Life insurance and annuity distribution and marketing professionals involved in channel growth, productivity, and reshaping distribution and marketing for success. Attendees include heads of distribution, sales, recruiting, compensation, distribution finance, training, marketing, and product development.
2023 Distribution Conference Highlights
The theme “Shaping Our Future” encapsulates our collective responsibility to drive innovation, embrace significant shifts, and prepare for a future that is rapidly evolving. At the 2025 Distribution and Marketing Conference, industry leaders in distribution and marketing will unite to explore strategies for responding to this critical call to action.
Technological advancements like AI, machine learning, and big data are rapidly transforming product distribution and marketing, enhancing customer experiences, streamlining operations, and enabling personalized services.
Consumer expectations for personalized, convenient insurance and annuities are rising, but the bigger challenge is reaching the uninsured and underinsured. This gap offers a major opportunity to improve financial security and provide essential protection.
To anticipate the future, we must embrace new technologies, adapt to market changes, foster continuous learning, invest in talent, and address challenges like an aging workforce and the need for succession planning.
Regulatory changes in cybersecurity, AI, private equity interest, the ERISA fiduciary rule, and the global minimum tax affect our operations and product offerings. Staying vigilant and adaptable is essential for compliance and maintaining consumer trust.
“Shaping Our Future” is a call to action. By embracing change and becoming future-ready, we can ensure the industry's success. Let’s seize this opportunity to innovate and lead toward a brighter future.
Don’t miss this premier event for distribution and marketing professionals.
World-renowned researcher, author, presenter, trainer, and advisor
Brent Adamson is a world-renowned researcher, author, presenter, trainer, and advisor to B2B commercial executives around the world.
Known as having the “biggest crystal ball in B2B sales,” Brent is the co-author of the best-selling, industry changing The Challenger Sale and The Challenger Customer. He is also a frequent contributor to well-known business publications, including the Harvard Business Review, featuring his recent articles, “Sensemaking for Sales” and “Traditional B2B Sales and Marketing Are Becoming Obsolete.”
Especially well known for his passion for “productive disruption,” Brent served as the “chief storyteller” for CEB, now Gartner’s, sales, marketing, and customer service practices from 2003 to 2022. A world-class facilitator and speaker, Brent has presented to tens of thousands of commercial leaders all over the world.
His forthcoming book, The Confident Customer, is due out Fall of 2025.
Business Author and Entrepreneur
The #1 determining success factor of any individual or organization is the ability to communicate effectively. Today, best-selling business author, award winning entrepreneur, cancer survivor and former farm boy, Jeff Bloomfield is one of the world’s leading experts in the art and science of effective communication, inspiring audiences worldwide with the tools to positively impact every conversation they have, professionally and personally.
Cognitive neuroscientists; faculty at UC Berkeley’s Haas School of Business
Dr. Sahar Yousef and Lucas Miller are both cognitive neuroscientists, as well as faculty at UC Berkeley’s Haas School of Business. They teach one of the most popular MBA classes at Cal, called “Becoming Superhuman: The Science of Productivity and Performance”, and have been featured in Forbes, Wired, The Wall Street Journal, and Business Insider.
At Berkeley, Sahar and Lucas co-run the Becoming Superhuman Lab, which conducts research on how to help busy leaders and their teams get their most important done, in less time, with less stress.
Since COVID began, Sahar and Lucas have given over 600 talks and keynotes to knowledge workers in 50+ countries, have advised executive teams at Google, JPM, Coinbase, American Express, and Visa, and have been invited to speak to the Public Investment Fund of Saudi Arabia.
Known for their fast-paced, high-energy style and their science-backed practical tactics, this dynamic duo is consistently rated as the #1 session at events, particularly within the technology, financial services, and private equity industries.
Senior Vice President, Head of Research, LIMRA and LOMA
Bryan Hodgens is Senior Vice President and Head of Research for LIMRA and LOMA. In this capacity, he develops and executes the research strategy for both the distribution and retirement research programs, focused on providing insights and best practices to address the current and emerging business challenges facing LIMRA members.
Hodgens joined LIMRA in 2022 with more than 25 years of executive experience at companies such as AIG, Wells Fargo Advisors and Asset Growth Partners. Most recently, he was senior vice president and head of LPL Financials’ Retirement Plans and Financial Planning Group.
He earned his Bachelor of Arts degree in economics from Emory University in Atlanta Georgia.
Chief Marketing Officer, Protective Life Corporation
Doyle Williams is the Chief Marketing Officer at Protective Life Corporation, leading strategic marketing efforts to drive growth. Since joining Protective in 2020, he unified the company’s insurance and financial affiliates, launching Concourse Financial Group in 2021. Previously, Williams was Executive Vice President at COUNTRY Financial, serving as Chief Marketing Officer, Chief Experience Officer, and CEO of COUNTRY Capital Management.
A leader in the financial services industry, he has served on boards for LIMRA, LOMA, LL Global, The American College, and others. Williams holds an MBA from the University of Illinois, a BS in Business Administration from Illinois State University, and multiple industry designations, including CLU, ChFC, and CPCU. He is also a registered securities principal.
Rosen Shingle Creek Orlando
9939 Universal Blvd.
Orlando, FL, USA, 32819
Book your hotel room early!
Call-in Reservations: 1-866-996-6338 (mention the Distribution Conference)
Make your reservations by January 27, 2025 to receive the group rate of $259 single/double plus (plus applicable sales taxes). Requests after January 27 will be accepted based on space availability. Please note that hotel rates will go up after January 27, or when the meeting room block sells out, whichever comes first. Make your reservations early to be able to take advantage of our discount rates.
Extend your stay: The group guest room rate will be offered three (3) days prior to and three (3) days after the meeting dates, subject to availability at the time of your reservation. You may need to call the hotel directly to book the extra nights.
If you receive any unsolicited or suspicious emails or phone calls about a hotel booking in conjunction with this meeting, our advice is to delete the email immediately. In the case of a phone call, never give out your credit card information. Our designated conference hotels will not call you unless you contact them first.
The Distribution and Marketing Conference connects industry experts, business thought leaders, and top-notch distribution professionals to examine the vital role distribution pays among today’s transformative forces and discuss strategies to successfully manage distribution.
Join the conversation by securing a sponsorship or exhibiting at the conference.
Nicole Chiarodo
Sponsor/Exhibitor Sales
nchiarodo@limra.com
