“A One Stop Life Insurance Resource.”

Events & Webinars

Including Virtual Conferences, Live Webcasts, Podcasts, Live Webinars, and Webinar Recording Links

Click on the calendar below to see the latest Insurance and Technology Events & Webinars. Each Event and Webinar has a Description, Dates
and a link to Register

Events & Webinars

Upcoming Events and Webinars

List of Events & Webinars

Addressing Changing APAC Market Conditions: Carrier Solutions for Rapid Product Adaptation

Date: 2021 June 16

Low interest rates, fluidless underwriting, new COVID variants. APAC insurers face volatility & challenges on every front, creating a need for quick product adaptions. In this session, we’ll share rapid product adaptation solutions and the roadmap for future development in APAC. Speakers in our Accelerate Series help you put their expertise and experience into action for your business. . Accelerate Product Changes Beyond Complicated Rules Environments New Technologies C.....

How EHR has gone from a nice to have to a must have for life insurers

Date: 2021 June 23

Join the upcoming Human API webinar to hear a live panel discussion on how leading insurance companies are driving underwriting innovation, speeding up distribution, and creating modern customer experiences. Discover how they leverage the valuable information within electronic health records (EHR) data to drive value throughout the entire life insurance value chain. Guest speakers: Principal - Neil Halder - Assistant Vice President & Chief Underwriter SCOR - Kristin Ringland - SVP &am.....

Broker Dealer & Bank/CU Insurance Virtual Forum

Date: 2021 July 20

4:00 PM-5:15 PMET Saltzman Associates is holding a series of Virtual Forums which will cover issues, challenges and opportunities related to the  business within broker dealers and banks/credit unions. These sessions are designed to cover a concise list of agenda topics.  Similar to our face-to-face roundtables, our sessions are designed to encourage broad participation and open discussion among all attendees. Sponsored by   View Virtual Forum Schedule  ...

Digital Transformation from Start to Finish

Date: 2021 June 30

Sponsored by MRS 11:00 AM EDT - 12:30 PM EDT Webinar Overview Highlights Join us for a panel presentation brought to you by Management Research Services, with case studies of digital transformation at two small/midsize life insurance companies. Featured speakers: Brad Darnell, Chief Technology Officer, Management Research Services, Inc. Bill Bruce, VP of Marketing, ELCO Mutual Life & Annuity Bill is ELCO Mutual’s Vice President of Marketing. The company .....

Verisk Life Claims Forum

Date: 2021 July 21

Life, Long Term Care, and Disability Agenda 12:00 PM-12:15 PM Welcome & Opening Remarks 12:15 PM-1:05 PM Staying One Step Ahead: Inside the Mind of a Fraudster: Life/LTC/Disability Claims Fraud 1:05 PM-1:25 PM In the News: Unraveling of a Significant Life Insurance Scheme: 2021 1:25 PM-2:00 PM Life: The Shifting Landscape of Compliance .....

2021 LIMRA Annual Conference

Date: 2021 October 24

Shaping a More Purposeful Future 10/24/2021 - 10/26/2021 Gaylord Palms Resort & Convention Center, Kissimmee, FL, USA Overview  2021 Annual Conf Live Timeline.pdf Who Attends   This flagship event is one of the largest gatherings of senior executives representing all sectors of financial services. Our members and partners come together for strategic industry insights and high-level networking — a must-attend for executives who are Shaping a More Purp.....

2021 Supplemental Health, DI and LTC Conference

Date: 2021 August 4

. 2021 Supplemental Health, DI and LTC Conference . Facing the Future — Together 8/4/2021 - 8/6/2021 Virtual Overview . Who Attends   Professionals responsible for actuarial/product development, underwriting, claims, regulation/product filing and/or administration of the following products (through either worksite or retail channels): accident insurance critical illness insurance hospital indemnity plans individual disability insurance .....

2021 Advanced Sales Forum

Date: 2021 August 2

  Advanced Sales: Seizing Opportunities in a Brave New World 8/2/2021 - 8/3/2021 Virtual . Overview Who Attends Advanced sales and marketing executives of carriers and distributors, IMOs, BGAs as well as CMOs, sales officers, and estate and business planning specialists with accountability for serving individual markets.   Highlights Created by advanced sales professionals, this is the only forum dedicated to enhancing the practice of Advanced Sales. The For.....

Future of Insurance Canada 2021

Date: 2021 August 24

August 24 - 25, 2021, Online #FOICan #ConnectedClaimsCan Connected Claims Canada 2021 (August 26, Online) unites Chief Claims Officers and senior claims executives to reimagine a new future for claims. Growing pressure is pushing claims to be faster and smarter. The bar for customer experience has been raised our customers compare their claims experience to Amazon. Carriers must effectively harness technology to deliver the experience and efficiency that is now a non-negotiable. Join.....

Insurance AI and Innovative Tech USA 2021

Date: 2021 September 14

September 14 - 15, 2021, Online #AIUSA Reuters Events Insurance AI and Innovative Tech USA 2021 (September 14-15, Online) is the premier gathering for senior executives specializing in data science, analytics, technology, IT, and digital transformation. From providing strategies for deploying analytics at scale, to case studies showcasing true ROI harnessing data, this event provides a research-driven agenda delivered by industry titans. This is the definitive event for carriers seeking .....

Connected Claims USA 2021

Date: 2021 November 16

November 16 - 18, 2021, Online #CC2021 Insurance has changed. Agile and innovative carriers have demonstrated that customers are responding to claims experiences that are engaging and personal. Now is the time to share, inspire and lead as we strive to support our customers and each other as we unlock the full potential of each and every claims organization. Which is why Reuters Events are bringing you Connected Claims USA 2021 (November 16-18, Online) – to provide the platform for the .....

The Path of an InsurTech – Launching a Technological Insurance Platform and Associated Insurance Distribution and Risk Assumption Considerations

Date: 2021 July 1

Time: 09:00 AM Eastern Daylight Time Duration: 1 hour Summary Locke Lord lawyers will present “The Path of an InsurTech” when seeking to enter the insurance market in the United States. Launching a technology-based platform often requires startup capital and outside investors, and the Locke Lord team will detail unique factors to consider. They will discuss limitations on certain insurance-related marketing or distribution activities that could be prohibited under law or require insur.....

Concentration of Risk Analyses Understand the Potential Impacts of Excess Mortality Events

Date: 2021 July 14

This webinar will discuss Verisk Life’s Concentration of Risk Analytics, a new type of report that can help you manage your excess mortality risk. Excess mortality events, also known as mortality shocks, can subject life insurers to extraordinary exposure, including worst-case scenarios with compound impacts that span books of business and asset portfolios alike. Pandemics, earthquakes, and terrorist attacks, can cause excess mortality, often concentrated in one geographic location, socioec.....

INSURCON 2021

Date: 2021 August 10

The annual conference of the Independent Insurance Agents of Wisconsin will highlight ways for agents to build their business, increase their marketing effectiveness and improve their business skills. Speakers include industry experts, marketing gurus and technology geniuses, as well as ACORD CEO BIll Pieroni and keynote speaker Joe Theismann. Join us August 10-11 at the Kalahari Resorts in Wisconsin Dells for InsurCon2021! We are looking forward to seeing you all for this safe in-person even.....

ACORD INSURTECH INNOVATION CHALLENGE - NEW YORK

Date: 2021 September 14

Virtual Event The ACORD InsurTech Innovation Challenge is the world’s premier event for innovation in insurance technology, and continues to achieve a longer reach and greater impact every year. Its mission is to seek out, promote, and nurture sustainable technological innovation for the insurance industry, benefitting insurers, distribution channel stakeholders, and/or vendor partners. The Challenge brings together insurance innovators across all lines of business, investors and ven.....

ACORD CONNECT 2021

Date: 2021 October 28

At ACORD Connect 2021, you will enhance your expertise with ACORD Standards & Architecture, earn valuable continuing education credits through professional development sessions, and network with peers from across the ACORD community. ACORD Connect is where we show our appreciation for you, the members of the ACORD community, and give you the opportunity to learn and turn insights into action. At ACORD Connect 2021, you will enhance your expertise with ACORD Standards & Architecture and ear.....

Diversifying Retirement Income Plan

Date: 2021 July 8

Using cash value life insurance for protection now, and income later....

The Rise of Digital Direct Insurance

Date: 2021 July 28

On behalf of Salesforce, we invite you to this can't miss webinar Wednesday, July 28th at 1pm EDT. According to a 2020 Harvard Business Review Analytic Services, 64% of executives at traditional carriers expect their firms to increasingly adopt a direct-to-customer distribution model. And with the challenges of the past year, a digital-first approach has emerged as not just compelling but necessary. Join us for this conversation to explore what it takes to succeed in today’s growing digi.....

Redefine the Lines at Performance + Purpose

Date: 2021 August 17

AUGUST 17-19, 2021 Redesigned Virtual Experience in 2021 The event this year is focused on creating an interactive experience for participants. The conference will include break-out sessions for book signings with speakers, gamification, and TED-talk style sessions to allow attendees to "choose their own adventure" to spice up their Zoom experience and deliver top-notch training to help you expand your book of business. Member Price forVirtual Event: $195 Member Price forVirtual+Archive: $.....

The Future of Insurance Europe 2021

Date: 2021 November 4

  The Future of Insurance Europe 2021: Official Launch Announcement Reuters Events have today launched their flagship European insurance event, The Future of Insurance Europe 2021 (4-5th November, Online). This is the largest industry event in Europe bringing together the most influential CEOs, C-suite leadership teams and visionary insurance thought-leaders for real business discussions that truly tackle challenges, develop solutions, set benchmarks, and collectively drive moment.....

A 360° View Of Agency Automation – Unveiling Bottlenecks & Solutions​

Date: 2021 September 22

Equisoft, Novarica, NAILBA & CAILBA leaders reveal the results of new research into the top reasons why policy approval timelines are too long—and what actions distributors can take to help expedite the process. In this webinar, we’ll explore: - 360° View: discover the biggest challenges in the approval process. - Reduce roadblocks: how to reduce frustration, effort and error in critical processes. - Accelerate onboarding: distributor solutions to help speed up pol.....

WA Cares Fund…How it impacts you and the Nation

Date: 2021 August 31

  Join Producers XL broadcast: The Long-Term, with  Agency Advice from Angie Hughes. We’ll sit down with an industry expert to cover ways agents could be elevating their business. This month Angie will have a guest from the state of WA and they will discuss the impact to the state of WA as well as to the LTC industry.  ...

Enlivening the Frozen Book of Business

Date: 2021 September 9

September 9th, 2021 10:00am PST | 1:00pm EST   Ben Brantley from Sureify will be joined by industry-leading technology experts: Ann Mengelson-Clark, Kuvare; John Keddy, Security Benefit and Chad Hersh, AWS to discuss the value in “Enlivening the Frozen Book of Business”, without having to spend a fortune to convert off an “old system.” Prior to COVID, life insurers saw modernization as prioritizing the installation of a new back-end system and then seeing what could be d.....

Selling IUL has never been so easy. Use Quote & Apply to get the job done.

Date: 2021 September 7

  WEBINAR   Time: 10:00 AM PST   Why Indexed Universal Life (IUL)?   Provides cash value growth potential linked to performance of the S&P 500® without exposure to market losses. Offers a higher return potential than a UL policy and less volatility than a VUL policy. Offers the potential for tax-free supplemental income. Provides an efficient way to transfer accumulated wealth, income-tax free, to future generations.   Why a.....

Leverage the Advanced Capabilities of New Technology & Data for Modernised Insurance

Date: 2021 September 16

Time: 15:00 CET     Innovation Leaders from Liberty Mutual Europe, Swiss Re and AXA XL on Leveraging New Technology & Data for Modernised Insurance Insurance continues to strive for innovation – but meeting continually rising expectations for a seamless digital experience is no easy feat. Stakeholder investment, an overwhelming influx of technology, and growing concerns over data ownership provide continually challenging barriers for modernisation in insurance .....

LEARN TO QUOTE LIFE INSURANCE

Date: 2021 September 14

Time: 10 am CST We understand there are times when you are looking for a quick, easy quote that does not include riders, endorsements or additional benefits. You’re with a client and want to provide a clear, concise rate for their time. Let us help you understand further the ins-and-outs to the quoting software we offer and how those platforms and tools can provide you with the extra push to close the sale....

Life Insurance is Personal

Date: 2021 September 15

Time:  2 PM EST Strategies to Protect Client Relationships Beyond the Initial Transaction What You'll Learn Life insurance is a relationship-driven business. And the most important relationships to foster are the ones with your current clients – the people who have trusted you to help them attain their financial goals and objectives for their family. The nature of that relationship requires ongoing communication and work to ensure the best possible outcomes for your clients. Carin.....

PROTECTIVE LIFE Q&A

Date: 2021 September 21

Join us and Protective Life RVP, Kirt Nolde, as we discuss in detail the current products offered by a well-known, established carrier. Targeting today’s market head-on, Protective Life offers current products designed to meet the needs of every client. This will be a Question & Answer format, so come prepared with all the questions and concerns....

NAFA Annuity Distribution Summit

Date: 2021 October 6

October 6-7, 2021 | Lake Las Vegas, NV NAFA, in partnership with its 2021 Chairman of the Board of Directors, Lauri Beck, invites you to join us for our 13th annual Annuity Distribution Summit. As the industry seeks to rebound from impacts brought on by the coronavirus pandemic, we’ll be discussing the current challenges and opportunities of independent distribution and how NAFA is working to Advocate. Educate. Integrate. in response to them. We look forward to enjoying beautiful weather .....

Equisoft’s Re-Engineering Your End-to-End Customer Experience Workshop

Date: 2021 October 4

Monday, October 4th, 2021 | 1:00PM - 4:00PM Location: Mandalay Bay Convention Center, Las Vegas, NV Official Life & Annuities Pre-Conference Workshop. By Popular Demand, we will also be live streaming the the Re-Engineering Your End-To-End Customer Experience Workshop on LinkedIn. ...

Sureify’s Life Insurance and Annuity Ecosystem Summit

Date: 2021 October 4

Monday, October 4th, 2021 | 10:00AM - 5:00PM Location: Mandalay Bay Convention Center, Las Vegas, NV Sureify is excited to be bringing back our 4th annual Life Insurance and Annuity Ecosystem Summit! Come join us in Las Vegas prior to InsureTech Connect for a completely free summit designed specifically for the life insurance and annuity industry. If you are ready to connect with the leading voices in life insurance, annuities and insuretech, register today!   ...

2021 IMPACT WEEK: NOVEMBER 1ST - 5TH

Date: 2021 November 1

5 Days Focused on Industry Trends and How You Can Navigate the Options for Your Clients Join Us for the Power Hour Series I.M Pei stated, “Success is a collection of problems solved.” We are hearing phrases like: “sandwich generation impact,” “product innovation,” “retirement impact,” “rising health care costs,” “technology transformation,” “legislation, and "regulation,” etc. Every American is impacted in some way by extended or long-term care needs. Small a.....

LDTC Annual Meeting Virtually

Date: 2022 January 20

  January 20th, 2022 Virtual meeting 2PM EST   Everyone is welcome (Members and Non-Members)! Here is a link to a folder that has a calendar invite, and if you need to create the event on your calendar from scratch there is a Word doc with the conference link from Microsoft Teams: https://lnkd.in/d5bhvU6y . We have been working on some exciting projects this year! MEETING TOPICS: 1. A Common API for Life Insurance to easily share information with trading part.....

LTC & advanced tax planning scenarios.

Date: 2021 November 30

  Join The Long-Term: Agency Advice W/ Angie Hughes LTCP, Managing Partner at Producers XL. On the last Tuesday of every month, we’ll sit down with an industry expert to cover ways agents could be elevating their business. Get registered and receive reminders and a link to join us live....

Garbage In, Garbage Out – Achieve Spotless Data to Accomplish Truthful Insights

Date: 2021 November 30

Hour: 11 am EST   Insurers are investing heavily into data analytics and AI but far too often the outcomes are meaningless. Insurers end up making the wrong decisions based on worthless insights.   Set your golden data source and advanced analytics to eradicate decision making errors from AI’s predictions.   Sign Up to the free webinar: Garbage In, Garbage Out – Achieve Spotless Data to Accomplish Truthful Insights   Build a data foundation to .....

The ILTCI Conference

Date: 2022 March 20

March 20 - March 23, 2022 - Raleigh, NC     Registration is Now Open for the 2022 Intercompany Long Term Care Insurance Conference!   Our in-person conference will be March 20-23rd at the Raleigh Convention Center.  Our agenda includes over 45 educational sessions with ample time for networking and reconnecting with colleagues.   We still have room for exhibitors and sponsors!  Please contact us at info@iltciconf.org if you are interested in either oppo.....

ILTCI Long-Term Care Awareness & Family Caregiver Awareness Webinar

Date: 2021 December 9

Time: 01:00 p. m. ET November was both Long-Term Care Awareness and Family Caregiver Awareness Month.  To close out the month, the ILTCi Conference is hosting a webinar.  Please join us on Thursday December 9, 2021 at 1 PM Eastern.   Steve Cain of LTCI Partners will discuss examples of how industry has utilized Long-Term Care Awareness month to inform advisors and their clients of the solutions available to fund their future Long-Term Care needs.   Dr. Rhonda Montg.....

Prioritizing Client and Policy Information is Critical to Your Success

Date: 2021 December 7

  What You’ll Learn The sheer amount of detail available on an individual policy level as well as across your entire book is staggering. And having that information scattered across multiple sources – carrier portals, Excel spreadsheets, filing cabinets – forces you to be reactive to any problems that may arise with your clients’ policies.   It’s critical to get all that information into one centralized location so you know what’s going on with the policies .....

dacadoo Easy API Webinar #1

Date: 2021 December 14

  In this webinar we will be covering our award-winning Easy Health Score API: -What is the Easy Health Score API? -The value of Health Scoring to the consumer and to engagement -Why different engagement features matter to a sustainable engagement -Engagement and underwriting -Opportunities for monetisation -Q&A And our Easy Risk Engine API: -What is happening in Risk Quantification/Enhanced Underwriting? -dacadoo Risk Engine – new opportunities in accelerated unde.....

dacadoo Easy API Webinar #2

Date: 2021 December 15

In this webinar we will be covering our award-winning Easy Health Score API: -What is the Easy Health Score API? -The value of Health Scoring to the consumer and to engagement -Why different engagement features matter to a sustainable engagement -Engagement and underwriting -Opportunities for monetisation -Q&A And our Easy Risk Engine API: -What is happening in Risk Quantification/Enhanced Underwriting? -dacadoo Risk Engine – new opportunities in accelerated underwriting an.....

The Long Term: It’s the 12 “months” of Christmas (LTC-style)!

Date: 2021 December 28

  Join The Long-Term: Agency Advice W/ Angie Hughes LTCP, Managing Partner at Producers XL. On the last Tuesday of every month, we’ll sit down with an industry expert to cover ways agents could be elevating their business. Get registered and receive reminders and a link to join us live....

CONNECTIONS 2022

Date: 2022 March 6

  MAR 6-8 | ARIA, LAS VEGAS Come join 700+ of your industry peers and partners, alongside iPipeline, for a gathering viewed as the premier 3-day event for the Insurance, Financial Services, and Wealth Management Industries! After an abbreviated schedule in 2021, we’re back and ready to rock at our normal time of year, with an agenda that promises to be jam-packed full of goodness. As always, we’ll collectively explore how our industries have been leveraging emerging te.....

NAILBA41

Date: 2022 November 14

The Sky's the Limit at #NAILBA41! SAVE THE DATES: The 2022 NAILBA Annual Meeting is November 14-16, 2022.  Revered as the most valuable annual event for the brokerage market, NAILBA 41 is being planned as a multifaceted marketing and networking experience with 800+ attendees in-person, as well as 2,000+ attending the virtual events. Celebrating NAILBA’s 41st year, the November 14 – 16 event will be set inside the Gaylord Texan Resort & Convention Center, Dallas, TX. From exhibitin.....

AHOU 22 Annual Conference

Date: 2022 May 1

  May 1-4, 2022   We are looking forward to seeing you IN-PERSON at the Gaylord Rockies Resort & Convention Center.   Registration will open February 2022. Remember to check this page periodically for program, housing, and other updates....

LIMRA 2022 Distribution Conference for Financial Services

Date: 2022 March 1

  Who Attends Distribution professionals involved in channel growth, productivity, and reshaping distribution for success. Attendees include heads of distribution, sales, recruiting, compensation, distribution finance, training, marketing support, and product development. Enjoy the freedom to attend any of the breakout sessions across these key distribution channels ― agency building, brokerage, independent, multi-line, and direct-to-consumer.   Highlights Do you r.....

LIMRA 2022 Life Insurance Conference

Date: 2022 April 25

  The Great Reset   4/25/2022 - 4/27/2022   Marriott Tampa Water Street, Tampa, FL     WHO ATTENDS   Professionals involved in the development, operations, marketing, distribution, regulation, technology, or administration of individual life insurance products.   HIGHLIGHTS   Join your peers and leading industry experts to gain insight into the latest trends in individual life insurance. The cross-functional na.....

NAFA Annuity Distribution Summit

Date: 2022 October 4

  October 4-5, 2022 | Santa Monica, CA   NAFA, in partnership with its 2022 Chairman of the Board of Directors, Heather Kane, invites you to join us for our 14th annual Annuity Distribution Summit. From IMO consolidation and evolving regulation to product innovation and a shift in advisor demographics, the industry is facing significant change. Meanwhile, consumers are looking to rebound from the financial impacts of the pandemic and address considerable planning challenge.....

Digital Insurance Conference

Date: 2022 December 8

  In-person at Manchester Grand Hyatt San Diego | December 8-10 Online | December 15-17   An incubator for insights   Join us for strategic, intimate conversations with the industry's top minds as we explore how to take a customer-first business approach. Carriers need to provide the speed, agility, accessibility and ease of use that only digital insurance can deliver. Now’s the time to break from tradition and be customer-first.   DIGIN, from Di.....

LTCi Refresher Partnership Course

Date: 2022 February 22

Long-Term Care Insurance Agency Series February 22nd | 8am-12pm | CST Join Angie as she goes through your “every two year” LTC Refresher Partnership Course. This will provide you with 4 hours of General Continuing Education Credits. KS credit only. This Refresher course is required to keep you current on your LTC training so you can continue to sell and market Long-Term Care Insurance. If you have any questions, don’t hesitate to reach out to Angie. Continenta.....

OnRamp Insurance Conference

Date: 2022 June 15

    PRESENTED BY            THE LEADING CONFERENCE FOR INSURANCE INNOVATION JUNE 15, 2022 | MINNEAPOLIS, MN   The OnRamp Insurance Conference brings together the insurance industry’s leading corporations, investors and startups. The conference highlights innovations disrupting the insurance industry, the leaders making such innovations possible and how new technologies and business models will reinvent the industry.   ...

Refocus Conference 2022

Date: 2022 March 6

[caption id="attachment_5444" align="alignnone" width="511"] refocus 2022 email signature graphic[/caption]   MARCH 6 - 9, 2022 LAS VEGAS, NEVADA ARIA Resort & Casino 3730 S Las Vegas Blvd Las Vegas, NV Description Refocus is an annual global conference for senior-level life insurance and reinsurance executives hosted jointly by ACLI and the Society of Actuaries (SOA). This event features top-notch speakers, thought-provoking sessions, and superior networking opportunities....

The Long Term: Income Planning for Extended Care

Date: 2022 January 25

[caption id="attachment_3852" align="alignnone" width="500"] The Long Term Podcast[/caption]   Join The Long-Term: Agency Advice W/ Angie Hughes LTCP, Managing Partner at Producers XL. On the last Tuesday of every month, we’ll sit down with an industry expert to cover ways agents could be elevating their business. Get registered and receive reminders and a link to join us live....

Top Priorities for 2022 from 100+ Insurance Carrier Execs

Date: 2022 February 1

  Find out what your peers and experts at LIMRA-LOMA, EY, McKinsey & Company, Aite-Novarica, UCT, IISA, Clearview Partners, and AXA have to say about CX, leveraging data, and priorities for the coming year.   We surveyed 100s of insurance leaders to discover how they leverage data and overcome unique customer experience challenges. Join us February 1, 2022, at 11 am EST / 4 pm UTC for Top Priorities for 2022 from 100+ Insurance Carrier Execs live webinar.  ...

Medicare AEP: Get Ready with Mojo!

Date: 2022 February 17

Time: 1:00 PM EST     Come join and hear how The Brokerage Inc. and Shields Brokerage are alleviating their Medicare AEP season by using Paperclip technology that works to streamline their process....

Insurance AI and Innovative Tech USA 2022

Date: 2022 April 26

Achieve Unparalleled Insurance Success with Data & Technology   As technology transforms the industry, lead the revolution yourself.   The window to redefine your insurance company is narrow, and it’s happening now.   The industry is being inundated with the latest technology and overwhelmed with never ending data, leaving carriers struggling to future-proof their tech ecosystems and tap into the potential of data.   A fundamental culture shift, fu.....

2022 IRI Annual Conference

Date: 2022 May 18

Join us in D.C. for a diverse conference convening representatives from the entire supply chain of the insured retirement industry. You’ll hear from inspiring and innovative keynote speakers sharing thought provoking ideas to help you grow your business. Attendees will enjoy more intimate sessions drilling into the regulatory and technology issues that impact their day to day.   The conference will be held May 18–20 in Washington, D.C. at the Marriott Marquis. We hope to see you t.....

Paperclip SAFE ends the Breach!

Date: 2022 February 25

12:00 p. m. EST What steps are you taking to secure your data? SAFE combines crypto technology with advances in data storage and retrieval, resulting in large-scale data protection while enabling faster, searchable access. Come learn how SAFE stops the breach!...

Future of Insurance USA 2022

Date: 2022 June 14

June 14-15, 2022 Marriott Marquis Chicago, USA       The risks we tackle and people we protect have undergone a seismic shift – and there is no going back.   Insurance has strived to accelerate transformation efforts, but the time for aspirational roadmaps is gone. We must deliver now. We must exceed the needs of today’s customer, whilst also predicting those of tomorrow. We must commit to our role in the climate transition, push forward the .....

ITC 2022

Date: 2022 September 20

  September 20th-22th, 2022 Madalay Bay, Las Vegas   . ITC Vegas is the world's largest insurtech event - offering unparalleled access to the most comprehensive and global gathering of tech entrepreneurs, investors, and insurance industry incumbents.   Over the course of three days, the industry will convene to showcase new innovations, to learn how to increase productivity and reduce costs, and ultimately to enrich the lives of policyholders.....

Streamline Your New Business Process

Date: 2022 March 10

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LIDMA Member Firms Partner to Drive Digital Transformation for the Industry

Date: 2022 March 15

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InsurTech Spring Conference

Date: 2022 March 7

Customer First vs. Digital First   InsurTech NY is hosting its third annual spring conference to bring together legacy insurance carriers and InsurTech leaders to New York City. Hear from more than 40 speakers, network with over 400 insurance influencers, and visit more than 20 expo booths.   Insurers must make a choice.   They can focus on optimizing the front-end of their business creating a seamless customer experience, building customer-centric products, and helpi.....

SecureCare III

Date: 2022 March 29

  For the last Tuesday of March The Long-Term Care podcast with Angie Hughes will discuss a refresh of the Securian Financial SecureCare product and what you need to know....

Strategize, Innovate, Overcome: Product Innovation to Fight Emerging Risk

Date: 2022 March 24

    Our world is changing, and it’s changing fast. As we face the ‘next normal’ in a series of new normals, emerging risk continues to evolve faster than the data needed to write it.   Whilst efforts can be focused on better forecasting and modelling, the answer also lies in product innovation. Targeted products aimed at early detection and mitigation hold the potential to avoid catastrophic loss from new and complex risk.   Sign up now for our lat.....

Insurance Innovation in Action

Date: 2022 April 13

Actionable insights for today's financial professionals What You'll Learn Life insurance is a $20T asset class. Historically, tools and information access have not been available to support financial professionals with post-sale servicing efforts, meaning life insurance has been undermanaged and under-monetized compared to other assets. Without a framework for proactive management of inforce policies, financial professionals – whether that’s a bank, broker-dealer, distributor, or indepen.....

Life Insurance Ecosystem Summit

Date: 2022 September 20

Tuesday, September 20th, 2022 | 10:00AM - 5:00PM PST (In-person day-of event registration begins at 9:00AM PST) Location: Mandalay Bay Convention Center and Virtual   Looking for an opportunity to connect with leading voices in the world of life insurance and insurtech? Look no further.   Join us in Las Vegas, prior to InsureTech Connect, for our exclusive 5th annual Life Insurance Ecosystem Summit! It’s completely free to attend and will be the ultimate life insurance event at.....

Insurtech Insights Americas 2022

Date: 2022 May 25

Javits Center  |  New York  |  25-26th May 2022 Insurtech Insights is a global ecosystem aiming to connect industry leaders and decision makers with innovative startups who are challenging the insurance market, in order to create mutual business opportunities and accelerate growth. Our community is one of the leading Insurtech communities, connecting you to the industry leading innovative thinking being generated around the globe. With attendees from established Insurtech companie.....

Medicarians Conference

Date: 2022 June 7

  June 7th - 8th, 2022 MGM Grand, Las Vegas, Nevada . WHAT IS MEDICARIANS? A NEW NAME FOR AN ALREADY GREAT EVENT . Connectiv Holdings, the creators of InsureTech Connect and LeadsCon among many others, is excited to be the new stewards of the National Medicare Insurance Industry Summit (a.k.a. the”MedSupp Conference”). We are excited to not only support the great work Jesse Slome has done but invest heavily in its future providing an experience worthy of the great peo.....

Evolving Customer Expectations: How to Keep Up with the New Insurance Customer - May 5 th at 12pm EST

Date: 2022 May 5

  The insurance customer you once knew has changed, and they’re not coming back. Experiencing a pandemic, witnessing the ease that digitalization provides and increasing emerging risks means that customers’ expectations have evolved, so what can carriers do to ensure they’re not left behind? Sign to our free webinar: Evolving Customer Expectations: How to Keep Up with the New Insurance Customer - May 5th at 12pm EST  Get exclusive insights from: Laura Doddington, SV.....

IDIS Annual Conference

Date: 2022 October 10

  Save the date for our 18th IDIS Annual Conference, which will take place in Salt Lake City, UT on October 10-12, 2022! Our Conference Committee is hard at work planning an event you don't want to miss! The IDIS Annual Conference will provide an opportunity to hear from expert speakers, reconnect with friends and colleagues, and stay up-to-date on current trends in the Disability Insurance industry. We are so excited to be heading to Salt Lake City - where mountains meet the m.....

2 mom’s, 2 LTC claims at the same time. Both very different. | The Long-Term

Date: 2022 May 31

  Please join Angie the last Tuesday of every month for her insightful and trending podcast on what’s happening in the extended care planning space. She covers topics from elder care, to trends in the medical field, to product launches and much more. You are sure to always find a tid-bit of information that is useful in your every day practice.   Next Episode: 2 mom’s, 2 LTC claims at the same time. Both very different. Come listen to a real-life story about 2 dement.....

ADVANCED PRACTICE SYMPOSIA

Date: 2022 June 9

New Date Coming Soon! - Indianapolis | June 9th - Phoenix | September 29th - Philadelphia Join Us In-Person in Phoenix June 9th | 1-5 pm with Cocktails to Follow The National Association of Insurance and Financial Advisors (NAIFA) and the Society of Financial Service Providers (FSP) have paired up to bring a series of events across the country this year making a stop in Phoenix on June 9th.   The series brings together top thought leaders in advanced planning and provides you wit.....

ADVANCED PRACTICE SYMPOSIA (September)

Date: 2022 September 9

New Date Coming Soon! - Indianapolis | June 9th - Phoenix | September 29th - Philadelphia   About NAIFA and the Society of FSP are bringing together leading thought leaders in the field of advanced financial planning for a half-day of high-impact presentations and discussions regarding working with businesses and organizations in 2022. Join us to learn new ways to approach complex cases and how you can better partner with a variety of industry professionals to expand your offerings .....

Agility, Efficiency, Customer Centricity: Execute Global Scale Digital Transformation

Date: 2022 May 18

May 18, 2022 / 11:00am CEST With the rewards of increased efficiency, reduced loss ratios, and the agility to respond to future trends with speed on the line, how do you go about overhauling your company’s technological strategy to fully optimise both your internal processes, and CX potential? Join Reuters Events’ panel of experts as they discuss the pathway to successful international transformation:   Learn From the Journeys of Others: Avoid creating unwie.....

LIDMA 2022 Conference

Date: 2022 October 16

More information coming soon....

Practice Management for Agents and Financial Advisors, Advanced Prospecting Techniques to find 15 New Prospects Monthly

Date: 2022 June 9

02:00 p. m. ET   Asteya has partnered with International Practice Management expert Grant Hicks, as they continue the Practice Management Series with for their upcoming webinar. This webinar will cover: How Agents and Advisors can implement strategies to find 15 new Prospects monthly. -How is digital marketing used to drive client engagement? -What is the best way to build relationships with Centers of Influence? -How can you harness Client Feedback and Curated Ev.....

How to Sell John Hancock Permanent Insurance with Quote & Apply

Date: 2022 May 25

11:00 a.m. PST    Virtual event Quote & Apply is the industry leading multi-carrier quoting and eApplication for agents and their customers. Join Ian Ryan, Brokerage Director, at BackNine Insurance and Financial Services, Inc. on his webinar: How to Sell John Hancock Permanent Insurance with Quote & Apply....

WealthStack

Date: 2022 June 1

May 31 - Pre-conference Day June 1-3 - Main conference The Diplomat, Hollywood, Florida   WealthStack is where wealth management and wealthtech converge, linking technology, practice management, operations and investment ideas to transform the wealth management industry. And it's less than 2 weeks away.   Here's an update on some of the can't-miss sessions from this year's agenda, as well as a reminder of the unbeatable roster of speakers joining this year's event. .....

Future Of Insurance Canada 2022

Date: 2022 September 14

  Toronto Canada  14 - 15 September   We’re excited to announce that Reuters Events: The Future of Insurance Canada 2022 will be returning this September (13-14) and in person! The Toronto based conference will gather 300+ industry leaders to grasp how to conquer great challenges with even greater strategies, encompassing areas from technology implementation to product innovation.   Featuring an unmatched speaker line-up, including:   Marc Lip.....

The Future of Insurance Europe 2022

Date: 2022 October 18

    18–19 October, 2022 Hotel Novotel Amsterdam City    |    #FOIEurope   Join 350+ of your senior peers in Amsterdam to discuss Tech & Digital Strategy, Customer & Product Innovation and Culture & Future Revolution. FOI Europe 2022 will deliver everything you need to propel your strategy forward, clear innovation bottlenecks, and reinvent insurance to prepare for our ever-evolving future.   With discussions led by some of the most senio.....

The Long Term – Angie’s Advice for Agents

Date: 2022 June 28

Join The Discussion Live Join The Long-Term: Agency Advice W/ Angie on the last Tuesday of every month. We’ll sit down with an industry expert to cover ways agents could be elevating their business. Get registered and receive reminders and a link to join us live. ...

From Disruption to Revolution: The Tech-Enabled Digital Strategy to Ensure Sucess

Date: 2022 June 29

  With digital transformation taking the insurance industry by a storm, carriers must quickly deploy technology to modernize their organization and exceed competition. Back-end operations, customer experience and products are mostly dominated by legacy systems.   To adapt to the volatile new normal, carriers are going to need a resilient technology strategy that will secure their position as a premier digital-first provider.   Sign up for our free webinar on 29t.....

NAIFA'S APEX 2022

Date: 2022 August 16

August 16-18 Arizona Biltmore Hotel in Phoenix   It's the Race to the Top. This event is for the American advisor that is always focused on increasing performance to increase production. It's about how fast can you get to the top of your potential. Apex isn't for product training and doesn't contain irrelevant breakout sessions to  leave you feeling that you didn't get the ROI you wanted. Apex is an event to allow you to fully focus on you and your performance.....

2022 LIMRA Annual Conference

Date: 2022 October 16

Uncertain Times — Unprecedented Opportunities 10/16/2022 - 10/18/2022 Marriott Marquis Chicago, Chicago, IL . Overview  2022 Annual Conference Timeline   Who Attends   The LIMRA Annual Conference is one of the largest gatherings of senior executives representing diverse sectors of the financial services industry, including life, annuities, and workplace benefits. Our members and partners come together for strategic industry insights.....

Connected Claims USA 2022

Date: 2022 November 2

November 2-4   Claims customers want a quick, simple process, handled with empathy and efficiency. The tools to provide this exist already, but now it’s about implementation and delivery.   With this in mind, we have officially launched Reuters Events: Connected Claims USA 2022 (November 2-4) – the world’s largest claims event, returning to Chicago for 3 days with over 600+ claims leaders, from all business lines.   Get the key information you need to adjus.....

NAILBA's Virtual Summer Symposium

Date: 2022 August 2

Update Your Summer Symposium Registration Information! Even if you have attended NAILBA's virtual events in the past, don't forget to re-register for our 2022 Summer Symposium!   Please click the link below to enter your information, so you don't miss any of this year's program!   Remember - registration is complimentary!   About the Summer Symposium The last two summers, NAILBA has offered a complimentary symposium online. Fresh topics and non-commercialize.....

Webinar: How North American Insurance Execs Are Leveraging Their Data Today

Date: 2021 July 21

Celent, Universal Conversion Technologies (UCT) and Equisoft experts reveal the results of their exclusive research into how carriers are unlocking the strategic value in their vast data stores. Find out how insurers are using business intelligence and predictive analytics to create new opportunity, when there is volatility on every front. Register now to find out: What challenges carriers are solving using business intelligence/data analytics How to determine your data priorities, .....

Data Trends: Accelerating the Approval Process

Date: 2021 May 26

This Life Insurance Direct Marketing Association webinar is packed with important information to help understand how we can leverage technology, data, and analytics. You will not want to miss this!...

ACORD Industry First

Date: 2021 November 16

ACORD Industry First is an exclusive event that brings together senior industry leaders at the intersection of insurance and technology, featuring first-of-a-kind research and thought leadership. Learn about the most important current issues, emerging trends, and how to position your organization to succeed in today's rapidly evolving market. The ACORD Industry First keynote address will feature ACORD CEO Bill Pieroni presenting the results of ACORD research, including our 2021 flagship stu.....

Accelerating Underwriting with the Human API Platform & Verisk’s EHR Triage Engine

Date: 2021 May 5

Attend our upcoming webinar on May 5 at 1 p.m. ET to learn how structured EHR data from the Human API platform enables Verisk’s EHR Triage Engine and FAST platform to create automated risk scores that can help underwriters make better decisions, faster.   Join us to: Learn how structured EHR data and automated risk scores come together to enable underwriting transformation. See a live demo of the Human API platform and Verisk’s EHR Triage Engine in action within the FAST.....

Gearing up for Privacy & Cybersecurity in 2021

Date: 2021 May 20

Organizations continue to face new issues, regulations and threats relating to privacy and cybersecurity. Over the next few months, Locke Lord lawyers will tackle some of your most pressing concerns in a series of complimentary webinars discussing practical, real-world challenges facing organizations, including compliance, business operations, data incidents, and investigations, litigation and enforcement. Sign up below for each program that interests you or sign up for the entire series. *Al.....

Verisk Life

Date: 2021 May 18

This complimentary, virtual seminar will share thought leadership and industry perspectives, address today’s top-of-mind challenges, and explore innovative solutions that may help you increase speed-to-market, sustain profitable growth, and exceed customer expectations. . Actionable insights from Verisk experts and valuable discussions with industry leaders may help you: . Operate with agility and efficiency: Optimize your investment in technology to .....

Chief Data & Analytics Officer, Insurance Live

Date: 2021 May 18

CDAO Insurance Live 2021 is a fully virtual event designed for senior data analytics executives across all insurance verticals. The program features the most relevant topics in insurance today presented by the brightest leaders. The event is built to allow for idea sharing and interactive conversation amongst peers – all from the comfort of your home office. This allows the opportunity for “face to face” networking and discussion that’s so often missing in the world of virtual events. .....

The Insurance and Financial Services Industry’s Most Impactful Advocacy Event

Date: 2021 May 25

NAIFA’s 2021 Congressional Congress will be a virtual event featuring targeted advocacy training with legislative briefings, best practices for conducting congressional meetings, and tips for developing impactful long-term relationships with legislators. The Congressional Conference bolsters NAIFA’s prestige among lawmakers and industry partners and enhances the association’s standing as the leading voice for agents and advisors. It helps lawmakers understand NAIFA members’ role in: .....

The Evolution of Customer Engagement: Deliver Value And Cultivate Long-Term Relationships

Date: 2021 March 25

The demands of today’s consumers are rapidly changing, insurance carriers are struggling to keep up. The challenge lies in adapting people, processes, and technology to meet new-age expectations and engage customers in real-time. How can insurance carriers deliver effective customer engagement in a highly competitive, digital world? Industry leaders sharing insights include: – Ketty Trivedi (Chief Marketing Officer, Prudential) – Christian Mitchell (Chief Customer Off.....

The Future of Insurance USA 2021

Date: 2021 June 22

The Future of Insurance USA 2021 is North America’s most senior, strategic insurance gathering, uniting top decision makers from across the insurance ecosystem, to build resilience, seize opportunity and drive growth, to lead the evolution of the industry through the digital era. With a number of C-Level executives already confirmed, Reuters Events are pleased to announce that a number of CEOs from the industry’s leading organizations have committed to speak, reinforcing the mission stat.....

Gearing up for Privacy & Cybersecurity in 2021

Date: 2021 June 10

Organizations continue to face new issues, regulations and threats relating to privacy and cybersecurity. Over the next few months, Locke Lord lawyers will tackle some of your most pressing concerns in a series of complimentary webinars discussing practical, real-world challenges facing organizations, including compliance, business operations, data incidents, and investigations, litigation and enforcement. Sign up below for each program that interests you or sign up for the entire series. *Al.....

iPipeline Connections 2021

Date: 2021 September 12

  SEPTEMBER 12-14 | ARIA, LAS VEGAS   WELCOME TO CONNECTIONS! This is your chance to your industry peers and partners, alongside iPipeline, for a premier gathering for the Insurance and Financial Services Industries! If 2020 made one thing abundantly clear, it’s that we’re Stronger Together. So let’s collectively explore how our industries have been leveraging emerging technologies, data, and i.....

LIDMA 2021 Conference & Business Showcase

Date: 2021 October 17

October 17, 2021 3:00 PM to October 19, 2021 7:30 PM                          The Brown Palace Hotel & Spa 321 17th Street Denver, CO 80202 Venue Website MORE INFORMATION COMING SOON...

The Future Of Insurance Is Here

Date: 2021 October 4

ITC Vegas is the world’s largest insurtech event – offering unparalleled access to the most comprehensive and global gathering of tech entrepreneurs, investors, and insurance industry incumbents. Over the course of three days, the industry will convene to showcase new innovations, to learn how to increase productivity and reduce costs, and ultimately to enrich the lives of policyholders. The superlative networking, with tens of thousands of meetings, is one of the hallmarks of an ITC .....

NAILBA 40: Celebrating 40 years of Independence!

Date: 2021 November 15

IN-PERSON, ONLINE & ON DEMAND COVID-19 Vaccination Strongly Encouraged* In-Person NEW Dates: November 15 - November 17, 2021 Online Dates: Wednesdays (11AM - 3:00PM Est.), November 10, December 8 & 15, 2021 * At present, COVID-19 Vaccination is strongly encouraged for all NAILBA Annual Meeting Attendees. NAILBA may update to requiring all attendees to be vaccinated with proof of vaccination provided in advance in order to attend event. In lieu of vaccination for religious .....

Advancing The Underwriting Profession

Date: 2021 May 16

Dedicated to helping distribution executives and professionals achieve ever-greater success, this conference will present leading-edge strategies to enhance operations and increase sales. It is the premier event for anyone with a vested interest in channel growth, productivity, and reshaping distribution to succeed in the United States and Canada....

Nailba 39: Engage

Date: 2021 May 20

You need streamlining of processes and service to help your agency thrive. PaperClip handles document management and application processing while SmartOffice helps agencies drive production and provide first-class service. Together, they make a great team!...

2021 Distribution Conference for Financial Services

Date: 2021 May 20

Empowered by Change

Dedicated to helping distribution executives and professionals achieve ever-greater success, this conference will present leading-edge strategies to enhance operations and increase sales. It is the premier event for anyone with a vested interest in channel growth, productivity, and reshaping distribution to succeed in the United States and Canada....

Some Things In Life Go Great Together

Date: 2021 May 25

Eastern Standard Time (New York, GMT-05:00)

You need streamlining of processes and service to help your agency thrive. PaperClip handles document management and application processing while SmartOffice helps agencies drive production and provide first-class service. Together, they make a great team! PaperClip Integrates with SmartOffice. This includes: -Virtual Client Folder is an all-inclusive document management, new business processing, and document delivery solution accessible through SmartOffice – PaperClip Mojo transforms h.....

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