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2026 LIC Preneed Forum

11/4/2026 - 11/5/2026
Hosted by TruStage, Madison, WI

Overview

Who Attends

All senior management executives involved in or interested in preneed life insurance should attend this one-of-a-kind networking and educational meeting. 

Highlights

The program features a thought-provoking keynote presentation, preneed case studies, preneed industry research, marketplace and product updates, and open discussion with peers in the business. Gain insight and practical ideas on:

  • Adapting in Real Time: Lessons from Improvisation, Change, and Uncertainty
  • Consumer end-of-life preferences in the U.S. and Canada
  • The future of funerals and preneed insurance
  • Insights on preneed insurance from carrier executives and funeral directors
  • What your actuary wishes you knew
  • Leading change through transformation
  • The latest LIMRA/LIC preneed sales data

Here is what past attendees said of the LIC Preneed Forum:

“I like the fact that the attendance is generally limited to C level employees. This adds a unique dimension and candor that normally can't be found at other gatherings.”

“It is a good opportunity to collaborate with others in the business about the business. If you are in preneed…you should attend. I represent one of the insurance companies and it was good to have my competitors participating.”

“It is well worth the time and expense.”

Speakers

Travis Harrelson
Partner Growth and Development Manager, TruStage

Travis Harrelson

Partner Growth and Development Manager, TruStage

Travis Harrelson is a Partner Growth and Development Manager with TruStage, where he works with funeral homes, preneed organizations, credit unions, and industry partners to expand access to planning solutions that help families prepare for the future. His focus includes developing new distribution strategies, building strategic partnerships, and advancing innovative approaches to preneed and end-of-life planning. Travis is passionate about sharing insights, challenging conventional thinking, and shaping the future of the preneed profession.

Heather Kiteley
President and CEO, GFD Canada

Heather Kiteley

President and CEO, GFD Canada

Heather Kiteley is a respected and seasoned leader in Canada's funeral sector. A second generation licensed Funeral Director, for over 30 years, Heather is passionate about consumer protection, governance, and helping Canadians plan for end of life with confidence. She holds both Funeral Director and Insurance licences, along with an MBA from McMaster University. As President and CEO of GFD of Canada, Heather works closely with industry associations, regulators, and government stakeholders to advance best practices and strengthen consumer protections while supporting sustainable growth and member success nationwide.

Gail Marquardt
Vice President, Consumer Engagement, National Funeral Directors Association

Gail Marquardt

Vice President, Consumer Engagement, National Funeral Directors Association

Gail Marquardt is Vice President of Consumer Engagement for the National Funeral Directors Association (NFDA), where she leads the association’s Communications and Marketing division and oversees Remembering A Life, NFDA’s consumer education initiative. She develops strategies that strengthen member engagement, promote NFDA’s programs and services, and support funeral professionals through advocacy, education, resources, and community. Through Remembering A Life, Gail advances public awareness of the value of meaningful funerals, the essential role of funeral directors, and the importance of honoring and remembering loved ones in ways that foster healing and connection. 

Agenda

Registration

Earlybird Registration (until October 15, 2026):

  • LIC Members: $1,070
  • LOMA/LIMRA Members: $1,170
  • Nonmembers: $1,370

After October 15, 2026:

  • LIC Members: $1,270
  • LOMA/LIMRA Members: $1,370
  • Nonmembers: $1,570

Group Discount (insurance companies and fraternals only): After the first paid registration, additional registrations from your company are 50% off using the promo code GRP50.

The American Fraternal Alliance is sponsoring $100 off registration for its fraternal leaders: register at the AFA Website (www.fraternalalliance.org/lic-education).

Sponsorships
Get extra visibility at the meeting by being a sponsor! Sponsorship includes one registration. Click here to reserve your sponsorship. 

Cancellation Policy
All cancellations must be received in writing - please submit your request to customer.service@limra.com. Cancellations received before October 15, 2026 will be refunded, less a $75 processing fee. Cancellations received from October 15 to October 29, 2026 will be refunded, less a $375 processing and administrative fee. No refunds will be issued after October 29, 2026.

Register

Hotel / Venue

TruStage

5910 Mineral Point Rd
Madison, WI, USA, 53705

Hotel Reservations

Recommended Hotel
SpringHill Suites by Marriott Madison
4601 Frey St
Madison, WI 53705

Reservations
Start Date: Tuesday, November 3, 2026
End Date: Thursday, November 5, 2026

LIC Preneed Forum Group Rate: $161 USD per night

Last Day to Book: Monday, October 12, 2026

Book your group rate for the LIC Preneed Forum

Getting There
TruStage is about a 25-minute drive from Dane County Regional Airport (MSN), 1.5 hours from Milkwaukee Mitchell International Airport (MKE), and 2 hours from Chicago O’Hare International Airport (ORD).

Thank you to Our Sponsors

Sponsor

Contact us to learn more:

Laura Gino

Conference Coordinator

860-285-7719

lgino@limra.com

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