Sponsored Thought Leadership Presentation & Legal Forums

Throughout the conference, we are hosting legal briefings and sponsored thought-leadership presentations where law firms and solution providers will showcase their insured retirement expertise, introducing new products and providing timely updates on key issues.

Wednesday, April 3

7:30 – 9 a.m.

Innovating for Annuities: Why Evolutions in Indexing Matter

As the market for indexed annuities has grown meaningfully since the introduction of the first fixed index annuity in 1995, so too has the volume and complexity of the indices used within these products. While indexing’s evolution beyond benchmark equity indices like the S&P 500 has helped drive value for policyholders, the growing complexity demands more education to ensure there is a high degree of confidence in and understanding of the relationship between the index and product. This session will explore:

  • What role indices play within the annuity market
  • How and why indexing for insurance has evolved over time
  • Why index providers and insurance carriers need to focus on education
SPONSORED BY S&P
Christina Brady
Phillip Brzenk, CFA

Managing Director, Global Head of Multi-Assets Indices
S&P Dow Jones Indices

Bio

Christina Brady
Kelsey Stokes

Sales Head, Insurance
S&P Dow Jones Indices

Bio

Replacement Automation Round Table Discussion

What can 1035YellowPages provide to remove friction from the Financial Professional experience and streamline the back-office replacement process? Distributor, IMO, Carrier New Business Replacement Management, and Financial Professional Partners share YOUR THOUGHTS — which are ESSENTIAL to model future 1035YellowPages replacement process enhancements. Topics dictated by participants could include eSignature conditional acceptance triggers, back-office officer stamped signature automation or carrier search enhancements.

SPONSORED BY Cooperative Technologies
Beth Maziad
Beth Maziad

Senior Vice President, Operations & Administration
Raymond James

Bio

Jeremy Stephenson
Jeremy Stephenson

AVP, Head of Business Development Operations
Sammons

Jeremy Stephenson
Cheri DeBoer-Stinson
MODERATOR

Director of Business Development
Cooperative Technologies

Bio

The SEC Regulatory Landscape: New Cases, New Rules

Three Carlton Fields attorneys — all former SEC attorneys — will share their insight in untangling a host of new SEC rules and proposals dealing with RILAs, climate disclosures, tailored shareholder reports, updates to the custody rule, Reg BI, and Conflicts of Interest Related to Predictive Data Analytics and Similar Technologies.

SPONSORED BY “Carlton
Christina Brady
Justin Chretien

Shareholder
Carlton Fields, P.A.

Christina Brady
Tom Conner

Shareholder
Carlton Fields, P.A.

Christina Brady
Harry Eisenstein

Attorney at Law
Carlton Fields, P.A.

Bio

Christina Brady
Ann Furman
MODERATOR

Shareholder
Carlton Fields, P.A.

5 – 6:30 p.m.

Increasing Producer Speed to Market in a Digital Age

Facilitated by a RegEd subject matter expert, a leading insurance carrier and distributor will discuss how modern, streamlined processes to achieve real-time and near-real-time “can-sell” can eliminate NIGOs and speed producer time to market.

SPONSORED BY RegEd
Frank O'Connor
Lana Nelson

Vice President, Insurance Operations Support
Athene Annuity & Life Assurance Company

Frank O'Connor
Angela Pace

Chief Operating Officer
RegEd

Frank O'Connor
Katie Sprouse

Vice President, Customer Experience Transformation
Group 1001

Introducing the Insurance Exchange Powered by FIDX and iCapital: Your One-Stop Shop to Place and Manage Annuity Business

Join FIDX and iCapital to learn how our integrated platforms are reshaping the annuity technology landscape. We’ve fulfilled our promise of a unified solution by eliminating the need for multiple platforms. Several distributors are already on board.

Broker-dealer representatives, discover how our platform streamlines all annuity operations in one place and enhances an advisor’s day-to-day business. Insurance companies, learn how you will finally benefit from significant cost savings and efficiencies that other technology platforms have only been able to promise in the past. Don’t miss this opportunity to be at the forefront of this big leap forward in the annuity industry.

SPONSORED BY Insurance Exchange
Paul Richman
Scott Bowers

Chief Strategy & Distribution Officer
FIDX

Bio

Paul Richman
Scott Stolz, CFP, RICP

Managing Director, Annuities Solutions
iCapital

Bio

Innovations in Annuities: Strategies for RILAs, FIAs, buffered funds, and more

Striking the right note with your product lineup and distribution strategy may produce a hit. Join us for live music and conversation on our latest investment innovations and distribution techniques to help optimize your products. We’ll discuss how you can leverage the power of Invesco QQQ ETF in index design for RILAs and FIAs, as well as use buffered funds and structurally defensive strategies to potentially enhance client outcomes within variable annuities. Stick around after the discussion for live music from Mac Watts & Colin Cross.

SPONSORED BY Invesco
Paul Richman
Michael Eustic

Head of US Insurance & Subadvisory
Invesco and IRI Board of Directors

Bio

Ryan Kagy
Ryan Kagy

Senior Strategic Account Manager
Invesco

Bio

Paul Richman
Adam Rivituso

National Director, Sales & Business Development
Invesco

Bio

Thank You To Our Sponsors

ACORD
Allianz
Athene
BlackRock
Brighthouse Financial's logo with a green and teal gradient sunrise logomark
Carlton Fields
Coalition for Equity in Wholesaling's gold logo
Conning
Cooperative Technologies logo with interlocked CT in a blue oval.
Corebridge Financial
Corebridge Financial
Purple and blue DFIN logo
DTCC
Eagle Life
Ebix's logo
Ebix's logo
Fare
Fidelity
FIDX
Franklin Templeton
Global Atlantic
Hexure
iCapital
Invesco's blue mountain logo
iPipeline's logo
Jackson
LIDP
Lincoln Financial's logo
Morgan Stanley
Nationwide's flying eagle logo
Pacific Life
Prudential
RegEd
S&P Dow Jones
Sammons Financial's green leaf logo
Simplicity Groups's logo
SPARK IPS
SuccessCE
Symetra
T.Rowe Price's teal bighorn sheep logo
Transamerica
UBS
Vertafore
Symetra