Individuals from LIMRA member companies who lead external wholesaling and/or internal wholesaling teams.
Team leads are not eligible; you must supervise an entire sales desk or lead an external wholesaling team to qualify.
Highlights
Created by leaders of external and internal wholesalers, this uniquely designed event connects participants with peers and actionable solutions. This is the only event of its kind for leaders of wholesalers — a highly interactive format that blends open discussions and dynamic presentations from thought leaders with plentiful opportunities to network, exchange ideas, meet new people, connect with peers and more. Attending this event will help you reach new heights with your wholesaling teams.
Watch this site for more details as we get closer to the event.
For over 30 years, John Behn has honed his expertise and passion for coaching others to greatness in strategic and tactical leadership in and across several verticals in the insurance and financial services space, including life insurance and annuity wholesale distribution.
He consults with insurance and financial services organizations to provide salespeople and sales managers with proactive, mobile-first sales enablement tools built specifically for the industry to which he has dedicated his life.
Chris is a 32 year financial services veteran who has spent the majority of his career in the annuity, retirement and insurance space.
Most of Chris’ industry experience comes from being in the field as a wholesaler and retirement specialist. He has worked with sales, marketing and product development leadership at insurance companies and financial institutions to create awareness of the importance of retirement planning and asset protection.
Vice President, Business Development Partners Group, Corebridge Financial (AIG Life and Retirement)
Mike Dunne is responsible for business development and life insurance sales within the Partners Group distribution channel. In this role, he partners with distributors and designs custom plans that help them achieve their goals and serve their agents. He has 25 years of experience working with agents and advisors to help their clients plan for what matters most.
Prior to joining Corebridge, Dunne held leadership positions at top life insurance companies including National Life Group, Penn Mutual Life Insurance Company, and The Hartford. Dunne also works closely with ZeroCancer.org where he is a Zero Champion and mentor.
Senior Vice President, National Sales Desk, Jackson National Life Distributors, LLC
Ashley Golson is responsible for leading the company’s team of internal wholesalers, which provides sales support to financial professionals nationwide. She is also responsible for directing Sales Operations, Distribution Training, and Jackson’s Career Development Program.
Prior to her current role, Golson served as the vice president of Salesforce and regional vice president covering Houston, Texas.
She is a member of Jackson’s Diversity and Inclusion Advisory Council, which is dedicated to developing strategies to advance an inclusive and diverse work environment. She is also an active leader within Jackson’s Empower Network, which supports the professional development and mentoring of female associates within the organization.
Vice President, Life Insurance Internal Sales and Distribution Support, Corebridge Financial (AIG Life and Retirement)
Caitlin Irby joined AIG L&R in 1992 and has held leadership roles in Life Insurance Sales, Annuity Operations, Plan Administration and Project Management. For the last ten years, she has been leading teams of Life Insurance Internal Wholesalers, Internal Sales Consultant, Distribution Technology Support teams and Trainers.
Irby has served as a mentor to Corebridge young professionals and military veterans as they transition into civilian work through ACP. She is also a business leader of Corebridge Working Families ERG.
International speaker Debra Jasper, Ph.D. has delivered keynotes and master classes in more than a dozen countries around the world, from Ukraine to Dubai.
She serves as a Faculty Fellow at The Ohio State University, where she teaches graduate courses in managing in a hybrid world. Recently named one of the top 12 Winning Women entrepreneurs in North America by Ernst & Young, Debra has been intensely focused for more than a decade on how to engage clients and colleagues virtually.
Today, thousands of professionals, from small businesses to Fortune 100 firms, are enrolled in her firm’s gamified, high-performance online coaching programs that drive new habits—and measurable results.
In 2015, Colin Lake launched Developing the Next Leader to help wholesalers, financial professionals and sales leaders solve for their three most critical factors: more meetings with the right clients, creating efficiency in their life and business, and reaching their goals.
Lake delivers training and learning development keynote presentations as well as working closely with wholesalers and financial professionals showing and sharing with them how to create effectiveness, while remaining efficient.
Prior to his current position, Lake worked in many sales positions including head of sales for RS Investments and various wholesaler and management positions with The Hartford Financial Services Group.
After extensive work and success in the financial services industry, he launched DtNL, a charitable organization, that helps inactive or retired military make a successful entrance into the financial services industry.
As co-founder and CTO of Vymo, Venkat Malladi spearheads the development and enhancements of a platform that is now used by over 350,000 sales people across more than 65 financial institutions.
Prior to founding Vymo, Malladi worked with Google and played a key role in critical developments such as Mobile Search and Mobile Maps.
Malladi is also a member of the Forbes Technology Council.
Vice President, Wire and Regional Broker/Dealer Sales, Jackson National Life Distributors, LLC
Brian Nicolarsen serves as Vice President, Wire and Regional Broker/Dealer Sales for Jackson National Life Distributors LLC. He is responsible for managing the Regional Vice Presidents.
Prior to this, he served in a variety of roles, including Business Development Consultant and Regional Vice President.
Today’s clients are not just more distracted. They are more distant and distressed. To compete, we must adapt — fast — to new ways of working. That’s why this high-impact keynote by award-winning storyteller and international keynote speaker, Debra Jasper, Ph.D., will show you how to:
• Save time and get faster responses with clear, compelling messaging • Make complex data and financials easier for your clients to understand and act upon • Create a compelling online presence that stands out from the crowd • Prepare not just for what’s now — but for what’s coming next (AI, charming chatbots, and more)
When you communicate with extreme clarity, you have maximum impact. This session will give you a step-by-step guide to breaking through.
The workplace is shifting yet again. At the height of the pandemic, people were flexible and leadership was compassionate. Some of that is changing now and impacting the ability to recruit, retain, and manage. How has your operation changed over the past three years and how will you adjust? In this session, we’ll discuss ways to be flexible and creative all while navigating the turbulence of the evolving workplace and propelling your team to new heights.
Together we can make a difference. Please join us as we support The Beacon, a local non-profit organization, by assembling summer essential packages for the homeless of Houston. Light refreshments have been generously donated by the Magnolia Hotel.
Through many fundamental shifts, one central constant remains — wholesalers are regarded as custodians of trust by both their carriers and the financial professionals with whom they partner. This interactive session will cover how today’s wholesalers can maintain that level of trust, provide actionable insights associated with product offerings, and demonstrate how sales engagement technologies can help them ride the tide of changes with their way of working.
CRMs, Salesforce add-ons, tools for training and onboarding, data analytics, and more are all open for conversation. How is technology used to guide your day-to-day operations, measure effectiveness, and quantify the value of your team? Groups can steer this discussion to wherever they want it to go!
Vice President, Business Development Partners Group, Corebridge Financial (AIG Life and Retirement)
Ashley Golson
Senior Vice President, National Sales Desk, Jackson National Life Distributors, LLC
Caitlin Irby, FLMI
Vice President, Life Insurance Internal Sales and Distribution Support, Corebridge Financial (AIG Life and Retirement)
Brian Nicolarsen
Vice President, Wire and Regional Broker/Dealer Sales, Jackson National Life Distributors, LLC
Moderated by:
Chris Callahan
Member Relations Director, LIMRA and LOMA
Learn from experienced and successful life and annuity wholesaler leaders who know the importance of a solidly performing team. This panel will share insights and experiences to help you course correct and fine-tune your wholesaling teams to be sure they’re engineered to perform at their absolute best.
Discuss and share the highs and lows of compensation, non-monetary rewards, and recognition. Exchange views and ideas about career development, growth opportunities, pay transparency, impact of the economy on budgets, managing to generational differences, and how to have that bumpy discussion about compensation with your subordinates.
Financial professional (agent and advisor) demographics and business needs are changing and will continue to do so over the next 10 years. It’s vital that a wholesaler’s process, message and value proposition meet them where they are and not “how we have always done it.”
In this interactive session learn the three brands successful wholesalers have adopted and deployed to connect with top insurance and annuity producing financial professionals.
2:30 p.m. - 3:00 p.m.
Closing Remarks and Adjourn
2023 COVID-19 Health and Safety Protocols
Please check this page regularly for health and safety updates. Updated: [3/8/2023]
LIMRA and LOMA and LIC are committed to health and safety. We request that all conference and event attendees follow any and all applicable COVID-19 restrictions, rules, and safety requirements at the event that are either required by applicable law, rule or ordinance, or the event location. We thank you in advance for your patience and cooperation during these unprecedented times.
On-Site at the Event
Adhere to social distance protocols.
Wash hands frequently throughout the meeting.
Cover your nose and mouth when coughing or sneezing.
Comply with any protocol signage displayed.
Self-monitor and report any symptoms to meeting organizers immediately.
If you are having symptoms and need to seek medical attention, there will be a list of service options available.
If you test POSITIVE for COVID:
Notify the meeting organizer and if you choose to remain at the conference, self-quarantine in your room for at least three days, or until you receive a NEGATIVE test result.
Once you test NEGATIVE, you may return to the conference. Please wear a mask for the duration of the conference.
Report your status to the convening team so the proper contact tracing interview can be conducted.
Post Event
Notify event organizer if you test positive for COVID-19 up to 14 days after returning home.
Hotel Main Line: (713) 221-0011 Hotel Reservation Line: (888) 915-1110, press 2 for Houston
Identify yourself as part of the LIMRA Wholesaler Leadership Summit to receive the special group rate of $209.00 single/double plus applicable sales taxes.
Reservation requests received afterApril 17, 2023 will be accepted on room availability. The group rate will be offered three days prior and three days after the summit based upon availability. Make your reservations early to be able to receive our discounted rate.
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 not call you unless you contact them first.
