Agenda

Tuesday, March 14, 2023

12:30 – 2 p.m.

Executive Committee (Invitation Only)

2:30 – 5 p.m.

Board Meeting (Invitation Only)

Refreshments will be served during the above meetings.

Wednesday, March 15, 2023

9 – 11 a.m.

Operations & Technology Steering Committee (Invitation Only)

9:30 a.m. – Noon

Advocacy Steering Committee (Invitation Only)

9:30 a.m. – Noon

Joint Retirement Research & Asset Manager Committee Meeting (Invitation Only)

11:30 a.m. – 1:30 p.m.

Operations & Technology Annuity Data Enablement Task Force (Invitation Only)

Lunch will be served during the above listed committee meetings.

Thursday, March 16, 2023

7:30 – 9 a.m.

Compliance and Implementation Committee Meeting (Invitation Only)

Breakfast will be served.

Wednesday, March 15, 2023

2 – 2:15 p.m.

Welcoming Remarks

Wayne Chopus
Wayne Chopus

President & CEO
Insured Retirement Institute

Bio

2:15 – 3 p.m.

CEO Fireside Chat

The past three years have demonstrated the rapid pace of change occurring worldwide and within the insured retirement industry. CEOs and their leadership teams are navigating a constantly changing environment to meet current client, employee, and stakeholder demands while developing strategies to deliver future success. This session convenes some of our industry’s most notable leaders. They will offer insights into how our industry is positioned to deliver on clients’ evolving needs and what opportunities and headwinds they see in the years ahead.

Ellen Cooper
Ellen Cooper

President & CEO
Lincoln Financial Group
Bio

Esfand Dinshaw
Esfand Dinshaw

Chairman & CEO
Sammons Financial Group
Bio

Eric Steigerwalt
Eric T. Steigerwalt

President & CEO
Brighthouse Financial

Bio

Wayne Chopus
Wayne Chopus
MODERATOR

President & CEO
Insured Retirement Institute

Bio

3 – 3:30 p.m.

IRI Awards Presentations

IRI’s awards program acknowledges leaders who make valuable contributions to the insured retirement industry and champion retirement security for all Americans. During this presentation, IRI will be honoring the recipients of the following awards: Industry Champion of Retirement Security Award, Leadership Award, and Chairman Award.

3:30 – 4 p.m.

Networking Break

Enjoy all your favorite Girl Scout Cookies while networking with attendees and exhibitors at our afternoon break sponsored by Fidelity Investments.

SPONSORED BY Fidelity

4 – 5 p.m.

The Next 730 Days: What to Expect in Technology, the Economy, and the Future of Work

History has shown that we can only accurately predict two years ahead, or 730 days. So, while many are sharing their 5, 10, 15, 20-year forecasts, often with conflicting ideas and notions, this keynote is your antidote. A clear, narrow-focused exploration of the forces shaping our near future and how leaders and organizations can better prepare for it.

Award-winning business and technology visionary Leonard Brody provides a data and research-driven look at this next critical period in technology, the economy, and the future of work, while also sharing proven best practices. This includes an in-depth exploration and analysis of:

  • The secret to an economic and technological pattern that has repeated itself over the last 300 years. Learn how to recognize and manage against it.
  • The future of work and retaining talent, including the myth of the Great Resignation and the future of the office.
  • The next chapter of AI and blockchain and its immediate applicability.
  • The next two years of the economy and the drivers behind it.
SPONSORED BY    Global Atlantic
Leonard Brody
Leonard Brody
KEYNOTE SPEAKER

Award Winning Techno-Economist, Entrepreneur, Venture Capitalist, and Innovation Expert

Bio

Sue Fiengo
Susan Fiengo
MODERATOR

Managing Director, Digital Customer Experience
Global Atlantic Financial Group

5 p.m.

Closing Remarks

Dan Zielinski
Dan Zielinski

Chief Strategic Communications Officer
Insured Retirement Institute

Bio

5:30 – 7 p.m.

Welcome Reception

Enjoy the warm Florida weather and join us in the outdoor Palm Court for an opportunity to network with colleagues, mingle with friends, and enjoy fresh seasonal bites and beverages. Whether you’re a first-time attendee or twenty-year veteran, don’t miss this memorable evening sponsored by Corebridge.

SPONSORED BY Corebridge Financial

Thursday, March 16, 2023

7:30 – 9 a.m.

SPONSORED THOUGHT LEADERSHIP PRESENTATION & LEGAL FORUMS

Making the Annuity Industry Better Together

Guaranteed income and protection solutions play a critical role in the lives of millions. Yet for years, we’ve made it unnecessarily difficult to access, transact, and manage these products. But it doesn’t have to be that way, and the solution is right in front of us. Join FIDx CMO Michael Kazanjian as he digs into how an entire industry can change the way it does business for the better.

SPONSORED BY    FIDX
Michael Kazanjian
Michael Kazanjian

Chief Marketing Officer
FIDx

Breakfast with a Focus! How to Improve Your Sales Experience with Ceding Carrier eSignature and Contact Data Automation … and More

This wake-up discussion reviews industry “Best Practices” surrounding standardized replacement eSignature rules currently used in order entry platforms. This session examines the positive impact of automated eSignature workflow triggers and the negative impact variations to the standardized eSignature rules have on replacement turn-around times. Also, use cases will show how additional 1035YellowPages data and automation triggers can be used in future order entry, to further enhance the Financial Professional & Agent’s experience and cut policy issue turnaround time.

Cheri DeBoer-Stinson
Cheri DeBoer-Stinson

Director
Cooperative Technologies

Bio

SPONSORED BY    Cooperative Technologies

Annuity Product Development and Sales Opportunities after SECURE 2.0

SECURE 2.0 contains several important new provisions that open the door to innovative annuity product concepts within 401(k) plans and IRAs. Join our panel of experts from Groom Law Group for a briefing and interactive breakfast discussion of these important developments.

Mark Carolan
Mark Carolan

Of Counsel
Groom Law Group

Scott Mayland
Scott Mayland

Of Counsel
Groom Law Group

Tom Roberts
Thomas Roberts

Principal
Groom Law Group

SPONSORED BY    Groom Law Group

7:30 – 9 a.m.

Networking Breakfast

Whatever you need to get your day started, we have it ready for you! Enjoy a hot buffet breakfast, including hearty and healthy options, and complimentary espresso drinks at the Barista Station. Thank you to UBS for sponsoring!

SPONSORED BY    UBS

7:30 – 9 a.m.

Social Mural

Stop by the Social Mural to answer the question – What makes a great leader? Watch your responses come to life when captured by a graphic artist. Your responses will play an important role during the Women in Leadership session on Thursday afternoon so don’t miss your chance to participate.

7:30 a.m. – 5 p.m.

Water Infusion Station

Grab a reusable water bottle and stay hydrated all day. Create your own flavored water combination using the fruit infusion bar sponsored by Allianz.

SPONSORED BY    Allianz

8:30 a.m. – 5 p.m.

Headshot Café

Need an updated headshot? Stop by the Headshot Café for your complimentary and professional headshot; no appointment needed. Headshots will be emailed directly to you. Access the Palmetto Foyer using the staircase behind IRI registration.

SPONSORED BY    Morgan Stanley

9 a.m.

Opening Remarks

Christina Brady
Christina Brady

Chief Operating Officer
Insured Retirement Institute

Bio

9 – 10 a.m.

Embracing Change

Inky Johnson, motivation expert, author, and mentor, overcame a career-ending college football injury to become a sought-after speaker. He will discuss being a leader in circumstances we cannot control while staying motivated and having empathy and perspective.

SPONSORED BY    Lincoln Financial
Inky Johnson
Inky Johnson
KEYNOTE SPEAKER

Motivation expert, author, and mentor

Bio

Tim Seifert
Tim Seifert
MODERATOR

Senior Vice President, Head of Retirement Solutions Distribution
Lincoln Financial Group

Bio

10 – 10:45 a.m.

Trends in Annuity Distribution

Once dominating the industry, individual sales of variable annuities with rich living benefits have fallen to a fraction of the market share they once enjoyed. Yet there has arguably never been greater need among consumers for guaranteed income and protection from market downturns. Panelists will discuss current trends in distribution and how the consumer will be served in the future, including thoughts on revitalizing traditional sales paths, cracking the code to the RIA market, and reaching consumers through in-plan annuities.

Greg Masucci
Greg Masucci

Senior Vice President, Strategic Relationships
Jackson National Life Insurance Company

Bio

Christopher Nikolich
Chris Nikolich

Head of Glide Path Strategies (US), Multi-Asset Strategies
AllianceBernstein

Bio

Dave Paulsen
Dave Paulsen

Chief Distribution Officer
Annexus Retirement Solutions

Bio

Suzanne Norman
Suzanne Norman
MODERATOR

CIMA, CPCC, Education Fellow
The Alliance for Lifetime Income and Retirement Income Institute

Bio

10:45 – 11:15 a.m.

Networking Break

Complimentary espresso drinks available at the Barista Station will keep you charged through a busy day of learning and networking. Thank you to UBS for sponsoring!

SPONSORED BY    UBS

10:45 – 11:15 a.m.

Social Mural

Stop by the Social Mural to answer the question – What makes a great leader? Watch your responses come to life when captured by a graphic artist. Your responses will play an important role during the Women in Leadership session on Thursday afternoon so don’t miss your chance to participate.

11:15 a.m. – Noon

CONCURRENT SESSIONS

Combined Tracks:  Legal & Regulatory  and  Innovation 

From Inception to Implementation: Strategic Planning for the Evolving Regulatory Landscape

This combined session will explore why and how our industry should be actively working to break down barriers and encourage collaboration between the Operations & Technology and Advocacy & Compliance communities. Discussions will include the rulemaking process, from inception to enactment of legislation and regulations all the way through implementation of compliance, operations, and technology solutions. The panel will explore strategic planning and best practices to help these communities work together more effectively before changes become final and effective, as well as techniques and procedures to better prepare for changes that could affect the business, processes, and technology.

Adrienne Bennett
Adrienne Bennett

Associate General Counsel
Edward Jones

Bio

Zoe Gruber
Zoe Gruber

Assistant Vice President, ESG & Governmental Affairs
Security Benefit

Bio

Heidi Kaiser
Heidi Kaiser

Vice President, Chief Compliance Officer
Jackson National Life Insurance Company

Bio

Dan Surber
Dan Surber

Vice President, Relationship Management & EDI
Fidelity and Guaranty

Bio

Katherine Dease
Katherine Dease
MODERATOR

Chief Technology & Innovation Officer
Insured Retirement Institute

Bio

 Annuity Market Track 

Emerging Product Trends

The annuity industry has always been adept at developing products aligned with market conditions and opportunities. Tax deferral post-DEFRA 1988, enhanced death benefits as a differentiator in the 1990s, income benefits to address demographic trends in the 2000s, and fixed indexed annuities and RILAs in a protracted high volatility, low interest rate environment — products and benefits for all seasons. In the current environment of uncertainty and volatility in both stock and bond markets, and significant inflation for the first time in over 40 years, how will the industry continue to innovate, and what can we anticipate in 2023 and beyond?

Phillip Brzenk
Phillip Brzenk

CFA, Head of Multi-Asset Indices
S&P Dow Jones Indices

Bio

Tina Haley
Tina Haley

Senior Vice President & Head of Product
Corebridge Financial

Bio

David Lau
David Lau

Founder & CEO
DPL Financial Partners

Bio

Andrew Jorg
Andrew Jorg
MODERATOR

Head of Key Accounts & National Sales Manager, Retail Insurance
Goldman Sachs

Bio

Noon – 12:15 p.m.

Transition Break

12:15 – 1 p.m.

CONCURRENT SESSIONS

 Innovation Track 

The Current State of the Consumer and Agent Experience

Panelists will address the different consumer and agent experiences, workflows, and technology in the broker-dealer (BD), registered investment advisor (RIA), and independent channels for annuity sales and back office processes. They will highlight where we have seen successes and where there are technology gaps that impact the experience. The session participants will bring all of the voices of the industry together to paint full-picture view of the market and the ecosystem of technology solutions across channels.

Donnie Atis
Donnie Atis

Senior Vice President, Partner Experience
Global Atlantic Financial Group

Bio

Suzanne Brazeal
Suzanne Brazeal

President
SPARK, IPS

Bio

Mariann Carson
Mariann Carson

Vice President, Service & Operations
Raymond James Insurance Solutions

Bio

Arron Price
Arron Price

Chief Operating Officer
Financial Independence Group

Bio

Jeremy Stephenson
Jeremy Stephenson
MODERATOR

Assistant Vice President, Head
of Business Development
Operations

Sammons Institutional Group

Bio

 Annuity Market Track 

Investment Only Variable Annuities are Managed Accounts — So What’s the Problem?

Investment Only Variable Annuities (IOVAs) offer a multitude of investment options and the ability to build a complete portfolio within the annuity, much like a managed account but with the added benefit of tax deferral. So why aren’t IOVAs as popular and growing as rapidly as managed accounts? This panel will discuss the opportunities and challenges in positioning IOVAs with advisors and clients.

Michael Eustic
Mike Eustic

Head of Insurance & Subadvisiory
Invesco & IRI Board of Directors

Bio

Ron Guymon
Rona Guymon

Senior Vice President, Annuity Distribution
Nationwide

Bio

Eric Wilson
Eric Wilson

CFA, Managing Director, Head of Subadvisory
J.P. Morgan Asset Management

Bio

Harlan Wenig
Harlan Wenig
MODERATOR

Director of Insurance and Annuities, Investment Professional
Cetera Advisor Networks, LLC

Bio

 Legal & Regulatory Track 

Too Much, Too Fast? Navigating the SEC’s Colossal Regulatory Agenda

Over the past two years, SEC Chair Gary Gensler has pursued an aggressive and far-reaching rulemaking agenda, moving at a pace and volume rarely seen throughout the agency’s history. The SEC’s agenda seemingly knows no bounds under Chair Gensler’s leadership, ranging from enhancements to the rules for financial professionals (such as the proposed Regulation Best Execution) to expansion of the SEC’s jurisdiction (such as the proposed rules on ESG investing and disclosure of climate-based risks) to vast overhauls of key elements of the securities regulatory framework (such as the swing pricing and hard close proposal). And with the enactment of the Registered Index-Linked Annuities (RILA) Act at the end of 2022, the Commission will have at least one more item to add to the agenda this year as it begins to work on a new registration form for RILAs. This session will feature a panel of securities law experts who will share their thoughts and insights on Chair Gensler’s expansive and growing regulatory agenda and the challenges, risks, and opportunities it presents for IRI’s insurer, distributor, and asset manager members in 2023 and beyond.

Tom Conner
W. Thomas Conner

Shareholder
Carlton Fields

Issa Hanna
Issa Hanna

Partner
Eversheds Sutherland

Bio

Kristen Malinconico
Kristen Malinconico

Director, Center for Capital Markets Competitiveness
U.S. Chamber of Commerce

Bio

Chin Kim
Chin Kim
MODERATOR

Assistant Vice President, Retail Compliance
Pacific Life

Bio

1 – 2:30 p.m.

Networking Lunch

1 – 2:30 p.m.

Women in Leadership Symposium

Join us for our second annual Women in Leadership Symposium. Panelists will be discussing a range of topics including working across generations, diversification of leadership and board access, male allyship, and mental health in the workplace. This interactive session will include a graphic artist capturing a visual representation of the conversation in real time. Grab your lunch starting at 1 p.m., the session will begin promptly at 1:30 p.m. All attendees are invited to this session.

Prior to the session, visit our artist at the Social Mural located in the general session ballroom foyer and answer the question, “What makes a great leader?” Your responses will be incorporated in the symposium discussion.

Jessica Baehr
Jessica Baehr

Head of Group Retirement
Equitable

Bio

Sharon Brock
Sharon Brock

Board of Directors
Symetra

Bio

Lauren Scott
Lauren Scott

Senior Vice President, Regulatory & Government Affairs
Global Atlantic Financial Group

Bio

Nora Herting
Nora Herting
MODERATOR

CEO & Co-Founder
ImageThink

SPONSORED BY    Equitable    Global Atlantic    Symetra

2:30 – 2:45 p.m.

Transition Break

2:45 – 3:30 p.m.

CONCURRENT SESSIONS

 Innovation Track 

Advancing the Customer and Agent Experiences with Technology, Data, and Innovation

This session is a continuation of the conversations from the current state of the consumer and agent experience session with a focus on advancing the annuity experiences in the BD, RIA, and independent channels. Panelists will bring a full-picture view to explore how we advance the industry to the next level to facilitate sales, make it easier to enter new channels, create better user experiences, and encourage innovation.

The session participants will bring a full-picture view of the market together with voices from BDs, IMOs, and carriers.

Dan Herrick
Dan Herrick

Vice President, Strategic Relationship Management Retirement and Life Distribution
Prudential Financial

Laird Rixford
Laird Rixford

Chief Executive Officer
Hexure

Bio

David Stone
David Stone

Founder, Chief Executive Officer
RetireOne

Bio

Joseph Toledano
Joe Toledano

Managing Director, Head of Insured Solutions Group
Morgan Stanley Wealth Management & IRI Board of Directors

Bio

Dev Ganguly
Dev Ganguly
MODERATOR

Executive Vice President, Chief Operating Officer
Jackson National Life Insurance Company & IRI Board of Directors

Bio

 Annuity Market Track 

Who Owns the Industry? The Rise of Private Equity and Non-Traditional Partnerships

For most of their existence annuity insurers have either been mutuals or stock companies and existed with or without their own asset management arms. Now, private equity has a significant presence, asset management firms own insurers, and relatively new ideas like “sidecars” expand capacity. This panel will discuss the benefits and challenges presented by these dynamics, the impact on current and future product development and the consumer, and what we can expect in the future as opportunities for capital investment continue to develop.

Scott Hawkins
Scott Hawkins

Managing Director & Head of Insurance Research
Conning

Bio

Igor Zamkovsky
Igor Zamkovsky

CFA, Head of Indexed Annuity Strategy
BlackRock

Bio

Frank O'Connor
Frank O’Connor
MODERATOR

Vice President, Research
Insured Retirement Institute

Bio

 Legal & Regulatory Track 

State Regulatory Priorities for 2023

This session will feature Commissioner Carter Lawrence of the Tennessee Department of Commerce and Insurance discussing a wide range of key issues facing the annuity industry today. The dialogue will focus on the NAIC’s current priorities and developments on these issues, including a discussion on the work of the Life and Annuities (A) Committee and the Innovation, Cybersecurity and Technology (H) Committee.

Carter Lawrence
Carter Lawrence

Commissioner
Tennessee Department of Commerce and Insurance

Bio

Tyler Brown
Tyler Brown
MODERATOR

Director of Government Affairs, Legal
Sammons Financial Group

Bio

3:30 – 3:45 p.m.

Transition Break

3:45 – 5 p.m.

Say Thanks to Our Deployed Troops

A chance to give back brought to you by Athene.

Join us for a fun and charitable activity supporting our service members abroad. Working together we will assemble military care packages to be distributed to deployed U.S. troops, while networking with colleagues, and enjoying refreshments and Top Gun: Maverick on the big screen. You can even include personal notes of gratitude in the care packages. This activity is a great way to end the afternoon and we hope you feel a sense of pride and accomplishment when you see our completed collaborative donation!

SPONSORED BY    Athene
Chris Grady
Christopher Grady
SPONSOR HOST

Executive Vice President and Head of Retail
Athene USA & IRI Board of Directors

5 – 6:30 p.m.

SPONSORED THOUGHT LEADERSHIP PRESENTATION & LEGAL FORUMS

Combining SIMON from iCapital and FIDx — When 1 + 1 = 11

The days of Annuity Technology Musical Chairs — going from one platform to do x, another platform to do y and yet another to do z — are about to come to an end. SIMON from iCapital and FIDx are partnering to integrate both of their industry leading platforms. If you are from a B/D, come find out how your advisors will benefit from this marriage. If you are from an insurance company, come find out how you will finally benefit from the cost savings IT companies have promised for years.

SPONSORED BY    iCapital
Scott Stolz
Scott Stolz

Managing Director, Annuities Solutions
SIMON from iCapital

Bio

Innovation in the Annuity Industry — March Madness Watch and Learn

A winning strategy includes having the right play for every situation. Join Invesco to cheer on your favorite NCAA team and participate in a lively discussion on the latest product and distribution innovations to keep your organization winning across market cycles. Learn about design and distribution strategies in RILA and FIA, hear how buffered funds and structurally defensive strategies may lead to better client outcomes within VA, and explore new ideas including CDAs.

Michael Eustic
Mike Eustic

Head of Insurance
Invesco

Bio

Peter Miller
Pete Miller

CFA, FSA, Insurance Research Strategist
Invesco

Chris Mechem
Chris Mechem

CFA, Senior Strategic Account Manager
Invesco

Ryan Kagy
Ryan Kagy

Senior Strategic Account Manager
Invesco

SPONSORED BY    Invesco

Increasing Distribution Effectiveness in a Digital Age

RegEd subject matter experts will discuss the current and future state of distribution management. Topics will include managing multi-channel distribution, maintaining producer loyalty, data management and digitization, agent/agency onboarding and credentialing, field services and more. The discussion will cover current industry challenges and opportunities, as well as how the application of advanced technology can automate and streamline the producer experience.

Michael Pouliot
Michael Pouliot

Executive Vice President, Head of Xchange Sales
RegEd

Jacob Spitzley
Jacob Spitzley

Director, Product Management
RegEd

SPONSORED BY    RegEd

Friday, March 17, 2023

8:30 – 9 a.m.

Breakfast and Sammons Smoothie Stand

Start your day with a stop at the smoothie stand sponsored by Sammons. Enjoy one of two delicious options — a St. Paddy’s Day themed Green Smoothie and a refreshing Florida Citrus Smoothie.

SPONSORED BY    Sammons

9 a.m.

Opening Remarks

Paul Richman
Paul Richman

Chief Government & Political Affairs Officer
Insured Retirement Institute

Bio

9 – 9:45 a.m.

Retirement SECURE-ity for All: Making the Most of SECURE 2.0

The SECURE 2.0 Act of 2022, which was signed into law in the closing days of 2022, includes 14 of IRI’s 2022 Federal Retirement Security Blueprint priorities and 78 other retirement-related provisions. Building upon the reforms made by the original SECURE Act in 2019, this new law has the potential to help millions of workers and retirees prepare for a secure retirement. Join us to hear a panel of industry experts discuss and explore the opportunities and challenges presented by SECURE 1.0 and SECURE 2.0, the industry’s ongoing efforts to comply with and operationalize the new rules, and how the industry can ensure that American retirement savers enjoy the intended benefits of these transformational legislative achievements.

Bill Lowe
Bill Lowe

President
Sammons Institutional Group & IRI Board of Directors

Bio

Beth Maziad
Beth Maziad

Senior Vice President of Insurance Solutions
Raymond James

Bio

Sri Reddy
Sri Reddy

Senior Vice President, RIS Income Solutions,
Principal & IRI Board of Directors

Bio

Adrienne Robertson
Adrienne Robertson

Head of Regulatory and Fiduciary Services
Transamerica

Bio

Aliya Robinson
Aliya Robinson
MODERATOR

Senior Legal Counsel, Legislative and Regulatory Affairs
T. Rowe Price Associates, Inc.

Bio

9:45 – 10:45 a.m.

Inside Politics

Trevor Noah described POLITICO’s Playbook as “the be all and end all of politics and what’s happening in DC.” Stephen Colbert says Playbook is “if not the bible, it’s the daily missalette of Washington.” As the former co-author of Playbook — leading the platform to double in revenue and triple its readership — and current co-founder and CEO of Punchbowl News, Anna Palmer will walk you through what is happening on Capitol Hill that minute and what is likely to happen between Congress. With incomparable access to the highest offices in DC, Palmer is an expert on the issues, players, and personalities driving politics today and how they will impact issues most important to IRI.

SPONSORED BY    Jackson
Anna Palmer
Anna Palmer
KEYNOTE SPEAKER

Founder & CEO of Punchbowl News, Best-Selling Author, and Former Co-Author of POLITICO Playbook

Bio

Rich White
Rich White
MODERATOR

Senior Vice President, Government Relations
Jackson National Life Insurance Company®

Bio

10:45 – 11:30 a.m.

New Congress, the Future for Retirement Security

The results of the 2022 Mid-Term Congressional elections have created a new political dynamic in our nation’s Capital which can impact legislative and regulatory policy. At this session, you will hear from a panel of inside-the-beltway political and industry experts about the challenges and opportunities the industry will have as it seeks to advance retirement security policy amongst other competing policy and political priorities that face Congress, the President, and the Administration. The panel will also discuss policy proposals in IRI’s 2023 Blueprint that seek to expand retirement savings, facilitate lifetime income solutions, preserve access to professional financial guidance, enhance consumer protections, and augment the tax code to promote retirement savings.

Jason Berkowitz
Jason Berkowitz

Chief Legal & Regulatory Affairs Officer
Insured Retirement Institute

Bio

Paul Richman
Paul Richman

Chief Government & Political Affairs Officer
Insured Retirement Institute

Bio

Jeff Strunk
Jeff Strunk

Managing Partner
Forbes Tate Partners

Bio

Kelly Williams
Kelley Williams

Senior Vice President, Government Relations
Forbes Tate Partners

Bio

Camille Simpson
Camille Simpson
MODERATOR

Head of Government Relations & Industry Affairs
American Equity Investment Life Insurance Company®

Bio

11:30 a.m.

Closing Remarks

Jason Berkowitz
Jason Berkowitz

Chief Legal & Regulatory Affairs Officer
Insured Retirement Institute

Bio

Thank You To Our Sponsors

ACORD
Allianz
Athene
BlackRock
Brighthouse
Carlton Fields
Conning
Cooperative Technologies
Corebridge Financial
DTCC
Eagle Life
Ebix
Fare
Eversheds Sutherland
Every Income
Fare
Fidelity
FIDX
Franklin Templeton
Global Atlantic
Groom Law Group
Haven Technologies
Hexure
iCapital
Invesco
iPipeline
Jackson
LIDP
Lincoln Financial Group
Morgan Stanley
Nationwide
Pacific Life
Prudential
RegEd
S&P Dow Jones
Sammons
SPARK IPS
SuccessCE
Symetra
Transamerica
UBS
Vertafore
Symetra