General Information

Accessibility for Attendees with Disabilities

IRI will work with attendees to provide reasonable accommodations for those with special needs. To request assistance onsite, please indicate your requests during the registration process or visit the IRI Registration Desk, April 2-4 at the JW Marriott Nashville during conference sessions.

Anti-Trust Policy and Caution

As members of a trade association, each person attending this function must be mindful of the constraints imposed by federal and state anti-trust laws. The people here today represent companies that are in direct competition with one another. IRI’s purpose is to provide a forum for the free exchange of ideas on the designated topics. It is not the purpose of this meeting to reach any agreement that could have anti-competitive effects. Individuals must keep in mind that a violation of the anti-trust laws may subject them to fines — or worse. You can avoid problems by following these simple guidelines:

  • Stick to the published agenda.
  • Be cautious about discussions involving pricing, premiums, benefits to be offered or terminated, and who should or should not be covered. The Justice Department views these types of discussions with concern and suspicion. Never take a poll of participants’ positions or make a collective agreement on these issues.

IRI is dedicated to assisting each of its members in achieving their competitive potential.


Badges must be worn for admittance to all conference sessions and networking events. If you have misplaced your badge, please visit the conference registration desk to obtain a replacement.

Cancellation Policy

Conference registration cancellations must be sent in writing to IRI. Requests received by February 20, 2024, will receive a full refund less a $200 non-refundable processing fee. No refunds or credits will be issued after February 20, 2024.

Substitute Policy

In the event that the registrant is unable to attend, another person from the same company who is not already registered for the conference may be substituted without penalty. Please request a transfer here. Please provide the name of the attendee no longer able to attend along with contact information for the substitute attendee.

Conference Attire

The preferred dress for this conference is business casual attire.

Health and Safety Protocols

IRI is committed to protecting the health and safety of all 2024 IRI Annual Conference attendees.

We are closely monitoring CDC guidelines, federal and local mandates, and health and safety measures put in place by the meeting venue. Because these factors are frequently changing, we will continue to evaluate whether any changes should be made, and we expressly reserve the right to update entry requirements for the conference based on the public health situation, new or revised guidance issued by the CDC or other authorities, changes in legal requirements or venue requirements, and/or other relevant considerations. This page will be updated to reflect any changes to the health and safety protocols.

Waiver and Release

Attendees acknowledge that IRI cannot guarantee that they will not be exposed to or contract a communicable disease at the conference and understand the risk that they may be exposed to or infected by a communicable disease by attending the conference. By registering for and/or attending the conference, attendees knowingly and freely assume all such risks, both known and unknown, and assume full personal responsibility for their attendance at the conference. In doing so, attendees forever release IRI, the meeting venue, and all of their directors, officers, employees, and agents from liability should they become ill, directly or indirectly, as a result of attendance at the conference.


Protective masks are optional. At this time, IRI does not intend to require attendees to wear protective masks while attending the conference. All attendees should feel safe and comfortable while attending the conference. To this end, all attendees must be respectful of the mask-wearing and social-distancing preferences of their fellow attendees. Masks will be available at registration if needed.

Code of Conduct

In the context of any and all activities related to IRI, member companies and member representatives are expected to:

  • Maintain a professional level of courtesy, respect, and objectivity;
  • Exercise reasonable care, good faith, and due diligence;
  • Respect diversity of opinions and the integrity and ability of others;
  • Promote collaboration and cooperation;
  • Strive to uphold the highest standards of conduct and assist others in maintaining those practices; and
  • Uphold a professional, legally appropriate business relationship with IRI staff and others, promoting a positive and collegial atmosphere.

Member companies and member representatives will not:

  • Engage in or facilitate any action that tends to disparage, dilute the value of, or reflect negatively on IRI, IRI goods or services, the Board as a whole or individual members thereof, the IRI staff as a whole or individual staff members, or any IRI trademark;
  • Engage in or facilitate any discriminatory or harassing behavior toward IRI staff, members, officers, directors, meeting/event attendees, exhibitors, advertisers, sponsors, suppliers, contractors or others; or
  • Make any statement on behalf of IRI through any public medium, including digital social media, unless expressly authorized to do so by IRI in writing.

Thank You To Our Sponsors

Brighthouse Financial's logo with a green and teal gradient sunrise logomark
Carlton Fields
Coalition for Equity in Wholesaling's gold logo
Cooperative Technologies logo with interlocked CT in a blue oval.
Corebridge Financial
Corebridge Financial
Purple and blue DFIN logo
Eagle Life
Ebix's logo
Ebix's logo
Franklin Templeton
Global Atlantic
Invesco's blue mountain logo
iPipeline's logo
Lincoln Financial's logo
Morgan Stanley
Nationwide's flying eagle logo
Pacific Life
S&P Dow Jones
Sammons Financial's green leaf logo
Simplicity Groups's logo
T.Rowe Price's teal bighorn sheep logo