Attendees Titles and Companies
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1 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 Implementations Principal President Chief Executive Officer CIO Deputy General Counsel - Life, Health & Disability &, Market Strategy & Research Senior, Science SVP Product & Solution Development Product Training Senior Manager, Life and Health Modeling - Life Product Innovation Asst. VP &, Member Relations Executive and General Counsel President and CEO Senior Counsel Senior Meeting Planner SVP, Insurance Regulation and Chief & Associate General Counsel, Conference Development, Insurance Regulation, Research VP, Chief Counsel & Deputy, State Relations Compliance Specialist Life Chief Underwriting Manager Life Insurance Product Strategy and Performance Manager Sr. Programmer/Analyst Company A.M. Best Company Accenture Accenture Accenture Accenture Accenture SpA ACORD Actuarial Compass Actuarial Strategies, Inc. Adrea Rubin Marketing, Inc. AFBA / 5Star Life AIG AIG AIG AIG AIG AIG AIR Worldwide Allianz Life Allstate Benefits American Family Insurance American Family Life American Family Life American National Insurance Co. 1
2 Actuarial Manager, Pricing, Admin Systems Executive & General Manager 2nd VP, Ind Underwriting Operations of IT Assistant Marketing Project Manager Sr. Assistant of Product Strategy, New Business Services Manager, Life Products Account Executive IT Manager Associate Editor Project Manager, Partners and Business Development Sales Representative Senior Sales Account Executive Senior and Chief of Operations Consultant Analyst Senior Account Executive Partner & Consulting Services, Insurance VP Account Services Practice Lead Analysis Marketing Manager Program Sales Manager Sr. Product Manager Sr Product Manager Senior Corporate Education Manager 2nd VP, Associate EVP of Business Development Executive Assistant to Founder Founder/CEO Business Development Executive Software Sales Executive National Life Manager Manager of Research Senior Research Associate CEO/President Division Industry General Manager Americo Life Americo Life Ameriprise Financial Ameritas Ameritas Amica Life Amica Life Andesa Services, Inc. Assurity Life Assurity Life Aurigen Reinsurance Baltimore Life BestWeek BizFlow BizFlow Brightpeak Financial Captricity Captricity Catholic Financial Life Catholic Financial Life Catholic United Financial CDR Optimal Consulting Group Celent Celent CGI Cignium Cignium Technologies Cincom Cincom Cincom Cincom CMFG Life Insurance Company Cognizant Technology Solutions College for Financial Planning Columbian Mutual Life Insurance Competiscan Competiscan Competiscan Concentrix Insurance Solutions Concentrix Insurance Solutions Co-operators Life Insurance Company Corporate Insight Corporate Insight Creative Ventures CSC 2
3 Managing Marketing Manager Sr Marketing Manager Sr. Marketing Specialist Sr. Marketing Specialist Account Services Executive Business Development Client Executive Senior Consultant, Relationship Manager of Business Development of Technology Insurance Practice Senior Product Specialist Senior Online Editor Business Development Associate Business Development CEO Vice-President Insurance Business Development Vice-President, Insurance Life Product Manager - Strategic Marketing Life Product Manager VP Underwriting & Claims Manager Practice Chief Information Officer Business Unit Lead Managing Life New Business VP - Life Actuarial of Information Systems, Life Operations Life and Annuity Conservation Specialist Manager, Applications Software Development CUO, Head of Underwriting Operations Sales VP of Sales Life Sales Development VP VP and of Actuarial Services - Life & Health Program Manager Chief Marketing Officer CSC CUNA Mutual Group CUNA Mutual Group CUNA Mutual Group CUNA Mutual Group CUNA Mutual Group Dell Dell Dell Dell DTCC DTCC Edgewater Edgewater Edgewater Edward Jones Employee Benefit News Epoq Epoq EquiSoft Inc. EquiSoft Inc. EquiSoft Inc. Erie Family Life Erie Insurance Erie Insurance Erie Insurance Ernst & Young esignsystems Everence EXL EXL LifePRO F&TRC Farm Bureau Financial Services Farm Bureau Insurance Farm Bureau Insurance Farm Bureau Insurance Farm Bureau Insurance Farm Bureau Insurance Farmers New World Life FAST FAST FBL Financial Group, Inc. Federated Mutual Insurance Company Fidelity Security Life Ins. Co FINEOS 3
4 & Senior Consultant Associate Consultant Insurance Solutions Executive Senior VP and Distinguished Analyst Market Research Analyst, Digital Strategy and Analytics Operations SVP, Chief, Product Development Sr. Product Marketing Manager VP, Product & Consumer Marketing SR VP Life Operations Sr. Web Developer and Database Admin Life Product Management Sr. V.P. Direct Marketing Assistant Vice-President, Business Development & Solutions Assistant Project Coordinator Research Associate SVP and Financial Services Practice Leader Assistant Associate - Centralized Application Support, Life Operations Manager, IL Operations Manager, New Business Operations Manager, Social Media Supervisor, Life Product Support & Competition & CEO SVP and Chief Underwriter Associate Regional Sales, Insurance Sales, Insurance Solutions Principal R&D Application Developer International Consultant Client Services President Associate First Consulting & Administration, Inc First Consulting & Administration, Inc. FIS Force Diagnostics, Inc. Gartner Gen Re Gen Re Genworth Genworth Financial Genworth Financial Gerber Life Insurance Gerber Life Insurance Gerber Life Insurance GGY AXIS GGY AXIS Gleaner Life Insurance Society Gleaner Life Insurance Society Global Atlantic Financial Group Global Atlantic Financial Group Globe Life and Accident Great-West Life, London Life, Canada Life Greenwald & Associates Greenwald & Associates Greenwald & Associates Greenwald & Associates Hank George, Inc. Hannover Re Hause Actuarial Solutions, Inc HCL America HCL America HCL Technologies Homesteaders Life Company IBM IBU, Inc IBU, Inc IGATE Technologies 4
5 Associate Associate Associate Deputy Manager Lead Consultant Sr. Associate Executive Product Senior, & General Manager US COO Senior Engagement Manager Operations Manager President & CEO VP, ForeSight Product Management VP, Sales Editor-at-Large Assistant - Sales Executive, Economic Development Manager, Business Development, National Marketing Chief Technology Broker AVP, Advance Care, Advance Care, Advance Care Senior VP Technology Development Principal AVP AVP, New Business Ops General, Life Underwriting AVP, Model Office Chief Actuarial Associate, Individual Insurance and Financial Services Dev. IT Architect Relationship Manager, Product Development.. IIPRC Illinois Mutual Illinois Mutual illustrate inc Infosys McCamish Infosys McCamish Systems Insight Decision Solutions Insight Decision Solutions Insurance Technologies Insurance Technologies InsuranceNewsNet IntellectSEEC IntellectSEEC Iowa Economic Development Authority Iowa Economic Development Authority Iowa Economic Development Authority ITX - LIDP J.D. Power and Associates Jackson National Life Jackson National Life Jackson National Life Jacobson Jefferson National Financial JFM Consulting John Hancock John Hancock John Hancock John Hancock Kansas City Life Ins. Co. Kansas Insurance Department Kemper Home Service Cos. La Capitale La Capitale Laser App Software Legacy Marketing Group 5
6 VP Product Management Senior & Principal of Strategy Marketing Specialist Senior Divisional : Risk Product Operations Head of Risk Product Innovation, Distribution Strategy & Project Management Strategist Manager, Special Projects President Sales & Marketing CEO/President Executive VP, Programs and Marketing Chief Operation Officer Associate of LIC Executive President and CEO Analyst Assistant Managing Associate Research Consultant AVP AVP, Public Relations Client Relationship Client Relationship Manager Corporate Corporate &, Insurance Research Corporate, Communications Corporate, Insurance Research - Product Customer Experience Data Scientist Business Development, Conferences Meeting Planner Multimedia Research Research Research Senior Conference Coordinator Senior and, Research Vendor Relationship Mgr VP Developmental and Commercial Research Senior Meeting Planner AVP - IT AVP, Executive Benefits Legal & General America Lewis & Ellis, Inc. LexisNexis LexisNexis LexisNexis Liberty Group Ltd. Liberty Group Ltd. Liberty Mutual Liberty Mutual Liberty Mutual Benefits LIDP Consulting Services LIDP Consulting Services Life Happens Life Happens Life Insurance Company of Alabama Life Insurers Council Life Insurers Council LifeCare Assurance Company and 6
7 AVP, IT New Product Development, Relationship Management Group Life and AD&D Product Manager IT Team Leader VP, Information Technology VP Consultant, Government Relations AVP Member Solutions Editor, Resource Meeting Planner Member Solutions Member Solutions Manager Member Solutions Sales Associate Resource Ad Rep Second Senior Assoc., Education Senior Associate Senior Associate - Management Solutions Senior Editor Sr. Managing Principal - Insurance & Financial Services Innovation VP of Innovation Executive Sr. Consultant Consultant Corp Secretary President Associate Product Manager Sr. Business Systems Consultant 2nd VP & Assistant Solutions Engineer Account Executive Insurance Practice Lead AVP, Segmentation & Consumer Insights Marketing Senior Marketing Consultant Product Manager Account Manager Compliance Consultant Consulting Consulting Consulting Lincoln Finanical Group Lincoln Heritage Life Lincoln Heritage Life LOGiQ3 Maddock Douglas, Inc. Maddock Douglas, Inc. Majesco Majesco Management Data, Inc, Management Data, Inc. Management Data, Inc. Manulife Financial Manulife Financial MassMutual MassMutual Mendix Mendix, Inc. Mendix, Inc. MetLife MetLife MetLife MIB Solutions, Inc. 7
8 Consulting and Principal Principal & Consulting Principal & Consulting Senior Account Executive Account Executive Sr. Industry Analyst - Insurance Conservation Specialist Interactive Editor VP, Information Services 2nd, Underwriter Marketing Research Consultant Theoretical Physicist, Author Of Systems Development VP, Dir of Info Services Senior Editor Associate, Business Development Senior Managing Consultant Senior Principal Senior Principal Sr. Analyst Corporate CVP and Head of Competitive Intelligence Strategy - Project Manager & & Operations Manager Application Development Assistant Assistant Life Products Lead Project Manager Lead Project Manager Product Manager Relationship Research Selection Consultant Solution Architect VP-Risk Selection Strategy VP, Research and Consulting Client Executive IntelliScript Mintel Mintel Modern Woodmen of America Money-Media MTL Insurance Company Munich Re Mutual of Omaha n/a National Guardian Life National Guardian Life National Underwriter Life & Health Nationwide Nationwide Nationwide NEOS NEOS NEOS NEOS NIIT Technologies Ltd. Novarica NTT Centerstance 8
9 Market Development Manager Account Executive Insurance Marketing Development Partner Field VP, Sales Development Manager, New Business Market Intelligence Analyst Marketing VP - SR Product Advisor VP Sales and Marketing Application Sales Manager Sr, Insurance Sr Sales Consultant Executive Assistant of Product Design AVP, Integrated Marketing Customer Experience Manager Executive Marketing Marketing VP, Business Development Life Accident Manager Assistant, Product Systems Implementation Competition Information Manager of Business Analysis and Policy Filing SVP, Product Management, Underwriting & Advanced Sales Business Development Marketing Analytics & Reporting 2VP Product Marketing and Research Audit, Operations & Acquisitions VP Online Sales and Marketing, Product, Product Design, Social Media EVP, Product & Marketing Senior Market Research & Analysis Analyst & Senior Corporate Counsel, Industry Strategy VP, Underwriting Managing, Global Research Senior Regulatory Consultant President NTT Centerstance NTT DATA, Inc. NTT DATA, Inc. Old Mutual South Africa Oliver Wyman OneAmerica OneAmerica OneAmerica OneAmerica OneAmerica Optimum Re Insurance Company Oracle Oracle Oracle Pacific Guardian Life Pacific Life Pacific Life Pacific Life Pacific Life Pacific Life Pacific Life Paradysz + PM Digital PEHP Penn Mutual Penn Mutual Penn Mutual Penn Mutual Praeses Business Technologies Principal Financial Group Protective Life Protective Life Protective Life Protective Life RBC Rector & Associates, Inc. Red Ventures Red Ventures 9
10 VP & VP & Executive VP, New Business, Underwriting & Claims / Chief Underwriter Executive CIO & Operations Executive COO/EVP Manager, IT Business Enablement SVP, Business Development Principal CEO Market Research Analyst Associate Manager Alternative Investment Manager, CPC Planning Team Senior Manager Chief Marketing Officer and Head of Corporate Communications EVP, Head of Professional Services President & CEO Sales Support Manager Senior Principal Consultant Senior VP Business Development SVP Sales Associate, Insurance IT Services AVP, Business Development Pricing Research Regional VP, Sales SVP, Value Added Services VP, Medical Research AVP, New Product & Data Development of Business Development Technology Solutions, Application Development Manager Business Development SVP Business Development SVP Client Solutions/CRM Head of Business development Associate - Individual Distribution Systems Consultant Principal Principal RGA RGA Rinascita / Widow's Hope RiverSource Insurance Company Robbins Gioia Robbins Gioia Royal Neighbors of America Royal Neighbors of America Royal Neighbors of America RPM Direct an EXL Company Rudolph Financial Consulting, LLC Sagicor Life EC Inc. Sagicor Life Insurance Company Sammons Financial Group Samsung Life Samsung Life Samsung Life Sasken SCOR Global Life SCOR Global Life SCOR Global Life SCOR Global Life SCOR Global Life SCOR Global Life Americas se² se² se² se² se² se² SEB Trygg Liv Holding AB Riga Branch Securian Financial Group Securian Financial Group Self Employed SiSi Group, LLC SiSi Group, LLC 10
11 Senior Reporter, Sales Senior Account Manager Senior, Product Management Consulting Staff Fellow Managing of Research Sr. Experience Study Sr. Professional Development Manager Staff Fellow of IT Marketing and Sales Manager VP of Operations Application Development Manager Manager, Applications Development Actuarial Analyst II Business Analyst Government Affairs L/H Manager Manager Manager - Life/Health Underwriting Research Analyst III Service Manager Systems Analyst Relationship Executive Sr. Business Development Executive Partner Partner Partner Executive Client Manager Marketing Senior VP Head of Sales & Account Management Chief Architect & Head of Technology Head, Insurance Domain Consulting Business Development Business Development Business Development/Solutions Management Marketing Manager Solution Leader - Insurance Solutions President and CEO Chief Operating Officer Principal Consultant Senior Product Manager SNL Financial SNL ipartners SNL ipartners SNL ipartners Society of Actuaries Society of Actuaries Society of Actuaries Society of Actuaries Society of Actuaries Soluta Soluta Soluta Southern Farm Bureau Southern Farm Bureau StoneRiver StoneRiver Strategy Meets Action Sutherland Asbill & Brennan Sutherland Asbill & Brennan Swiss Re Swiss Re Swiss Re Synodex Tata Consultancy Services (TCS) Tata Consultancy Services (TCS) TCS TCS TCS TCS TCS TCS Teachers Life Tennessee Farmers Life Insurance Company The Nolan Company The Standard 11
12 , Manager, IT Sr. Counsel of Operations, Actuarial, IT President and CEO Associate MIS Manager Life Systems Manager Founder and CEO Marketing and Business Development President, VB Life Pricing Manager, Product and Market Development Systems Manager Executive, Life Product Management Life Insurance Product Management Life Insurance Product Management Regional Consultant Technical Architect Product Manager Chief Investment Officer Strategic Account Strategic Solutions SVP Chief Underwriter Head of Administrative Systems Product Product Owner - IT, Strategic Development, Individual Life Sales VP, Head of Market Intelligence Product Specialist Supervisor, Business Analysts of Product Development IT Manager Senior, Process Integration VP Information Technology SVP Insurance Client Relationships and Business Development Principal Chief Sales and Marketing Officer Thrivent Financial Thrivent Financial Thrivent Financial Thrivent Independent TIAA-CREF TIAA-CREF TIAA-CREF Torchmark Torchmark Triple-S Vida United Home Life Universal Conversion Technologies Universal Conversion Technologies Universal Conversion Technologies Unum Unum Unum USAA USAA USAA USAA USAA USAble Life UTG, Inc ValMark Securities, Inc. Venture Solutions Venture Solutions Vitech Systems Voya Financial Voya Financial Voya Financial Voya Financial Voya Financial Voya Financial Washington National Wawanesa Life Insurance Western & Southern Financial Group Western & Southern Financial Group Western & Southern Financial Group Western & Southern Financial Group Western & Southern Financial Group WNS X by 2, LLC X by 2, LLC Xpertdoc Technologies, Inc. 12
13 Sales Executive Managing Partner VP, Business Development & Strategic Alliances Executive for Marketing Xpertdoc Technologies, Inc. XtLytics LLC XtLytics LLC Zavarovalnica Maribor d.d. 13
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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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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
Currently, the implementation date is scheduled for November 30, 2004. 1
The following list shows vendors who have indicated an interest to register with the 403bCompare Web site as of 09/02/2004. 403bCompare Vendor Vendor Name Number 1161 A.G. Edwards & Sons, Inc 1028 Acacia
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...
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