Securing the Future: A Generational Shift Is Underway

Overview

Who Should Join

LIMRA Members Only

Highlights

New data from the 2024 Insurance Barometer Study, from LIMRA and Life Happens, revealed that just half of American adults reported having life insurance coverage. In fact, 42 percent of American adults say they need life insurance — or need more of it — representing a life insurance need-gap for about 102 million adults.

Join us to learn more about who needs life insurance most and how to reach potential new buyers. We will discuss what's preventing purchase decisions, how social media is playing a greater role in education and sales, and explore incentivized wellness programs.

Presenters

John Carroll, MBA

Senior Vice President and Head of Insurance and Annuities – U.S. and Canada, LIMRA and LOMA

John Carroll, MBA

Senior Vice President and Head of Insurance and Annuities – U.S. and Canada, LIMRA and LOMA

John Carroll began his career at Merrill Lynch and over the course of 20 years held a variety of sales and marketing roles, culminating in Managing Director, Head of Distribution and Co-Head of Merrill Lynch Insurance Group. After Merrill Lynch, he joined Allianz Global Investors (AGI) where he was Chief Operating Officer for AGI Distributors (AGID), their U.S. Broker Dealer, and ultimately Head of U.S. Retail Distribution and served as the Chief Executive Officer of AGID. He joined LIMRA and LOMA from Epoch Investment Partners, an institutional asset management firm, where he was Head of Intermediary Client Relations. He holds a BA in economics and an MBA from Rutgers University.

Brian Steiner

Executive Director, Life Happens

Brian Steiner

Executive Director, Life Happens

Brian Steiner is the Executive Director of Life Happens, a national non-profit organization dedicated to financial education and consumer empowerment. With more than 20 years in finance and sales leadership, he is dedicated to driving impactful change by promoting the importance of life insurance and allied products, as well as overseeing initiatives like the Life Lessons Scholarship Program, which provides support to students facing financial challenges due to the loss of a parent who had no life insurance. You can contact him at bsteiner@lifehappens.org.

Contact us to learn more:

Debbie Boone

Event Coordinator

LimraMemberBenefits@limra.com