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2009
Retirement Industry Conference
Sponsored by LIMRA,
LOMA. SOA and NAFA
April
1–3, 2009
The Hilton at the Walt Disney World Resort
If you would like to
receive our marketing material for this conference, please contact us at insops@loma.org.
Quick Reference
Download
the 2008 Registration Brochure Now
Exhibitor and Sponsor Information
For More Information
Overview
More than
500 retirement industry professionals will attend the 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 more than 40 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.
Registration Information
Early Registration Fees:
LIMRA, LOMA, SOA and ACLI members: $945
Nonmembers: $1,345
Late Registration Fees:
LIMRA, LOMA, SOA and ACLI members: $1,105
Nonmembers: $1,505
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AdminServer
is a premier global solutions provider delivering next generation
software solutions and services to the insurance and financial
services industries. AdminServer’s Virtual Back Office –
AdminServer Policy Administration System, UVServer, IllustrationServer
and NewBusinessServer – utilizes a common rules engine and
calculation architecture ensuring consistency, accuracy and speed to
market for any product line.
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Founded in 1896
and based in Minneapolis, Allianz Life Insurance Company of North
America provides fixed and variable annuities, life insurance
products, and long term care insurance products. Known for
innovation and commitment to its customers and community, the
company has become a leader in the North American life insurance
industry. |
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Brainshark
is the leader in on-demand business communication solutions. Our
patented software empowers any business person to easily create,
deliver and track high-impact voice-enriched presentations. More
than 600 companies rely on Brainshark software and services to
accelerate training, increase marketing response rates, shorten the
sales cycle, or enhance corporate communication.
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Broadridge is a
leading provider of investor communication services for the 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 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:
- Allow producers to obtain apples-to-apples SPIA
comparative illustrations, specific to their clients, guaranteed by
carriers
- Provide unique analytical tools to explain SPIA benefits
- Host carriers’ Web-based SPIA illustrations
- Develop
custom SPIA algorithms
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CompetiScan
collects direct marketing sent to independent insurance producers
and U.S. Households including Email, On-line “Multi-Media”
Presentations and Direct Mail. For this reason, we are able to
show you what our panelists received within the last 24 hours!
The service will enhance your ability to react quickly to your
competitors. With CompetiScan’s user-friendly engine, our
clients are better informed to make their marketing campaigns even
more effective.
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COSS
serves the financial services industry with point-of-sale solutions. Available
in Web and desktop, .NET and J2EE, our complete suite of solutions
includes: product illustrations, hypotheticals, historical
illustrations, asset allocation, needs analysis, advanced marketing,
wealth distribution planning, worksite enrollment, intelligent
forms, and interactive agent training.
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CSC leads the industry in helping insurers reach
their business goals by providing a single source for technology that
addresses every facet of the insurance enterprise. Our comprehensive
portfolio of function-rich software and integrated solutions is designed
to help you achieve competitive differentiation and stay ahead of emerging
trends in the areas of new business/underwriting, claims, business process
management, customer service, distribution, product development, policy
administration and more. Visit www.csc.com/lifeannuity |
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Dignity
Planning® is a division of Service Corporation International®, the
largest funeral, cremation and cemetery provider in the world. SCI
serves more than 400,000 families annually. Dignity Planning’s on-line
tool offers the insurance industry benefits such as increased policy
persistency and face amounts, up-sell and cross-sell opportunities and
lead generation.
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EDS
is a leader in software solutions and
consulting services for the Insurance industry. EDS SOLCORP
provides innovative solutions that adapt to changing markets and
competitive landscapes while helping to reduce administration and
product development costs. With more than 90 customers in 24
countries, EDS delivers on its promises now, so you can deliver on
yours.
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Since
1982 ImagiSOFT has developed software to help financial services
professionals sell its products faster, in higher volume, and with
improved efficiency. DataNet passes data seamless between all
installed components including Life Insurance and Annuity
Illustrations, RMD, Split Annuity, Stretch IRA, Retirement Planning,
Sales Presentations, and Electronic Smart Forms.
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IMN specializes in e-communications services for
sales and distribution networks, enabling insurance and financial
services companies to support their client base with multi-media
capable e-mail and e-newsletters, which are designed to drive
measurable brand impact and product visibility for the insurance and
financial services company, as well as increased adoption and
participation rates for the intermediaries. IMN services over 2,800
accounts globally including MetLife, New York Life, CitiStreet,
Wachovia, ING, Janus Capital Group, Eaton Vance and Direct Federal
Credit Union. IMN serves customers worldwide and is headquartered
in Waltham, MA. Visit www.imninc.com
or call 1-866-964-NEWS.
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As
the exclusive distributor of International Foundation for Retirement
Education (InFRE®) Certified Retirement Counselor®
(
CRC
®) certification and provider of other best-in-the- industry
professional training, continuing education and client retirement
readiness education, the InFRE Retirement Resource Center helps retirement
advisors, wholesalers, and other retirement professionals productively and
suitably address the retirement income and planning needs of the American
worker. www.infre.org
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Judy Diamond
Associates is a leading provider of business-to-business intelligence for
retirement packages. Our King of Pension Funds database contains data on
every Form 5500 filed in the last five years and our Pension Annuities
Database provides detailed contact info on annuities brokers. Visit us
online at www.judydiamond.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.
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Planetsoft
specializes in process optimization for the insurance and financial
services industries, focused on electronic applications, processing and
decision management. Solutions include
1) The Policy ProcessorTM (TPP),
an end-to-end application for new business processing and underwriting,
and 2) The Producer Support System (PSS), a holistic solution that
streamlines all distribution related functions including licensing,
contracting, appointments, hierarchy management, and producer relationship
management. |
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Prosperity
Software Solutions created a new class of software for the financial
and insurance professional. The Shield, our Point of Sale selling
system, incorporates the experience of top producers. Prosperity Software
Solutions is dedicated to providing computer-based solutions to meet the
needs of financial professionals. |
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Prudential Fixed Income
Management |
Prudential
Fixed Income Management is one of the largest fixed income managers in the
U.S. with $209 billion in assets under management (as of 12/31/07) for institutional, retail, and affiliated insurance company clients
worldwide. Our comprehensive product line offers institutional clients
traditional fixed income strategies including Core, Core Plus,
Single-Sector; as well as, alternative strategies. www.investmentmanagement.prudential.com |
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Secured
Independence, Inc. (SI) is dedicated to the outreach and support of
seniors in the quest for successful aging. SI offers personalized
solutions that can significantly reduce age and lifestyle related loss of
independence. Our current programs are Secured WellnessSM, a
retail product, and our risk management product, Secured WellnessSM
LTCI. |
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The
Department of Economic and Community Development is the state's lead
agency for the development and implementation of policies, strategies and
programs all of which are designed to enhance Connecticut's communities
and business and housing environments. www.ct.gov
The
Connecticut
Insurance and Financial Services (IFS) Cluster is comprised of 30 major
insurance and financial services companies working to create
competitive advantages in business attraction and retention, recruitment,
and education of a trained workforce. The result is a stronger, more
competitive IFS industry and a more robust economy in
Connecticut. www.connecticutIFS.com
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