective, profitable operations of Reliance Standard Life Insurance Company, First Reliance Standard Life Insurance Company and Custom Disability Solutions. He also oversees sister company Matrix Absence Management. Mr. Fazzini joined Reliance Standard as a sales representative trainee in 1984 and has served in multiple sales and executive management positions, including Executive Vice President, Sales and Marketing. Under his stewardship the company brought several new products and integrated benefits solutions to market, including voluntary, limited benefit medical, stop-loss and exchange platform solutions, as well as fully integrated disability management and ADA management. As a Reliance Standard sales representative and manager, Mr. Fazzini was among the most recognized producers in the company’s history, named to the President’s Panel each year from the program’s inception in 1989 through 1995. The President’s Panel recognizes the top 10 Reliance Standard sales producers each year.
After more than 20 years as an executive in the insurance and financial services industry, Maria Ferrante-Schepis joined Maddock Douglas in 2010 to focus on the opportunities for innovation in those industries. Her mission is to enable like-minded executives to proactively shape their own change, versus having it shaped for them. Ferrante-Schepis has helped clients in all the major lines of insurance, retirement and investments address challenges relative to category disruption. She co-authored the book, Flirting with the Uninterested; Innovating in a ‘Sold Not Bought’ Category, and, in 2015, was named one of the 20 most creative people in insurance by The National Underwriter magazine.
Malcolm is responsible for defining and overseeing all aspects of the company’s corporate strategy and go-to-market positioning. His deep understanding of the digital economy and ability to see around technology’s tight corners are key factors in Cognizant’s consistent industry-leading growth and ability to address clients’ ever-changing business needs. Malcolm’s influence is wide ranging and evident across media. He has co-authored two best-selling books, What to Do When Machines Do Everything (2017) and Code Halos (2014), both of which received multiple international book awards. He has also authored numerous white papers focusing on the Future of Work and created the term “SMAC Stack,” now an industry standard.
Jamie Kalamarides is president of Prudential Group Insurance, which produces and distributes a full range of group life, disability, voluntary, and corporate and trust-owned life insurance. This is a business unit of Prudential Financial, Inc. (NYSE:PRU). Previously, Kalamarides served as head of Full Service Solutions and CEO of Prudential Bank & Trust, FSB, businesses within Prudential Retirement, a leading provider of defined contribution, defined benefit, nonqualified deferred compensation plan administration, and institutional investment and risk management services with account values in excess of $395 billion. Recognized as one of the “Most Influential People in Defined Contribution,” Kalamarides writes and speaks frequently on expanding retirement coverage for underserved workers, increasing savings among low-to-moderate income families and providing effective lifetime income solutions for all. Kalamarides serves as a director for Prosperity Now, a national not-for-profit that creates economic opportunity to alleviate poverty. Kalamarides is a graduate of Colgate University and earned an MBA with high distinction from the Amos Tuck School of Business Administration at Dartmouth College.
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.
Early Registration Fee: LIMRA Member: $1250 LOMA Member (but not LIMRA): $1875 Nonmember: $2500
After August 21, 2018: LIMRA Member: $1450 LOMA Member (but not LIMRA): $2175 Nonmember: $2900
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. Cancellations received before August 21, 2018, will be refunded, less a $75 processing fee. Cancellations received from August 21, 2018 to September 4, 2018 will be refunded, less a $275 processing and administrative fee. No refunds will be issued after September 4, 2018.
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.
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.
Group Code: LIMRA18
Make your room reservation by August 17, 2018 and mention the LIMRA Group & Worksite Benefits Conference to receive the discounted group rate of $169 single/double (plus applicable sales taxes). Requests after August 17, 2018 will be accepted on space availability. Once your reservation has been completed, you will be given a confirmation code. Please retain this code for future use. If a reservation needs to be changed or cancelled, please advise the Reservation Agent of your confirmation code.
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. Reservations must be guaranteed with a major credit card. Check in: 4:00 p.m.; check out 11 a.m.
This conference is your opportunity to meet group and worksite benefits executives, and the teams responsible for leading their distribution and marketing. The conference features special executive sessions for senior executives, including CEOs, presidents, executive vice presidents, senior vice presidents, CMOs, national and regional heads of sales, distribution heads, and COOs.
Sponsorship Opportunities
Raise your level of branding with this audience by securing a Sponsorship. Options include:
Multiple conference registrations, which include full access to attendees at breaks and meals
Special recognition in the registration brochure, onsite conference program, onsite signage, and general session walk-in slides
Acknowledgement from the podium
Specialty conference merchandise that will deliver your company name to all attendees
