2014 Life Insurance Conference
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- Arron Holt
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1 2014 Life Insurance Conference Attendees Titles and Companies Title Life Insurance Agency Manager Program Manager ASW Technology Lead Life and Annuity Sales/Marketing Product Lead for Life and Annuity Software Product Specialist Sales Director Sales Director Chief Executive Officer Insurance Specialist Manager of Insurance Operations Senior Senior, Product Development Director Life Products Director Director - New Business Development Director Marketing Marketing Lead Consultant & Chief Operating Officer Product & Financial Manager Sales Director Sales Director Advanced Sales Education Senior Senior & Chief Operating Officer Sr. VP Sales & Operations Company AAA Northern California, Nevada & Utah AARP Accenture Accenture Accenture Accenture Accenture Accenture Actuarial Enterprises, Ltd. Adrea Rubin Marketing, Inc. AgriBank AgriBank AIG Global Consumer Insurance AIG Global Consumer Insurance AIG Life and Retirement AIG Life and Retirement Allianz Life 1
2 Counsel, Taxes & Retirement Security Director, Member Relations Managing Director Senior Director & Senior Meeting Planner SVP & Chief & Senior, Conference Development, Taxes & Retirement Security Assistant Life Sales Dirctor Product Design Manager Staff Product Life and CEO Annuity and Accident & Health Business Leader Sr. Marketing Manager, Product Development Senior Product Research Analyst Assistant Life Officer Sr. Competitive Intelligence Analyst Account Executive Lead, Life & Health VP Actuarial Services Executive Sales Consultant Director of Underwriting Manager, Life Products Underwriting Manager Account Executive Shared Services Director COO Managing Director North American Insurance Division Head - Marketing Segment Manager Associate Assistant Commercial Manager Commercial Manager American Family Insurance American Family Insurance American Family Insurance American Family Insurance American Fidelity Assurance American Fraternal Alliance American General Life Companies Americo Ameritas Life Insurance Amica Life Insurance Company Amica Life Insurance Company Amica Life Insurance Company Andesa Services Andesa Services Aon Affinity Insurance Services Assumption Life Assurant Specialty Property Assurity Life Insurance Assurity Life Insurance Assurity Life Insurance Aurigen Reinsurance Company of America AXA besure Blueberry BNY Mellon BNY Mellon Boston Mutual Life Insurance Company 2
3 Commercial Manager Commercial Manager Department Manager Department Manager Executive Superintendent Superintendent of Area Superintendent of Area Superintendent of Area Superintendent of Area Superintendent of Area Superintendent of Area Training Coordinator Training Coordinator - Sales & Marketing & CEO Sr. VP Consultant CEO Business Reporter AE Product Manager Tradeshow Mgr Senior Head of Retail Life Operations Assistant VP, Product Development Senior and Chief Assistant AVP, New Product Development Director VP, Strategic Programs Subgerente de Vida Individual CEO & Founder EVP of Business Development Business Development Executive Sales Executive Director, Business Development Senior Analyst, Annuity & Life Insurance Products Form and Filing Analyst, Financial Products Attorney Sales Executive Solution Architect Canada Life Reinsurance Catholic Financial Life Catholic Financial Life CDR Optimal Consulting Group Celent Chicago Tribune Cincom Cincom Cincom CNO Financial Group Cognizant Colonial Life Columbian Financial Group Combined Insurance Combined Insurance Combined Insurance Combined Insurance Compañia de Seguros de Vida Consorcio Competiscan Competiscan Concentrix Concentrix Corporate Insight, Inc. Corporate Insight, Inc. COUNTRY Financial COUNTRY Financial COUNTRY Insurance & Financial Services CSC CSC 3
4 Director, Actuarial Management Director, Life/Health Actuarial Management Marketing Manager - TruStage National Sales Director Senior Insurance Associate Sr. Product Manager Sr. Product Manager Sr. Product Manager Branch Manager Reporter Account Services Executive Sales Support Consultant Benchmark Client Liaison Benchmark Client Liaison SVP Individual insurance and savings Attorney Director Director Sales Director Sales Director Senior Director, Enterprise Sales Sr. Sales Executive Director M&A Associate M&A Associate M&A Team Lead Director of Sales Director, Sales Insurance Enterprise Sales SVP GM VP Data Strategy CEO Senior Sales Support Consultant VP Insurance Business Development Director, S&R Product Development Manager - Life Sales Director - Managing Life VP, Life Underwriting & Claims Director Strategic Marketing Life Product Manager VP, Insurance Senior Advisor Partner Dawood Family Takaful Limited Deal Reporter Dell Dell Deloitte Consulting LLP Deloitte Consulting LLP Desjardins Financial Security Drinker Biddle & Reath LLP DTCC DTCC Earthintegrate Earthintegrate Ebix Inc Ebix Inc Ebix Inc. Eli Global, LLC Eli Global, LLC Eli Global, LLC Epsilon Epsilon Epsilon Epsilon Epsilon EquiSoft Inc EquiSoft Inc EquiSoft Inc Equitable Life Assurance EquiTrust Life Insurance Company Erie Family Life Erie Family Life Erie Insurance Erie Insurance Expert Global Solutions EY Faegre Baker Daniels 4
5 Sr. - Risk Management Strategic Partnerships, Risk Management Strategic Partnerships Asst. Chief Marketing Officer Life Sales Development VP New Business VP Sr. Credit Analyst Executive & Chief Marketing Officer Field VP & Director of Actuarial Services - Life and Health Chief Distribution Officer Key Accounts VP, Product Management Program Manager Senior Consultant Insurance Solutions Executive AVP Sales Ontario Speaker Senior Art Director - Business Strategy Director, Product Development Vice- Senior of Operations & CEO Sr. V.P. Direct Marketing Assistant, Market Development Research Director Senior New Business Development Professional 2np VP and AVP, Individual Life Special Services Manager Manager, IL Training & Communication Manager, New Business Case Management Project Manager AVP, Marketing VP, FS FastTrack RTW Services & Solutions FastTrack RTW Services & Solutions FBL Financial Group, Inc. FBL Financial Group, Inc. FBL Financial Group, Inc. FBL Financial Group, Inc. Federal Home Loan Bank of Chicago Federal Life Insurance Company Federal Life Insurance Company Federated Mutual Insurance Company Fidelity & Guaranty Life Fidelity & Guaranty Life Fidelity Investments Life Fidelity Security Life Ins. Co. First Consulting & Administration FIS Foresters Gen Re Generational Insights Genworth Financial Genworth Financial Gerber Life Insurance Gerber Life Insurance Gleaner Life Gleaner Life Insurance Society Globe Life and Accident Ins. Co. Great-West Life/London Life/Canada Life Greenwald & Associates Greenwald & Associates GR-NEAM Guardian Life Insurance Company Guardian Life Insurance Company Guardian Life Insurance Company Guardian Life Insurance Company Guardian Life Insurance Company Guardian Life Insurance Company Hannover Re Hannover Re 5
6 Chief Technology Broker Director Director Client Services Associate Director Deputy Manager - Business Development Director of Global Sales, Sales VP, Sales & Marketing Manager, Life New Business Sr. Engagement Manager Sr. Engagement Manager Chief Underwriter VP, Head of Market Intelligence CEO Synodex Operations Manager & CEO SVP, CMO EVP, Engineering & CIO VP, ForeSight Product Management Contributing Editor Commissioner AVP Director, Product Management Manager SVP, Marketing & Strategy Senior Regulatory Counsel AVP, IT VP Administrative Services VP Administrative Services Sr Director, Life Insurance Vertical Director, Vertical Strategy Marketing Specialist VP & GM Life Vertical, Independent Channel AVP-Strategic Partnerships VP I T X I-Behavior IBU, Inc IBU, Inc igate igate igate igate Business Aministration Services (ibas) Illinois Mutual illustrate inc illustrate inc. Indiana Farm Bureau Insurance Infosys McCamish Systems Infosys McCamish Systems ING ING Innodata Synodex, LLC Insight Decision Solutions Insight Decision Solutions Insurance Administrative Solutions, LLC Insurance Marketing Alliances Insurance Marketing Alliances Insurance Technologies Insurance Technologies InsuranceNewsNet, Inc. Iowa Insurance Division John Hancock John Hancock John Hancock John Hancock Kemper Corporation Legal & General America Legal & General America Legal & General America Legal & General America Lewis & Ellis LexisNexis LexisNexis LexisNexis LexisNexis Liberty Life Assurance Co. of Boston Liberty Mutual Insurance Liberty Mutual Life 6
7 Sales Executive Sales Representative Executive VP, Programs and Marketing Chief Operating Officer & CEO Assistant Managing Director Assistant Assistant, US Client Services Associate Research Consultant Client Relationship Director Client Relationship Director Corporate Corporate Data Scientist Director, Conferences Director, Public Relations Director-Insurance Research Meeting Planner Multimedia Multimedia Specialist Research Senior Conference Coordinator Senior Research Director Vendor Relations Senior Meeting Planner AVP Business Development Innovation Group Life Product Manager AVP Member Solutions AVP-Member Solutions Editor, Resource Managing Director Meeting Planner Member Solutions Member Solutions Sales Associate Second VP Senior Associate Senior Associate Senior Senior, Education and Training - Education & Training Division LIDP Consulting Services LIDP Consulting Services LIDP Consulting Services Life Happens Life Insurance Company of Alabama LifeCare Assurance Company and Lincoln Financial Group Lincoln Financial Group Lincoln Heritage Life Insurance 7
8 Director and SVP of Innovation AVP of Innovation Director, Life & Annuity Sales Senior, North American Life & Annuity Division, Strategic Client Advisor Pricing Officer, Retail Markets Head of Life Underwriting - Assistant Competitive Research Consultant Second VP & Associate General Counsel Strategic Consultant Corporate - Product Solutions Management Principal AVP - UW Strategies Director - Life Insurance Marketing Retail Life Product Marketing - Data Management & Business Analytics VP Senior Consultant Consulting Consulting Consulting Principal & Consulting Principal and Consulting Principal, MG-ALFA Product Manager Account Executive Life Principal and Sales Director Product Champion Project Manager / Analyst Senior Account Executive Senior Account Manager Director, Global Markets Industry Relations Strategist Sr. VP Life Product Manufacturing. Account Manager M Financial Maddock Douglas Maddock Douglas, Inc. MajescoMastek MajescoMastek MajescoMastek Majescomastek Manulife Financial MAPFRE MassMutual Financial Group MassMutual Financial Group MassMutual Financial Group MassMutual Financial Group MassMutual Financial Group Max Life Insurance Mercer MetLife MetLife MetLife MetLife MetLife Michael Edwards Direct, Inc. IntelliScript IntelliScript IntelliScript IntelliScript IntelliScript IntelliScript IntelliScript Million Dollar Round Table Million Dollar Round Table Minnesota Life Mintel Comperemedia 8
9 Insurance Analyst Senior Product Analyst AVP & Second 2nd VP Middle Market Underwriting AVP - Biometric Research Business Development VP Business Development EVP Americas Marketing Manager Marketing Research Consultant Product Performance Director Executive Managing Editor Associate Senior Sr. Consultant Marketing SVP Analyst CEO & Managing Partner Senior Principal Senior Principal CVP CVP, Consumer Strategy & Marketing Product Manager & & & Deputy General Counsel VP & COO of AMN VP and Analyst VP Assistant Assistant Director Front End Operations Assistant Director Life Product Chairman, and CEO Director Life Product Director-Standards Development Instructional Designer Mintel Comperemedia Modern Woodmen of America MSCI Munich American Re Munich American Re Munich Re Munich Re Munich Re Munich Re Munich Re Automation Solutions Munich Re Automation Solutions Mutual of Omaha Mutual of Omaha National Underwriter Life & Health Nationwide Nationwide Nationwide Nationwide NEOS LLC NEOS LLC NEOS LLC NEOS LLC New York LIfe Nippon Life Insurance Nomura Research Institute America, Inc. North American Company 9
10 Intranet Manager & Sr. Communications Consultant Manager Senior Social Collaboration Program Consultant SVP Life & Annuity Product Professor of Innovation Life Competition Analyst Senior and General Counsel Senior Director Managing Director Managing Director, Individual Product Development Sr. VP Operations, Sales and Marketing VP, R&D Senior Director, Life & Annuity Policy Admin Senior Sales Consultant AVP-Sales Support & Training Associate AVP, Digital Marketing Executive VP, Business Development Life/Accident Manager Director & Director, Business Analysis and Policy Filing AVP & Associate Executive Second VP Head New Business Development Regional Insurance Solutions Sr. VP Insurance Products Relationship Manager Director, Sales Product Director CMO Assistant, Product Marketing Assistant VP, Sales Training & Development NYU Stern School of Business Ohio National Ohio National Financial Services OMA Insurance Omint Omint Omint OneAmerica Financial Partners Optimum Re Insurance Company Optimum Re Insurance Company Optimum Re Insurance Company Oracle Oracle Pacific Guardian Life Pacific Life Insurance Pacific Life Insurance Pacific Life Insurance Paradysz PEHP Penn Mutual Penn Mutual Pfeifer Advisory LLC Phoenix Phoenix Phoenix Polaris Financial Technology Polaris Financial Technology Polaris Financial Technology Polaris Financial Technology Polaris Financial Technology Polaris Financial Technology Ltd Praeses Business Technologies Praeses Business Technologies Primerica Life Protective Life Protective Life 10
11 AVP Product Development Associate Director - Product Strategy Director, Product Design Vice- VP, Strategy & Analytics Director, Product Marketing Strategy Account Executive Retired and Executive Director Assistant Executive and General Manager Sr Director, Insurance Marketing Director of Strategic Planning EVP/Chief Operating Officer Mgr. IT Business Enablement Chief Risk Officer AVP Product Development Manager Senior Manager Senior Manager & CEO Manager - Operations Senior Manager Finance & Reporting Director of Business Development Manager Business Development Business Development Strategic Development Senior Associate Consulting Manager, Client Services Senior Account Manager Consulting Staff Fellow Managing Director Managing Director of Research Professional Development Manager Research VP Marketing Associate Associate General Counsel Protective Life Prudential Prudential Prudential Prudential Prudential Prudential Prudential Individual Life Pyramid Solutions Retired RGA RGA RiverSource Life Insurance Company RiverSource Life Insurance Company RiverSource Life Insurance Company Royal Neighbors of America Royal Neighbors of America Royal Neighbors of America Safe Harbor Re Sammons Financial Group Samsung Life Insurance Samsung Life Insurance Samsung Life Insurance Sandra Cavoto Insurance Agency, Inc. Scotia Jamaica Life Insurance Company Scotia Jamaica Life Insurance Company se² se² se² se² Securian Financial Group SNL Insurance SNL Insurance Society of Actuaries Society of Actuaries Society of Actuaries Society of Actuaries Society of Actuaries Southern Farm Bureau Life Insurance Co. SSQ Financial Group 11
12 L/H Manager Manager - Underwriting Manager, Product Strategies Research Analyst Senior Analyst V.P. Managing Director Sr. Business Development Executive Sr. Business Development Executive - Life Insurance Senior Manager AVP Strategic Life Product Development Enterprise Account Executive, iworks Core Policy and Financial Solutions Partner SVP of Sales and Business Development Life & Health Senior Economist Senior Senior VP Director of Sales VP, Life & Health Chief Operating Officer & CEO Practice Director Lecturing Account Manager Director, Protection Product Management Dir. Product Management and CEO Senior Marketing Manager Sr. Director Business Risk and Control Supplier Management VP, Product Management Sr. Director, Product Strategy Executive, Counsel Government Relations Assistant Second & Life Systems Manager State Street STEP Solutions StoneRiver StoneRiver Sumitomo Life Sun Life Financial SunGard SunGard Sutherland Asbill & Brennan LLP SWBC Swiss Re Swiss Re Swiss Re Swiss Re Synodex Synodex TD Insurance Tennessee Farmers Life Texas Life Insurance Company The Nolan Company The Polytechnic Ibadan Thomson Reuters Thrivent Financial TIAA-CREF TIAA-CREF TIAA-CREF TIAA-CREF TIAA-CREF TIAA-CREF Transamerica Triple-S Vida Trustmark Companies Trustmark Insurance Trustmark Insurance United Home Life Insurance Company 12
13 Marketing and Business Development Professor Senior Consultant Senior II Director, Life Insurance Pricing Prod Mgmt Director Prod Mgmt Manager Product Mgmt Director Director of Product Management Director, Product Development Department Manager Technology Specialist Manager- Life & Annuities Software Regional VP - Sales VP - Sales Senior Director of Product Development SVP VP Deputy Treasurer for Unclaimed Property Universal Conversion Technologies Université du Québec à Montreal UPRR UPRR UPRR USAA USAA USAA USAA USAA USAble Life Usable Life UTG UTG UTG ValueMomentum Inc Venture Solutions Venture Solutions Veri-Tax Wells Fargo Wells Fargo Western Southern Financial Group WV State Treasurer's Office 13
The 2012 Life Insurance Conference Attendee List by Company
The 2012 Life Insurance Conference Attendee List by Company Title Annuity & Insurance Planning Consultant Market Segment Liaison Program Manager Senior, Insurance Products SVP Consulting Managing Marketing
Attendees Titles and Companies
Attendees Titles and Companies Title Manager of Regional Sales - Advertising Sales Accenture Software Sales and Marketing Account Management Business Specialist Sales Managing - Technology Life & Annuity
Attendees Titles and Companies
Attendees Titles and Companies Title, Life & Health Insurance Account Executive Senior Account Executive Chief Executive Officer VP, Marketing Strategy Market Research Manager Research Manager - Product,
Marketing & Research Conference Attendees Titles & Companies
Marketing & Research Conference Attendees Titles & Companies Title Account Development Manager, Financial Services Strategy Field Marketing FSI Enterprise Field Marketing Chief Executive Officer VP, Marketing
Director - Retirement Plans Marketing and New Business. Athene Annuity & Life Assurance Company Marketing Communications Campaign Manager
Preferred Company Name Adrea Rubin Marketing Inc. Adrea Rubin Marketing Inc. Affinnova Affinnova Allianz Life Allstate Allstate Financial Allstate Insurance Allstate Insurance Company American National
Senior Account Executive. Privacy Officer. Vice President, Life & Health Insurance
Title Senior Account Executive Privacy Officer, Life & Health Insurance Sales Executive Director, Insurance and Healthcare Analytics Group and Global Head of Consulting & Analytics VP Consulting & Analytics
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2014 Customer Service Conference Attendee List ALFA Insurance American Equity American Equity American Fidelity Assurance American Fidelity Assurance American General Life American General Life Ameritas
2River Consulting LLC 5 Star Life Insurance Company Vice President Advanced Benefit Concepts, LLC. Product Manager. Worksite Marketing Manager
Preferred Company Name Title Description 2River Consulting LLC 5 Star Life Insurance Company Advanced Benefit Concepts, LLC Aetna Product Management Aetna Worksite Marketing Manager AIG Benefit Solutions
2013 Conference Attendees. Social Media Subject Matter Expert
2013 Conference Attendees Company Actiance Actiance, Inc. Actiance, Inc. Alabama Department of Insurance Insurance Company of North America Services Allstate Life Insurance Company American Amicable Life
Attendee Titles and Companies
Attendee Titles and Companies Job Title Market Segment Liaison - Health Insurance Corporate Actuary Executive Director Director, Insurance Claims Senior Actuarial Analyst Sr. Actuarial Associate Sr. VP,
Social Media and Compliance Specialist Regional Manager, Social Media
Company Name Title Description 451 Marketing EVP - Financial Services ACE Group (Combined) AVP, Interactive Communications Actiance Social Media and Compliance Specialist Actiance Regional Manager, Social
Conference Attendees. Head of Group Insurance Head, Disability Product Development
Conference Attendees Company 5Star Life Insurance Company Aetna Aetna Afinium Afinium Aflac Aflac Benefits Solutions Aflac Benefits Solutions AHIP AIG Benefits Solutions Allstate Benefits American Benefits
Senior Vice-President, Enrollment Technology Solutions. VP Corporate Development Vice President, Product Development and Marketing Strategy
Preferred Company Name Title Description 5 Star Life Insurance Company Sr. Vice President Business Insurance Markets 5 Star Life Insurance Company Operations Manager A.M. Best Co. FSenior Financial Analyst
Attendees Titles and Companies
Attendees Titles and Companies Title Assistant Vice Senior Financial Analyst Director of Insurance Relationships Program Manager VP Risk Mgmt Team Lead, Group Underwriting Senior Disabililty Underwriter
Vice President, Life & Health Insurance Sales Executive Senior Account Executive
Company Title 5Star Life Insurance Company VP Regional Operations A. Levan, Inc. Resort Choices A.D. Banker & Company CEO A.D. Banker & Company National Account Manager Academy Advisors, LLC & CEO Acxiom,
Regulatory Compliance Officer - Advertising Principal. National VP, Sales Development Director, Corporate Digital Communications
Company Name Adrea Rubin Marketing Inc. Adrea Rubin Marketing Inc. Advisology AIG/The Variable Annuity Life Insurance Co Allianz Life Insurance Company of NA Allstate Financial American National Family
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Critical Illness Insurance Forum 2013. Relationship Manager Product Strategy. Manager. General Manager. American Independent Marketing
Company AARP Aetna Aetna Aflac Group Aflac Group Allstate Benefits Amalgamated Life American Fidelity American Fidelity American Independent American Public Life Arkansas BlueCross BlueShield Assurant
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ORDINARY LIFE BUSINESS... 1 CREDIT LIFE BUSINESS... 2 GROUP LIFE BUSINESS... 3 INDUSTRIAL LIFE BUSINESS... 4 TOTAL LIFE BUSINESS...
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ORDINARY LIFE BUSINESS... 1 CREDIT LIFE BUSINESS... 2 GROUP LIFE BUSINESS... 3 INDUSTRIAL LIFE BUSINESS... 4 TOTAL LIFE BUSINESS...
YEAR 2011 ORDINARY LIFE BUSINESS... 1 CREDIT LIFE BUSINESS... 2 GROUP LIFE BUSINESS... 3 INDUSTRIAL LIFE BUSINESS... 4 TOTAL LIFE BUSINESS... 5 ORDINARY ANNUITIES BUSINESS... 6 GROUP ANNUITIES BUSINESS...
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2014 Oregon Page 1 of 9 4 Ever Life Ins Co 80985 IL $0 $0 $23 $0 $23 0.00% 5 Star Life Ins Co 77879 LA $90 $0 $1,374 $0 $1,464 0.13% AAA Life Ins Co 71854 MI $1,847 $0 $2,076 $0 $3,923 0.34% Ability Ins
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ACACIA LIFE INSURANCE COMPANY 60038 DC AFFILIATED FM INSURANCE COMPANY 10014 RI ALLIANZ LIFE AND ANNUITY COMPANY 69604 MN ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA 90611 MN AMERICAN ALTERNATIVE INSURANCE
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