Meetings & Conventions

Working Together To Shape A More Purposeful Future

Executive perspective panel to discuss the future of the financial services industry at 2021 LIMRA Virtual Annual Conference

WINDSOR, Conn., Sept. 21, 2021 – The 2021 LIMRA Virtual Annual Conference, which will be held on Oct. 26-28, 2021, will focus on reaffirming our industry’s mission, leveraging the lessons learned during the previous year to help shape a more purposeful future.

Featured at this year’s conference is an executive panel, moderated by Mike Temple, chairman and chief operating officer at Protective Life, which will examine key external trends driving changes to the financial services industry now and in the future. Panelists include Grant Kvalheim, president and CEO, Athene USA; Neal Baumann, global insurance leader, Deloitte; and Kweilin Ellingrud, senior partner and head of McKinsey’s Life Insurance and Annuities practice in North America.

Phyllis Borzi, former assistant secretary for employee benefits security of the U.S. Department of Labor (DOL), and Fred Reish, partner at Faegre Drinker Biddle and Reath, LLP, will lead a breakout session on the new DOL fiduciary rule, “Prohibited Transaction Exemption 2020-02 (PTE 2020-02),” which goes into effect this December. The insights Borzi and Reish provide will be invaluable to carriers, broker-dealers and investment advisors preparing to comply with the PTE 2020-02 regulation.

Additional highlights of the Annual Conference program include:

  • David Levenson, president and CEO, LIMRA, LOMA and LL Global, will share his insights on how the lessons learned during COVID-19 will impact the financial services industry in the future.
  • LIMRA and the Boston Consulting Group (BCG) will share results from their latest survey of hundreds of industry leaders around the globe to learn what the industry’s greatest challenges are within the next five years.
  • Renowned practical futurist for The New York Times and columnist for NBC, Michael Rogers will provide a realistic, customized prediction on what the financial services industry might look like in 2030.

“The insurance and retirement industries were already evolving at an exceptional pace — the pandemic has only accelerated that,” said Levenson. “It is critical that we continue to bring industry leaders together to share knowledge and insights so that our members will be able to navigate all of these changes as effectively as possible for customers, employees and business partners.”

For more information about the agenda and to register, please visit: 2021 LIMRA Virtual Annual Conference (here)




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