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Overview

Who Attends

The LIMRA Annual Conference is one of the largest gatherings of senior executives representing diverse sectors of the financial services industry, including life, annuities, and workplace benefits. Our members and partners come together for strategic industry insights and high-level networking — a must-attend for executives.

For post conference content on-demand, click here for information on LIMRA’s Digital Edition.

Highlights

This new world permits no time for complacency or nostalgia. With today’s uncertainties of inflation, market volatility, global unrest, and the latest COVID-19 variant, corporate forecasts have begun to build in allowances for new volatility.

At the same time, leaders across all business sectors should prepare to embrace a workforce fully set to rebound and a global economic landscape that — while evolving — will present huge opportunities for growth. That might sound counterintuitive, but there is a way to stay prepared while capitalizing on the unprecedented opportunities before us.

Consumer awareness and demand for security and financial protection have never been greater.  We must harness heightened risk awareness to narrow the protection gap. Against this backdrop of consumer uncertainty, it should be easier for our industry to convey our ultimate purpose – protection, security, and resilience building.

As an industry, we must push ahead with digital transformation and with investments in AI, mobile, and other technologies.

What are other opportunities to consider? Diversity, equity and inclusion as a business advantage; attracting youth to the industry; building new business models and systems; and partnering with Fintechs and other technology startups. The opportunities are unprecedented, even in these uncertain times.

LIMRA’s 2022 Annual Conference will take place at the Marriott Marquis in Chicago on October 16–18, 2022. We are excited to meet once again in person and feel the energy of a live event and we are even more enthusiastic about the opportunities before us.

Our program will feature forward-thinking executives from diverse industries. We will discuss key strategies in these areas of opportunities that will influence the future of our industry and the markets we serve, including: distribution and marketing, data and technology, talent imperatives, and other strategic issues within insurance, annuities, and worksite benefits.

Keynote Speaker

Michelle Robinson Obama

  • Tuesday, October 18, 2022

    11:55 a.m. - 1:00 p.m.: GENERAL SESSION

Michelle Robinson Obama

Former First Lady Michelle Obama

Michelle Robinson Obama served as First Lady of the United States from 2009 to 2017, transforming the position and becoming a role model, champion and inspiration for women, families, and young people across America and around the world.

As First Lady, Mrs. Obama launched and led four key initiatives:

  • Let’s Move! to address the challenge of childhood obesity;
  • Joining Forces to support service members, veterans, and their families through wellness, education, and employment opportunities;
  • Reach Higher aimed to inspire young people across America to take charge of their future by completing their education;
  • Let Girls Learn, focused on helping adolescent girls around the world go to school. 

Mrs. Obama graduated cum laude from Princeton in 1985 and received a law degree from Harvard Law School in 1988. She then joined the Chicago law firm Sidley & Austin, where she met her future husband, Barack Obama. Michelle Obama served as an assistant to Mayor Richard Daley and as Assistant Commissioner of Planning and Development for the city of Chicago. In addition, she was the founding Executive Director of the Chicago chapter of Public Allies, an AmeriCorps program that prepares young people for public service careers.

In 1996, Mrs. Obama joined the University of Chicago as its Associate Dean of Student Services focused on fostering connections between the campus and community. She also served as Vice President of Community and External Affairs for the University of Chicago Medical Center.

In 2018, Michelle Obama published her memoir, Becoming, which sold more copies than any other book published in the United States in 2018, achieving that status in just 15 days and instantly rising to the #1 slot on the New York Times Best Sellers list. She won a Grammy for her audio recording of Becoming and more than 15 million copies of Becoming have been sold worldwide.

In 2020, Mrs. Obama released the Michelle Obama Podcast where she hosted conversations with family, friends and colleagues exploring the relationships in our lives who make us who we are.

Speakers

Jonah Berger
Wharton Professor; World-Renowned Expert on Innovation and Change; Best-selling Author

  • Monday, October 17, 2022

    8:50 a.m. - 9:55 a.m.: GENERAL SESSION

Jonah Berger

Wharton Professor; World-Renowned Expert on Innovation and Change; Best-selling Author

Jonah Berger is a Marketing Professor at the Wharton School at the University of Pennsylvania, an internationally bestselling author, and a world-renowned expert on change management, influence, word of mouth, natural language processing, consumer behavior, and how products, ideas, and behaviors catch on.

He has published over 50 articles in top-tier academic journals, teaches Wharton’s most popular online course, and popular accounts of his work often appear in places like The New York Times, Wall Street Journal, and Harvard Business Review. Over a million copies of his books, Contagious, Invisible Influence, and The Catalyst: How to Change Anyone’s Mind are in print in over 35 countries around the world.

Berger often keynotes major conferences and events like SXSW and Cannes Lions, advises various early-stage companies, and consults for organizations like Apple, Google, Nike, Amazon, GE, 3M, and The Gates Foundation.

Joseph Coughlin
Founder and Director, MIT AgeLab

  • Monday, October 17, 2022

    3:45 p.m. - 4:50 p.m.: GENERAL SESSION

Joseph Coughlin

Founder and Director, MIT AgeLab

Joseph F. Coughlin is founder and director of the Massachusetts Institute of Technology AgeLab, the first multidisciplinary research program created to understand the behavior of the 45+ population, the role of technology and the opportunity for innovations to improve the quality of life of older adults and their families. His research focuses on how the convergence of baby boomer expectations and technology will shape the future of public policy and drive innovation across global industries. He has published his work in a variety of policy journals.

Coughlin is one of Fast Company magazine’s “100 Most Creative People in Business. (June 2009). The Wall Street Journal (February 2008) named him one of America’s 12 pioneers inventing the future of retirement and aging. A fellow of Switzerland’s World Demographic Association, Coughlin is currently contributing to a number of national and international initiatives examining the impact of demographic change on business strategy and public policy.

A frequent guest on news programs, Coughlin’s work has been featured in both print and on television — ABC, BBC, CBS, CNN, NBC, News Asia, The Economist, Financial Times, The Times, New York Times, Wall Street Journal and other media outlets throughout the world.

Austan Goolsbee
Chairman, President's Council of Economic Advisers (2010-2011) and Professor of Economics, University of Chicago Booth School of Business

  • Tuesday, October 18, 2022

    8:25 a.m. - 9:30 a.m.: GENERAL SESSION

Austan Goolsbee

Chairman, President's Council of Economic Advisers (2010-2011) and Professor of Economics, University of Chicago Booth School of Business

Austan Goolsbee is the Robert P. Gwinn professor of Economics at the University of Chicago’s Booth School of Business and one of the world’s leading experts on business, government and the economy.

Goolsbee previously served as chairman of President Barack Obama’s Council of Economic Advisers and a member of the cabinet as well as the chief economist for the President’s Economic Recovery Advisory Board (chaired by Paul Volcker). In addition, he served as a member of the Board of Education for the City of Chicago and eight years as a member of the Economic Advisory Panel to the Federal Reserve Bank of New York.

Goolsbee is a former Fulbright Scholar and Alfred P. Sloan Fellow and sits on the board of the Lumina Foundation. In 2009, he was voted “D.C.’s Funniest Celebrity”. He earned his bachelor’s and master’s degrees in Economics from Yale University and his Doctor of Philosophy degree in Economics from the Massachusetts Institute of Technology.

Christina Romer
Chair, Council of Economic Advisers (2009-2010) and Professor of Economics, University of California, Berkeley and Contributing Editor, Bloomberg News

  • Tuesday, October 18, 2022

    8:25 a.m. - 9:30 a.m.: GENERAL SESSION

Christina Romer

Chair, Council of Economic Advisers (2009-2010) and Professor of Economics, University of California, Berkeley and Contributing Editor, Bloomberg News

Christina Romer is the Class of 1957—Garff B. Wilson professor of Economics at the University of California, Berkeley. She is also co-director of the Program in Monetary Economics at the National Bureau of Economic Research.

From January 2009 until September 2010, Professor Romer served as Chair of President Obama’s Council of Economic Advisers. In that role, she helped formulate the response to the 2008 financial crisis and the subsequent recession, and contributed to the development and passage of the President’s health reform legislation. She is a specialist in economic history and macroeconomics, and is best known for her work on the causes of the Great Depression and on the conduct and effects of macroeconomic policy. Her current research focuses on the impact of financial crises in advanced economies. Romer graduated from the College of William and Mary and received her Doctor of Philosophy degree from the Massachusetts Institute of Technology.

She is a fellow of the American Academy of Arts and Sciences, and the recipient of the National Science Foundation “Presidential Young Investigator Award”, fellowships from the Alfred P. Sloan Foundation and the Guggenheim Foundation, the “Distinguished Teaching Award” from the University of California, Berkeley, and the Council for Economic “Education Visionary Award."

Executive Panel Speakers

Bryan W. Adams
Co-Founder & Chief Executive Officer, Integrity Marketing Group, LLC

  • Monday, October 17, 2022

    2:40 p.m. - 3:45 p.m.: GENERAL SESSION

Bryan W. Adams

Co-Founder & Chief Executive Officer, Integrity Marketing Group, LLC

Bryan co-founded Integrity in 2006, and his principled and visionary leadership has been instrumental in driving the company’s growth and success. Integrity serves the life, health and wealth protection needs of over 11 million people each year, with nearly $20 billion in new annual premium and $30 billion in assets under management and advisement.

A nationally recognized and respected innovator and thought leader, Bryan is passionate about helping American families plan for the good days ahead. He is also deeply committed to giving back to the communities Integrity serves and is proud to support local and national charities through the Integrity Foundation.

Ellen G. Cooper
President and Chief Executive Officer, Lincoln Financial Group

  • Monday, October 17, 2022

    2:40 p.m. - 3:45 p.m.: GENERAL SESSION

Ellen G. Cooper

President and Chief Executive Officer, Lincoln Financial Group

Ellen G. Cooper is president and chief executive officer of Lincoln Financial Group. She serves as a director on the Lincoln National Corporation Board. She is also president and serves on the board of the principal insurance subsidiaries of Lincoln Financial Group. Prior to her current role, Cooper was executive vice president, chief investment officer, head of enterprise risk and annuity solutions at Lincoln. She joined the organization in 2012 and was instrumental in developing and executing on Lincoln’s general and separate account investment strategy, overseeing more than $300 billion in assets and managing the Corporation’s industry-leading hedge program. Before joining Lincoln, Cooper served as managing director and global head of insurance strategy for Goldman Sachs Asset Management. Earlier in her career, she was the chief risk officer for AEGON Americas. She also served as a principal at Ernst & Young LLP and in an insurance consulting role at Towers Perrin. Cooper currently serves on the board of the American Council of Life Insurers (ACLI). She has also served on the board of the Lincoln Financial Foundation and as the chairperson of the Lincoln Variable Insurance Products (LVIP) Trust board. She holds a Bachelor of Business Administration in Actuarial Science from Temple University, as well as CERA, CFA and FSA designations.

Gilles Dellaert
Global Head of Blackstone Insurance Solutions

  • Monday, October 17, 2022

    2:40 p.m. - 3:45 p.m.: GENERAL SESSION

Gilles Dellaert

Global Head of Blackstone Insurance Solutions

Gilles Dellaert is the Global Head of Blackstone Insurance Solutions (BIS). Prior to joining Blackstone in April 2020, Mr. Dellaert served as Co-President and Chief Investment Officer of Global Atlantic Financial Group. He previously worked at Goldman Sachs in its Reinsurance Group which became Global Atlantic upon its separation in 2013. Prior to that he was with Goldman Sachs in its Credit Trading business and with JP Morgan. Mr. Dellaert holds a bachelor’s degree from Ghent University in Belgium.

Jennifer Fitzgerald
CEO and Co-Founder, PolicyGenius

  • Monday, October 17, 2022

    2:40 p.m. - 3:45 p.m.: GENERAL SESSION

Jennifer Fitzgerald

CEO and Co-Founder, PolicyGenius

Jennifer Fitzgerald is the CEO and co-founder of PolicyGenius, the one-stop platform where customers can compare options from top insurance carriers, get unbiased expert advice, buy policies, and manage their insurance portfolio, in one seamless, integrated experience. Before starting PolicyGenius in 2014, she and her co-founder, Francois de Lame, were management consultants at McKinsey & Company. Jennifer was the Ernst and Young Entrepreneur of the Year New York and one of Fast Company’s 100 Most Creative People in Business. She has appeared on NPR’s How I Built This, shared insights in The New York Times and The Wall Street Journal, and spoken at conferences such as the CB Insights Future of Fintech. Early in her career, she was a Peace Corps volunteer and did standup comedy. Jennifer is a graduate of Columbia Law School and Florida State University.

Agenda

Registration

Early Registration Fee (by 9/12/22):
Member: $1,450
Nonmember: $2,900

Standard Registration Fee (after 9/12/22):
Member: $1,650
Nonmember: $3,300

Group Registration Discount:

Take advantage of our group rates to ensure your team’s knowledge stays relevant and up-to-date amid the changing trends and directions in the industry.

We are pleased to offer two group registration options that you can secure by contacting customer.service@limra.com.

  • 5–9 — Registrants from the same company will receive a $150 discount per person when using the quantity discount promo code provided.
  • 10+ — Companies may purchase 10 or more registrations and receive a 20% discount on the total registration fee. A single payment is required along with the total number of registrants. We will provide a special company link/code for your organization to distribute to the group.

Note: Discounts may not be combined with any other discount offer. We cannot combine existing individual registrations into group registrations.

Cancellation Policy

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.

All cancellations must be received in writing. Email customer.service@limra.com. Cancellations received before September 23, 2022, will be refunded, less a $75 processing fee. Cancellations received from September 23, 2022 to October 7, 2022 will be refunded, less a $375 processing and administrative fee. No refunds will be issued after October 7, 2022.

COVID-19 Health and Safety Protocols -Annual Conf ONLY

Please check this page regularly for health and safety updates.
Updated: [10/6/2022]

The health and safety of our conference attendees remains our top priority as we return to meeting in person. We are making preparations to hold our events in accordance with currently applicable national government and local authority guidance to ensure the highest standards of safety, hygiene, cleanliness, and operational effectiveness for all participants.

This is a shared responsibility, and we ask that you partner with us by following these guidelines and procedures before, during, and after the conference to ensure your safety and the health of our staff, partners, and fellow attendees. By agreeing to attend, you understand and commit to abide by and respect these measures. We are excited to meet in person again, and we thank you for your cooperation. Detailed protocols specific to each conference will be sent to registrants in the final weeks before the conference.

Our onsite protocols will abide by the CDC and local laws, rules, regulations, or guidance. Click here for more information.

Be sure to check your company’s travel restrictions as well as both your departure and destination state restrictions when planning to attend any event.

Please agree to the following:

Prior to Event

  • PROOF OF “UP-TO-DATE” VACCINATION AGAINST COVID-19 OR A NEGATIVE COVID-19 TEST TAKEN NO SOONER THAN 12:00 NOON CDT ON SATURDAY, OCTOBER 15.

  • PLEASE NOTE: You are UP-TO-DATE with your COVID-19 vaccines if you have completed a COVID-19 vaccine primary series and received at least one booster dose as recommended for you by CDC. More details can be found at this link: https://www.cdc.gov/coronavirus/2019-ncov/vaccines/stay-up-to-date.html#recommendations

  • All registrants will be required to upload their vaccination information or negative COVID test results onto the CLEAR app. A link will be provided once you complete your registration.
  • For our international attendees and/or for those who may experience challenges with the CLEAR app, please be sure to bring a copy of your current vaccination card or negative COVID-19 test results with you to the registration desk for verification.
  • Attendees must follow all current state/local regulations and guidelines regarding social distancing, gathering, sanitation, and use of face coverings.
  • If you are aware that you have been exposed to COVID-19 in the past two weeks or if you are experiencing any symptoms, we ask that you adhere to the CDC protocols applicable to your situation as determined by the CDC calculator.
  • Follow cleaning and safety tips during your trip to maintain a safe travel environment (e.g., disinfecting surfaces, wearing a face covering, etc.).

 

 

On-Site at the Event

  • All registrants will be required to sign a liability waiver and health attestation form when checking in at the registration desk on-site at the conference.
  • Adhere to social distance protocols.
  • Wash hands frequently throughout the meeting.
  • Cover your nose and mouth when coughing or sneezing.
  • Comply with pathway signage.
  • Self-monitor and report any symptoms to meeting organizers immediately.

Post Event

  • Notify event organizer if you test positive for COVID-19 up to 14 days after returning home.

The Latest CDC Guidance

CDC periodically updates its travel recommendations for fully vaccinated and unvaccinated travelers.

For the latest guidance, visit the CDC website for guidance on travel within the United States.

How to Prepare for Air Travel

Your airline is the best source for personal safety protocols at the gate and on the airplane. Be sure to visit your airline website the week you are traveling and sign up for notifications related to your trip.

Hotel / Venue

Marriott Marquis Chicago

2121 South Prairie Avenue
Chicago, IL, United States, 60616

Hotel Reservations

Make your reservations by September 12 to receive the group rate of $308 single/double (plus applicable sales taxes). Requests after September 12 will be accepted based on space availability. Please note that hotel rates will go up after September 12, or when the meeting room block sells out, whichever comes first. Make your reservations early to be able to take advantage of our discount rates.

Extend your stay: The group guest room rate will be offered three (3) days prior to and three (3) days after the meeting dates, subject to availability at the time of your reservation. You may need to call the hotel directly to book the extra nights.

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.

Become a Sponsor or Exhibitor

Sponsors and Exhibitors

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Contributing

Contact us to learn more:

Suzanne Melanson

Conference Coordinator

LIMRA and LOMA

(860) 285-7879

smelanson@limra.com

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