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2023 Marketing Forum

Where Marketers Gather

5/17/2023 - 5/19/2023
Caesars Palace, Last Vegas, NV

Overview

Who Attends

Marketing and communications leaders and professionals from financial services organizations in the life insurance, retirement, and workplace benefits markets. Attendees represent a wide variety of marketing functions and distribution channels.

Highlights

Designed for insurance industry marketers, by insurance industry marketers, the Marketing Forum offers attendees the opportunity to actively engage with their peers to share best practices and discuss shared challenges in the context of the insurance space. Through a combination of compelling main stage presentations, specialized breakout sessions, interactive workshops, guided discussions, and enhanced networking opportunities, attendees gain actionable insights to employ for immediate impact in their organizations.

Speakers

Dr. Marcus Collins
Head of Strategy Wieden+Kennedy; 2022 Cannes Lions Jury Member & Expert on Cultural Contagion
  • Thursday, May 18, 2023

    8:50 am - 9:50 am: GENERAL SESSION

Dr. Marcus Collins

Head of Strategy Wieden+Kennedy; 2022 Cannes Lions Jury Member & Expert on Cultural Contagion

Marcus Collins is an award-winning marketer and cultural translator with one foot in the world of practice — serving as the Head of Strategy at Wieden+Kennedy New York — and one foot in the world of academia — as a marketing professor at the Ross School of Business, University of Michigan. Over the course of his career, Marcus has developed a practice for creating culturally contagious ideas that inspire people to take action. His strategies and creative contributions have led to the launch and success of Budweiser’s “Made In America” music festival, the Brooklyn Nets (Hello Brooklyn!), and State Farm’s “Cliff Paul” campaign — among others.

Dr. Marcus Collins is an award-winning marketer and expert on cultural contagion, meaning-making, brand strategy and consumer behavior. He has spent his career translating culture for brands and translating brands for culture, becoming the architect of some of the best-known advertising campaigns of our time. Marcus has championed strategies for blue chip brands such as McDonald’s, Apple, Google, State Farm, Target, Peloton, and Budweiser, and even ran digital strategy for Beyonce.

Marilyn Sherman
Founder, UpFront Presentations
  • Thursday, May 18, 2023

    4:00 pm - 5:00 pm: GENERAL SESSION

Marilyn Sherman

Founder, UpFront Presentations

Marilyn Sherman, Founder of UpFront Presentations has dedicated her 25+ year career in motivating and inspiring audiences across the country. She is a highly sought-after keynote speaker and author who is driven to move her audiences out of their comfort zone and into the front-row of their work and personal lives. Her engaging and fun personality makes Marilyn the perfect choice, even for audiences that are often hard to motivate. She is hired to engage audiences with stories of hope and inspiration along with practical tools to immediately implement when they leave the conference.

Marilyn is best known for customizing her keynotes to each audience, with attendees often saying “She was speaking directly to me. I needed that message today.” She also often hears, “Wow, she is so much more than a motivational speaker!” Marilyn was inducted into the National Speaker Association’s CPAE Speaker Hall of Fame, one of 182 members in the world who hold this designation. Marilyn is also the author of three motivational books including “Is There A Hole In Your Bucket List? “, “Whose Comfort Zone Are You In?”, and “Why Settle for the Balcony, how to get a Front-Row Seat in Life.” Marilyn lives in Las Vegas with her husband and travels quite a bit to keynote events, and also loves to be a local resource to the many conventions that are held in Las Vegas each year.

Doyle Williams
Chief Marketing Officer, Protective Life Corporation
  • Wednesday, May 17, 2023

    2:40 pm - 3:20 pm: GENERAL SESSION

Doyle Williams

Chief Marketing Officer, Protective Life Corporation

Doyle Williams is the Chief Marketing Officer for Protective Life Corporation. He leads enterprisewide marketing efforts designed to help elevate the Protective brand and accelerate its strategic growth plans. Williams first joined Protective in July 2020 as senior vice president, distribution companies. In that role, he led work to unify Protective’s insurance and financial planning affiliates, ultimately launching Concourse Financial Group in July 2021. Prior to Protective, he was an Executive Vice President with COUNTRY Financial where he held the roles of Chief Marketing Officer and Chief Experience Officer. He also served as Chief Executive Officer of COUNTRY Capital Management, the company’s broker/dealer subsidiary. Doyle has served on the board of directors of LIMRA, LOMA, LL Global, as a member of The American College Board of Trustees, the Marketing Advisory Board at Illinois State University, and several other financial services industry associations. Williams earned his Master of Business Administration from the University of Illinois and a Bachelor of Science, Business Administration, from Illinois State University. He holds the Chartered Life Underwriter, Chartered Financial Consultant, and Chartered Property Casualty Underwriter designations. He is also a registered securities principal holding Series 7, 63, 65, and 26 licenses.

Closing Panel Speakers

Lori Dentch
AVP, U.S. Segment Marketing, John Hancock
  • Friday, May 19, 2023

    10:00 am - 11:00 am: GENERAL SESSION

Lori Dentch

AVP, U.S. Segment Marketing, John Hancock

Lori is a hands-on leader who excels at partnering with our product development and insurance distribution teams to bring new life insurance products and initiatives to market.

As AVP of U.S. Segment Marketing at John Hancock, she sets and executes the overall marketing strategy to drive sales for the life insurance business unit. She is lucky to spend most of her time working with her distribution partners and product managers to develop and implement innovative marketing initiatives to John Hancock’s vast network of producers and leads a team of innovative marketing individuals charged with executing on all U.S. marketing campaigns.

Lori was a Division I student athlete at Boston College where she graduated with a BA in Economics and earned an MBA from Bentley University. She lives in Massachusetts with her husband and two college-aged sons.

John Proaño
Director, Customer Engagement & Omnichannel Marketing, Prudential
  • Friday, May 19, 2023

    10:00 am - 11:00 am: GENERAL SESSION

John Proaño

Director, Customer Engagement & Omnichannel Marketing, Prudential

John Proaño is the Director, Customer Engagement & Omnichannel Marketing at Prudential Financial. John is responsible for strategic planning and execution of segmented and personalized engagement campaign strategies across GI target customers. John has 10 years of experience in the Financial Services industry, and 13 years in the Technology sector. He joined Prudential in 2012 and has held several positions in the organization, including Director, Social Media & Business Enablement and Director, Enrollment and Financial Wellness Participant Engagement.

Jonathan Yoon
Vice President, Head of Life Marketing, Nationwide
  • Friday, May 19, 2023

    10:00 am - 11:00 am: GENERAL SESSION

Jonathan Yoon

Vice President, Head of Life Marketing, Nationwide

Jonathan Yoon is VP of Life Marketing. Since 2021, he has been Head of Marketing for Nationwide’s Individual Life business which is a Top10 carrier in the industry. Prior to this role, Jonathan was leader of Strategic Channel Marketing for Retirement Solutions business.

Before joining Nationwide in 2013, he spent 15 years in the Financial Services industry in a variety of team leadership roles with Fortune 500 companies across US and Asia including MetLife, Samsung Life, and PwC Consulting. In addition to the private sector experience, Jonathan served two years as Army Sergeant in the Eighth US Army.

Jonathan holds an MBA from The Wharton School of the University of Pennsylvania and a Bachelor of Business Administration from Yonsei University. Jonathan serves on LIMRA’s Diversity Marketing Committee, ANA Measurement Committee and is a Board member of Vivo Music Festival, a Columbus-based nonprofit organization. He is a world traveler: raised in five countries and travelled to 40 countries across five continents.

Agenda

Registration

Early Registration Fee (by 4/14/23):
Member: $1,450
Nonmember: $2,650

Standard Registration Fee (after 4/14/23):
Member: $1,650
Nonmember: $2,850

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 for any reason, LIMRA shall refund any conference registration fees that have been paid by the registrant. Under no circumstances, however, shall LIMRA 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. Cancellations received before April 25, 2023, will be refunded, less a $75 processing fee. Cancellations received from April 25, 2023 to May 10, 2023 will be refunded, less a $375 processing and administrative fee. No refunds will be issued after May 10, 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

Caesars Palace

3570 Las Vegas Boulevard South
Las Vegas, NV, USA, 89109

866-227-5938

Hotel Reservations

Caesars Palace
3570 Las Vegas Boulevard South
Las Vegas, NV 89109
Phone: 866-227-5938

To make hotel reservations:
Make your reservations by April 14, 2023 to receive the group rate of $137 single/double (plus applicable sales tax currently). Requests after April 14, 2023 will be accepted based on space availability. Please note that hotel rates will go up after April 14, 2023 or when the meeting room block sells out, whichever comes first. Make your reservations early to be able to take advantage of our discount rates.

For guests that prefer to phone in their reservations, they may call the Reservation Center at 866-227-5944 to secure a reservation on the group block. However, guests should be aware that a processing fee of $15.00 per reservation will be incurred if they choose not to use the dedicated web link.

Extend your stay:The group guest room rate will be offered three (3) days prior and three (3) days after to the meeting dates, subject to availability at the time of your reservation.

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 Marketing Forum brings together marketing and communications leaders and professionals from financial services organizations in the life insurance, retirement, and workplace benefits markets.

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

2023 Marketing Forum — Sponsor and Exhibitor Prospectus

Nicole Chiarodo
Sponsor & Exhibitor Sales
nchiarodo@limra.com

The Exhibit Hall will provide sponsors and exhibitors with a powerful forum to engage attendees. Secure your space via the link below.

Sponsors and Exhibitors

Media Sponsors

Exhibitors

Contact us to learn more:

Emma Wandzy

Event Coordinator

LIMRA

(860) 298-3999

ewandzy@limra.com

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