Overview
Who Attends
Reserved for legal-reserve insurance company and fraternal CEOs and presidents, and nominated emerging leaders.
Highlights
The LIC CEO Forum is a great chance for chief executives from small to midsize life insurance companies and fraternals to get together in a unique peer networking retreat.
The CEO Forum will begin in the afternoon on Tuesday, August 25 for an outing and networking dinner, and will adjourn by noon on Thursday, August 27. (For LIC Board and Past Board Members, there will be a Board meeting Tuesday morning.)
The program will include featured presentations and roundtable discussion topics based on registrant requests, as well as attendee introductions and activity reports.
- Economic Review by Sam Tenenbaum, Cushman & Wakefield
- Change Management Discussion surrounding adapting to change in the context of using agentic AI in insurance
- LIMRA Lifetime Income Initiative by Bill Nash, Head of Member Relations and Sales, LIMRA and LOMA
- Investment and Portfolio Management Solutions for Small to Midsize Life
Insurers by Patrick Tuttle, Managing Director, JP Morgan Chase
NEW: Emerging Leaders Program
LIC Member CEOs can nominate emerging candidates for senior leadership positions to participate in the new LIC Emerging Leaders Program and Summer CEO Forum. There is a special discounted Emerging Leader rate for the CEO Forum, and the inaugural Emerging Leaders gathering will be held prior to the CEO Forum evening event on Tuesday, August 25. Registered Emerging Leaders will then be included in all CEO Forum sessions. Program is limited to no more than two per company.
For CEOs interested in bringing an emerging leader to the 2026 Summer CEO Forum, have them sign up here. See the Registration tab for rates and promo code.
For more information about this developing program, preview the Draft Charter or contact Dean Lambert at dlambert@limra.com.

