Marketing and communications leaders and professionals from financial services organizations in the life insurance, retirement, and workplace benefits markets. Attendees represent a wide variety of marketing functions and distribution channels.
Highlights
Designed for insurance industry marketers, by insurance industry marketers, the Marketing Forum offers attendees the opportunity to actively engage with their peers to share best practices and discuss shared challenges in the context of the insurance space. Through a combination of compelling main stage presentations, specialized breakout sessions, interactive workshops, guided discussions, and enhanced networking opportunities, attendees gain actionable insights to employ for immediate impact in their organizations.
Head of Strategy Wieden+Kennedy; 2022 Cannes Lions Jury Member & Expert on Cultural Contagion
Marcus Collins is an award-winning marketer and cultural translator with one foot in the world of practice — serving as the Head of Strategy at Wieden+Kennedy New York — and one foot in the world of academia — as a marketing professor at the Ross School of Business, University of Michigan. Over the course of his career, Marcus has developed a practice for creating culturally contagious ideas that inspire people to take action. His strategies and creative contributions have led to the launch and success of Budweiser’s “Made In America” music festival, the Brooklyn Nets (Hello Brooklyn!), and State Farm’s “Cliff Paul” campaign — among others.
Dr. Marcus Collins is an award-winning marketer and expert on cultural contagion, meaning-making, brand strategy and consumer behavior. He has spent his career translating culture for brands and translating brands for culture, becoming the architect of some of the best-known advertising campaigns of our time. Marcus has championed strategies for blue chip brands such as McDonald’s, Apple, Google, State Farm, Target, Peloton, and Budweiser, and even ran digital strategy for Beyonce.
Marilyn Sherman, Founder of UpFront Presentations has dedicated her 25+ year career in motivating and inspiring audiences across the country. She is a highly sought-after keynote speaker and author who is driven to move her audiences out of their comfort zone and into the front-row of their work and personal lives. Her engaging and fun personality makes Marilyn the perfect choice, even for audiences that are often hard to motivate. She is hired to engage audiences with stories of hope and inspiration along with practical tools to immediately implement when they leave the conference.
Marilyn is best known for customizing her keynotes to each audience, with attendees often saying “She was speaking directly to me. I needed that message today.” She also often hears, “Wow, she is so much more than a motivational speaker!” Marilyn was inducted into the National Speaker Association’s CPAE Speaker Hall of Fame, one of 182 members in the world who hold this designation. Marilyn is also the author of three motivational books including “Is There A Hole In Your Bucket List? “, “Whose Comfort Zone Are You In?”, and “Why Settle for the Balcony, how to get a Front-Row Seat in Life.” Marilyn lives in Las Vegas with her husband and travels quite a bit to keynote events, and also loves to be a local resource to the many conventions that are held in Las Vegas each year.
Chief Marketing Officer, Protective Life Corporation
Doyle Williams is the Chief Marketing Officer for Protective Life Corporation. He leads enterprisewide marketing efforts designed to help elevate the Protective brand and accelerate its strategic growth plans. Williams first joined Protective in July 2020 as senior vice president, distribution companies. In that role, he led work to unify Protective’s insurance and financial planning affiliates, ultimately launching Concourse Financial Group in July 2021. Prior to Protective, he was an Executive Vice President with COUNTRY Financial where he held the roles of Chief Marketing Officer and Chief Experience Officer. He also served as Chief Executive Officer of COUNTRY Capital Management, the company’s broker/dealer subsidiary. Doyle has served on the board of directors of LIMRA, LOMA, LL Global, as a member of The American College Board of Trustees, the Marketing Advisory Board at Illinois State University, and several other financial services industry associations. Williams earned his Master of Business Administration from the University of Illinois and a Bachelor of Science, Business Administration, from Illinois State University. He holds the Chartered Life Underwriter, Chartered Financial Consultant, and Chartered Property Casualty Underwriter designations. He is also a registered securities principal holding Series 7, 63, 65, and 26 licenses.
Lori is a hands-on leader who excels at partnering with our product development and insurance distribution teams to bring new life insurance products and initiatives to market.
As AVP of U.S. Segment Marketing at John Hancock, she sets and executes the overall marketing strategy to drive sales for the life insurance business unit. She is lucky to spend most of her time working with her distribution partners and product managers to develop and implement innovative marketing initiatives to John Hancock’s vast network of producers and leads a team of innovative marketing individuals charged with executing on all U.S. marketing campaigns.
Lori was a Division I student athlete at Boston College where she graduated with a BA in Economics and earned an MBA from Bentley University. She lives in Massachusetts with her husband and two college-aged sons.
John Proaño is the Director, Customer Engagement & Omnichannel Marketing at Prudential Financial. John is responsible for strategic planning and execution of segmented and personalized engagement campaign strategies across GI target customers. John has 10 years of experience in the Financial Services industry, and 13 years in the Technology sector. He joined Prudential in 2012 and has held several positions in the organization, including Director, Social Media & Business Enablement and Director, Enrollment and Financial Wellness Participant Engagement.
Vice President, Head of Life Marketing, Nationwide
Jonathan Yoon is VP of Life Marketing. Since 2021, he has been Head of Marketing for Nationwide’s Individual Life business which is a Top10 carrier in the industry. Prior to this role, Jonathan was leader of Strategic Channel Marketing for Retirement Solutions business.
Before joining Nationwide in 2013, he spent 15 years in the Financial Services industry in a variety of team leadership roles with Fortune 500 companies across US and Asia including MetLife, Samsung Life, and PwC Consulting. In addition to the private sector experience, Jonathan served two years as Army Sergeant in the Eighth US Army.
Jonathan holds an MBA from The Wharton School of the University of Pennsylvania and a Bachelor of Business Administration from Yonsei University. Jonathan serves on LIMRA’s Diversity Marketing Committee, ANA Measurement Committee and is a Board member of Vivo Music Festival, a Columbus-based nonprofit organization. He is a world traveler: raised in five countries and travelled to 40 countries across five continents.
Calling all first-time attendees! Let us help you get the most out of your overall conference experience. Join the members of the Marketing Committee to:
Chief Marketing Officer, Protective Life Corporation
Marketers often face challenges when it comes to demonstrating the value of market investments to executive leadership. While marketing efforts can lead to an increase in brand awareness, customer engagement, and ultimately revenue, it can be challenging to directly link these efforts to concrete financial outcomes. To overcome this challenge, marketers need not only clear and concise metrics to track the success of their marketing campaigns but also to have a compelling storyline for communicating the value of their investments, in a way that is both understandable and impactful. Join Doyle as he shares his experience and insights and helps you take the lead in proving that “marketing matters!”
LYNDA BANERJEE Director, Insurance Marketing John Hancock
Learn how to start a podcast or improve the one you already have with tips on planning, recording, editing, and executing each episode. Gain knowledge of generating high-value content that engages new audiences and create a podcast promotion plan to spread the word about your show. You can also hear from a Boston morning show host who will give you production advice to help make your podcast top-notch!
PASHEA BENTON Head of Customer Relationship Management MassMutual
If your marketing emails don’t land in the inbox, nobody will ever see them! Join Chris Arrendale, CEO of CyberData Pros and author of Deliverability Inferno, in a session designed to help email marketers improve their trade craft. This breakout session will cover the latest deliverability trends and metrics that you need to consider if you want your message to land in your recipient’s inbox. You’ll learn about the top 10 ways to increase inbox placement and walk away with actionable tools you can use immediately to monitor and improve your email deliverability. Pashea Benton will share a success story about how their MassMutual team implemented these recommendations and improved email reputation and deliverability.
KIMBERLY LANDRY Associate Research Director, Workplace Benefits Research LIMRA and LOMA
PATRICK LEARY Corporate Vice President, Workplace Benefits Research LIMRA and LOMA
Many employees opt out of voluntary benefits when they are offered, and often spend only a few minutes making decisions that will impact their financial security for the rest of the year. How can benefit providers help employees make better decisions when they give us so little attention?
The field of behavioral economics has identified a variety of mental shortcuts that guide consumer decisions, particularly when people are “thinking fast.” In this session, we will discuss how these principles can be applied to benefits enrollment and share the results of a new LIMRA study that explored incorporated behavioral economic techniques into benefits messaging.
Corporate Vice President and Director, Research Quality & Markets Research, LIMRA and LOMA
In today’s business environment, it’s harder and harder to attract the best talent. As expectations have changed, how you recruit and retain talent must change, too. This high-impact session will share key insights from recent LIMRA research on how candidates view the industry, how to get their attention, and how to get them excited to work with you.
Head of Strategy Wieden+Kennedy; 2022 Cannes Lions Jury Member & Expert on Cultural Contagion
Each and every day, all of us try to influence others — to get them to believe, join, buy, embrace a vision, and most of all, to move and take action. In both our personal and professional lives, no matter what we do, we are all marketers. And, culture is the most powerful vehicle for influencing beliefs and behaviors. In this inspiring talk, Marcus shares stories from his own life and career as a top marketer. Combining thought-provoking examples drawn from contemporary culture with a deep perspective based on a century’s worth of data, he shares the tools for catalyzing collective change and inspiring action.
9:50 am - 10:30 am
BREAK
10:30 am - 11:45 am: BREAKOUT/ROUNDTABLE DISCUSSION SESSIONS
MICHAEL YUEN Senior Consultant, Marketing Management Nationwide Life Insurance
What’s the key to a successful product launch? In this session, a panel of industry experts will share their experiences and advice for how to avoid common pitfalls. Plus, you’ll get the chance to share and engage with marketers through several roundtable discussions. This session will address key phases of the product marketing lifecycle including, starting the launch process, developing messaging and marketing materials, and promoting your product. Find out how to overcome potential product launch issues in each phase of your rollout, including simplifying complex products and working with internal partners.
HILLARY CARLSON Manager, External Communications Sammons Financial Group
CINDI EMERICK Director, Digital Marketing The Baltimore Life Companies
RESA HOELLER Director, Digital Experience Sammons Financial Group
SUSAN O’NEILL AVP, Corporate Marketing and Communications The Baltimore Life Companies
Did you know that 95% of customers rely on online reviews to decide whether or not to buy a product or acquire a service? Online brand reputation and SEO strategy are vital whether your organization is B2B, B2C or a combination of both. In this interactive session, you will hear from two life insurance carriers on their first-hand experiences with how a company’s online presence can impact a business. They will share their journey as well as how to identify trouble spots, build a strategy, gain buy-in, and more. You will leave armed with actionable takeaways no matter where your company is in their quest for online brand reputation management.
ANGELA CALCAGNO Director, Operations & International Marketing John Hancock
KRISTA STEVENS Marketing Strategist Ameritas Life Insurance Corp.
We tend to focus on acquiring new clients, but are you interested in improving the quality and level of your engagement with existing clients? In this session you will have the opportunity to hear how other companies are tackling this challenge and also participate in a dialogue with your peers to discuss how we, as marketers, can improve client engagement and persistency.
Hit the jackpot with your video marketing strategy. This session will help you strategize campaign goals and optimize the video work while still staying on a tight budget. We will share successful campaigns and much more.
NATALIE BERENTHIN Marketing Research Analyst Sr., Life and Disability Product Management/ Business Development Anthem Life Insurance Company
ALEX DE FURASAC GASH Senior Director, Analyst Gartner for Marketers
JOHN PROANO Director, Participant Engagement Marketing Strategy, Workplace Solutions Group Prudential Financial
LIN YUAN Director Data Foundation and Journey Analytics
Based on the participant survey results from the 2022 LIMRA session — “Data for Engagement — Creepy or Value Add,” we have a panel of industry experts who will share use cases and best practices to help you break down the key areas of concern shared by your industry peers:
Here’s what we heard from the 2022 LIMRA Marketing Conference attendees:
53% lack the ability to use data for targeting
20% said customers are opting out of personalized communications
13% indicated data automation is limited or not yet available
13% said regulation or control partners are challenging use of data for customer engagement
Our panelists will share their learnings and key take aways that you will be able to bring back to your workplace to help you advance your data enablement strategies to drive more segmentation and personalization and deliver an ideal customer experience.
KELLY TINGLE Field Communications Manager OneAmerica
Hanover Research Group Speaker — TBA
As marketing professionals, we know facts and figures can help enrich a company’s thought leadership materials…but can they help build better relationships? Learn how OneAmerica partnered with Hanover Research Group to leverage a series of consumer and advisor surveys to both build better stakeholder relationships and gain market visibility. Hanover Research Group will also share additional best practices for survey development and execution that can truly maximize mid-size marketing budgets.
KAIT MILLER Manager, Strategic Marketing Sammons Financial Group
MOLLY WENDEL AVP, Marketing Sammons Financial Group
Digital fatigue has become a reality, and having a strong integrated marketing strategy has become more important than ever. While a digital approach is essential, don’t ignore your old friend, direct mail. In this session, you will hear from industry peers on how direct mail can bring your marketing strategy back to life. The speakers will highlight the power of direct mail through the sharing of key logistics, best practices, and case study examples of results-proven, successful campaigns. You will leave the session energized and well-equipped with a road map to execute direct mail successfully whether your budget is big or small!
KENDALL GADIE Research Manager – Insurance Comperemedia
ADAM SCHILLINGER Strategy & Sales Enablement Manager | Vice President | Reinsurance Swiss Re America Holding Corporation
TODD SILVERHART, Ph.D. Corporate Vice President & Director, Research Quality & Markets Research LIMRA and LOMA
To optimize opportunities in the marketplace, it is critical to understand the sentiment of your prospects and clients. In this session, researchers from LIMRA and Mintel will join forces to share insights and engage the audience in a discussion of what’s on the minds of today’s consumers, especially related to life insurance. Specific topics to be addressed include economic outlook, financial concerns, purchase preferences, adoption of technology, and the role of social media.
ALEXA BUCKINGHAM Field Marketing Director Penn Mutual
TRACY CHIPMAN Director of Integrated Marketing Penn Mutual
We, as marketers, are focused on providing the right solutions and materials that will make an impact. But how do we make sure our sales teams are using our materials? And using them effectively? During this session you’ll hear perspectives from multiple marketing professionals on tactics they implemented to ensure resources are successfully adopted — at both the wholesaler and financial professional level. You will walk away inspired with new ideas on how to finally bridge the sales/marketing gap and make sure your materials are used to the fullest extent.
We have been through a lot and are encountering change more than ever before. A significant portion of today’s workforce is emotionally detached. How can we become re-inspired and give our best effort every day? Marilyn will share her success formula that shows how top performers never settle for balcony seats and instead move to the front-row. She will equip you with the tools it takes to do more, be more, overcome obstacles, and really love what you do. You will leave with strategies and actionable information on how to take your current success to the next level in both your career and life.
Try saying that 10 times! Marketing is measurable, thanks to evolving tools and research. But how can we best share these results to various stakeholders in an efficient, effective and digestible way to continue to support and grow marketing efforts? And it doesn’t end there. How can we, and others in our organization, learn from our results? Let’s meet and wrap our minds around what works from within your organizations as well as others. Come with ideas to share and questions to ask!
JENNIFER MURRAY Solutions Marketing Manager, Enterprise Marketing Securian Financial
ANN MCGARRY Head of Enterprise Marketing & Branding Securian Financial
Are you still grappling with how to develop yourself or to lead, support and connect with your teams in this hybrid world? You. Are. Not. Alone. Join us for a lively discussion focused on skill development, sharpening leadership techniques, and professional growth. Gain insight from your peers on what’s working well in today’s virtual workplace and leave with new friends and a list of ideas for development opportunities that can become the foundation for your future success.
There are so many ways to test marketing campaigns — A/B testing. User testing. Content testing — just to name a few. But which method is best for which type of campaign? And where do you find the time when the team is already up against tight timelines? Join us for best practices from testing experts and learn how to help optimize and continually improve your marketing efforts.
Vice President, Head of Life Marketing, Nationwide
It’s not uncommon to leave an event like this one fully energized with new ideas to take back to your organization only to find yourself sidetracked by day-to-day priorities and unclear avenues for sharing your learnings. Join us to hear from a panel of your peers as they share best practices from their experiences bringing insights home and transforming them into action in their companies. We’ll discuss top takeaways from the forum along with ideas for how to translate your attendance into real-world impact. This is one instance, where we want to make sure that what happens in Vegas doesn’t stay in Vegas.
11:00 am
ADJOURN
Registration
Early Registration Fee (by 4/14/23): Member: $1,450 Nonmember: $2,650
Standard Registration Fee (after 4/14/23): Member: $1,650 Nonmember: $2,850
LIMRA|LOMA Canadian members — please email customer.service@limra.com for special registration instructions.
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 April 25, 2023, will be refunded, less a $75 processing fee. Cancellations received from April 25, 2023 to May 10, 2023 will be refunded, less a $375 processing and administrative fee. No refunds will be issued after May 10, 2023.
2023 COVID-19 Health and Safety Protocols
Please check this page regularly for health and safety updates. Updated: [3/8/2023]
LIMRA and LOMA and LIC are committed to health and safety. We request that all conference and event attendees follow any and all applicable COVID-19 restrictions, rules, and safety requirements at the event that are either required by applicable law, rule or ordinance, or the event location. We thank you in advance for your patience and cooperation during these unprecedented times.
On-Site at the Event
Adhere to social distance protocols.
Wash hands frequently throughout the meeting.
Cover your nose and mouth when coughing or sneezing.
Comply with any protocol signage displayed.
Self-monitor and report any symptoms to meeting organizers immediately.
If you are having symptoms and need to seek medical attention, there will be a list of service options available.
If you test POSITIVE for COVID:
Notify the meeting organizer and if you choose to remain at the conference, self-quarantine in your room for at least three days, or until you receive a NEGATIVE test result.
Once you test NEGATIVE, you may return to the conference. Please wear a mask for the duration of the conference.
Report your status to the convening team so the proper contact tracing interview can be conducted.
Post Event
Notify event organizer if you test positive for COVID-19 up to 14 days after returning home.
Hotel / Venue
Caesars Palace
3570 Las Vegas Boulevard South Las Vegas, NV, USA, 89109
Caesars Palace 3570 Las Vegas Boulevard South Las Vegas, NV 89109 Phone: 866-227-5938
To make hotel reservations: Make your reservations by April 14, 2023 to receive the group rate of $137 single/double (plus applicable sales tax currently). Requests after April 14, 2023 will be accepted based on space availability. Please note that hotel rates will go up after April14, 2023 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.
For guests that prefer to phone in their reservations, they may call the Reservation Center at 866-227-5944 to secure a reservation on the group block. However, guests should be aware that a processing fee of $15.00 per reservation will be incurred if they choose not to use the dedicated web link.
Extend your stay:The group guest room rate will be offered three (3) days prior and three (3) days after to the meeting dates, subject to availability at the time of your reservation.
If you receive any unsolicited or suspicious email or phone call about a hotel booking in conjunction with this meeting, our advice is not to click on it, but 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.
Become a Sponsor or Exhibitor
The Marketing Forum brings together marketing and communications leaders and professionals from financial services organizations in the life insurance, retirement, and workplace benefits markets.
Join the conversation by securing a sponsorship or exhibiting at the conference.
