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LIC Annuity Committee Meeting

Ideas for Growing Your Annuity Business

3/26/2024 ET - 3/27/2024 ET
Hosted by Equisoft, Montreal

Overview

Highlights

The LIC Annuity Committee Meeting is a chance for executives from small-to-midsize life insurance companies and fraternals, and relevant service providers, to get together in a unique peer networking meeting. Join us to learn, share your thoughts, and get feedback from other small companies involved in selling annuities.

Discussion topics will be selected by the registrants. Here are examples from past meetings:

  • Conservation and Pricing Experience with Products with Auto Renewals, Renewal Windows, etc. - Pros and Cons
  • Challenges and opportunities of bringing your first index annuity to market
  • Statutory reserve issues
  • How have companies responded to the pressures have higher yields as it pertains to working with investments to explore different asset classes, investment strategies, frequency of review, etc. over the last year?
  • What changes have companies seen regarding surrender trends on policies beyond surrender charge periods?

The itinerary begins at 2 pm on Tuesday, March 26 with attendee introductions and discussion before heading out to a hosted networking dinner. Wednesday March 27 we'll meet in the morning for presentations/discussion, and wrap up the program with lunch ending at 12:30 pm. 

Who Can Attend

The meeting is open to insurance company executives, with a discounted registration fee for LIC members, group discounts, and a discount for fraternal members of the American Fraternal Alliance. Affiliate Members/Vendors must sponsor the meeting in order to attend (see LIC sponsorship opportunities).

Remote Option Available

Registration can be either in person or remote. Registration fees and discounts are the same - simply select your option in the registration form.

Registration

LIC Committee Meetings are open to insurance companies/fraternals, as well as vendors/service providers that are sponsoring the meeting. Sponsorship Fee will be billed separately (see LIC Sponsorships). 

Insurance Companies

  • LIC Member: $215
  • LOMA/LIMRA Member: $275
  • Nonmember: $375
  • Earlybird Discount: Sign up by March 5 and save $50
  • Group Discount: After two paid registrations, use code GRP75 for 75% off the third and additional attendees
  • Fraternals: AFA Member Societies save $100 - register at the AFA Website

Affiliates/Vendors

  • LIC Member Sponsorship Fee: $850 billed separately
  • Nonmember Sponsorship Fee: $1350 billed separately
  • Includes one attendee (code SPONSOR)
  • Additional attendees pay applicable Registration Fee

Cancellation Policy

Refund Policy: All cancellations/substitutions and refund requests must be received in writing - please submit your request to customer.service@limra.com. Cancellations received by March 19, 2024, will be refunded, less a $25 processing fee. No refunds will be issued after March 19, 2024. Substitutions are allowed at no charge.

Register

Hotel / Venue

Meeting Location

Equisoft
1250 Boul. René-Lévesque O 32nd floor
Montréal, QC H3B 4W8, Canada

Recommended Hotel 

Le Centre Sheraton Montreal Hotel
1201 René-Lévesque Blvd W, Montreal, Quebec H3B 2L7, Canada
HOTEL WEBSITE 

Hotel reservations are on an individual basis; there is no room block so we encourage you to book your room as soon as possible. Plan to arrive by Wednesday, March 26 (meeting starts at 2 p.m.). The meeting will end at 12:30 p.m. on Thursday, March 27.

Passport Requirement: According to the U.S. Department of State, U.S. citizens need a passport that is valid at time of entry. If your passport is expiring before March 26, plan on expedited renewal taking 2-3 weeks plus mailing time.

Sponsors

Non-insurance companies must be a sponsor in order to attend LIC Committee Meetings. Reserve your sponsorship today! LIC Sponsorship Form

Thank You To Our Meeting Sponsors!

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