Conventions & Meetings

2020 Distribution Conference Pairs Great Keynotes with Opportunity to Network with Industry Peers

LIMRA: What will future customers expect from us?

Announces the Distribution Conference for Financial Services to be held in Tampa, Florida, from Feb. 25 to Feb. 27. Resister here.

WINDSOR, Conn. Jan. 16, 2020 – LIMRA today announced three dynamic speakers to talk about what future customers will expect, what diversity and inclusion looks like and how technology will change customer expectations at the upcoming Distribution Conference.

The event will be held in Tampa, Florida, from Feb. 25 to Feb. 27.

The Distribution Conference for Financial Services, Power of the Past—Force for the Future, draws close to 400 industry professionals who have a vested interest in channel growth, productivity and reshaping distribution to succeed in today’s business environment. This year’s event will feature prominent experts who will share insights on the latest distribution trends and strategies to best address the changing market.

Keynote speakers include:

Cam Marston, author, columnist, blogger and lecturer, Generational Insights, will discuss how financial services companies need to provide a new type of value to the next generation of clients

Sandy Eichel, diversity and inclusion consultant and wealth management advisor at Northwestern Mutual, will share how her own journey of authenticity led to her passion to change the financial services industry

Mike Walsh, founder and CEO of Tomorrow (an innovation consultancy), will talk about how financial institutions in the future will need to re-imagine both their products and platforms in order to remain relevant to tomorrow’s customers

There will also be an executive panel with Munhal Shah, co-founder and CEO of Health IQ, Westley V. Thompson, president and CEO, M Financial Group, and Doyle Williams, executive vice president and chief experience officer, Country Financial. Moderated by James Kerley, managing partner at Clearview Partners, the panel will explore what the salesforce of the future might look like.

Announcing New ‘Roundtable Discussions’

In addition to these speakers and breakout session on six different tracks—agency building, multi-line exclusive agent, brokerage, independent producer, direct-to-consumer, and financial management—new this year are “roundtable discussions.” These are an opportunity to have cross-channel strategic discussions with your peers, exchange ideas and learn what others are thinking across the industry.

new this year are “roundtable discussions...” an opportunity to have cross-channel strategic discussions with your peers

The 2020 Distribution Conference will be held at the Tampa Marriott Water Street in Tampa, Florida. Members of the press are welcome to attend the event at no cost. Please email the media contacts below for more details. For more information and to register online, visit here for information and to register..

 

 

 

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About LIMRA
Serving the industry since 1916, LIMRA, a worldwide research, consulting and professional development organization, is the trusted source for industry knowledge, helping nearly 600 insurance and financial services companies in 64 countries. Visit LIMRA at www.limra.com.