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2023 Distribution Conference

Bringing Purpose to Life

3/1/2023 - 3/3/2023
Hyatt Regency Grand Cypress, Orlando, FL

Overview

Who Attends

Distribution professionals involved in channel growth, productivity, and reshaping distribution for success. Attendees include heads of distribution, sales, recruiting, compensation, distribution finance, training, marketing support, and product development.

Highlights

This conference brings you the latest information from industry experts, business thought leaders, and topnotch distribution professionals. It examines the vital role that distribution plays among today’s transformative forces and discusses strategies to successfully manage distribution through this extraordinary period of change. Enjoy the freedom to attend any of the breakout sessions across these key distribution channels — agency building, brokerage, independent, multi-line, and direct-to-consumer.

This year, our theme is Bringing Purpose to Life. The pandemic’s massive impact on individuals, families and businesses sparked a great deal of conversation about the need for protection and financial security, emphasizing our industry's purpose. Many industry leaders saw an opportunity to increase the “mindshare” of insurance with consumers by finding ways to simplify the purchase process and enhance individual financial well-being. We saw unprecedented industry progress during the pandemic.

To remain competitive, carriers will need to continuously scan the landscape to identify new consumer trends and to build on the momentum by developing tools and models that not only capture new audiences, but satisfy returning customers.

Speakers

Ginny Clarke
Former Director, Executive Recruiting at Google, Holistic Leadership Strategist
  • Thursday, March 2, 2023

    3:30 p.m. - 4:30 p.m.: GENERAL SESSION

Ginny Clarke

Former Director, Executive Recruiting at Google, Holistic Leadership Strategist

A proven expert in driving diverse leadership, Ginny Clarke is the former director of executive recruiting at Google, where she led the company’s diversity, non-tech recruiting, and leadership internal mobility teams — finding and hiring senior leaders across the company. She also built a scaled internal mobility program for Google’s senior leaders to advance within the organization, and designed much of the infrastructure that supports their executive recruiting function today.

Prior to Google, Clarke was a partner at Spencer Stuart, the global executive search firm based in Chicago. Drawing upon her breadth and depth of experience, Clarke wrote the book titled Career Mapping: Charting Your Course in the New World of Work, providing a framework that empowers individuals to plot and assess their professional competencies and strategically navigate their careers.

She is now the CEO of Ginny Clarke, LLC, her own talent and leadership consulting business, as well as the host of Fifth Dimensional Leadership, a podcast for leaders, thinkers, and future-makers covering topics like power, personal branding, self-awareness, networking, fear, and career management.

Tim Gerend
Executive Vice President and Chief Distribution Officer, Northwestern Mutual
  • Thursday, March 2, 2023

    8:40 a.m. - 9:20 a.m.: GENERAL SESSION

Tim Gerend

Executive Vice President and Chief Distribution Officer, Northwestern Mutual

Tim Gerend is Executive Vice President and Chief Distribution Officer at Northwestern Mutual where he leads the career distribution, marketing, and strategic communications organizations to bring the company’s value proposition, brand story to life. Gerend also serves as a member of the Senior Leadership Team, which oversees Northwestern Mutual’s strategy, execution and operations.

Gerend joined Northwestern Mutual in 2002 and has held a variety of leadership positions spanning law, field compensation & planning, enterprise compliance and campus planning. Before joining Northwestern Mutual, Gerend was an Associate in the Commercial Litigation Practice Group at Seyfarth Shaw in Chicago.

In addition to his leadership at Northwestern Mutual, Gerend is a thought leader in the financial services industry as well as an advocate of professionalism and high standards for developing the next generation of financial advisors. Gerend is a graduate of Butler University with a B.S. in economics and received his J.D. from the University of Notre Dame.

Leo C. Tucker Jr., CLU, CLF
Managing Parnter, Northwestern Mutual DC
  • Thursday, March 2, 2023

    8:40 a.m. - 9:20 a.m.: GENERAL SESSION

Leo C. Tucker Jr., CLU, CLF

Managing Parnter, Northwestern Mutual DC

Leo Tucker began his career with Northwestern Mutual 30 years ago as an advisor in South Florida. Early in his career, he quickly distinguished himself as a leader with a thriving team and was appointed as a Managing Partner. In 2003, Leo and his family moved to Washington, DC and in his time with the firm, it has tripled in both size and production.

Leo is passionate about equity and inclusion in the workplace. In 2020, his DC firm was awarded by Northwestern Mutual for its long-standing commitment to diversity and inclusion by receiving the inaugural Diversity & Inclusion Champion Award. In 2021 both Leo and his firm received national recognition by Investment News as industry leaders in diversity, equity and inclusion. Leo also advocates for corporate transparency nationally by serving on Northwestern Mutual’s Sustained Action for Racial Equity task force.

Jim Stengel
Marketing Thought Leader; Global Marketing Officer, Procter & Gamble (2001-2008); Head of the Jim Stengel Consultancy and Think Tank; Author; Adjunct Professor at Kellogg School of Management
  • Thursday, March 2, 2023

    9:20 a.m. - 10:20 a.m.: GENERAL SESSION

Jim Stengel

Marketing Thought Leader; Global Marketing Officer, Procter & Gamble (2001-2008); Head of the Jim Stengel Consultancy and Think Tank; Author; Adjunct Professor at Kellogg School of Management

Leading at a time of tremendous growth, Jim Stengel served as global marketing officer of $83B Procter & Gamble, universally respected as one of the world’s most innovative companies. Overseeing 7,000 people and an $8B advertising budget, Stengel led the team that reinvigorated P&G’s marketing culture and firmly established it as one of the world’s most admired brand-building companies. Jim Stengel’s leadership has been recognized numerous times, most notably as Brandweek’s “Grand Marketer of the Year” and when P&G was awarded “Advertiser of the Year” at the Cannes Lions International Advertising Festival. He was also named to Fortune magazine’s first-ever Executive Dream Team list in 2011, and in 2017.

Throughout his active career, Stengel experienced firsthand how strategic partnerships and a “people first” management style can reignite operations. From his lauded tenure with the powerhouse company to his think tank and consultancy, Stengel has amassed a breadth of experience that led him to write several books, including Grow: How Ideals Power Growth and Profit at the World’s Greatest Companies and his most recent release, Unleashing the Innovators: How Mature Companies Find New Life with Startups.

The Producer Perspective

Justin Bassell, CLU, RICP, ChFC
Financial Advisor, Northwestern Mutual
  • Friday, March 3, 2023

    10:15 a.m. - 11:15 a.m.: GENERAL SESSION

Justin Bassell, CLU, RICP, ChFC

Financial Advisor, Northwestern Mutual

Justin started as a Financial Advisor with Northwestern Mutual in October of 2009. Off the heels of a historic recession, he chose to build a from scratch financial planning practice in a new city. The start had true challenges, and at one point, it looked like Justin was not going to make it. With the help of his local leaders, he was able to rebuild from a slow start to a thriving high-volume planning practice. Along with his planning practice, he is the owner/CEO of Systems on Purpose, where he teaches financial advisors how to franchise operational design in the advisory practice.

Chad Hunter, CFP, CIMA, CPFA
Director and Private Wealth Advisor, Bison Wealth, LLC
  • Friday, March 3, 2023

    10:15 a.m. - 11:15 a.m.: GENERAL SESSION

Chad Hunter, CFP, CIMA, CPFA

Director and Private Wealth Advisor, Bison Wealth, LLC

Chad Hunter is a Director, and Private Wealth Advisor within QTR Family Wealth in Orlando. Chad provides in-depth advice and guidance to wealth creators and their families, helping them deploy their wealth more intentionally and strategically. A veteran Advisor, he is closely attuned to the distinctive issues that ultra-high-net-worth clients encounter, adapting his approach to the particular circumstances of each relationship.

Clients look to Chad for assistance in streamlining complex balance sheets while enacting a more unified approach to multiple aspects of their financial lives: pre- and post-liquidity event strategies, business succession strategies, long-term planning, tailored investment management, trust and estate planning services, and access to structured lending through partnered banks. Having guided a number of entrepreneurs, business owners, and executives through significant inflection points in their wealth, Chad is adept in sharing best practices for an accomplished clientele. He has particular depth in helping clients lay out methodical steps toward monetizing their businesses, ultimately striving to make work optional for the clients he serves.

Tony Lopez, ChFC, AIC
Agent, State Farm
  • Friday, March 3, 2023

    10:15 a.m. - 11:15 a.m.: GENERAL SESSION

Tony Lopez, ChFC, AIC

Agent, State Farm

Agenda

Registration

Early Registration Fee (by 2/1/23):
Member: $1,450
Nonmember: $2,650

Standard Registration Fee (after 2/1/23):
Member: $1,650
Nonmember: $2,850

LIMRA|LOMA Canadian members — please email customer.service@limra.com for special registration instructions.

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 February 8, 2023, will be refunded, less a $75 processing fee. Cancellations received from February 8, 2023 to February 22, 2023 will be refunded, less a $375 processing and administrative fee. No refunds will be issued after February 22, 2023.

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 / Venue

Hyatt Regency Grand Cypress

One Grand Cypress Boulevard
Orlando, FL, USA, 32836

800-233-1234

Hotel Reservations

Call-in Reservations: 1-800-233-1234 (mention the LIMRA Distribution Conference)

Make your reservations by February 1 to receive the group rate of $259 single/double plus $15.00 hotel service fee (plus applicable sales taxes). Requests after February 1 will be accepted based on space availability. Please note that hotel rates will go up after February 1, 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.

Please contact our Event Planner, Amanda Cristina, if you need assistance with reservations.

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.

Become a Sponsor or Exhibitor

The Distribution Conference connects industry experts, business thought leaders, and top-notch distribution professionals to examine the vital role distribution pays among today’s transformative forces and discuss strategies to successfully manage distribution.

Join the conversation by securing a sponsorship or exhibiting at the conference.

Learn more about Sponsor and Exhibitor Opportunities

Nicole Chiarodo
Sponsor/Exhibitor Sales
nchiarodo@limra.com

Sponsors and Exhibitors

Premier Sponsor

Contributing Sponsors

Media Sponsor

Exhibitors

Contact us to learn more:

Suzanne Melanson

Conference Coordinator

LIMRA and LOMA

(860) 285-7879

smelanson@limra.com

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