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Thank you for an outstanding 2009 Conference.
The 2010 Retirement Industry Conference takes place Sunday, April 11–Tuesday,
April 13 at the Renaissance
Washington, D.C. Hotel. Program information on the 2010 event will be available in late 2009.
If you
would like to receive marketing information on the 2010 event, please contact
us by clicking here.
If
you are interested in sponsor and exhibitor information for 2010, please
click here.
2010
Sponsor and Exhibitor Information is available by clicking here.
Quick Reference
Download
the 2009 Registration Brochure Now
List of 2009 Attendees by Company
For More Information
Overview
Join the
hundreds of retirement industry professionals who will attend the 2010 Retirement Industry
Conference to gain insights on the latest industry developments and equip
themselves with solutions to address the complex challenges they face every day.
This comprehensive conference is for you, if your role involves:
- Individual
annuity and retirement income products
- Defined
contribution or defined benefit retirement plans
- Accumulation
or retirement income
- Strategic
planning
- Product
development and risk management
- Marketing,
distribution, operations or communications
The
Retirement Industry Conference delivers a comprehensive exploration of today's
retirement industry and where it's going, and features dozens of sessions
focused on:
-
Annuities
-
Retirement
plans
-
Retirement
income
Breaks,
receptions, luncheons, and special dining options allow you to network and discuss the
latest strategies and tactics with your peers and top-flight vendors.
Register
by March 17, 2010:
Register
After March 17, 2010:
-
LIMRA, LOMA, SOA, ACLI
Member: $1,075
-
Non-Member: $1,475
2009
Conference Program
Wednesday,
April 1, 2009
2:00–6:30
P.M.
Registration Desk Open
6:00–7:00
P.M.
Reception with Exhibitors
Thursday, April
2, 2009
7:00
A.M.–5:00 P.M.
Registration Desk Open
7:30–8:30
A.M.
Continental Breakfast with Exhibitors
8:30–10:00
A.M.
General Session
Presiding: John P. Wesley, CFP, Director, Product Management, TIAA-CREF
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Demographic Trends Impacting the Retirement
Industry
Maddy Dychtwald, Co-founder and Senior Vice President, Age Wave
Don’t
miss this fascinating session in which Dychtwald will analyze and forecast the
trends relating to the Baby Boomer and over-50 populations, describing how these
demographic trends will influence the economy. Using provocative information,
entertaining anecdotes and exciting multi-media imagery, she will enlighten the
audience on the upcoming scientific breakthroughs and lifestyle trends that will
have tremendous impact on our industry.
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| Maddy
Dychtwald is a nationally recognized author, public speaker, marketing
executive, and entrepreneur. One of the nation’s leading authorities on the
lifestyle, marketing, and retirement implications of the “age wave,” she has
spent more than twenty years deeply involved in exploring all aspects of the
subject.
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10:00–10:30 A.M.
Refreshment Break with Exhibitors
10:30–11:30 A.M.
Concurrent Sessions (Select One)
1.1 Annuity And Long-Term Care Combination
Products In 2010
Moderator: Michael P. Cogswell, Vice President, VA Products, Genworth Financial
Douglas
Burkle, ASA, MAAA, Linked
Benefit Product Development Leader, Genworth Financial
John
M. Connelly, National
MoneyGuard Spokesperson, Lincoln Financial Distributors
Cary Lakenbach, FSA, MAAA, CLU, President,
Actuarial Strategies
The
Pension Protection Act of 2006 included key tax law enhancements, effective
1/1/2010, for annuity plans products featuring long-term care insurance. Some of
these enhancements have been developed and more are on the way. Come to the
session to learn about:
- How these products work so clients can
benefit from tax free LTC payouts
- Recent market research
- Product designs in the market
1.2 INDEX ANNUITIES: REGULATION, SALES AND
PRODUCT TRENDS
Moderator:
Brian Grigg, CFP, CLU, ChFC, Vice President, Fixed
Annuity Distribution
Old Mutual Financial Network
Eric
Marhoun, Senior
Vice President, General Counsel, Co-Chair,
Coalition for Indexed Annuities, Old Mutual Financial Network
Sheryl
Moore, President
and CEO, Advantage Group Associates, Inc., AnnuitySpecs.com
Come
take part in an overview of the regulatory developments for indexed annuities,
with an emphasis on Rule 151A. You’ll hear about updates regarding the
“inside” views many state regulators are taking with respect to indexed
annuities, particularly suitability. Also, come explore:
- Current indexed annuity sales trends
- Product design trends
- How proposed regulation is influencing
this industry
1.3 Retirement Income Advisor Education: An
Advisor’s Ticket to Real Success!
Moderator: Judy Zaiken, CLU, ChFC, Director, Retirement Income - Annuity Product
Marketing, MassMutual
Garth Bernard, FSA, MAAA,
Principal, Retirement Income Solutions Enterprise
Robert Powell,
Journalist, Market Watch
Advisors
whose work is shifting from accumulation to retirement income need a new set of
financial skills. Take this opportunity to learn from our speakers:
- Robert Powell played a key role in
developing Boston University’s online training program for Financial
Planners and is advising on a companion body of knowledge and designation
required to serve a retiring boomer market
- Garth Bernard will prescribe a compelling
right-brain engagement process and tools for advisors to clearly communicate
their left-brain knowledge and connect with clients
1.4 Annuity Guarantees Are Migrating to the
Non-Annuity World!
Moderator: Dana Pedersen, FSA, MAAA, Vice President, The Phoenix Companies
Edwin Friderici, Managing Director, The Phoenix Companies
Tamiko Toland, Editor, Annuity Insight,
Strategic Insight
The
guaranteed lifetime withdrawal benefit (GLWB) has been the most popular living
benefit rider elected on variable annuity products for several years. It was
just a matter of time before the popularity of GLWBs spread to non-annuity
products. Join us to:
- Hear about the Who’s Who in this
expanding market
- Learn how some companies are tackling
this innovative product
- Discuss
the pitfalls they’re experiencing along the way
1.5 Retirement Plan Policy in The 111th
Congress
(Eligible for 60 minutes EA non-core credit)
Helene Rayder, Vice President, Government
Relations, Genworth Financial
In
light of recent economic turmoil, will Congress act to shore up the retirement
security outlook for participants in employer-sponsored retirement plans? Come
hear the most up-to-date information on the challenges and opportunities on the
legislative horizon from our two speakers who are experts on current Washington
policy.
1.6 What’s New in DC Investment-Only
Marketing?
(Eligible for 60 minutes EA non-core credit)
Moderator: Ronald L. Bush, Principal,
Brightwork Partners
Karen
Betts, Vice President, Marketing, OneAmerica
(AUL)
Scott Brooks, CFA, Vice President, IODC, JP
Morgan Asset Management, Inc.
Come
hear about open architecture — and the unbundling of investment management
from recordkeeping — a practice that is growing sharply in DC plans. This
session will feature recent research among plan advisors, who are driving this
shift, and a panel of investment-only marketers. We’ll discuss:
- The investment platforms plan advisors
are now recommending, and why
- How they select investment managers and
specific funds from those platforms
- The support they require
- The impact of full fee transparency,
including revenue sharing
- Forming effective partnerships among DCIO
marketers, investment platform providers and plan advisors in this new
environment
11:30 A.M.–1:00 P.M.
Lunch with Exhibitors
1:00–2:00 P.M.
Concurrent Sessions (Select One)
2.1 A Gatekeeper’s Perspective: How Firms
Select and Manage Annuity Carriers on Their Shelf
Moderator: Michael P. Sparrow, FSA, MAAA, CFO and Vice President , Individual
Investments Group, Nationwide Financial
John
C. Johnson, 1st Vice President, Sponsor Relations, National Planning Holdings,
Inc.
Michael Walker, Wachovia
Broker
dealers selling annuities have historically evaluated product competitiveness,
wholesaling support, and back-office service when choosing carriers for their
shelf. However, financial strength and risk management are becoming increasingly
important factors to assess. Come learn how firms select and manage annuity
product providers on their shelves and what trends lie ahead in these changing
times.
2.2 Economic Capital: Trends and
Developments on The U.S. and International Fronts
Moderator:
Sue (Sell) Saip, FSA, MAAA, Consulting Actuary, Milliman, Inc.
Jay Glacy, ASA, MAAA, CERA, ERM Practice
Leader, Milliman, Inc.
Henny Verheugen, AAG, Milliman
BV
What
is Economic Capital and how does it fit into the framework of Enterprise Risk
Management? Join us at this intriguing session where our speakers will answer
this and other important questions. You’ll learn:
- The benefits of Economic Capital
- The latest U.S. and European trends that
we can use as guides
- Why Economic Capital is critically
important to your business
2.3 Constructing Retirement Income
Portfolios That Really Work
Moderator: Roy A. Benjamin, Jr., FSA, MAAA, Vice President & Actuary,
Fidelity Investments
Steven Feinschreiber, Senior Vice President,
Research and Development, Fidelity Investments
Chad Runchey, FSA, MAAA, Actuarial Advisor,
Ernst and Young
Join this exploration of the process of
creating retirement income portfolios that consider:
- A client’s essential and discretionary
expense needs
- Product costs and payout rates
- The client’s preferences
We’ll
discuss the appropriate use of guaranteed and non-guaranteed income products
while also examining cases that illustrate the combination of quantitative and
qualitative data used to construct a reasonable and appropriate income
portfolio. What package of products should comprise an income portfolio? Come
find out.
2.4 Structuring Organizations to Tackle the
Retirement Income Opportunity: 2009 Update
Moderator, Ben DiSylvester, Chairman,
Robert E. Nolan Company, Inc.
Edwin Friderici, Managing Director, The
Phoenix Companies
Cindy King,
Head of Defined Contribution,
Lincoln Financial
Group
The retirement income market continues to move from a revenue generating concept
to a tangible revenue driver, and smart financial services firms have been
positioning themselves to capture this growing market. Don’t miss this update
of current retirement organizational structures. You’ll hear about:
- The drivers of the organization design
- Opportunities and challenges in executing
the business model
- Success
metrics
2.5 Cash Balance Plans in the Pension
Protection Act World
(Eligible for 60 minutes EA core credit)
Moderator: Ron E. Merolli, J.D., Director,
Advanced Sales, National Life Group
Mary Read, CPC, QPA, Vice President —
Qualified Retirement Plan Marketing, National Life Group
Learn
the latest on cash balance plans in the current Pension Protection Act
environment including how recent court cases are impacting the legal certainty
for these plans. In addition, this session will focus on the growth of these
plans in the small plan market.
2.6 Hot Funds – Evolution And Revolution
In Investment Solutions
Moderator: Scott Brooks, CFA, Vice
President, JP Morgan Asset Management
Hal Clark, CFA, Investment Analyst, Invesco
AIM
Patrick Flanagan, Retirement Plan
Consultant, Invesco AIM
Kenneth Verzella, Vice President, Investment
Strategies, Prudential Retirement
The
investment landscape has been irrevocably altered and requires plan sponsors to
look more closely at the types of investments and the vehicles in which they are
delivered to provide better results for their participants. Don’t miss this
opportunity to:
- Learn cutting-edge institutional
investment solutions and their potential in DC plans
- Understand the impact of market events on
advisors, plan sponsors and participants
- Gain insight from the perspective of a
bundled provider, a retirement advisor, a portfolio manager and an IODC
wholesaler
2:00–2:30 P.M.
Refreshment Break with Exhibitors
2:30–3:30
P.M.
Concurrent Sessions (Select One)
3.1 Federal And State Regulatory Update
William A. Waldie Jr., Senior Vice President, Government/ Industry Relations and
Product Development, Transamerica Capital Markets
Eric C. DuPont, Assistant Vice President
& Government Relations Counsel, MetLife
Kelly Ireland, Counsel, Insurance
Regulation, American Council of Life Insurers
Federal
and state government experts will provide insight on current and potential
annuity regulatory action. Included will be the outlook for annuities and
retirement products under the new administration and the 111th Congress.
3.2 Trends, Challenges, and Opportunities:
The Outlook for Variable Annuities and GLWBs
Moderator: Deborah Tucker, Vice President, NAVA
Tony
Ferreira, Managing Director, Cogent Research, LLC
Keith
E. Golembiewski, FLMI, AAPA, FFSI, Assistant Director, Annuity Market Research, Hartford
Life Insurance Company
Interest
in VAs with GLWBs continues to grow as more retirees seek the comfort of
guaranteed income. Indeed, most new VA sales have been driven by the
availability and election of these innovative riders. However, advisors and
investors alike are seeking additional clarity on the benefits of GLWBs,
particularly in light of recent market volatility. Join us for an overview of
recent trends in the VA/GLWB market. We’ll discuss:
- Product innovations
- Market share
- Utilization rates
Also
included will be a presentation of recent research focusing on advisor and
investor VA needs, which point to both future opportunity and challenges for VA
providers.
3.3 A Room with a View Toward Income
Moderator:
Jonathan T. Clymer, Assistant Vice President & Actuary, Retirement &
Wealth Strategies, MetLife
Alan S. Assner, Director-Income Products,
Retirement & Wealth Strategies, MetLife
Dan E. Weinberger, Vice President, National
Sales & Marketing, MetLife
Additional Speaker TBA
Gain
insight on techniques and tools used by companies to adjust an advisor’s
mindset from accumulation to income. Come join this discussion concerning the
transition of the focus of the advisor. You’ll learn how to differentiate
between the various tools used to assist in this transition of behavior.
You’ll also learn about additional support given in order to allow the advisor
to meet the clients’ income needs.
3.4 Challenge and Opportunity: Responding to
the New Retirement
(Eligible for 60 minutes EA non-core credit)
Moderator: Mike A. Boot, FSA, MAAA, FCA,
Managing Director – AMS, Society of Actuaries
Anna Rappaport, FSA, MAAA, President, Anna
Rappaport Consulting
The
changing economy and new patterns of retirement have major implications for
diverse stakeholders including individuals, employers, insurers and
policymakers. This session will show you:
- What insurers/employers need to know
about the New Retirement
- Ideas about working in retirement, phased
retirement and employee benefits
- The phases of retirement
- How stakeholders should respond
- Ideas
for the future
3.5 The New 403(b) Frontier
(Eligible for 60 minutes EA non-core credit)
Moderator:
Karen
Betts, Vice President, Marketing, OneAmerica
(AUL)
Wesley Compton,
President Mid-America Administrative and Retirement Solutions, Inc.
Kevin
Kidwell, Vice President, OneAmerica
Andrew
V. Wilkinson, FSA, MAAA, Vice President, Operations and Actuary, Retirement
Services, OneAmerica
Attend
this discussion of the new 403(b) regulations and the preparedness of advisors
and plan sponsors. Questions discussed include:
- Do plan sponsors understand how the new
regulations impact their roles?
- Do they understand their fiduciary
responsibilities?
- What opportunities exist within the
various segments?
3.6 A Balancing Act Among Constituents
Moderator: Marie Z. Rice, Corporate Vice President, Retirement Research, LIMRA
Carrie Delgott, Department Head, Participant
Experience, The Vanguard Group
Douglas L. Murray, CFA, Executive Vice
President, Wells Fargo
Andrew Powers, Vice President, UNIFI
Retirement Services, UNIFI
Join this unique session where we’ll go one-on-one with plan sponsors,
participants and consultants to learn what keeps them up at night. Then, hear
how a panel of DC plan providers responds to those issues. Don’t miss this
chance to learn what is on the minds of your constituents and understand how
your peers would balance the issues with solutions.
3:30–4:00
P.M.
Refreshment Break with Exhibitors
4:00–5:00
P.M.
Concurrent Sessions (Select One)
4.1
Hedging Through Market Turmoil
Moderator: Rhonda Ahrens, FSA, MAAA, Assistant Vice President and Actuary,
Annuity Products, Physicians Life Insurance Company
Leong Chew, FSA, MAAA, Senior Consultant,
Financial Risk Management Practice, Milliman, Inc.
Harold C. Shafer, FLMI,
Assistant Vice President, Business Development, Nationwide Financial
Recent
economic turmoil has provided a real-world opportunity for annuity hedging
programs to test their effectiveness. Speakers from an internal company hedging
operation and a consulting firm which manages hedging programs will describe
which strategies have succeeded – and which have fallen short.
4.2
To SPIA, GLWB, OR GMIB? That is the Question
Moderator: Daniel Kruse, FSA, MAAA, J.D., Second Vice President and Actuary,
Securian Financial Group
Mitchell Katcher, FSA, MAAA, Principal,
Deloitte Consulting, LLP
Ronald Sleiman, FSA, MAAA, Senior Manager,
Deloitte Consulting, LLP
How
does a consumer decide between the options provided by an immediate annuity vs.
living benefits in a deferred annuity vs. unbundled guarantees? Don’t miss
this opportunity to analyze the numbers and assess the relative benefits and
shortcomings of today’s three most common lifetime payment guarantee options.
4.3 Investor Psychology and Retirement
Readiness
Moderator TBA
Karen
Betts, Vice President, Marketing, OneAmerica
(AUL)
Corey L. Dillon, Vice
President & Director, Institutional Advisory Services, ALPS Advisors, Inc.
Investors
often make decisions that have a negative financial impact. Learn about the
common mistakes investors make and how to overcome the aspect of behavioral
finance through the creative use products and packaging.
4.4 What’s in the Box? Analysis of
Retirement Income Software
Moderator: James R. Huffman, FLMI, ACS, Second Vice President, LOMA
Mike
Fitzgerald, CPCU, PMP, Senior Analyst, Celent
Celent
has reviewed the software tools available to help financial advisors guide
clients through the decisions that must be made as they enter retirement. Come
learn about retirement income software that considers:
- Income from all sources
- Tax planning
- Cash flow analysis
- Integration with traditional planning
tools
4.5 DC Business Trends
Warren Cormier, President, Boston Research
Group
Do you want to know more about business issues in the defined contribution
world? Ask and you shall receive! Participate in this “town hall meeting”
and engage in a lively discussion on the topics that impact you the most. A
must-attend session!
4.6
Opportunities in the Rollover Market
Matthew Drinkwater, Ph.D., FLMI, AFSI, PCS, Associate Managing Director,
Retirement Research, LIMRA
Additional
Speaker TBA
How can your company capture its share of the quarter trillion dollars that
rolls out of retirement plans every year? Come hear the latest LIMRA research on
the rollover market from the perspective of job changers and retirees:
- Learn when, what, and why decisions are
made with plan money
- What are the drivers of asset retention?
- See how one company has successfully
tapped this growing market
5:00 P.M. Free night to enjoy Orlando
Visit www.limra.com/events or www.loma.org/retirementconference.asp
for a link to purchase discounted Disney park tickets.
Friday, April
3, 2009
7:00–8:00
A.M.
Continental Breakfast with Exhibitors
7:30–9:00
A.M.
Canadian Issues Breakfast
Sponsored by CANNEX Financial Exchanges Ltd.
This
breakfast and interactive session will focus on current topics impacting the
Canadian market and is open to all attendees interested in Canadian-specific
issues. (Pre-registration is required for this session.)
8:00–9:00 A.M.
General Session
Presiding: Carrie Delgott, Department Head, Participant
Experience, The Vanguard Group
The Pulse on Public Policy
James M. Delaplane, Jr., Partner, Davis & Harman, LLP
Delaplane will discuss the agenda of the new Obama Administration and the
expanded Democratic majorities in Congress on retirement plan, annuity and
retirement income issues. He will relate on the outlook for specific retirement
proposals and the key implications for the retirement industry as well as the
effect on retirement products of the larger tax and financial services reform
policy debates.
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| Jamey Delaplane is a partner in the law firm
of Davis & Harman LLP where he represents financial institutions, employers
and public policy organizations on employee benefits, financial services and tax
matters before the U.S. Congress and the federal executive branch agencies. From
1998 to 2002, Delaplane was Vice President, Retirement Policy for the American
Benefits Council (ABC), which is the national association representing the
employee benefits interests of major U.S. employers. He is a frequent speaker on
retirement policy matters and is often quoted in the Washington Post, New York
Times and Wall Street Journal. Mr. Delaplane has appeared on The NewsHour with
Jim Lehrer, Special Report with Brit Hume, and CNBC.
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9:00–9:30
A.M.
Refreshment Break and Raffle with Exhibitors
9:30–10:30 A.M.
Concurrent Sessions (Select One)
5.1 Annuity Market Trends
Sue (Sell) Saip, FSA, MAAA, Consulting
Actuary, Milliman, Inc.
Joseph Montminy, ASA, MAAA, Research Director, LIMRA
Come
learn about trends in individual fixed, variable and indexed annuities. The
speakers will review sales trends and offer projections for 2009. The session
will also look at the impact of the new living benefit riders on variable
annuity sales. Then attention will turn toward a discussion of product designs
that seem to be working and the product changes looming on the horizon.
5.2 Retirement Marketing: Hit the
Bull’s Eye and Avoid Boondoggles!
Moderator: Steven L. Putterman, FSA, MAAA,
CLU, Vice President and Actuary, Prudential
Julia Lennox, Vice President, Retirement
Marketing, MetLife
Kurt. A. Mansfield, Vice President,
Marketing Strategy, Prudential
Many
believe that a strong product is all you need for success in the retirement
marketplace. Others feel that aligned marketing heightens sales and lengthens
the product lifecycle. Join us and hear top marketing executives from Prudential
and MetLife share their success stories. Learn their secrets about:
- Target audiences
- Key messages
- Tonality and language
- Measures of success
5.3 What’s Driving Growth in Retirement
Income Outside North America?
Jennifer
R. Berlin, LLIF, Corporate Vice President and Director, International Research,
LIMRA
Join us for a look at international mature markets vs. emerging markets and
learn how different countries view old age and retirement.
- What are various country standards if
they do not have a system like Social Security?
- How much are they saving?
- What income products are available in
other countries?
- How are they similar/different from U.S.
products?
- Do those products work internationally?
- Who
are the major players in
5.4 Managed Payout Funds Without Guarantees:
Nope, Not an Annuity
Moderator: James R. Huffman, FLMI, ACS,
Second Vice President, LOMA
Presenter from DWS Investments Additional Speaker TBA
Many firms offer products that provide retirees a steady income stream via
distributions from their retirement assets. No, these products are not
annuities. Join this session to gain insight on:
- The advantages and disadvantages of payout funds over an annuity
- What to consider when offering this
option
- The long-term viability of managed
payouts with guarantees
5.5 Broker Dealers: Training For Retirement
Income Solutions
Moderator: Ted Hatcher, Associate, Insurance Operations, LOMA
Kim LaBarbiera-Paschall, JD, AVP-Advisory Compliance, Ameritas Investment Corp
David Stoeffel, Vice President, Investment Products, Northwestern Mutual Life
Insurance Company
Join this session as we focus on the training that broker dealers use for agents
and brokers who sell through their broker dealer. We’ll discuss the practices,
processes, products, and procedures in place to help with suitability, training,
and supervision, with regard to the sale of retirement accumulation and
retirement income products.
5.6 Point – Counterpoint: Two Approaches
To In-Plan Income
Moderator: Jody Strakosch, National
Director, Strategic Alliances, MetLife
Speaker TBA
In
an effort to meet the income needs of tomorrow’s retirees, insurers and asset
managers are working together in new ways to “in-plan” income in individual
account plans. Join this intriguing panel discussion that will explore the two
leading approaches in today’s market: deferred fixed annuities vs. GMWBs.
10:30–10:45 A.M.
Break
10:45–11:45 A.M.
Concurrent Sessions (Select One)
6.1 The Great Race: Product Development
and Speed to Market
Cande Olsen, FSA, MAAA, Vice
President, Actuarial Resources Corporation
Belinda
Monat, Vice President, CSC
Naomi Weinstein, Vice President, AXA
Equitable Life Insurance Company
Annuity product development is constantly under pressure – from the sales
force, from risk management, and from competitors. While speed to market is
generally considered desirable, it presents a number of challenges. This session
will focus on:
- The time it takes to launch or amend a
product
- What can be done to shorten the process
- Exploring ways to accelerate state
filings, SEC filings, IT development, etc.
Come
prepared to share your experiences!
6.2 Attracting and Retaining a Diverse
Workforce
Rebecca Maddox, CPA, Chief Executive
Officer, Maddox Smye, LLC
It’s simple, really: employee retention begins with employee recruiting.
Today’s marketplace requires creative solutions for “front-ending” the
process of recruiting and hiring, followed up with specific and concrete
measures to retain talent once onboard. Attend this session to:
- Get out-of-the-box ideas for sourcing and
recruiting the best and brightest women and ethnically diverse producers
- Learn how rapid acceleration and early
success promotes loyalty and leads to retention of valuable talent
6.3 Consumers Trade-Off – What Matters
Most For Retirement Income?
Marie Z. Rice, Corporate Vice President,
LIMRA
Richard
J. Shakarchi, Ph.D., Research Director, Northstar Research Partners (USA), LLC
Hot off the press from LIMRA!
- See the trade-offs consumers experience
when choosing retirement income features
- Learn which product features are most
valued
- Gather insight on potential target market
11:45 A.M.
Conference Adjourns
Thank
You to Our 2009 Sponsors and Exhibitors
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Broadridge
is a leading provider of investor communication services for the Insurance
and Financial Services Marketplace. We provide a wide array of
document management services that include development and production
services that span both traditional print and mail or electronic archival
and e-delivery. Some of our products include statement processing,
contract production facility outsourcing and a complete fulfillment
operation including traditional pick-and-pack or print on demand.
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CANNEX provides services
to the Retirement Income marketplace to:
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Allow
producers to obtain apples-to-apples SPIA comparative illustrations,
specific to their clients, guaranteed by carriers
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Provide
unique analytical tools to explain SPIA benefits
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Host
carriers’ Web-based SPIA illustrations
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Develop
custom SPIA algorithms
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CompetiScan
allows our clients the ability to analyze direct marketing activity. Our
comprehensive coverage is updated daily, and enables clients to react to
competitors quickly. CompetiScan’s web-based search utility will
allow you to mine our dynamic direct mail and email tracking databases.
With CompetiScan, our clients are better informed to make their marketing
campaigns even more effective.
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Corporate
Insight is the leading provider of competitive intelligence, analysis,
and consulting services to the retail financial services industry.
CI monitors the top firms on an ongoing basis, communicating client
and advisor experience and industry best practices regarding firms’
tactical execution. Its Monitor
services and custom research cover Annuities, Brokerage, Mutual Funds,
Retirement Services, Banking, and Credit Cards. Please visit www.corporateinsight.com
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CSC
has more than 30 years of experience in helping insurers reach their
business goals. We provide a single source for technology and
outsourcing solutions that address every facet of the insurance
enterprise, including new business/underwriting, work management,
distribution management, product development, claims, customer
service, payout and policy administration. www.csc.com/lifeannuity |
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Enterprise
Iron is a management and technology consulting firm, focused on the
convergence of operations and technology. Our highly experienced
specialists work with major financial institutions in everything from the
support and optimization of current technology and operations, to the
formulation and implementation of new systems and business processes. www.eifis.com
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Great American Financial
Resources is a group of strong and stable companies built on relationships
and focused on service. Our insurance subsidiaries market traditional
fixed, indexed and variable annuities and a variety of supplemental
insurance products. For more information, visit www.GAFRI.com
or call (800) 438-3398, ext. 17197. |
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ImageRight
is the leading content management and workflow system in the
insurance industry. More than 400 companies use ImageRight to
improve operations, increase productivity, and reduce expenses.
Every ImageRight implementation comes with a money-back, Guaranteed
Success Package. The best line for your bottom line is a straight
line to ImageRight. www.imageright.com
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LIDP
Consulting Services, Inc., has over 25 years experience developing,
implementing, and supporting systems
for the life, health and annuity industry. LIDP offers ACORD
compliant software and solutions that operate in a real-time, SOA
environment, with component based architecture in a J2EE development
environment, along with Web Services. www.lidp.com |
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McCamish
Systems is a premier provider of BPO services to the Life Insurance
industry. McCamish services include the fulfillment of agent
licensing and appointments, agent compensation, new business
fulfillment and policy administration. McCamish also provides
409A compliant Non-Qualified Benefit Plan Design Platforms and
Administration services to the Retirement Services industries. McCamish
Systems -- life insurance, annuities, benefit plan administration
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PlanetSoft
specializes
in process optimization for the insurance and financial services
industries focused on electronic applications, processing, and
decision management. “Planet Interact™”, a web services
platform for straight-through processing, delivers configured
solutions to streamline customer specific business processes.
Vertical solutions include “The Policy Processor™”, an
end-to-end application for new business processing and underwriting
of individual life, annuities, and group insurance products. www.planetsoft.com
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With
annual revenue exceeding $4 billion, SunGard is a global leader in
software and processing solutions for financial services, higher
education and the public sector. SunGard also helps
information-dependent enterprises of all types to ensure the
continuity of their business. SunGard serves more than 25,000
customers in more than 50 countries, including the world's 50
largest financial services companies. Visit: www.sungard.com
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