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2023 Life Insurance & Annuity Conference

Stronger Than Ever — Together

4/24/2023 - 4/26/2023
The Grand America Hotel, Salt Lake City, UT

Overview

Who Attends

Professionals involved in the development, operations, marketing, distribution, technology or administration of both individual life insurance and annuity products.

Highlights

Jointly hosted by LIMRA and LOMA, the Society of Actuaries, and ACLI this premier conference provides life insurance and annuity professionals with rich cross-functional learning and networking opportunities around the development, operations, marketing, distribution, regulation, technology, and administration of individual life insurance and annuity products. The cross-functional nature of the event provides the opportunity to learn from and interact with those in other disciplines as well as your own. The Life Insurance and Annuity Conference will cover the important issues and identify strategies that will shape the industry’s future. No other conference can offer you the depth and breadth of information that you’ll find here.

Speakers

Jon Pike
Utah Insurance Commissioner
  • Tuesday, April 25, 2023

    8:00 a.m. - 9:00 a.m.: GENERAL SESSION

Jon Pike

Utah Insurance Commissioner

Jon Pike has served as Utah Insurance Commissioner since January 5, 2021. Pike worked in several positions with Intermountain Healthcare from 1990 through 2020, including 26 years as the southwest Utah operations director for SelectHealth, the health insurance division of Intermountain.

In 2007, Pike was elected to the St. George City Council and in 2013 he was elected mayor of St. George, where he served until January of 2021. Pike currently serves on the boards of Encircle St. George, the Southwest Utah Symphony and Orchestra, the Southern Utah Bicycle Alliance and as a member of the National Association of Insurance Commissioners.

Pike received a bachelor's degree in finance from the University of Utah and an MBA from Westminster College. Pike loves singing, playing the piano, organ, and guitar, as well as water and snow skiing, motorcycling and walking or biking. He and his wife Kristy have five children and six grandchildren.

Eric T. Steigerwalt
President and Chief Executive Officer, Brighthouse Financial
  • Tuesday, April 25, 2023

    8:00 a.m. - 9:00 a.m.: GENERAL SESSION

Eric T. Steigerwalt

President and Chief Executive Officer, Brighthouse Financial

Eric Steigerwalt has served as the president and chief executive officer of Brighthouse Financial since the company’s launch in 2016. Prior to joining Brighthouse Financial, Steigerwalt held multiple leadership roles at MetLife, Inc. (MetLife) over the course of 18 years, most recently serving as executive vice president of MetLife’s U.S. Retail business from 2012 to 2016. Steigerwalt also served as MetLife’s interim chief financial officer from 2011 to 2012, chief financial officer for MetLife’s U.S. businesses from 2009 to 2011 and MetLife’s treasurer from 2007 to 2009. Steigerwalt began his tenure at MetLife in 1998, managing many of the operational aspects of MetLife’s demutualization and IPO, and went on to become the company’s first head of investor relations.

Prior to joining MetLife, Steigerwalt worked in finance at Equitable Companies and at Fossett Corporation, where he was a derivatives trader. He is the chairman of the Brighthouse Financial Foundation and the chairman of Brighthouse Scholar Connections, Inc. He also serves on the board of directors for the American Council of Life Insurers (ACLI) and as chair of the ACLI PAC. In addition, he serves on the board of directors for the Wells Fargo Championship’s Champions for Education foundation. Steigerwalt graduated from Drew University with a bachelor’s degree in economics.

Chaunté Lowe
4-Time Olympian, TEDx Speaker, and American Record Holder
  • Tuesday, April 25, 2023

    4:15 p.m. - 5:15 p.m.: GENERAL SESSION

Chaunté Lowe

4-Time Olympian, TEDx Speaker, and American Record Holder

Chaunte Lowe doesn’t strive to just break the mold; she vaults over it leaving it far behind her in the dust. This four-time Olympian’s impressive rise started while she was just a sophomore at Georgia Tech when she made her first Olympic appearance. Her ambitions on the field and in the classroom showed an unparalleled drive even among the Institute’s top student-athletes. Chaunte is a world champion and has broken the American Record three times and is the current American record holder in indoor and outdoor high jump. She’s competed in four Olympic Games and aspired to add a fifth. In addition to her athleticism, she has used her personal experiences to raise awareness of breast cancer research, early detection, and eradication. In 2019, she was diagnosed with an aggressive form of breast cancer. Despite the diagnosis, she continued to train through surgeries and chemotherapy to stay competitive for the 2020 Tokyo Olympic Games. With the games postponed, she’s maintained her training determined to continue to use her voice to bring awareness to breast cancer. “The best gift I can give with my life is helping others find beauty in their own lives,” she says.

Executive Panels

Dawn Behnke
Executive Vice President, Consumer Markets, Pacific Life
  • Wednesday, April 26, 2023

    9:15 a.m. - 10:15 a.m.: GENERAL SESSION

Dawn Behnke

Executive Vice President, Consumer Markets, Pacific Life

Dawn Behnke serves as executive vice president of Consumer Markets at Pacific Life. In this role, she is responsible for the growth and profitability of the division, as well as the continued expansion efforts in core and new markets.

Behnke joined Pacific Life as a program manager in 2001, overseeing the new business improvement program and the merger of the two-primary go-to-market distribution channels. In 2003, she was promoted to director and then in 2004, was promoted to assistant vice president, Sales and Marketing Operations. She launched the first field productivity program across 22 regional offices and facilitated efficiency initiatives across the Life Insurance Division’s distribution channels. In 2006, Behnke was promoted to vice president, then to senior vice president in 2010 where she was responsible for the Life Insurance Division’s product, marketing, underwriting, information technology, and strategic planning functions. In 2017, Behnke was promoted to executive vice president. She earned a B.S. from Penn State and an M.B.A. from Lehigh University.

John H. Bultema, III
President and Chief Executive Officer, Columbus Life Insurance Company, The Lafayette Life Insurance Company
  • Wednesday, April 26, 2023

    9:15 a.m. - 10:15 a.m.: GENERAL SESSION

John H. Bultema, III

President and Chief Executive Officer, Columbus Life Insurance Company, The Lafayette Life Insurance Company

John Bultema is president and chief executive officer of Columbus Life Insurance Company and The Lafayette Life Insurance Company. Both companies are members of Western & Southern Financial Group based in Cincinnati. Bultema joined Western & Southern Financial Group in 2017 as the senior vice president of Institutional Markets with responsibility for building institutional relationships in the pension risk transfer, bank-owned life insurance and other markets. He has been developing solution suites that deliver group retirement and personal protection products to small businesses. This work continues in his roles with Lafayette Life and Columbus Life and will provide further opportunities to leverage the highly regarded retirement services capabilities of those companies. He joined Western & Southern following a 22-year career at Fifth Third Bank and Old Kent Bank, where he held a variety of leadership positions, including region president and chief executive officer – Central Florida; region president – Western Michigan; executive vice president – Business Banking Group; and executive vice president – Treasury Management.

His nonprofit activities include serving on the board of Best Point, the University of Cincinnati Lindner School of Business Advisory Board, the Grand Valley State University Foundation, the Grand Valley State University Siedman School of Business advisory board and a member of the Cincinnati Chapter of Young Presidents Organization (YPO). Prior to moving to Cincinnati, he was very active in a number of other nonprofits, including United Way, YMCA, Central Florida Partnership (including the founding chairman of the Transportation task force) and Ronald McDonald House. Bultema holds a bachelor’s degree from Grand Valley State University and an MBA from Western Michigan University. He and his wife, Tiffany, have two children and reside in Indian Hill, Ohio.

Robert Schaffer
Vice President, Product Solutions, Individual Life Insurance, Prudential Financial, Inc.
  • Wednesday, April 26, 2023

    9:15 a.m. - 10:15 a.m.: GENERAL SESSION

Robert Schaffer

Vice President, Product Solutions, Individual Life Insurance, Prudential Financial, Inc.

Rob Schaffer is the vice president of Product Solutions for Prudential’s Individual Life Insurance business. In this role, Rob is responsible for Individual Life Insurance’s comprehensive product portfolio that balances the needs of customers and distribution partners while delivering smart growth and enduring financials. Prior to joining Prudential, Rob was the general manager of USAA’s life insurance line, responsible for products and experience designed to support USAA members’ core life insurance needs. Before this, Rob was the General Manager of USAA’s Phoenix campus with responsibility for more than 4,000 employees and external community relations, including USAA’s military affairs and government relations for the State of Arizona. Prior USAA roles included leading Life Operations, where Rob was accountable for product strategy, development and management of USAA’s annuity products. Rob also spent time with CUNA Mutual Group and Thrivent, heading up Customer Operations, Product Management and Research functions, respectively.

Rob earned his Bachelor of Science degree in civil engineering from the University of Illinois at Champaign-Urbana and his Master of Science degree in Operations Research from the Naval Postgraduate School. Rob proudly served 10 years in the United States Marine Corps and actively volunteers and supports various organizations serving veterans. In addition, Rob is a member of Prudential’s business resource group, VETNET.

John Carroll
Senior Vice President and Head of Insurance and Annuities – U.S. and Canada, LIMRA and LOMA

John Carroll

Senior Vice President and Head of Insurance and Annuities – U.S. and Canada, LIMRA and LOMA

Senior Vice President and Head of Insurance and Annuities – U.S. and Canada, LIMRA and LOMA

John Currier
President, Retail Markets, F&G Annuities & Life, Inc.
  • Wednesday, April 26, 2023

    9:15 a.m. - 10:15 a.m.: GENERAL SESSION

John Currier

President, Retail Markets, F&G Annuities & Life, Inc.

John Currier manages F&G’s Retail business unit as the President, Retail Markets, a position he was named to in February 2021. He is responsible for business unit profit and loss, and he oversees sales, operations, marketing, new business profitability and in-force management for all of the company’s retail sales of life and annuity products. Mr. Currier joined F&G in May 2015 as Deputy Chief Actuary and was named Chief Actuary in October 2016. Mr. Currier has over 30 years of life and annuity industry experience.  He is a Fellow of the Society of Actuaries and graduate of Butler University.

Steve Scanlon
Managing Director and Head of Individual Retirement, Equitable
  • Wednesday, April 26, 2023

    9:15 a.m. - 10:15 a.m.: GENERAL SESSION

Steve Scanlon

Managing Director and Head of Individual Retirement, Equitable

Steve Scanlon is Head of Individual Retirement at Equitable and a member of Equitable’s Operating Committee. In this role, he is responsible for driving strategy of the Individual Retirement business across distribution, product, inforce portfolio, M&A, capital, and strategic relationships. Prior to his current position, Steve was Head of Group Retirement at Equitable, responsible for strategy, implementation and financial results for the defined contribution business, supporting the education, government and corporate markets. His key accomplishments include pioneering new ways to reach and support educators amidst the COVID-19 pandemic, enhancing Equitable Financial’s portfolio and forging innovative partnerships.

Prior to joining Equitable, Steve was the co-founder of GuardVest, a fintech startup. He also held several leadership roles with AllianceBernstein, serving as Managing Director of Bernstein Global Wealth Management, Head of Global Sales AB Defined Contribution, and Senior Vice President and Head of AB Insurance Subadvisory Services after starting his career at Wood Logan. Steve graduated from the University of Missouri-Columbia and currently resides in Kansas City, MO with his three children.

Liza Tyler
Head of Annuity Solutions, Transamerica
  • Wednesday, April 26, 2023

    9:15 a.m. - 10:15 a.m.: GENERAL SESSION

Liza Tyler

Head of Annuity Solutions, Transamerica

(Vice-Chair)
Head of Annuity Solutions, Transamerica

Bryan Hodgens, AIF
Senior Vice President, Head of Research, LIMRA and LOMA

Bryan Hodgens, AIF

Senior Vice President, Head of Research, LIMRA and LOMA

Bryan Hodgens is Senior Vice President and Head of Research for LIMRA and LOMA. In this capacity, he develops and executes the research strategy for both the distribution and retirement research programs, focused on providing insights and best practices to address the current and emerging business challenges facing LIMRA members.

Hodgens joined LIMRA in 2022 with more than 25 years of executive experience at companies such as AIG, Wells Fargo Advisors and Asset Growth Partners. Most recently, he was senior vice president and head of LPL Financials’ Retirement Plans and Financial Planning Group.

He earned his Bachelor of Arts degree in economics from Emory University in Atlanta Georgia.

Agenda

Registration

Early Registration Fee: (By March 16, 2023)
All Partner Members: $1,450
Non-members: $2,125

Standard Registration Fee: (After March 16, 2023)
LIMRA, LOMA, SOA and ACLI Members: $1,650
Non-members: $2,325

LIMRA|LOMA Canadian members — please email customer.service@limra.com for special registration instructions.

Group Registration Discount:

Take advantage of our group rates to ensure your team’s knowledge stays relevant and up-to-date amid the changing trends and directions in the industry.

We are pleased to offer two group registration options that you can secure by contacting customer.service@limra.com.

  • 5–9 — Registrants from the same company will receive a $150 discount per person when using the quantity discount promo code provided.
  • 10+ — Companies may purchase 10 or more registrations and receive a 20% discount on the total registration fee. A single payment is required along with the total number of registrants. We will provide a special company link/code for your organization to distribute to the group.

Note: Discounts may not be combined with any other discount offer. We cannot combine existing individual registrations into group registrations.

Cancellation Policy:

In the event that a scheduled meeting or event is cancelled by LIMRA and LOMA for any reason, LIMRA and LOMA shall refund any conference registration fees that have been paid by the registrant. Under no circumstances, however, shall LIMRA and LOMA be liable to the registrant for any other expenses including, but not limited to, airfare and hotel expenses incurred by the registrant. All cancellations must be received in writing. Email customer.service@limra.com

Attendee Cancellation Policy:

All cancellations must be received in writing. Email customer.service@limra.com. Cancellations received before April 3, 2023, will be refunded, less a $75 processing fee. Cancellations received from April 3 to April 17, 2023 will be refunded, less a $375 processing and administrative fee. No refunds will be issued after April 17, 2023.

2023 COVID-19 Health and Safety Protocols

Please check this page regularly for health and safety updates.
Updated: [3/8/2023]

LIMRA and LOMA and LIC are committed to health and safety. We request that all conference and event attendees follow any and all applicable COVID-19 restrictions, rules, and safety requirements at the event that are either required by applicable law, rule or ordinance, or the event location. We thank you in advance for your patience and cooperation during these unprecedented times.

On-Site at the Event

  • Adhere to social distance protocols.
  • Wash hands frequently throughout the meeting.
  • Cover your nose and mouth when coughing or sneezing.
  • Comply with any protocol signage displayed.
  • Self-monitor and report any symptoms to meeting organizers immediately.
  • If you are having symptoms and need to seek medical attention, there will be a list of service options available.
  • If you test POSITIVE for COVID:
    • Notify the meeting organizer and if you choose to remain at the conference, self-quarantine in your room for at least three days, or until you receive a NEGATIVE test result.
    • Once you test NEGATIVE, you may return to the conference. Please wear a mask for the duration of the conference.
    • Report your status to the convening team so the proper contact tracing interview can be conducted.

Post Event

  • Notify event organizer if you test positive for COVID-19 up to 14 days after returning home.

Hotel / Venue

Grand America Hotel

555 South Main Street
Salt Lake City, Utah, USA, 84111

Hotel Reservations

1-800-437-5288 (mention the Life Insurance & Annuity Conference)

Make your reservations by March 30, 2023 by following the reservations link, or by calling the reservations phone number and mention the LIMRA Life Insurance & Annuity Conference in order to receive the group rate of $270.00 single/double (plus applicable sales taxes). Requests after March 30, 2023 will be accepted on the basis of space availability. The group guest room rate will be offered three days prior and three days after the meeting dates subject to availability and must be booked by calling the hotel.

Please note that hotel rates will go up after the cut-off date or when the meeting room block sells out, whichever comes first. Make your reservations early to be able to take advantage of our discounted rates.

If you receive any unsolicited or suspicious email or phone call about a hotel booking in conjunction with this meeting, our advice is not to click on it, but delete the email immediately. In the case of a phone call, never give out your credit card information. Our designated conference hotels will not call you unless you contact them first.

Become a Sponsor or Exhibitor

The Life Insurance & Annuity Conference provides the opportunity to learn from and interact with individuals involved in the development, operations, marketing, distribution, technology and administration of life insurance and annuity products.

Join the conversation by securing a sponsorship or exhibiting at the conference.

Learn more about Sponsor and Exhibitor Opportunities

Nicole Chiarodo
Sponsor/Exhibitor Sales
nchiarodo@limra.com

Nicole Chiarodo
Sponsor/Exhibitor Sales
nchiarodo@limra.com

Sponsors and Exhibitors

Premier Sponsors

Elite Sponsors

Associate Sponsors

Media Sponsors

Exhibitors

Contact us to learn more:

Emma Wandzy

Event Coordinator

LIMRA

(860) 298-3999

ewandzy@limra.com

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