Life and Annuity Conference

Jointly hosted by

Who Attends

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

We have carefully curated a program that will focus not only on each individual product line, but also those topics that cross over. In addition, expanded content will once again include a track on Financial Crimes & Compliance.

2025 Life Insurance and Annuity Conference

Highlights

The theme — Reimagine Tomorrow — encapsulates the vision of a modern, dynamic, and consumer-centric industry by emphasizing innovation, adaptability, and forward-thinking strategies. At the 2025 Life Insurance & Annuities Conference, industry leaders will unite to explore strategies that break away from traditional models, embrace change, and continuously seek ways to enhance the consumer experience, driving growth and success in a rapidly changing world.

What essential factors should we focus on when envisioning the future of our industry?

Talent: To attract top talent, we need to address the evolving aspirations of younger workers and our industry’s traditional image. Improving our employment branding, offering competitive compensation, and fostering a dynamic, innovative work environment are key. Highlighting our mission and the positive impact we make can also appeal to purpose-driven younger workers.

Simplicity: To become more approachable and create positive outcomes for customers, we need to simplify at every touchpoint. This includes:

Simplifying complex products to enhance understanding, sales, and compliance
Using clear language in policy documents and marketing materials
Streamlining product features and offering modular options
Leveraging technology to simplify the buying process and improve the customer journey
Focusing on education and transparency to boost customer satisfaction and retention

Innovation: The industry is transforming through innovation, focusing on areas with the most impact. Key trends include:

Applied AI: Enhancing underwriting, claims processing, and customer service
Digital Platforms: Enabling policy management, instant quotes, and claims processing
Personalized Products: Using big data and analytics for tailored products
Next Level Automation: Automating repetitive tasks with RPA to reduce costs and improve efficiency
Trust Architecture: Improving cybersecurity and trust-building measures to boost customer confidence

Community Engagement Opportunity to help Heroes of New Orleans (HONO)

Click for details

These factors will be explored at the 2025 Life Insurance & Annuity Conference, where Reimagine Tomorrow is a call to action. Jointly hosted by LIMRA and LOMA, the Society of Actuaries, and ACLI, this premier event offers life insurance and annuity professionals rich cross-functional learning and networking opportunities in development, operations, marketing, distribution, regulation, technology, and administration.

Community Engagement: This year's Life Insurance and Annuities Conference will be providing an opportunity to leave a lasting impact through donations to Heroes of New Orleans (HONO). More Information

Speakers

Jon Carmichael

World-Renowned Astrophotographer

Jon Carmichael

World-Renowned Astrophotographer

Jon Carmichael is a world-renowned astrophotographer celebrated for capturing what many call "history's most amazing photograph"—his iconic image of the 2017 Great American Eclipse, taken from an airplane at 39,000 feet. His extraordinary journey to achieve this feat, including the obstacles he overcame, has inspired audiences worldwide, showcasing the transformative power of curiosity, perseverance, and bold thinking.

As a storyteller and keynote speaker, Jon demonstrates how embracing curiosity can spark innovation, overcome challenges, and unlock new possibilities in both business and life. His work has been featured on Good Morning America, USA Today, and The Wall Street Journal. He has collaborated with top brands like Twitter, Dell, and ESPN, and worked with luminaries such as President Obama, Elton John, and the Dalai Lama.

With breathtaking visuals and compelling storytelling, Jon’s presentations inspire teams to think beyond boundaries and reignite their curiosity as a superpower for success.

Ross Bernstein

Award-Winning Peak Performance Business Speaker, Publisher, Bestselling Sports Author, Television Guest & Analyst, CSP, CPAE

Ross Bernstein

Award-Winning Peak Performance Business Speaker, Publisher, Bestselling Sports Author, Television Guest & Analyst, CSP, CPAE

The best-selling author of nearly 50 sports books, Ross Bernstein is an award-winning peak performance hall of fame business speaker who's keynoted conferences for Fortune 500 companies on all seven continents and has been featured on CNN, ESPN, Fox News, and “CBS This Morning,” as well as in the Wall Street Journal, New York Times and USA Today.

Mallory Weggemann

4-time Paralympian, Team USA, and author

Mallory Weggemann

4-time Paralympian, Team USA, and author

Mallory Weggemann is a 4-time Paralympian for Team USA, most recently winning gold and silver medals in swimming at the Paris 2024 Paralympic Games. A 7-time Paralympic medalist and ESPN ESPY Award recipient, she’s a strong advocate for the disability community. Beyond athletics, she has worked as a reporter for NBC Sports at the 2018 and 2022 Winter Paralympic Games, hosted the 2024 Paris Olympic Games, and co-directed WATERSHED with her husband Jay Snyder, a documentary on their journey to the postponed Tokyo Paralympics and struggles with infertility.

In her 2021 memoir LIMITLESS, Mallory shared her journey of resilience, inspiring readers to embrace their paths and future possibilities. Paralyzed at 18, she discovered her purpose in storytelling and sports as forces for societal change.

Agenda

View the agenda

Hotel/Venue

JW Marriott Tampa Water Street/Tampa Marriott Water Street
510 Water Street/505 Water Street
Tampa, FL 33602

JW Marriott Tampa Water Street/Tampa Marriott Water Street
(888) 236-2427 (mention The Life Insurance and Annuity Conference)

Make your reservations at the JW Marriott Tampa Water Street or at the Tampa Water Street by March 13, 2026 by calling the reservations phone number and mention The Life Insurance & Annuity Conference in order to receive the group rate of $359 (JW Marriott Tampa Water Street) $319.00 (Tampa Water Street) single/double (plus applicable sales taxes). Requests after March 13, 2026 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 emails or phone calls about a hotel booking in conjunction with this meeting, our advice is to 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.