Overview

Who Attends

Professionals involved in the development, operations, marketing, distribution, technology or administration of life insurance products and annuities.

Highlights

The cross-functional nature of the event provides the opportunity to learn from and interact with those in other disciplines as well as your own. The Life Insurance & Annuity Conference will cover the important issues and identify strategies that will shape the industry's future. No other conference can offer you the depth and breadth of information that you'll find here.

We have carefully curated a program that will focus not only on each individual product line, but also those topics that cross over. In addition, expanded content this year will include a track on Financial Crimes & Compliance.

At the 2024 Life Insurance & Annuity Conference, executives from across the industry will come together to discuss strategies on successfully leading through today’s uncertain landscape and identifying areas of growth.

The life insurance and annuity industry can create significantly more value for both shareholders and consumers, but only if we can motivate millions of people to understand and fully embrace these products and their potential benefits.

The huge — and growing — protection and savings gaps clearly demonstrate that more individuals need insurance against a range of complex threats. We must navigate a sea of change including demographic shifts, technological innovation, resource challenges and regulatory demands to engage with these new consumers, and deliver a personalized experience tailored for their specific needs.

The bottom line is that customer needs have changed and insurers that move most swiftly to satisfy them will be in a stronger position.

This year’s conference will address how we can power growth as an industry and insure more people.

Don’t miss this premier event hosted by conference partners LIMRA and LOMA, SOA, and the ACLI.

Speakers

Brandon Carter, CLU, ChFC, CFP

Chairman and President, USAA Life Insurance Company

Brandon Carter, CLU, ChFC, CFP

Chairman and President, USAA Life Insurance Company

As Chairman and President, Brandon oversees the USAA Life Insurance Company and multiple subsidiaries. He has responsibility for the strategy and operations for product management and distribution, actuary, underwriting, servicing, and claims across the life, health and annuity portfolio and is leading the digital transformation of the business while preserving USAA’s legendary service.

Brandon is a member of USAA’s Executive Council, which oversees the strategy and day-to-day operations of USAA’s companies and staff agencies. The USAA family of companies provides insurance, banking and investment and retirement solutions to more than 13 million current and former members of the U.S. military and their families.

Prior to his current role, Brandon served as General Manager of USAA’s Phoenix Campus, with site management of the expanding facility and its more than 3,000 employees, external community relations, and support for USAA's military affairs and government relations for the State of Arizona. His additional responsibilities were serving as Vice President of Experience Management, leading the transformational journey to a relationship sales culture, marketing campaigns and design capabilities that deliver world-class member experiences.

Brandon joined USAA in 1997, and over his 26-year USAA career has excelled in multiple executive leadership positions focused on sales, marketing, service, operational efficiency, and transformation. He graduated from Texas A&M University with a Bachelor of Business Administration in Management. He currently holds the Chartered Life Underwriter, Chartered Financial Consultant designations and is a Certified Financial Planner.

Brandon sits on the Board of Trustees for The American College of Financial Services, and is past Chair of LL Global, the parent company of LIMRA and LOMA and a past member of the Board of Directors for the American Council of Life Insurers (ACLI). He is also an active board member for Tragedy Assistance Program for Survivors (TAPS), a non-profit organization providing comfort, care and resources to families grieving the death of a military loved one.

Jason O. Harris

Best-selling author, expert thought leader, and professional pilot

Jason O. Harris

Best-selling author, expert thought leader, and professional pilot

Lieutenant Colonel (retired) Jason 0. Harris is a highly sought-after keynote speaker, best-selling author, expert thought leader, and professional pilot.

As a fourth-generation military member, Jason's distinguished career in the US Air Force spanned nearly three decades. He served (continuously) on active duty and as a member of the Air Force Reserve Command from 2001 through 2023 with his last assignment as a flying Squadron Commander. After graduating from the United States Air Force Academy, he flew multiple aircraft over the course of his career including 11 deployments with more than 2,000 combat hours and 470 combat sorties around the globe.

These high-risk combat experiences have all served as the launching point for his proprietary "No Fail Trust®" methodology. His proven methodology serves organizations and teams as a tool to empower executives and team members to foster an environment of mutual trust, responsibility, and productivity.
Lt Col Harris is an established, nationally recognized keynote speaker in the areas of Leadership, Corporate Culture, High Performance Teams and Psychological Safety. He has shared his expertise with numerous high-level associations and Fortune 500 companies including Cisco Systems, Caterpillar, Ford and Lockheed-Martin. Additionally, his insights have been featured in publications like Forbes magazine, multiple podcasts and, most recently, in the History Channel show, Bermuda Triangle: Into Cursed Waters.

While his impressive resume continues to grow with accolades, achievements and contributions, Jason remains steadfast in his commitment to serve. Leveraging his experience and work alongside the most senior military leaders, Congressional Leaders and even the Vice President, Jason Harris' mission is clear. To relentlessly dedicate himself and those he serves to develop a culture of commitment, accountability and trust.

Registration

Early Registration Fee (Before March 18):
All Partner Members: $1,500
Non‐members: $2,175

Standard Registration Fee (After March 18):
LIMRA, LOMA, SOA and ACLI Members: $1,700
Non‐members: $2,375

Group Registration Discount:

Take advantage of our group rates to ensure your team's knowledge stays relevant and up-to-date amid the changing trends and directions in the industry.

We are pleased to offer two group registration options that you can secure by contacting customer.service@limra.com.

5–9 — Registrants from the same company will receive a $150 discount per person when using the quantity discount promo code provided.
10+ — Companies may purchase 10 or more registrations and receive a 20% discount on the total registration fee. A single payment is required along with the total number of registrants. We will provide a special company link/code for your organization to distribute to the group.

Note: Discounts may not be combined with any other discount offer. We cannot combine existing individual registrations into group registrations.

Cancellation Policy

In the event that a scheduled meeting or event is cancelled by LIMRA for any reason, LIMRA shall refund any conference registration fees that have been paid by the registrant. Under no circumstances, however, shall LIMRA be liable to the registrant for any other expenses including, but not limited to, airfare and hotel expenses incurred by the registrant. All cancellations must be received in writing. Email customer.service@limra.com.

Cancellations received before March 25, 2024, will be refunded, less a $75 processing fee. Cancellations received from March 25, 2024 to April 8, 2024 will be refunded, less a $375 processing and administrative fee. No refunds will be issued after April 8, 2024.

Hotel / Venue

San Antonio Marriott Rivercenter on the River Walk

101 Bowie Street
San Antonio, TX, USA, 78205

1-877-622-3056

Hotel Reservations

1-877-622-3056 (mention The Life Insurance and Annuity Conference)

Make your reservations by March 20, 2024 by following the reservations link, or by calling the reservations phone number and mention The Life Insurance & Annuity Conference in order to receive the group rate of $279.00 single/double (plus applicable sales taxes). Requests after March 20, 2024 will be accepted on the basis of space availability. The group guest room rate will be offered three days prior and three days after the meeting dates subject to availability and must be booked by calling the hotel.

Please note that hotel rates will go up after the cut-off date or when the meeting room block sells out, whichever comes first. Make your reservations early to be able to take advantage of our discounted rates.