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2023 Wholesaler Leadership Summit

The Sky's the Limit

5/9/2023 - 5/10/2023
Magnolia Hotel Houston, Houston, TX

Overview

Who Attends

Individuals from LIMRA member companies who lead external wholesaling and/or internal wholesaling teams.

Team leads are not eligible; you must supervise an entire sales desk or lead an external wholesaling team to qualify.

Highlights

Created by leaders of external and internal wholesalers, this uniquely designed event connects participants with peers and actionable solutions. This is the only event of its kind for leaders of wholesalers — a highly interactive format that blends open discussions and dynamic presentations from thought leaders with plentiful opportunities to network, exchange ideas, meet new people, connect with peers and more. Attending this event will help you reach new heights with your wholesaling teams.

Watch this site for more details as we get closer to the event.

Speakers

John Behn
National Sales Director, Vymo
  • Wednesday, May 10, 2023

    8:00 am - 8:30 am: GENERAL SESSION

John Behn

National Sales Director, Vymo

For over 30 years, John Behn has honed his expertise and passion for coaching others to greatness in strategic and tactical leadership in and across several verticals in the insurance and financial services space, including life insurance and annuity wholesale distribution.

He consults with insurance and financial services organizations to provide salespeople and sales managers with proactive, mobile-first sales enablement tools built specifically for the industry to which he has dedicated his life.

Chris Callahan
Member Relations Director, LIMRA and LOMA

Chris Callahan

Member Relations Director, LIMRA and LOMA

Chris is a 32 year financial services veteran who has spent the majority of his career in the annuity, retirement and insurance space.

Most of Chris’ industry experience comes from being in the field as a wholesaler and retirement specialist.  He has worked with sales, marketing and product development leadership at insurance companies and financial institutions to create awareness of the importance of retirement planning and asset protection.

Mike Dunne
Vice President, Business Development Partners Group, Corebridge Financial (AIG Life and Retirement)
  • Wednesday, May 10, 2023

    10:15 am - 11:15 am: GENERAL SESSION

Mike Dunne

Vice President, Business Development Partners Group, Corebridge Financial (AIG Life and Retirement)

Mike Dunne is responsible for business development and life insurance sales within the Partners Group distribution channel. In this role, he partners with distributors and designs custom plans that help them achieve their goals and serve their agents. He has 25 years of experience working with agents and advisors to help their clients plan for what matters most.

Prior to joining Corebridge, Dunne held leadership positions at top life insurance companies including National Life Group, Penn Mutual Life Insurance Company, and The Hartford. Dunne also works closely with ZeroCancer.org where he is a Zero Champion and mentor.

Ashley Golson
Senior Vice President, National Sales Desk, Jackson National Life Distributors, LLC
  • Wednesday, May 10, 2023

    10:15 am - 11:15 am: GENERAL SESSION

Ashley Golson

Senior Vice President, National Sales Desk, Jackson National Life Distributors, LLC

Ashley Golson is responsible for leading the company’s team of internal wholesalers, which provides sales support to financial professionals nationwide. She is also responsible for directing Sales Operations, Distribution Training, and Jackson’s Career Development Program.

Prior to her current role, Golson served as the vice president of Salesforce and regional vice president covering Houston, Texas.

She is a member of Jackson’s Diversity and Inclusion Advisory Council, which is dedicated to developing strategies to advance an inclusive and diverse work environment. She is also an active leader within Jackson’s Empower Network, which supports the professional development and mentoring of female associates within the organization.

Caitlin Irby, FLMI
Vice President, Life Insurance Internal Sales and Distribution Support, Corebridge Financial (AIG Life and Retirement)
  • Wednesday, May 10, 2023

    10:15 am - 11:15 am: GENERAL SESSION

Caitlin Irby, FLMI

Vice President, Life Insurance Internal Sales and Distribution Support, Corebridge Financial (AIG Life and Retirement)

Caitlin Irby joined AIG L&R in 1992 and has held leadership roles in Life Insurance Sales, Annuity Operations, Plan Administration and Project Management. For the last ten years, she has been leading teams of Life Insurance Internal Wholesalers, Internal Sales Consultant, Distribution Technology Support teams and Trainers. 

Irby has served as a mentor to Corebridge young professionals and military veterans as they transition into civilian work through ACP. She is also a business leader of Corebridge Working Families ERG. 

Debra Jasper, Ph.D.
Founder and CEO, Mindset Digital
  • Tuesday, May 9, 2023

    1:15 pm - 2:45 pm: GENERAL SESSION

Debra Jasper, Ph.D.

Founder and CEO, Mindset Digital

International speaker Debra Jasper, Ph.D. has delivered keynotes and master classes in more than a dozen countries around the world, from Ukraine to Dubai.

She serves as a Faculty Fellow at The Ohio State University, where she teaches graduate courses in managing in a hybrid world. Recently named one of the top 12 Winning Women entrepreneurs in North America by Ernst & Young, Debra has been intensely focused for more than a decade on how to engage clients and colleagues virtually.

Today, thousands of professionals, from small businesses to Fortune 100 firms, are enrolled in her firm’s gamified, high-performance online coaching programs that drive new habits—and measurable results.

Colin Lake
President and Founder, Developing the Next Leader
  • Wednesday, May 10, 2023

    1:30 pm - 2:30 pm: GENERAL SESSION

Colin Lake

President and Founder, Developing the Next Leader

In 2015, Colin Lake launched Developing the Next Leader to help wholesalers, financial professionals and sales leaders solve for their three most critical factors: more meetings with the right clients, creating efficiency in their life and business, and reaching their goals.

Lake delivers training and learning development keynote presentations as well as working closely with wholesalers and financial professionals showing and sharing with them how to create effectiveness, while remaining efficient.

Prior to his current position, Lake worked in many sales positions including head of sales for RS Investments and various wholesaler and management positions with The Hartford Financial Services Group.

After extensive work and success in the financial services industry, he launched DtNL, a charitable organization, that helps inactive or retired military make a successful entrance into the financial services industry.

Venkat Malladi
Co-founder and CTO, Vymo
  • Wednesday, May 10, 2023

    8:00 am - 8:30 am: GENERAL SESSION

Venkat Malladi

Co-founder and CTO, Vymo

As co-founder and CTO of Vymo, Venkat Malladi spearheads the development and enhancements of a platform that is now used by over 350,000 sales people across more than 65 financial institutions.

Prior to founding Vymo, Malladi worked with Google and played a key role in critical developments such as Mobile Search and Mobile Maps.

Malladi is also a member of the Forbes Technology Council.

Brian Nicolarsen
Vice President, Wire and Regional Broker/Dealer Sales, Jackson National Life Distributors, LLC
  • Wednesday, May 10, 2023

    10:15 am - 11:15 am: GENERAL SESSION

Brian Nicolarsen

Vice President, Wire and Regional Broker/Dealer Sales, Jackson National Life Distributors, LLC

Brian Nicolarsen serves as Vice President, Wire and Regional Broker/Dealer Sales for Jackson National Life Distributors LLC. He is responsible for managing the Regional Vice Presidents.

Prior to this, he served in a variety of roles, including Business Development Consultant and Regional Vice President.

Agenda

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

Magnolia Hotel Houston

1100 Texas Street
Houston, TX, USA, 77002

(713) 221-0011

Hotel Reservations

Hotel Main Line: (713) 221-0011
Hotel Reservation Line: (888) 915-1110, press 2 for Houston

Identify yourself as part of the LIMRA Wholesaler Leadership Summit to receive the special group rate of $209.00 single/double plus applicable sales taxes.

Reservation requests received after April 17, 2023 will be accepted on room availability. The group rate will be offered three days prior and three days after the summit based upon availability. Make your reservations early to be able to receive our discounted rate.

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

Learn more about Sponsor and Exhibitor Opportunities

Nicole Chiarodo
Sponsor/Exhibitor Sales
nchiarodo@limra.com

Sponsors and Exhibitors

Sponsor

Contact us to learn more:

Laura A. Murach

Research Director, Distribution Research

LIMRA

(860) 214-7550

lmurach@limra.com

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