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Strategic Partner

Hoopis Performance Network provides digital learning solutions designed to develop the knowledge and skills of financial advisors, firm leaders, and employees/staff at all levels. HPN’s scalable, customizable solutions equip financial organizations with value-added resources to increase productivity and retention of advisors and their teams. Connect with us to learn why over 100,000 financial professionals leverage HPN for their needs in sale effectiveness, practice management, marketing, advanced planning, staff development and more! https://hoopis.com/

Today’s clients are not just more distracted. They are more distant and distressed. How do you capture attention and drive sales? At Mindset Digital, we show you how to: • Write for action: We redesign everything from your emails and website content to news releases and compliance letters. • Present with power: We transform old-school sales presentations into highly visual, high-impact talks. • Develop a compelling online presence: Our LinkedIn Executive Makeovers and training help you connect with clients — virtually. Our award-winning team has provided training and consulting to more than 250,000 professionals in major insurance and financial firms around the world. Beyond training your teams, our specialists can do all the heavy lifting for making sure your messaging is clear and compelling. You’re looking to communicate with clarity and impact. We’ve got you covered. Visit us at: https://mindsetdigital.com/

 

 

Sponsors

To succeed, insurers need to transform with more nimble systems and processes, innovative business models, and meaningful connections to the end policyholder. These are prerequisite for future industry leadership. The IBM Global Insurance team works with each of the top 100 carriers worldwide to bring innovative capabilities, industry expertise, and global delivery presence to realize this vision. For more information about IBM Insurance solutions, please visit: https://ibm.com/insurance.

Experience urban convenience and elevated comfort at Tampa Marriott Water Street in Florida. Our beautifully-redesigned waterfront hotel sits adjacent to the convention center in Tampa's dynamic downtown just steps from the Tampa Riverwalk, Florida Aquarium, Amalie Arena and the evolving Sparkman Wharf. Step into the Great Room of our upgraded hotel to discover the wealth of amenities that await you. Take a dip in our rooftop pool, work out in our state-of-the-art fitness center, engage in water activities such as paddleboarding or dine in our inviting Tampa Riverwalk restaurants. Unpack in spacious accommodations with streamlined, modern layouts, sophisticated decor, plush bedding and private balconies with water or skyline views. Guests seeking an ideal venue for business meetings or weddings will be delighted with our hotel's 20 redesigned event spaces boasting room for up to 2,000 attendees. We look forward to providing you with an unforgettable stay in our waterfront hotel at Tampa Marriott Water Street. Visit us at: https://www.marriott.com/hotels/travel/tpamc-tampa-marriott-water-street/ 

Strategy & Resources, LLC is a full-service consulting firm offering deep expertise within the financial services industry. The organization is known for helping its clients create transformational change at a fast, but prudent pace, with limited risk, and maximum results. Strategy & Resources has partnered with Informa, the media company that produces Wealth Management magazine and the WealthManagement.com annual awards, to produce a new and exciting publication called the Executive Roundtable Journal (attendees will be receiving a copy of the latest edition in their room during the LIMRA Distribution conference). To learn more about the S&R leadership team, the firm's consulting philosophy and corresponding services, visit https://www.strategyresources.com/leadership-team

At Sureify, we are transforming the life insurance and annuity industry with our cutting-edge suite of products. Our Lifetime suite empowers carriers to thrive in the ever-changing technology landscape. Sureify’s comprehensive suite of solutions (LifetimeACQUIRE, LifetimeAGENT, LifetimeENGAGE, LifetimeSERVICE, and CoreCONNECT) seamlessly facilitates connections between carriers and their agents and consumers, providing digital experiences that not only exceed expectations but also redefine how policyholders are acquired, serviced, and engaged throughout the entire lifetime of a policy. We are dedicated to continuously pushing the boundaries of innovative thinking, approaches, and solutions that enable carriers to stay ahead of the competition and deliver unparalleled agent and customer experiences. Visit us at: www.sureify.com

The hip, urban heart of Florida’s Gulf coast beats in Tampa Bay. Visit Tampa Bay encourages adventurous travelers to unlock our trove of unique treasures. The award-winning not-for-profit corporation works with more than 800 partners to tell the world the story of Florida’s most diverse destination. Treasure awaits. Visit us at: https://www.visittampabay.com/

Exhibitors

Breathe Life is redefining the life insurance industry. Whether driven by Advisors, Consumers, or a Hybrid of both, our distribution platform provides life insurers with best-of-breed tools to increase the speed of policy delivery while reducing operational costs. Visit us at: https://www.breathelife.com/

FSEdNet now offers three virtual platforms each containing hundreds of videos to grow and develop all levels of your team, employees, producers, and field managers. Imagine the possibilities as you deliver engaging tools and resources to help build each for their tomorrows. Our competency-based learning format provides each a voice in not only what they need but what they want and a choice in when and how they get it. This Focused Activity approach will intrinsically motivate them to close their skill gaps and remind them of things they have just forgotten about. https://hello.fsednet.com/

Human API is the nation’s largest consumer-centric health data network, with access to over 600,000 individual healthcare providers and 250 wearable devices. The Human API platform is designed to accelerate insurance underwriting and claims processing across all product lines with real-time, comprehensive digital health data. Visit us at: https://www.humanapi.co/

illustrate inc builds powerful and innovative software solutions for the Life Insurance industry to enable our Customers to embark on or extend their Digital Transformation journey. Whether it is mobile or desktop, web or disconnected, our line of OPUS solutions cover Needs Analysis, Quick Quote, Quote Compare, Sales Illustrations, Drop Tickets, eForms (eApps), and a host of other options covering virtually any and every Life Insurance and Annuity product. Everything is modular and can be deployed as a total solution or staged over time. Expertise in connecting and integrating with other technology platforms and systems to bolster the overall Customer ecosystem and strategy. Products are customized to align with Customer needs and strategies. For over 30 years, illustrate inc has provided solutions delivering Customers immediate return and long-term sustainability. Our technology, expertise, experience, and programs ensure that Customers are protected and well served for the long term. Visit us at: https://illustrateinc.com/

Life.io is a leading customer engagement technology firm that helps companies accelerate the development of their end-to-end digital client experience with the Life.io Solution Suite: Grow, Engage, Empower and Insights. Our state-of-the-art digital suite integrates powerful engagement across the client lifecycle to reduce friction, convert sales and optimize results. Visit us at: www.life.io

Majesco is the leading software partner to both the P&C and L&A insurance markets to modernize, optimize and innovate their businesses at speed and scale. Over 330 insurers, from Greenfields, start-ups and MGAs to the largest insurers, reinsurers and brokers use Majesco’s next generation SaaS platform solutions of core, data and analytics, digital, distribution, absence management and a rich ecosystem marketplace of established and InsurTech partners to build the future of insurance. Our technology, expertise and leadership help insurers innovate and connect to build the future of their business. With over 825 successful implementations and over 65% of our customers on Cloud with Majesco platform solutions, together we have an amazing track record of innovation and real-world results. For more information visit: https://www.majesco.com/

RGI Data Assets, Inc (RGI), a data-driven, performance-based marketing company offering custom marketing solutions to clients across the United States. Headquartered in Atlanta, Georgia, RGI specializes in lead generation, direct and digital marketing, recruitment, software development, data modeling, and other specialized data services. Since the dawn of digitization, RGI has used big data processing and modeling to improve their client’s bottom lines. Visit us at: https://www.rgida.com/

Vymo is a global provider of an advanced distribution management platform meticulously crafted for insurers, MGAs, FMOs, IMOs, and insurance distributors who have outgrown legacy sales and account management tools and require greater automation for producer administration and sales processes. Vymo's platform features a suite of modular applications – including OnboardIQ and EngageIQ, and is engineered to deliver a superior producer experience through critical steps in the sales process, such as onboarding, compliance, activity tracking, and sales enablement. Visit us at: https://vymo.com

Watering Can® Press creates award-winning children’s books for companies to enhance their brand image, generate PR, and drive sales by connecting with clients, partners, and communities in long-lasting and heart-felt ways. The family-friendly books appeal to adult consumers by supporting them and their loved-ones on topics like grieving, healthy choices, being green, special needs, financial literacy and more. Our books are shared in many ways (given to clients, prospects, and/or stakeholders at seminars or events or at touch-points; used in cause marketing, and more). Customized versions make lasting impressions with branded keepsakes that remain in homes for years. NEW book to serve military families is now available! New APP versions books are also available for licensing and social media efforts. Visit us at: www.wateringcanpress.com

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