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2019 Wholesaler Leadership Summit

Accelerating Performance

5/7/2019 - 5/9/2019
The Westin Indianapolis, Indianapolis, IN

Overview

Who Attends

If you are responsible for external wholesalers or internal wholesalers, this summit is for you. Wholesaler leaders from across the industry come together to share experiences, challenges, and best practices in a highly engaging meeting.

Attendees are sales desk managers and heads of external wholesalers. Team leads are not eligible; you must supervise an entire sales desk team to qualify. Seating is limited.

Highlights

This summit will help you fine-tune your wholesaling team and be sure it’s engineered to perform at its absolute best. The interactive, open discussion format, calibrated with dynamic presentations from thought leaders, is sure to engage participants. There will be plenty of time to network, exchange ideas, meet new people, connect with peers, and more.

Watch this site for more details as we get closer to the event.

Whatever you do, don’t miss this unique event and be sure to bring your counterpart along with you for the ride.

Leukemia & Lymphoma Society Event

New this year! Our industry is known for helping people in their time of need. It is in this spirit that we are hosting a charity event for the Leukemia and Lymphoma Society.

Please join us on Tuesday, May 7, from 1:00 - 2:30 p.m. as we create comfort care bags for patients undergoing chemotherapy. Lunch has been generously donated by the Westin Indianapolis. Your donations will help someone in their time of need.

Click here for more information on the Leukemia & Lymphoma Society and to make a donation (monetary and/or care bag item).

A heartfelt thank you to Guggenheim Life and Annuity for supporting this event. 

Any questions, please contact: Laura Murach at lmurach@limra.com, or 860-285-7820

Speakers

Cathy Jo Borgman, CPCU, FLMI, ACS
Sales Desk Director, Pacific Life

  • Tuesday, May 7, 2019

    4:00 p.m. - 5:00 p.m.: START YOUR ENGINE WITH A MEMBER PERSPECTIVE

Cathy Jo Borgman, CPCU, FLMI, ACS

Sales Desk Director, Pacific Life

Cathy has 29 years of industry experience, split between the P&C and Life sides of the business. She has served in both operations and sales roles during her career. She just celebrated her 8th anniversary with Pacific Life, where she has started 5 different sales desks from scratch. Known for talent development, she is proud that 11 IW’s have been promoted to external wholesaling roles, and 4 to leadership roles, in the past five years. Currently Cathy is overseeing another startup of a new team of eWholesalers in the independent channel. When she’s not at work, Cathy and her husband Jon enjoy dancing to live music in the Omaha and Kansas City areas. They have three children who keep them busy with various school activities and Duke, their Golden Retriever, takes them on long walks when the weather permits.
Mark Hopkins, CLU
Managing Director, Ernst & Young LLP

  • Wednesday, May 8, 2019

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

Mark Hopkins, CLU

Managing Director, Ernst & Young LLP

Mark Hopkins’ current interests include the future of distribution of life insurance and annuity products and the integration of digital capabilities into insurance operations. He is a Chartered Life Underwriter and has executive and board level experience in insurance, asset management and broking companies.
Chad Mueller
National Sales Director, CUNA Mutual Group

  • Tuesday, May 7, 2019

    4:00 p.m. - 5:00 p.m.: START YOUR ENGINE WITH A MEMBER PERSPECTIVE

Chad Mueller

National Sales Director, CUNA Mutual Group

Chad is responsible for leading the CUNA Mutual Group’s wholesaling organization, developing and executing the go-to-market wholesale distribution strategy, and achieving increased sales and market share objectives. He has more than 17 years of experience in the financial services industry and brings a wealth of knowledge focused on retirement planning. This diverse background ranges from Marketing, Retail Sales, Life, Annuity, Mutual Fund/SMA Wholesaling and Sales leadership. He is a regular speaker on topics of retirement and retirement income planning, Social Security & Medicare, and estate planning. Chad graduated from the University of Wisconsin — Stevens Point, with a Bachelor of Science in Political Science and Business Administration.
Sean F. O'Donnell, M.B.A., LLIF
Senior Vice President, Head of Membership, Workplace Benefits, and Applied Research Solutions, LIMRA and LOMA

Sean F. O'Donnell, M.B.A., LLIF

Senior Vice President, Head of Membership, Workplace Benefits, and Applied Research Solutions, LIMRA and LOMA

Sean O’Donnell is responsible for developing and implementing LIMRA and LOMA’s member engagement strategy in the U.S. and Canada. He leads a team dedicated to ensuring that members fully leverage the research, benefits, and commercial solutions available. In addition, he is responsible for leading the company’s consulting business, working to help companies apply research and industry expertise to develop strategies for growth.

O’Donnell brings more than 25 years of marketing, sales, research, and organizational and consumer-behavior experience to his current role. Prior to joining, he was a supervising project director and analyst for the PERT Group, a global research-based consultancy, working on product development and brand equity research for organizations such as Gillette, Clorox, S.C. Johnson, and Nestle.

O’Donnell received both his bachelor’s degree and his Master of Business Administration, with concentrations in finance and marketing, from the University of Hartford.

Seth Preus
Advisor, RacingSnail

  • Tuesday, May 7, 2019

    5:00 p.m. - 5:30 p.m.: "THE 3 M's OF MOTIVATION"

Seth Preus

Advisor, RacingSnail

Seth Preus is a 20-year entrepreneur whose passion about productivity management has spanned multiple disciplines. Over the last 15 years, he has built and utilized productivity tools including a compensation management SaaS, RacingSnail, and a gamification SaaS, Leaderboard Legends. His tools enable businesses to track and analyze performance metrics and provide the mechanisms to immediately influence sales team behavior for increased sales, greater profitability, and improved morale. Preus is an expert in the field of software productivity management tools with a focus on goal setting, sales and activity tracking, sales analysis, compensation plans, rewards and recognition concepts, gamification, and ROI calculators. He regularly shares his knowledge on the topic through industry seminars, white papers, and public speaking engagements.
Zach Veach
Andretti Autosport IndyCar Driver
No. 26 Gainbridge Honda

  • Thursday, May 9, 2019

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

Zach Veach

Andretti Autosport IndyCar Driver
No. 26 Gainbridge Honda

Ohio-native Zach Veach has been climbing the racing ladder for over a decade and stepped into the No. 26 Group 1001 Honda full time in 2018. He returns to Andretti Autosport for the 2019 NTT IndyCar Series season to pilot the No. 26 Gainbridge Honda in his sophomore campaign. Veach’s racing roots began at the age of 12, karting in his home state before transitioning three years later, in 2010 to the USF2000 stable of Andretti Autosport. Over the next four seasons, Veach climbed the Mazda Road to Indy ladder with Andretti competing in USF2000, ProMazda and Indy Lights. In his six-year Mazda Road to Indy Career, Veach recorded 13 wins, 14 poles, 39 podiums and 56 top-five finishes. During his Rookie IndyCar season, Veach collected five top-10 finishes. While not in the car, Veach is an avid rock climber, snowboarder, environmental activist and enjoys fishkeeping.
Andy Wang
Global Head of Wealth and Asset Management, Salesforce

Andy Wang

Global Head of Wealth and Asset Management, Salesforce

Andy Wang is the Global Head of Wealth and Asset Management at Salesforce and is responsible for industry perspective and go-to-market strategy. In his role, Andy ensures Salesforce’s wealth and asset management business is solving customer problems today, tomorrow, and the future. Andy has over 15 years of experience in financial services and has held roles at both financial services firms and technology providers. Prior to joining Salesforce, Andy was Managing Director of Haitou Capital. Other career highlights include serving as Head of Industry Solutions for DocuSign, leading the key initiatives product management group at TD Ameritrade, and as founder and CEO of his own startup. A well respected thought leader in the financial services space, Andy is a frequent speaker at industry events and brings a global perspective to wealth management, asset management, and the broader financial services and fintech ecosystem.

Agenda

Registration

Standard Rates:
LIMRA Member: $649

LIMRA requires prepayment of registration fees prior to all conferences and meeting.

Cancellation Policy

All cancellations must be received in writing. Cancellations received before April 16, 2019, will be refunded, less a $75 processing fee. Cancellations received from April 16, 2019 to April 30, 2019 will be refunded, less a $275 processing and administrative fee. No refunds will be issued after April 30, 2019.

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.

Hotel / Venue

The Westin Indianapolis

241 W. Washington Street
Indianapolis, IN, USA, 46204

1-317-262-8100

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.

The Indianapolis Westin Hotel is now sold out

Please contact A Room With A View for information on the official designated LIMRA overflow hotel. They will secure the lowest available rates at the best available hotels within walking distance of Westin Hotel.

Reservations processed by A Room With A View are automatically on a waitlist for rooms at The Westin Hotel should cancellations occur within The LIMRA group block at the discounted group rate.

For a list of designated hotel options to choose from, please contact A Room With A View at either:

reservations@aroomwithaview.net or 1-800-780-4343
PHONE: Monday - Friday 9am – 5pm CST
E-MAIL: 24 hours a day / 7 days a week

This is a FREE SERVICE for all LIMRA attendees

Please note: If you have a reservation at The Westin Hotel and you need to completely cancel it (not modify it), do not call the hotel directly. Only call A Room With A View to cancel it at 1-800-780-4343. By calling A Room With A View, they’ll be able to give your room to another attendee wishing to stay at the host hotel.

Become a Sponsor or Exhibitor

Sponsors and Exhibitors

Sponsors

Contact us to learn more:

Laura A. Murach, ACS, LLIF, FLMI

Research Director, Distribution Research

LIMRA and LOMA

(860) 214-7550

lmurach@limra.com

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