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LIC Marketing and Distribution Summit

7/17/2025, 1 - 4 p.m. EDT
Virtual

Overview

Who Attends

Senior-level marketing and distribution executives at LIC Member companies and other small-to-midsize life insurance companies and fraternal organizations.

Highlights

The LIC Marketing and Distribution Summit is a virtual meeting that provides an opportunity to discuss challenges and opportunities and share ideas with fellow marketing executives from small-to-midsize life companies and distribution partners. Join in the conversation to help marketers and distributors work better together, leveraging opportunities for long-term growth.

This meeting is for insurance company and agency CMOs, marketing directors, sales managers, distribution managers, customer relationship managers, content creators and digital marketing team members who want to discover:

  • Case Study by Megan Duty, Senior Vice President, Puritan Life: How an insurer launched a startup online DTC store and created an annuity ecommerce platform that went from take-off in 2020 to $300M in revenue in a mere four years 
  • "Keys to a Successful Online Customer Journey for Users 45 Years and Older," by Joel Shaw, Owner/Designer, JMS Creative Services
  • A proven, winning process for distribution evaluation, strategy development and implementation by Chris Meredith, Chief Operating Officer of Cyrus Works
  • Attendee introductions and facilitated discussion on topics submitted by attendees

This LIC Virtual Event will keep you engaged and provide insights you can use immediately towards team and company success.

The meeting is open to insurance company, fraternal organization, and agency/IMO executives, with a discounted registration fee for LIC members, group discounts, and a discount for fraternal members of the American Fraternal Alliance. Affiliate Members/Vendors have the option to sponsor this virtual meeting, but sponsorship is not required in order to attend. Find out about LIC sponsorship opportunities.

Be Sure Your Company Is Included

Here are registrants so far - if your company is listed you can use the group discount for more free registrations (promo code GRPCOMP). If not listed yet, you can sign up here and receive the meeting link in your confirmation email.

1891 Financial Life - Jennifer Bernau, Creative Director
American Fidelity Life - Jamie DeBole, Executive Vice President
American Fidelity Life - Amy Hoffman, Head of Agency Development
American Fidelity Life - Chris Felton, Head of Agency
American Fraternal Alliance - Allison Koppel, CEO
American Fraternal Alliance - Kate Shafer, Director
American Savings Life Insurance Company - Michael Frahm, Senior Vice President
Bankers Fidelity - Brian Murray, Vice President, Client Experience & Sales Support
Catholic Life - Christopher Belz, President/CEO
Cyrus Life Insurance Company - Chris Meredith, Chief Operations Officer, Cyrus Works
Equisoft - Grace Apea, AVP Product Development
FMG - Jason Lara, Sr. Director, Sales & Business Development
GPM Life - Tonya Carroll, VP, Chief Strategy Officer
IAC/Individual Assurance Company - Scott Dumbauld, CMO
iCover - Hari Srinivasan, Founder and CEO
iCover - Rana Jchaj, Customer Acquisition Specialist
illustrate inc - Miguel Ceron, AVP Business Development
iPipeline - Dan Kelly, Sales Director
JMS Creative Services - Joel Shaw, Owner/Designer
KSKJ Life - April Sleyko, CMO
KSKJ Life - Tony Mravle, President & CEO
KSKJ Life - Lauren Baltz, Marketing Coordinator
Life Insurers Council - Dean Lambert, Executive Director
Life Insurers Council - Audrey Wittenburg, Director of Operations
NSS Life - Greg Felton, National Sales Director
Puritan Life - Meg Duty, Sr Vice President
Royal Neighbors - Manager, Marketing and Communications
Security National - Jason Richardson, Vice President of Home Service Companies
Slovene National Benefit Society - David Gombkoto, Director of Sales
Slovene National Benefit Society - Joe Evanish, CEO
SWBC Life Insurance Co. - Joan Cleveland, President & Chief Executive Officer
Tapp Solutions - Michael Potter, CEO
Teachers Life - Sosseh Malkhassian, Senior Director, Marketing and Member Experience
United Benefits - Eduardo Salido, Chief Marketing Officer

 

Speakers

Chris Meredith
Chief Operations Officer, Cyrus Works

Chris Meredith

Chief Operations Officer, Cyrus Works

Cyrus Works drives sustainable growth and innovation under Chris Meredith's leadership as Chief Business Development Officer. With years of experience in this role, they specialize in business analysis, strategic planning, and operational efficiency, consistently enabling the organization to expand its market presence and achieve long-term objectives. Their efforts focus on empowering teams to enhance collaboration and execute initiatives that align with the company’s vision.

Chris has also served for eight years in an additional role, as Business Consultant at Meredith Consulting Services, reflecting his commitment to leadership development and impactful presentations. By prioritizing thoughtful planning and fostering continuous improvement, Chris helps businesses navigate complex challenges and seize growth opportunities.

Megan Duty, MSIM, PMP
Senior Vice President, Puritan Life

Megan Duty, MSIM, PMP

Senior Vice President, Puritan Life

Meg Duty has been in the Financial Services Industry for more than 20 years and has spent many years focused on delivering excellence through modern, versatile technology solutions. In her current position as Senior Vice President of Puritan Life and Canvas Annuity, Meg and team have built Puritan Life into an all-cloud carrier, created first-of-their-kind direct annuity purchasing experiences with Canvas Annuity, and implemented a strong Information Security Program.  Meg is an enthusiastic localist that loves jazz, enjoys the great outdoors, and adores a good book.

Joel Shaw
Owner/Designer, JMS Design Services

Joel Shaw

Owner/Designer, JMS Design Services

Joel M. Shaw, is the owner and creative director of JMS Creative Services, LLC.

His expertise includes:

  • 20+ years experience in the creative industry.
  • Strong background in art direction, brand development, and creative strategy.
  • Expertise spans all aspects of web development and deployment.
  • Adept in managing social media and digital marketing campaigns.
  • Content creation and Search Engine Optimization (SEO).
  • Fluent in Spanish.

With a well-rounded skill set that combines project management, global strategic insight, and business development, Joel delivers impactful solutions that align with client goals.

Registration

Attendee registration for this LIC Committee Meeting is open to insurance companies/fraternal organizations. Vendors/service providers are also welcome to attend this virtual event without the usual LIC requirement to be a meeting sponsor - just sign up using the Register button here. Sponsorship is much appreciated but optional!

Insurance Companies

  • LIC Member: $65
  • Nonmember: $75
  • Group Discount: After one paid registration, use code GRPCOMP for the second and additional attendees to attend for free.
  • Fraternals: AFA Member Societies' registration is fully sponsored - register at the AFA Website.

Affiliates / Vendors

  • Sponsorship is optional - fill out the form at LIC Sponsorships
  • LIC Marketing Committee 2025 Sponsorship: $285 LIC Member/$485 Nonmember
  • Register one included attendee with SPONSOR promo code; additional attendees pay applicable Registration Fee

Sponsors

Reserve your sponsorship today! LIC Sponsorship Form

Thank You To Our Meeting Sponsors!

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