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LIC Investment & Capital Management Committee Meeting

Small-Company Investment and Capital Management Strategies

10/22/2025 - 10/23/2025

Hosted by Optimum Life Reinsurance, Dallas, TX

Overview

Who Attends

CEOs, CFOs, and senior-level investment and capital management executives at LIC member companies and other small-to-midsize life insurance companies and fraternal organizations.

Highlights

The LIC Investment & Capital Management Committee Meeting is a chance for investment executives from small-to-midsize life insurance companies and fraternals, and relevant service providers, to get together in a unique peer networking meeting. Join us to learn, share your thoughts, and get feedback from other small companies similar to yours as well as vendors interested in working with smaller companies.

The meeting brings together 15-20 small-to-midsize life insurance company investment/capital management executives and relevant vendors. The meeting will include speaker presentations as well as activity reports and facilitated discussion among the attendees.

The itinerary includes Introductions and Discussion on Wednesday, October 22 beginning at 2:00 p.m. Central, Hosted Networking Dinner, and Meeting Day 2 on Thursday, October 23, wrapping up with lunch 11:30 a.m. to 12:30 p.m. Central.

Who Can Attend

The meeting is open to insurance company executives, with a discounted registration fee for LIC members, group discounts, and a discount for fraternal members of the American Fraternal Alliance. Affiliate Members/Vendors must sponsor the meeting in order to send a representative (see LIC sponsorship opportunities).

Agenda

Tuesday, October 22, 2024

2:00 p.m. - 2:45 p.m.

2:45 p.m. - 3:30 p.m.

Presentation

3:30 p.m. - 3:45 p.m.

Networking Break

3:45 p.m. - 4:30 p.m.

Presentation

4:30 p.m.

Adjourn

6:30 p.m. - 8:30 p.m.

Hosted Networking Dinner

Wednesday, October 23, 2024

8:30 a.m. - 9:00 a.m.

Continental Breakfast

9:00 a.m. - 10:00 a.m.

Presentation

10:00 a.m. - 10:30 a.m.

Networking Break

10:30 a.m. - 11:30 a.m.

Facilitated Discussion

11:30 a.m. - 12:30 p.m.

Networking Luncheon Hosted by Optimum Re

12:30 p.m.

Adjourn

Registration

LIC Committee Meetings are open to insurance companies/fraternals, as well as vendors/service providers that are sponsoring the meeting. Sponsorship Fee will be billed separately (see LIC Sponsorships).

Insurance Companies

LIC Member: $225
LOMA/LIMRA Member: $275
Nonmember: $375
Earlybird Discount: Sign up by April 2 and save $50
Group Discount: After one paid registration, insurance carriers and fraternals can use code GRP50 for 50% off additional attendees
Fraternals: AFA Member Societies save $100 - register at the AFA Website.

Affiliates/Vendors

LIC Member Sponsorship Fee: $875 billed separately
Nonmember Sponsorship Fee: $1375 billed separately
Includes one attendee (code SPONSOR) - limit one per company

Cancellation Policy

Refund Policy: All cancellations/substitutions and refund requests must be received in writing - please submit your request to customer.service@limra.com. Cancellations received by October 15, 2025, will be refunded, less a $25 processing fee. No refunds will be issued after October 15. Substitutions are allowed at no charge.