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2027 Distribution and Marketing Conference

Overview    Speakers     Registration    Agenda    Hotel/Venue    Sponsors

Growth doesn't happen by standing still. Join distribution and marketing leaders as they explore new opportunities, innovative strategies, and emerging technologies that can help organizations create momentum, strengthen customer connections, and accelerate growth.

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Conference Starts: March 15 at 11:30am EST

Conference Adjourns: March 17 at 11:30 am EST

Overview

Who Attends

Distribution and marketing professionals responsible for driving growth, enhancing productivity, and positioning their organizations for success. Attendees include leaders in distribution, sales, marketing, recruiting, compensation, finance, training, product development, and annuity distribution. Join industry experts and business leaders for timely insights, practical strategies, and unparalleled networking across agency, brokerage, independent, multi-line, and financial management channels

Highlights

The insurance industry is evolving — and so are the opportunities for growth. Changing distribution models, shifting customer expectations, advances in AI and data, product innovation, talent challenges and increasing market complexity are reshaping how organizations create and deliver value.

Traditional approaches alone can't keep pace with a rapidly changing marketplace. New technologies, evolving customer needs and emerging distribution models are creating new possibilities for how products are developed, marketed, sold and delivered.

The question isn't whether our industry will change, but how we can turn that change into opportunity.

The theme Igniting Growth is a call to spark new thinking, explore new possibilities and create momentum for growth. It's about looking beyond the challenges facing the industry to identify where innovation, technology, data, talent and stronger connections can create new opportunities.

Key questions we’ll explore will include:

  • Where are the new opportunities for growth—and what might we be missing?
  • How can we evolve distribution strategies to meet changing customer and financial professional expectations?
  • How can AI, data and personalization help us make smarter decisions and create stronger connections?
  • What new approaches to products, marketing and customer engagement can create value?
  • How can we develop the talent, capabilities and partnerships needed to grow in a changing environment?
  • Where can innovation—large or small—create meaningful business results?

This year's conversations will give leaders new ideas, perspectives and practical strategies for turning industry change into opportunity, building momentum and driving sustainable growth.

Because growth doesn't happen by standing still. It happens when we ignite what's possible.

Don't miss this premier event for distribution and marketing professionals.

Speakers

Chris Blunt
Chief Executive Officer, Peak Altitude Equity

Chris Blunt

Chief Executive Officer, Peak Altitude Equity

Chris Blunt is the Chief Executive Officer of Peak Altitude Equity, LLC, where he leads the business in supporting and growing independent distribution. Prior to this role, Blunt served as President and CEO of F&G for seven years, transitioning in 2026 to lead Peak Altitude Equity while continuing to serve as a Director of F&G. His 33-year career spans leadership roles across insurance, investment, and wealth management, including serving as CEO of Blackstone Insurance Solutions and spending 13 years in executive positions at New York Life.

Blunt is highly active in industry governance, currently serving as the Chairman of the LL Global (LIMRA and LOMA) Board of Directors and Vice Chairman of the YMCA Retirement Fund. He holds a Bachelor of Arts in history from the University of Michigan and an MBA in finance from The Wharton School at the University of Pennsylvania.

Chris currently serves on the Board of Trustees of the YMCA Retirement Fund and is a LIMRA and LOMA Board Member, serving as Chairman. He received a B.A. in history from the University of Michigan and an MBA in finance from The Wharton School at the University of Pennsylvania.

Meghan Doscher, CPA
Head of Brand and Marketing, MassMutual

Meghan Doscher, CPA

Head of Brand and Marketing, MassMutual

Meghan Doscher is Head of Brand and Marketing at MassMutual, where she leads the evolution of one of the nation's most trusted financial services brands. She oversees enterprise brand strategy, marketing transformation, and engagement initiatives that strengthen advisor and customer relationships, enhance market relevance, and support business growth. Known for driving large-scale transformation, Doscher partners closely with senior business leaders to modernize marketing capabilities, leverage data and insights to improve decision-making, and position MassMutual for long-term success.

Prior to her current role, Doscher served as senior vice president and chief marketing officer at Brighthouse Financial, where she led marketing strategy, brand development, and sales enablement—all contributing to industry-leading revenue growth. She also played a key advisory role in governance and strategy following the company’s separation from MetLife. Prior to that, Doscher spent nearly 15 years with MetLife in progressive leadership roles supporting its U.S. businesses, including leading the successful integration of three U.S. retail career agency channels into one cohesive channel, the MetLife Premier Client Group. Doscher began her career as a certified public accountant at PricewaterhouseCoopers, prior to moving to MetLife to join their U.S. Retail financial accounting department.

Doscher holds a Bachelor of Science in Accountancy from Villanova University and is a Certified Public Accountant. She also holds Series 6 and Series 26 licenses. She is an executive board member and operating committee member for the Villanova School of Business Center for Marketing and Consumer insights (CMCI). She is also a Board member and mentor for the Villanova School on Business Mentor Program. Doscher is an active member of the LIMRA CMO Committee, ANA Global CMO Growth Council, FINSECA and other industry organizations.

Cindy Hoes, MBA
Corporate Vice President, Head of Distribution Research , LIMRA and LOMA

Cindy Hoes, MBA

choes@limra.com

Corporate Vice President, Head of Distribution Research , LIMRA and LOMA

Cindy Hoes leads the organization’s research and thought leadership on financial services distribution, with a focus on distribution economics, organizational models, and emerging market trends. Cindy oversees more than 20 benchmark and discovery research studies as well as strategic collaborations with third-party consultants.

Prior to joining LIMRA and LOMA, Cindy served as Associate Vice President of the Nationwide Retirement Institute where she led strategy and research for programs that simplified the complexity of financial and retirement planning and workplace solutions for financial professionals, companies, and consumers.

Cindy is a Doctoral candidate at Burgundy School of Business, holds a Master of Business Administration from Saint Joseph’s University in Philadelphia and a Bachelor of Business Administration from Howard University in Washington, D.C.

Americus Reed
Whitney M. Young Jr., Professor of Marketing at the Wharton School, University of Pennsylvania, <br />Co-Founder of Persona Partners

Americus Reed

Whitney M. Young Jr., Professor of Marketing at the Wharton School, University of Pennsylvania, <br />Co-Founder of Persona Partners

Americus Reed II is a Professor of Marketing at the Wharton School , where he specializes in studies on brand equity and identity driven marketing – the study of creating and fostering “brand communities” that transcend the utilitarian aspects of products; connect to deep levels of emotional and social affiliation, and cultivate lifelong loyalty with consumers. Professor Reed brings 25 years of research, teaching and consulting experience in leveraging deep social psychological analysis on the complexity of how a person, organization, brand, or service creates self-expression and how this interfaces with various domains of business. He has worked with numerous fortune 100 organizations, including Estee Lauder, Google, Pearson, Microsoft, and Disney. When he’s not teaching, Professor Reed is a part-time entrepreneur and full-time fitness enthusiast, and co-founded Persona Partners, a consulting firm that focuses on strategies to create “Identity Loyalty”.

John Rossman
Former Amazon Executive, Author, Expert on Digital Disruption, Innovation, and IoT

John Rossman

Former Amazon Executive, Author, Expert on Digital Disruption, Innovation, and IoT

John Rossman is an early Amazon executive, keynote speaker, and 4x bestselling author. He played a pivotal role in launching the Amazon Marketplace in 2002 and has spent two decades advising enterprises like Novartis, Walmart, the Gates Foundation, and T-Mobile on their highest-stakes transformations. Today, his work centers on helping executive teams cut through complexity, place bold bets with conviction, and build the leadership frameworks needed to win in an era of relentless disruption.

2027 Hotel/Venue

Omni Amelia Island Resort
39 Beach Lagoon Road
Fernandina Beach, FL 32034
800-843-6664

Book your hotel room early!​​

Hotel Reservations

Call-in Reservations: 800-843-6664 (mention the Distribution and Marketing Conference)

Make your reservations by February 8, 2027​ to receive the group rate of $379.00 singles/doubles (exclusive of a $15.00 resort fee, local, state and occupancy tax). Requests after February 8, will be accepted based on space availability. Please note that hotel rates will go up after February 8, 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.

Extend your stay: The group guest room rate will be offered three (3) days prior to and three (3) days after the meeting dates, subject to availability at the time of your reservation. You may need to call the hotel directly to book the extra nights. 

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.

Become a Sponsor or Exhibitor

The Distribution and Marketing Conference connects industry experts, business thought leaders, and top-notch distribution professionals to examine the vital role distribution pays among today’s transformative forces and discuss strategies to successfully manage distribution.

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

Read More About our Sponsors and Exhibitors

Exhibitors

Contact us to learn more:

Suzanne Melanson

Conference Coordinator

Work Phone: (860) 285-7879

smelanson@limra.com

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