Sponsored Thought Leadership

Thursday, March 16, 2023

7:30 – 9 a.m.

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.

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.

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.

Scott Mayland

Of Counsel
Groom Law Group

5 – 6:30 p.m.

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.

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.

Pete Miller

CFA, FSA, Insurance Research Strategist
Invesco

Ryan Kagy

Senior Strategic Account Manager
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.

Jacob Spitzley

Product Manager
RegEd