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2023 LIMRA Annual Conference - Presentations

Forging the Future

Presentations

Leading the Way: Helping Our Members Navigate With Confidence

Oct 27, 2023

Dave Levenson, President and Chief Executive Officer, LIMRA and LOMA

1 - Leading Through Change: Global Executive Perspectives

Oct 27, 2023

Chris Blunt, President and Chief Executive Officer, F&G; Salene Hitchcock-Gear, Senior Vice President, Individual life, Prudential; Mike James, Executive Vice President and Chief Sales Officer, NFP; Joe Khoury, Managing Director and Partner, BCG; Alison Salka, Ph.D., Senior Vice President and Director of Research, LIMRA and LOMA

2 - The Modernization Journey: Investigating Technology Investments for a Competitive Edge

Oct 27, 2023

Keith Golembiewski, Senior Director Strategic Initiatives, LIMRA and LOMA; Anthony Paris, Senior Manager, EY

3 - Emerging Trends in Customer Experience: Insights From Industry Executives

Oct 27, 2023

Andrea Brown, Assistant Vice President and Value Stream Owner, John Hancock; Brian Carey, Senior Director, Industry Principal Insurance, Equisoft; Laurene Polignone, Assistant Vice President, Promises Delivered Value Stream Owner, John Hancock; Moderator: Phil Brown, Corporate Vice President, Commercial Research, LIMRA and LOMA

4 - Seize the Opportunity: Closing the Life Insurance Protection Gap

Oct 27, 2023

Liliana Canedo, Corporate Vice President, Latino Market, NYL; Mike James, Executive Vice President and Chief Sales Officer, NFP; Kristi Martin Rodriguez, Senior Vice President, Nationwide Retirement Institute, Nationwide Financial

4 - Summary of Member Responses from In Session Group Exercise

Oct 31, 2023

Seize the Opportunity: Closing the Life Insurance Protection Gap

5 - Insurer-Tech Collaboration: The Intersection of Insurance and Technology

Oct 27, 2023

Jeremy Bill, Chief Insurance Officer, Bestow; Jennifer Herz, Principal, EY Insurance Advisory Business Transformation and Data Analytics Solutions; Dustin Yoder, Chief Executive Officer, Sureify

8 - Step Into the Future: Harnessing the Potential of AI

Oct 27, 2023

Benjamin Berry, Executive Vice President, Product, EvolutionIQ; Karthik Balakrishnan, Ph.D., Chief Data Officer, Principal; Rima Safari, Partner, PwC; Mellissa Wrinn, Vice President, Strategy and Portfolio Management, The Hartford

9 - A Canadian Perspective: Driving Growth in a Changing World

Oct 27, 2023

Rino D’Onofrio, President and Chief Operating Officer, RBC; Naveed Irshad, President and Chief Executive Officer, Manulife; Renee Laflamme, Executive Vice President, Individual Insurance, Savings & Retirement, iA Financial Group; Fabrice Morin, Executive Vice President, Individual Wealth & Insurance Solutions, Canada Life; Moderator: Paul Grimes, Senior Vice President, Sales, iA Financial Group

10 - Underwriting Transformation: From Automation to Intelligent Decision Making

Oct 27, 2023

Rick Buteau, Vice President, Operations, LIBRA Insurance Partners; Dennis Martin, President, Individual Life and Financial Services, OneAmerica; Dave Rengachary, M.D., Senior Vice President and Head of Underwriting, U.S. Mortality Markets, RGA; Moderator: Jennifer Herz, Principal, EY Insurance Advisory Business Transformation and Data Analytics Solutions

13 - The Evolving Retirement Landscape: The Consumer View

Oct 27, 2023

Glen Franklin, Assistant Vice President, RIA & Lead Generation Strategy and Research, Jackson; Lisa Hoffmann-Akompi, Director, Retirement Income, USAA; Moderator, Bryan Hodgens, Corporate Vice President, Distribution and Annuities, Member Benefits, LIMRA and LOMA

14 - In-Plan Annuities: Are We at The Tipping Point for Adoption?

Oct 27, 2023

Robert Crothers, Managing Director, Head of Product & Strategy, BlackRock Retirement Group, BlackRock; Cathy Marasco, Assistant Vice President, Product Development, Nationwide; Sri Reddy, Senior Vice President, Retirement and Income Solutions, Principal; Alison Salka, Ph.D., Senior Vice President and Director of Research, LIMRA and LOMA; Moderator: John Faustino, Head of Fiduciary Training, Certifications and Technology, Broadridge

15 - Navigating the Evolving Distribution Landscape: Strategies for Success

Oct 27, 2023

Simon Camaj, LAD and Voluntary Benefits Practice Leader, Mercer; Jillian Mondaca, Vice President, Enrollment Strategy, Prudential Group Insurance; Jeffrey Wasco, Head of Strategic Growth Guardian; Moderator: Jessica Gillespie, Head of Distribution, Prudential Group Insurance

17 - The Changing Landscape of Distribution: Consolidation Aggregators and Independent Brokerage Platforms

Oct 27, 2023

Adam Karol, Managing Director, Silverlake Partners; Bruce Donaldson, President and Chief Executive Officer, Simplicity Group; Tamara Kravec, Chief Financial Officer, M Financial Group; Bryan Hodgens, Corporate Vice President, Distribution and Annuities, Member Benefits, LIMRA and LOMA; Moderator: Frank Spencer, Head of Life Insurance Distribution, Nationwide

19 - Adopting Wholesaling Strategies for Success in the Post-Pandemic Era

Oct 27, 2023

Jason Bickler, Managing Director, Chief Distribution Officer, Global Atlantic Financial Group; Bo Bragaw, Managing Director, WBO Partners of Alex Brown; Chris Callahan, Member Relations Director, LIMRA and LOMA; Laura Metz, Regional Vice President, Global Atlantic Financial Group

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