Professionals involved in the development, operations, marketing, distribution, technology or administration of life insurance products. XXX
Highlights
Insurance company leaders have a lot on their plates.
They are concerned with over-regulation, the speed of technological change,
changing customer behavior and competition from new market entrants. Essentially,
the entire insurance business model is being disrupted. How do you stay ahead
of the curve?
There are many variables that
are not within the industry’s control. But how effectively insurers anticipate,
prepare, and adapt to their shifting circumstances, both strategically and
operationally, is well within their control, and can help differentiate them in
the market.
The companies that develop a meaningful competitive
advantage will design and implement digital platforms that can handle
disruption. They will build scalable systems, deliver an end-to-end customer
experience, and change their business models which will help them improve how they go to market.
Attend the 2019 Life Insurance Conference to network
with your peers and leading industry experts as we look at the key trends that
will shape our future and set the agenda for Life.
This premier conference offers more than 30 workshops
on topics including product innovation, distribution, markets, technology,
administration and regulation. This is your opportunity to join the crucial
dialogue.
Chairman and President, USAA Life Insurance Company
As Chairman and President, Brandon oversees the USAA Life Insurance Company and multiple subsidiaries. He has responsibility for the strategy and operations for product management and distribution, actuary, underwriting, servicing, and claims across the life, health and annuity portfolio and is leading the digital transformation of the business while preserving USAA’s legendary service.
Brandon is a member of USAA’s Executive Council, which oversees the strategy and day-to-day operations of USAA’s companies and staff agencies. The USAA family of companies provides insurance, banking and investment and retirement solutions to more than 13 million current and former members of the U.S. military and their families.
Prior to his current role, Brandon served as General Manager of USAA’s Phoenix Campus, with site management of the expanding facility and its more than 3,000 employees, external community relations, and support for USAA's military affairs and government relations for the State of Arizona. His additional responsibilities were serving as Vice President of Experience Management, leading the transformational journey to a relationship sales culture, marketing campaigns and design capabilities that deliver world-class member experiences.
Brandon joined USAA in 1997, and over his 26-year USAA career has excelled in multiple executive leadership positions focused on sales, marketing, service, operational efficiency, and transformation. He graduated from Texas A&M University with a Bachelor of Business Administration in Management. He currently holds the Chartered Life Underwriter, Chartered Financial Consultant designations and is a Certified Financial Planner.
Brandon sits on the Board of Trustees for The American College of Financial Services, and is past Chair of LL Global, the parent company of LIMRA and LOMA and a past member of the Board of Directors for the American Council of Life Insurers (ACLI). He is also an active board member for Tragedy Assistance Program for Survivors (TAPS), a non-profit organization providing comfort, care and resources to families grieving the death of a military loved one.
Al Chiaradonna is on the executive management team for financial services firm, SEI Investments. A true leadership expert, he has run businesses ranging from start-ups to billion-dollar enterprises, and has worked on strategy for numerous Fortune 500 companies. Chiaradonna is passionately committed to evolving the workplace of tomorrow and fully embraces concepts like work-life integration and the growing need for employee value propositions. For over 18 years, he has taught other executives as an adjunct professor at Villanova University for the Executive MBA Program. An active member of his community, Chiaradonna serves on several boards and is co-founder of the nonprofit organization, Project Gumball.
Director of the Social Intelligence Lab, University of Maryland
Dr. Jennifer Golbeck is a computer scientist, Director of the Social Intelligence Lab, and a professor in the College of Information Studies at the University of Maryland, College Park. Her research focuses on analyzing and computing with social media and creating human-friendly security and privacy systems. Dr. Golbeck began studying social media from the moment it emerged on the web a decade ago and is one of the world’s foremost experts in the field, discovering people’s hidden attributes from their online behavior. Her research has influenced industry, government, and the military. Dr. Golbeck writes for Slate and The Atlantic and frequently appears on NPR, including as a regular guest host for The Kojo Nnamdi Show. Her TED talk was named one of the most powerful talks of 2014.
President and Chief Executive Officer, LIMRA and LOMA
David Levenson is responsible for leading one of the world’s largest associations of life insurance and financial services companies, representing 700 member organizations across 70 countries. Most recently, Levenson was a principal at Edward Jones and served on its management committee from 2015–2018. He was responsible for all products distributed through its network of 17,000 advisors in the U.S. and Canada. Prior to 2012, Levenson was president of wealth management at The Hartford Financial Services Group, responsible for the firm’s individual annuity, individual life, mutual fund, and retirement plan businesses. He also served as president and CEO of Hartford Life, KK in Tokyo, where he was responsible for leading the largest annuity provider in Japan.
Levenson holds his Bachelor of Science from the Wharton School, University of Pennsylvania, his Master of Business Administration from Columbia Business School and a doctorate in business administration from The School of International Corporate Strategy at Hitotsubashi University in Tokyo, Japan.
President and Chief Executive Officer, American Council of Life Insurers
Susan Neely leads the American Council of Life Insurers (ACLI), the nation's foremost trade association dedicated to providing products and services that contribute to Americans' financial and retirement security. She drives public policy and advocacy on behalf of ACLI’s member companies that represent 95 percent of industry assets and serve 90 million families. Neely has long been recognized as a leading voice in public policy and advocacy in Washington, D.C. She served as special assistant to President George W. Bush and helped create the U.S. Department of Homeland Security (DHS), and later became the first DHS Assistant Secretary for Public Affairs. Neely has been named Trade Association CEO of the year by two different national organizations.
Senior Vice President and Head of Underwriting, U.S. Mortality Markets, RGA Reinsurance Company
Dr. Dave Rengachary is Senior Vice President and Head of Underwriting for U.S. Mortality Markets at RGA Reinsurance Company, where he has served instrumental roles in setting the risk philosophy for the department, oversight of US Manual development, leadership roles across numerous USMM underwriting initiatives and regulatory engagements. He previously served as Chief Medical Director for RGA. Prior to joining RGA in 2013, he was a general neurologist in practice at Missouri Baptist Medical Center where he also served as medical director for their Primary Stroke Center. In 2021 Dr. Rengachary accepted a position as chair of ACLI’s Risk Classification Committee. Prior industry roles include President of the Midwestern Medical Directors Association; Deputy Director of the Longer Life Foundation; Medical Consultant for the Academy of Life Underwriting; and member of the Educational Committee of the American Academy of Insurance Medicine.
Kirsten Schowalter is the author of the memoir, In My Own Skin, and the founder of Aging Courageously, an online community and business which inspires and strengthens you to make your dreams real at EVERY age. Her work often focuses on times of change, and how to restore your sense of self within your life and community. Schowalter draws expertise from writing and publishing personal stories, and her training in mindful movement and dance, Spanish, and demography/population studies. Her work has been featured in newspapers and magazines nationwide.
Alane Dent, Senior Vice President, Federal Relations, ACLI Bruce Ferguson, Senior Vice President, State Relations, ACLI
This session will provide the latest update on key regulatory and legislative issues affecting the life insurance market. Regulatory and legislative changes are occurring at a rapid pace, and the life insurance industry continues to be in the crosshairs of many of these activities. This session will focus on updates from the federal and state perspectives. Issues to be touched on include guaranty association assessments, fiduciary rule/best interest standard of care, retirement savings, regulatory views, and activity on innovation and cybersecurity.
Christina Baldwin, Vice President, Head of Life and Health Underwriting, iptiQ, Swiss Re Jennifer Richards, Vice President, New Business, MassMutual
Underwriting is perhaps the most critical activity undertaken by a life insurance company. As societal trends evolve, combined with increasing abundance of new applicant information from electronic health records and other sources, it is becoming possible to underwrite life insurance more accurately, quickly and in a cost effective manner. Attendees in this session will learn how societal trends and the abundance of information are impacting how life insurance is underwritten.
Maggie Leyes, Senior Vice President of Content, Life Happens James Scanlon, HIA, Senior Research Director, LIMRA
Consumers receive a barrage of marketing messages every day. To capture their attention, financial marketers need to deliver compelling and relevant content. Findings from the 2019 Insurance Barometer study can help marketers develop the content that breaks through the congestion and reaches the consumer. Study co-sponsors, LIMRA and Life Happens, share insights into the mindset of today’s financial consumer. The presentation includes examples of communications developed by Life Happens to inform and educate the public about life insurance.
Marianne Purushotham, FSA, MAAA, Corporate Vice President, LIMRA Maureen Shaughnessy, FSA, MAAA, Research Actuary, LIMRA R. Dale Hall, FSA, MAAA, CERA, CFA, Managing Director of Research, Society of Actuaries, Moderator
Preparing for PBR? Looking for benchmarks for life insurance key risk assumptions other than mortality? This session will highlight the most recent data on lapse/surrender activity for life insurance products, including level term and joint life, as well as the results of an inaugural universal life premium persistency study.
Joanna Rogers, Vice President and New Solutions Program Manager, Swiss Re
Insurance underwriting today is based on one point in time, providing little value to the customer and limited future value to insurers. Wearable technology offers the ability to leverage physiological data, not just for the purpose of initial underwriting, but also throughout the lifespan of the policy. Swiss Re is studying the value of data from today’s devices, as well as future medical-grade devices, in order to help insurers understand and integrate these devices into their operations and customer offerings. Attend this session to learn how to leverage data from wearable technology and view the capabilities these devices will bring to our industry in the future.
Dennis Martin, FSA, FCIA, MAAA, President, Individual Life and Financial Services, OneAmerica Financial Partners Achim Schwetlick, Senior Vice President, Business Innovation Group, National Life Group Elaine Tumicki, CLU, ChFC, LLIF, Corporate Vice President, LIMRA, Moderator
Life insurance sales growth for the industry has been modest at best over the last several years. But while industry results have been lackluster, some companies have beat the odds and achieved strong growth year after year after year. How do they do it? At this session, two life insurers will share the secrets to their success in reaching significant sales growth milestones.
Eric Sondergeld, ASA, CFA, Corporate Vice President, LIMRA
Are you using innovation to improve what you do? Come see where you stand . . . literally. At this lively session, LIMRA will briefly share research on the state of innovation in the industry. Then it’s your turn. Using simple innovation tools you can learn on the spot, you’ll team up with others in the room to solve an innovation challenge. Along the way, you’ll learn some tips and techniques you can take back to use with your own team.
John Deitelbaum, Senior Vice President and Deputy General Counsel, MassMutual Bruce Ferguson, Senior Vice President, State Relations, ACLI Carl Wilkerson, Vice President and Chief Counsel, Securities, ACLI, Moderator
While the Department of Labor’s fiduciary rule is officially gone, the idea of a "best interest" standard lives on in the marketplace and in several unfolding regulations — from the U.S. Securities and Exchange Commission, to the NAIC, and to individual states. This panel will explore the complexities of the converging regulatory developments, and how they could affect the industry’s sales force in the coming years.
Senior Vice President and Head of Underwriting, U.S. Mortality Markets, RGA Reinsurance Company
Join us for this important exercise — utilizing a 5 to 10 year horizon, we will identify the top trends in medicine which are predicted to have a transformative impact on our industry. Each trend will be viewed through the lens of separating promise from reality and exploring how each trend might impact the broader life insurance industry.
Director of the Social Intelligence Lab, University of Maryland
The future is going to be driven by Artificial Intelligence (AI). Huge power lies in smart algorithms combined with big social data to track behavior and develop new insights into customers and what they want. How could these insights alter long-standing practices in the life insurance industry? Where do business opportunities lie in leveraging new technological capabilities, and how can organizations prepare for these changes? Golbeck will explain how new computational techniques are revealing hidden traits of millions of people online, and how this impacts the future of our business.
Jennifer Daniele, Director, Customer Experience, Prudential Craig Simms, Senior Vice President and Chief Marketing Officer, Vantis Life
Life insurers seeking to make an impact on the underinsured mass market are looking to strategic distribution partnerships to help broaden distribution in this market. Often these partners have access to a specific target market, have built unique technology experiences, or have a combination of attributes that the insurer is not willing or able to create internally. Vantis Life’s relationship with Fabric is one example of a traditional life insurer partnering with an Insurtech innovator for the benefit of both organizations. Prudential’s partnership with BabyList now enables the ability to crowdfund a life insurance solution for expecting parents directly from a baby registry. Both Vantis and Prudential continue to seek partners to expand their reach in underserved markets.
Reanna Nicholsen, FSA, MAAA, Corporate Vice President and Actuary, New York Life Chris Whitney, FSA, MAAA, Principal, Oliver Wyman Ximing Yao, FSA, MAAA, Vice President and Actuary, Prudential
Life PBR is upon us, with less than a year before the optional phase-in period ends and implementation is mandatory. Significant work remains as PBR implementations are back-loaded for all but a handful in the industry. With all this activity, it is important to step back and skillfully manage all areas impacted. This session will provide an overview of Life PBR, anticipated impacts to various parts of the business, and give the audience insights into lessons learned and challenges faced from early adopters.
Yommy Chiu, Head of Life and Health Research and Development, Swiss Re Monica Wilson, Chief Medical Officer, North America, Swiss Re
Genetic testing is on the rise. Recent research showed that genetic testing increased by 75 percent in 2017. Advancement in medical technology in recent years has created both opportunities and challenges for the life insurance industry. Perhaps none more so than the massively increasing availability and affordability of genetic testing to consumers. Increased clinical offerings allows for predictive genetic testing to estimate future disease, preventative care, and better management of health outcomes. What are the implications for customer buying behavior and inforce management? What's going on in the regulatory space? Join this session and make your own decision about the benefits or risks of genetic testing.
Samantha Chow, Senior Analyst, Aite Group Anand Logani, Senior Vice President, Life and Annuity, EXL Tom Martorana, Senior Vice President, Operations and Chief Transformation Officer, CUNA Mutual
As adoption of robotic process automation (RPA) continues to evolve in the life insurance industry, it is important for RPA to be deployed with a goal to drive efficiency in a cost effective manner. This session will provide examples of effective RPA deployment in life insurance and the types of processes ripe for RPA implementation. Attendees will also gain insight on how to develop an effective and efficient RPA strategy from ideation to implementation.
Lauren Cross, FSA, MAAA, Assistant Vice President and Actuary, John Hancock Financial Services Paul Fedchak, FSA, MAAA, Principal and Consulting Actuary, Milliman
This session will provide an overview of recent trends in the U.S. life insurance market, including sales trends, product design trends, underwriting trends, regulatory issues, etc. Panelists will discuss opportunities and issues presented by current life insurance products. Attendees of this session should obtain a better understanding of the life insurance landscape and where they stand relative to their peers and competitors.
Jigar Gandhi, Associate, Faegre Baker Daniels LLP Michael Gugig, Vice President, State Government Relations and Associate General Counsel, Transamerica Life Insurance Company Al Redmer, Jr., Commissioner, Maryland Insurance Administration Kate Kiernan, Vice President and Chief Counsel, Insurance Regulation, ACLI, Moderator
This session will explore the dramatic upheaval in the
privacy landscape since the passage of the E.U. General Protection Regulation
and the California Consumer Privacy Act of 2018. How are insurers and
regulators affected by the data privacy backlash facing the digital
world?
Bill Mehilos, FSA, MAAA, Consulting Actuary, Milliman John Shaw, FSA, MAAA, Chief Actuary, DXC Technology Curt Clingerman, FSA, MAAA, Consulting Actuary, Milliman, Moderator
The life insurance industry has seen an increased focus on technology due to the influence of investment firms, InsurTech, and other companies all competing for the same revenue. This pressure is pushing traditional companies to improve the customer’s experience through new and improved technology which can require new administrative platforms. The question becomes what to do with the aging and outdated systems. This session will feature a panel that has worked through these challenges and can provide insight to those who are currently in the process or exploring system conversion projects.
Wendy Dowd, Senior Vice President, Head of Enterprise Consumer and Digital Experience, Guardian Menes Etingue Kum, Ph.D., Manager, Deloitte Consulting Todd A. Silverhart, Ph.D., Corporate Vice President, LIMRA
Customer experience continues to receive attention as it increasingly becomes a coveted source of business differentiation. Efforts in the life insurance industry continue to evolve, as carriers address challenges unique to our industry. This session will combine a discussion of LIMRA research focused on how life insurance companies are approaching customer experience with a case study of a life carrier’s specific efforts.
John Barr, Senior Analyst, Life, Annuity, and Health, Celent Samantha Chow, Senior Analyst, Aite Group Chris Eberly, Vice President of Research and Consulting, Novarica
The life insurance industry will continue to be technology driven. Will AI, robotics and blockchain be among the driving technology trends to reshape the life insurance industry, or is there a rising tsunami of other technology solutions which may propel a quantum change and revolutionize the life insurance industry? Will IT solutions enable the business to innovate, or will business demand more innovative technology? This session will feature an overview the technologies and trends such as artificial intelligence, blockchain, robotics and others that are re-shaping the technology agenda for the future.
Michael Hagan, MS, CFE, SAMS, AML & Financial Crimes Officer, Sammons Financial Group Member Companies Scott Kallenbach, FLMI, Director, Strategic Research, LIMRA
Fraud in the financial services industry is a multi-billion dollar industry . . . and growing! Life insurance is not exempt, with industry fraud evolving from agent and claim fraud to social engineering and account takeover. Presenters from leading insurance companies will provide an overview of fraud trends in the life insurance industry, ranging from traditional types of fraud to schemes perpetrated by 21st century fraudsters. Attendees will gain insight on the types of fraud the industry is experiencing as well as tips on how to identify and avoid various fraud schemes.
Shiela Companie, FSA, MAAA, Chief Life Actuary, Amica Life Insurance Company Scott Grandmont, CLU, FALU, FLHC, FLMI, Vice President, Underwriting Solutions, RGAX
Are you ready for the digital age? Come hear how innovation is happening in product development as companies move into a digital world of distribution. This session will allow attendees to learn from those who have developed digital strategies and to understand how new product development has been launched in months and not years.
Jennifer Douglas, Research Director, LIMRA Eric Sondergeld, ASA, CFA, Corporate Vice President, LIMRA
For an industry that essentially exists to do good by helping people manage their financial lives, it’s important for people — in turn — to feel good about the industry. During this session, LIMRA researchers will present findings from consumer research that defines the current image. They will also share industry member perspectives on the desired image and actions that companies can take to collectively move the needle in the right direction.
Kimberly Harris-Ferrante, Vice President and Distinguished Analyst, Gartner
Based on a survey of LOMA members, this session will explore strategies the life insurance industry is likely to pursue going forward to improve underwriting efficiency and accuracy. Attendees will learn about the driving business factors for underwriting modernization, impediments to modernization, and IT strategies likely to be employed in the life insurance industry from implementing best of breed underwriting systems to the use of artificial intelligence, robotic process automation, and potentially outsourcing underwriting.
Joel Albarella, Senior Vice President and Head of NYL Ventures, New York Life Elizabeth Carraro, Director, Digital Strategy and Partnerships, Securian Financial Michael Kalen, CLU, ChFC, Chief Executive Officer, Covr Financial Technologies, Inc. John Barr, Senior Analyst, Life, Annuity, and Health Insurance, Celent, Moderator
The phrase “InsurTech” denotes innovation, transformation, and disruption in the insurance industry. This session will examine how startup companies are changing the life insurance industry not only through technology but with regard to products and processes. This session will feature individuals discussing the status of InsurTech in the life insurance industry, its role, and providing insight on how it may continue to reshape the industry.
Work is changing at fundamental levels: where we work, how we work, and who we work with (human or machine). Given these changes, how do we stay relevant in our careers, and as leaders? How do we balance our life and work? During this session, Al Chiaradonna will share his unique perspective on the evolution of work, what that means to you, and tips on how to navigate your own integrated journey of personal and professional growth. The session will provide guidance on how to manage your own career while also offering a framework that will allow you to take action, and begin your own journey towards thriving as leaders and individuals.
Nobody wants to expect the worst. But for Kirsten Schowalter and her family the worst case scenario found them. As she shares her inspiring story of how she and her family picked up the shattered pieces of their lives after a fatal car crash, Schowalter emphasizes how the life insurance industry helps us show our love for people we care about most.
Chairman and President, USAA Life Insurance Company
Brandon Carter will share his perspective on why the life insurance industry must accelerate the use of technology to improve experiences for consumers and the evolving role advisors must play in a digitally led, holistic advice conversation.
Justin George, CISA, MCPM, Assistant Vice President, IT New Product Development, Lincoln Financial Group Robert Turner, FLMI, ACS, Assistant Vice President, Application Development, Western & Southern Financial Group
As life insurance products evolve and become more innovative, so must the infrastructure and technology to support these products from underwriting and issue to administering the policies. Presenters in this session will provide insight into the necessity for product development and IT to collaborate to ensure new products can be deployed effectively and efficiently for a seamless launch of a new life insurance product from the IT perspective.
Vikram Kamath, Director, Center of Excellence for Analytics, LIMRA
What drives people to buy individual life insurance? And what makes a good agent who can sell it to them? LIMRA’s Center of Excellence for Analytics has tackled these big questions using the power of data and predictive modeling. In this session, we explore the factors that influence customers’ life insurance purchase behavior, based on data we collected from life insurance shoppers. We also discuss the factors that influence agent productivity and retention, based on our analysis of agent-level data sourced from our member companies.
Ande Frazier CFP®, CLU, ChFC, RICP, BFA™ CEO, Head of Vision and Brand, myWorth Todd A. Silverhart, Ph.D., Corporate Vice President, LIMRA
Whether it is attracting them to be an advisor or client, women today provide a huge opportunity for insurers, yet there is a struggle to understand how to reach them and motivate them to act. Penn Mutual is pursuing that opportunity by building a consumer facing brand, myWorth, which provides education, tools, and resources for women. In this session, you will discover the pitfalls and keys to success in building an internal innovation lab to drive transformation and create sustainable sources of growth within a 171 year old insurance company.
Matthew MacMillen, Vice President, Head of Tax, Lincoln Financial Group David Schulz, Senior Vice President and Chief Tax Officer, Transamerica Companies Regina Rose, Senior Vice President, Taxes and Retirement Security, ACLI, Moderator
This session will cover what’s happened since tax reform on the tax issues facing life insurers, with particular emphasis on investment issues, including guidance from Treasury and IRS, and what companies should be thinking (and worrying) about for the future.
Shannon Havener, Research Analyst, LIMRA Mary Lesch, Associate Research Director, LIMRA
For 65 percent of consumers who shop for life insurance, the Internet is part of the process. What happens there? Are consumers finding what they want and need? And in the rapidly evolving and increasingly competitive digital landscape, are you finding them? This workshop will share new LIMRA research exploring the online shopping experience of today’s consumer.
Nancy Casbarro, Vice President of Research and Consulting, Novarica Greg Driscoll, Senior Vice President and Chief Information Officer, Penn Mutual
This session will feature a unique perspective on the
life insurance industry and how a traditional life insurance company is
achieving success through reinventing the life insurance experience. This
reinvention and innovation is an example of how transformation in the life
insurance industry is more than electronic apps, automated underwriting, and
straight through processing. Attendees in this session will get a glimpse into
the future as these presenters offer insight on this innovative journey.
James Miles, FSA, MAAA, Consulting Staff Fellow, Society of Actuaries
Professionalism as an actuary requires diligence and a concerted effort. It don't come easy. Are you all in as a professional? In this session, a combination of presentations, brief case studies, and audience discussions will be used to look at professionalism, what it takes to be a professional, and why it really matters.
Tom Scales, CLU, ChFC, FLMI, Head of Americas Life and Health, Celent
The goal of this session is to demystify AI to help attendees understand which technologies are considered AI in the life insurance industry. While AI may mean different things to different industries and different companies, the perception and level of investment in AI in the life insurance industry will be presented in this session. Scales will share insight on areas where carriers may successfully focus their AI efforts as well as barriers to success. Perhaps most important, this session will suggest steps companies should take to effectively launch an effective AI strategy.
11:45 a.m.
CONFERENCE ADJOURNS
Registration
Registration Fees
Early Registration Rates (Register by March 9, 2019) LIMRA, LOMA, SOA and ACLI Members: $1,285 Non-members: $1,925
Standard Rates (Register after March 9, 2019) LIMRA, LOMA, SOA and ACLI Members: $1,485 Non-members: $2,125
Refund Policy
All cancellations and refund requests must be received in writing. These requests carry a $100.00 U.S. administrative charge. Full refunds minus the administrative fee will be granted on written requests received no later than ten business days before the meeting. No refunds will be granted if the request is received within ten business days of the meeting. If for any reason a meeting is cancelled, Conference Organizers will refund the total registration fee. However, Conference Organizers will not be responsible for any travel, hotel accommodations or other costs incurred. Cancellation requests should be submitted in writing to meetings@loma.org
Group Discount
If five (5) or more individual employees from the same member company register for this meeting, each individual registrant may take advantage of a group registration discount of $100 by entering the promo code GROUP100. 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.
All cancellations and refund requests must be received in writing. These requests carry a $100.00 U.S. administrative charge. Full refunds minus the administrative fee will be granted on written requests received no later than ten business days before the meeting. No refunds will be granted if the request is received within ten business days of the meeting. If for any reason a meeting is cancelled, Conference Organizers will refund the total registration fee. However, Conference Organizers will not be responsible for any travel, hotel accommodations or other costs incurred. Cancellation requests should be submitted in writing to meetings@loma.org
Hotel / Venue
Baltimore Marriott Waterfront
700 Aliceanna Street Baltimore, MD, United States, 21202
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.
Baltimore Marriott Waterfront 700 Aliceanna Street Baltimore, MD 21202
The Baltimore Marriott Waterfront Hotel is now sold out.
We have arranged with A Room With A View for overflow hotel options. They can secure the lowest available rates at the best available hotels within walking distance to The Baltimore Marriott Waterfront for you.
For a list of designated hotel options, please contact
A Room With A View at :
PHONE : Monday to Friday 9 a.m. –
5 p.m. Central Time
E-MAIL : 24 hours a day / 7 days a week
This is a FREE SERVICE for all our attendees
Become a Sponsor or Exhibitor
Exhibiting & Sponsorship Opportunities
Thank you for your interest in an exhibit booth at the Life Insurance Conference. Please contact Kim Hull at 860-285-7752 or khull@limra.com to discuss your opportunities.
This conference is your opportunity to meet and network with insurance professionals involved in the development, operations, marketing, distribution, administration and technology processes of life insurance products.
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 signs, and general session walk-in slides
Acknowledgement from the podium
Specialty conference merchandise that will deliver your company name to all attendees
To create yourSponsorship package, contact Kim Hull at 860-285-7752; khull@limra.com
SINGLE EXHIBIT BOOTH: Register by March 6, 2019 Single: $4,900
Register after March 6, 2019 Single: $5,200
Includes:
10’ x 10’ exhibit space – including electrical outlet
Two full-conference registrations
Limit of one additional attendee per booth will receive the member rate of $1,285 each, by March 6, 2019 or $1,485 after that date
One-time use of the registrant/attendee list (including the email addresses of attendees who opt to share them)
Listing in the Conference Brochure (payment must be received by November 30, 2018 to be included)
Listing on the conference organizers websites and conference mobile app
Listing in the On-site Program; contract and payment MUST be received by March 6, 2019
DOUBLE EXHIBIT BOOTH: Register by March 6, 2019 Double: $9,800
Register after March 6, 2019 Double: $10,400
Includes:
20’ x 10’ exhibit space – including electrical outlet
Four full-conference registrations
Two additional attendees at member rate of $1,285 each, by March 6, 2019 or $1,485 after that date
One-time use of the registrant/attendee list (including the email addresses of attendees who opt to share them)
Listing in the Conference Brochure (payment must be received by November 30, 2018 to be included)
Listing on the conference organizers websites
Listing in the On-site Program; payment MUST be received by March 6, 2019
Organizations exhibiting at The Life Insurance Conference may also exhibit at The Retirement Industry Conference, immediately following April 3-5 at the same hotel and receive a discount of $500 off each event. If you are Exhibiting at both, please use this PROMO CODE (BOTH19) when registering for both events.
