1

Attendees’ Titles and Companies

Title: Company:

Manager of Regional Sales- Advertising A.M. Best

Director of Insurance Relationships AARP Services Inc.

Program Manager AARP Services Inc.

Life & Annuity, Sales and Account Management Accenture

Platform Lead, Accenture Life and Annuity Platform Accenture

Sales Director Accenture

Software Specialist Accenture

President Actuarial Strategies, Inc.

CEO Adrea Rubin Marketing, Inc.

Product Developer Aflac

Insurance Specialist AgriBank

Manager of Insurance Operations AgriBank

Head of Business Strategy, Independent Channels AIG

Project Management Office Head AIG

Regional Vice President AIG

Sales Vice President AIG

SVP, Head of Life Insurance Marketing AIG

Vice President AIG American General

Sr. Director, Life Products Innovation Allianz Life

Sr. Product and Sales Consultant Allianz Life

V, Life Operations and Underwriting Allianz Life

Director, Product Management Allstate

Market Research Allstate

Director, Legislative and Regulatory Services American Council of Life Insurers

Senior Meeting Planner American Council of Life Insurers

Vice President & Associate General Counsel American Council of Life Insurers

Vice President, Conference Development American Council of Life Insurers

Vice President, Member Relations American Council of Life Insurers

VP Insurance Regulation American Council of Life Insurers

Associate Vice President American Family Insurance

Business Senior Systems Specialist American Family Insurance

External Sales Manager American Family Insurance

Life Chief Underwriting Manager American Family Insurance

2

Life Sales Business Specialist American Family Insurance

Performance Analytics Manager American Family Insurance

Product Design Senior Specialist American Family Insurance

Staff Actuary American Family Insurance

President and CEO American Fraternal Alliance

Counsel Americo Life

Director, Admin Systems Americo Life

Senior Marketing Manager, Product Development Americo Life

Executive Vice President & General Manager Ameriprise Financial

VP - Technologies Insurance & Annuities Ameriprise Financial

2nd VP, Individual Underwriting Operations Ameritas

Assistant Actuary Ameritas

Director of IT Ameritas

Managing Life Actuary Amica Life

President & CEO Ascente Services

VP, Sales & Marketing Ascente Services

Chairman of the Board of Directors Asia Life Insurance Company

Director, New Business Services Assurity Life

Sr. Administrator of L&C Assurity Life

Account Executive Aurigen Reinsurance Company of America

Head of Customer Experience, Financial Protection AXA

Senior Director AXA

COO & EVP Besurance Corporation

Operations Manager BMI Financail Group Inc.

CEO BrightPoint

Principal C. Devine & Associates

Principal Calyx Risk Management LLC

Product Manager - Digital Services Insurance Canada Life/London Life/Great-West Life

AVP, Global Head of Sales IBAS, Healthcare and Insurance TPA Unit

Capgemini

Deputy Manager Capgemini

Marketing & Sales Captricity, Inc.

Marketing Manager Captricity, Inc.

Sales Manager Captricity, Inc.

Sr. Account Executive Captricity, Inc.

President & CEO Catholic Financial Life

Senior Vice President Catholic Financial Life

SVP - IT & Insurance Services Catholic Financial Life

Vice President & Chief Actuary Catholic Financial Life

Actuary CDR Optimal Consulting Group

Consultant CDR Optimal Consulting Group

Senior Analyst, Life, Annuity & Health Celent

Client Executive Cignium Technologies

3

VP Client Services Cignium Technologies

Assoc. Manager, Life Policy Services Cincinnati Life

Senior Manager Cincinnati Life

AE Cincom

ISR Cincom

Marketing Manager Cincom

Senior Actuary CNO Financial Group

Vice President - Pricing & Product Development Columbian Financial Group

EVP of Business Development Competiscan

Founder/CEO Competiscan

Marketing Professional Concentrix Corporation

Business Development Executive Concentrix Insurance Solutions

Software Sales Executive Concentrix Insurance Solutions

CEO Convergent Financial Technologies, Inc.

Analyst, Annuity Monitor & Life Insurance Monitor Corporate Insight

Director of Research Corporate Insight

Account Executive CSC

AGM CSC

Offering Sales Specialist CSC

Sales Leader, Insurance Offerings CSC

Associate General Counsel CUNA Mutual Group

Director CUNA Mutual Group

Director, Channel & Customer Analytics CUNA Mutual Group

Life Product Manager CUNA Mutual Group

Operations Consultant CUNA Mutual Group

Senior Manager - Claims CUNA Mutual Group

Account Services Executive Dell

Business Development-Dell Dell

Director, Services Innovation Dell

Senior Consultant Dell

Strategy Consulting Dell

Services Account Executive Dell Insurance Services

Director of Incident Response Dell Secureworks

Director Deloitte Consulting LLP

Director Deloitte Consulting LLP

Principal Deloitte Consulting LLP

Senior Manager Deloitte Consulting LLP

Director DST Systems

Director DST Systems

Strategic Account Manager DST Systems

Business Development Edgewater

Director of Business Development Edgewater

Insurance Practice Director Edgewater

4

Team Leader - Insurance Products Edward Jones

Business Development Associate Epoq

Business Development Director Epoq

COO & Vice President Operations EquiSoft

Product Manager EquiSoft

Vice President of Sales and Account Management EquiSoft

Investment Sales Manager Equitable Life of Canada

Director - Strategic Marketing Erie Insurance

Director, Managing Life Actuary Erie Insurance

Life Product Manager Erie Insurance

Product Manager, Operations & Vendor Mgmt Erie Insurance

Senior Vice President, National Sales ExamOne

VP Strategic Solutions ExamOne

AVP, Solutions Consulting EXL Service

SVP Life and Annuity EXL Service

Vice President EXL Service

Vice President, Life and Annuities EXL Service

VP - Decision Analytics EXL Service

VP and Head Analytics Products EXL Service

Advisory EY

Consultant EY

Manager, Advisory Services EY

Director Information Technology Farm Bureau Financial Services

Life New Business Manager Farm Bureau Financial Services

Director of Life, Data and Financial Services Farm Bureau of Michigan

Life and Annuity Conservation Specialist Farm Bureau of Michigan

VP, Actuarial and PC Underwriting Farm Bureau of Michigan

CUO, Head of Underwriting Operations Farmers New World Life

Vice President of Business Development FAST

Solutions Consultant FAST Technology

Actuarial Director - Life FBL Financial Group, Inc.

Corporate Risk Analyst III Federal Home Loan Bank of Indianapolis

VP and Director of Actuarial Services, Life and Health Federated Life

Chief Distribution Officer Fidelity & Guaranty Life

National Accounts Manager Fidelity & Guaranty Life

VP, Life Brokerage & Key Accounts Fidelity & Guaranty Life

Program Manager Fidelity Security Life

Business Development Director FINEOS

Chief Marketing Officer FINEOS

Marketing Program Manager FINEOS

Senior Vice President FINEOS

VP Strategic Alliances Flexible Architecture. Simplified Technology. (FAST)

VP and Distinguished Analyst Gartner

5

Vice President, Marketing & Account Management Gen Re

VP and Chief Medical Director Gen Re

Dir., Product Development Gerber Life

Internal Consultant GGY AXIS

Senior Vice President, Insurance Operations Gleaner Life Insurance Society

Sr. V.P. Direct Marketing Globe Life and Accident Ins. Co.

Producer/Marketing Graber & Associates

Assistant Vice President - IT Great American Insurance

VP of Development & Architecture Great American Insurance

AVP, Insurance Sales Strategies and Support Great-West Life

AVP, IS Individual Insurance Great-West Life

Director, Group Digital Integration, Digital Services Great-West Life

Vice President, Strategic Initiatives, Individual Insurance

Great-West Life

Director, Life Product Development Guardian Life

Manager, Life Product Training & Marketing Guardian Life

Second Vice President Guardian Life

Assistant Vice President – Underwriting Specialty Products

Hannover Life Re

Vice President, Business Development HGS

VP, Client Services HGS

Digital Marketing Homesite Insurance

Director, Life insurance systems iA Financial Group

Vice President, Individual Administration iA Financial Group / Industrial Alliance

VP - Underwriting Illinois Mutual Life

Senior Vice-President, Sales & Marketing USA illustrate inc

SVP - Life Indiana Farm Bureau

E-Business solutions Director Industrial Alliance

Senior Director Industrial Alliance

Operations Manager Insight Decision Solutions

President & CEO Insight Decision Solutions

Executive Editor Insurance Forums

Editor in Chief Insurance News Net

SVP, Actuarial Services Insurance Technologies

SVP, Sales & Marketing Insurance Technologies

VP, Sales Insurance Technologies

Editor InsuranceNewsNet

Senior Vice President Intellect SEEC

SVP, Sales Life and Annuities Intellect SEEC

VP, Business Development ITS

Chief Technology Broker ITX

Assistant Vice President John Hancock Insurance

AVP John Hancock Insurance

6

Director, Strategy and Implementation John Hancock Insurance

Chief Information Officer KSKJ Life

Chief Operating Officer KSKJ Life

Manager Kyobo Life

Consultant L&S Analytics

Chief Actuary L.A. Care

Co-Founder Ladder

Product Actuary Ladder

Manager, Advanced Markets Lafayette Life

Chief Marketing Officer Lapetus Solutions

Founder and Chief Technologist Lapetus Solutions

President and Chief Business Officer Lapetus Solutions

Agency & Carrier Accounts Manager Laser App Software

Director, Marketing and Product Management Legacy

Actuary - Product Management Legal & General America

Senior Vice President Lewis & Ellis, Inc.

Vice President Lewis & Ellis, Inc.

Director LexisNexis Risk Solutions

Marketing Specialist LexisNexis Risk Solutions

Vertical Account Manager LexisNexis Risk Solutions

VP and General Manager Life LexisNexis Risk Solutions

Divisional Director : Risk Product Operations Liberty Group Ltd.

Assistant Actuary Liberty Mutual

Product Manager Liberty Mutual

Project Leader Liberty Mutual

Project Leader - Strategy & Business Development Liberty Mutual

Sales & Marketing LIDP Consulting Services

Software Engineer LIDP Consulting Services

CEO/President Life Happens

Executive Vice President, Programs & Marketing Life Happens

VP, General Manager Life Stages

CEO / Founder Life.io

SVP, Business Development Life.io

VP Business Development and Investments LifeCare Assurance

Business Development Manager LifeLock

Analyst LifeTrends

Managing Partner LifeTrends

Senior Analyst LifeTrends

Assistant Managing Director LIMRA

Associate Analyst LIMRA

Associate Research Consultant LIMRA

Associate Research Director LIMRA

AVP MultiMedia/Business Services LIMRA

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Corporate Vice President LIMRA

Corporate Vice President LIMRA

Corporate Vice President LIMRA

Corporate Vice President and Director, Insurance Research

LIMRA

Corporate Vice President, Communications LIMRA

Data Scientist LIMRA

Director of Business Development LIMRA

Director, Conferences LIMRA

Meeting Planner LIMRA

Multimedia LIMRA

Research Director LIMRA

Research Director LIMRA

Retired LIMRA

Senior Conference Coordinator LIMRA

Senior Public Relations Consultant LIMRA

Senior Research Analyst LIMRA

Sr. Meeting Planner LIMRA

Vendor Relationship Manager LIMRA

Vice President, Developmental and Custom Research

LIMRA

Actuary Lincoln Financial Group

AVP Lincoln Financial Group

Director IT Lincoln Financial Group

Group Term Life and AD&D Product Manager Lincoln Financial Group

Head of Linked Benefit Product Solutions Lincoln Financial Group

Sr. Innovation Consultant; Actuarial Analyst II Lincoln Financial Group

Vice President, Customer Solutions Lincoln Financial Group

VP Govt & Industry Relations and Chief Risk Officer Lincoln Heritage Life

Director of Sales LiveOps, Inc.

Associate, Management Solutions LOMA

AVP LOMA

Member Solutions Manager LOMA

Member Solutions Manager LOMA

Professional Development Advisor / LOMA Member Solutions

LOMA

Second Vice President, Management Solutions LOMA

Senior Associate LOMA

Senior Associate -- Education & Training LOMA

Senior Editor LOMA

Senior Meeting Planner LOMA

Senior Vice President LOMA

Sr. Associate LOMA

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Resource Rep LOMA Resource

AVP Advisor Digital Experience London Life

Digital Services Product Manager, Wealth London Life

Director, Underwriting M Financial Group

EVP, Managing Partner Maddock Douglas

Executive Vice President, Insurance and Financial Services Innovation

Maddock Douglas

Sales Consultant Majesco

Vice President of Sales Majesco

Corporate Secretary Management Data, Inc.

President, CEO Management Data, Inc.

AVP & Actuary MassMutual

AVP and Actuary MassMutual

Director, New Business Operations MassMutual

Regional Vice President MassMutual

SVP - Products Max Life Insurance Co. Ltd.

Senior Research Analyst Meiji Yasuda America

Assistant Vice President MetLife

AVP Product Management MetLife

Director Product Development MetLife

SVP MetLife U.S. Direct MetLife

Vice President New Business Development, LatAm and US Direct

MetLife

VP Product Management MetLife

Actuarial Associate MIB Solutions, Inc.

Manager, New Business Development MIB Solutions, Inc.

Regional Vice President MIB Solutions, Inc.

Actuary Milliman

Compliance Analyst Milliman

Consulting Actuary Milliman

Consulting Actuary Milliman

Consulting Actuary Milliman

Consulting Actuary & Principal Milliman

Principal & Consulting Actuary Milliman

Principal and Consulting Actuary Milliman

Account Manager Milliman IntelliScript

Principal and Sales Director Milliman IntelliScript

Senior Account Executive Milliman IntelliScript

Senior Account Manager Milliman IntelliScript

Director, Life New Business & Customer Service Minnesota Life

Product Analyst Modern Woodmen of America

Actuarial Solutions Leader msg global solutions

Global Marketing Director msg global solutions

9

Managing Director msg global solutions

Director, New Business and Document Management MTL Insurance Company

Marketing Director MTL Insurance Company

2nd Vice President Munich Re

AVP, IDI Business Development Munich Re

Vice President, Business Development Munich Re

Vice President, Living Benefits Munich Re

Executive Vice President Americas Munich Re Automation Solutions Ltd

Marketing Manager Munich Re Automation Solutions Ltd

Vice President of Business Development Munich Re Automation Solutions Ltd

Managing Actuary Mutual of Omaha

AVP & Director of Sales Development National Guardian Life

Director of Corporate Communications National Guardian Life

Director of Systems Development National Guardian Life

AVP - Director of Technical Underwriting National Life

AVP & Actuary National Life Group

AVP, Technology Strategy & Innovation National Life Group

Business Analyst National Life Group

Director & Actuary National Life Group

Editor in Chief National Underwriter Life & Health

Director, IT Architecture Nationwide Insurance

Managing Counsel Nationwide Insurance

Product Director Nationwide Insurance

Manager of Talent and Key Accounts NEOS

Managing Consultant NEOS

Senior Principal NEOS

Staff Writer NerdWallet

Corporate Vice President New York Life

Corporate Vice President New York Life

Corporate Vice President New York Life

Corporate Vice President & Actuary New York Life

Corporate Vice President, eDelivery Strategy New York Life

Corporate Vice President, Strategy New York Life

CVP New York Life

CVP and Actuary New York Life

CVP, WL Product Manager New York Life

IT Business Analyst New York Life

Managing Director New York Life

Senior Associate New York Life

Senior Associate New York Life

Senior Underwriter New York Life

Senior Vice President New York Life

SVP New York Life

10

CVP Marketing Strategy New York Life Direct

AVP, Product Intelligence NFP

Actuary Northwestern Mutual

App Dev Director Northwestern Mutual

Assistant Director Northwestern Mutual

Assistant Director - Insurance & Annuity Client Services

Northwestern Mutual

Assistant Director - Variable Life Product Northwestern Mutual

Assistant Director-New Business Northwestern Mutual

Director Northwestern Mutual

Director Northwestern Mutual

Director - Corporate Strategy Northwestern Mutual

Director - Young Personal Market Northwestern Mutual

Director -Solution Delivery Value Stream Northwestern Mutual

Life Product Development Consultant Northwestern Mutual

VP - Actuary Northwestern Mutual

VP, Research and Consulting Novarica

Director, Life & DI Claims and Reinsurance Ohio National Financial Services

Vice President Ohio National Financial Services

AVP, Individual Product Development OneAmerica

Director OneAmerica

Senior Product Marketing Consultant OneAmerica

Vice President OneAmerica

VP OneAmerica

Vice President Sales and Marketing Optimum Re

VP, R&D Optimum Re

Senior Director, Insurance Oracle

Senior Sales Consultant Oracle

Assistant Vice President Pacific Guardian Life

VP - Employee Benefits Pacific Guardian Life

Associate Actuary Pacific Life

Chairman, President and CEO Pacific Life

Executive Vice President Pacific Life

Vice President Marketing & Innovations Pacific Life

Vice President New Business Pacific Life

President PaperClip, Inc.

Vice President of Sales PaperClip, Inc.

Vice President, Business Development Paradysz

Director, Insurance Pegasystems

Business Development Manger Penn Assurance Software

President Penn Assurance Software

President Petra Life Services, Inc.

IT Product Service Delivery Manager Phoenix

11

Product Analyst Physicians Mutual

Senior Actuary-Pricing Principal Financial Group

Audit Manager Protective Life

VP and CISO Protective Life

Director - Product Strategy Prudential

Director Actuary Prudential

Manager, Process Management Prudential

Underwriting Director Prudential

Vice President Prudential

Vice President Prudential

Vice President & Actuary Prudential

Vice President, Industry Strategy Prudential

Vice President, Operations Prudential

VP, Marketing Prudential

Associate Actuary Prudential Financial

Vice President, Product Management and Diversified Growth

Prudential Financial

Director, Products Pyramid Solutions Inc

Head - Life, Health, & Wealth Pricing RBC Insurance

Head, Corporate Underwriting RBC Insurance

Associate Actuary RGA

Head of Innovation - RGA Asia RGA

Senior Project Manager RGA

Vice President & Actuary, Data Solutions RGA

VP & Actuary, Head of Global Experience Analytics RGA

VP & Sr. Actuary, Business Initiatives, RGAx RGA

Sr. Assistant Actuary RGA Re

VP Innovation RGAx RGAx

Consulting Actuary Risk & Regulatory Consulting, LLP

Director of Product Profitability and Maintenance Royal Neighbors of America

Executive Vice President Royal Neighbors of America

Marketing Director Royal Neighbors of America

Product Development Executive Royal Neighbors of America

Regional Sales Executive Royal Neighbors of America

Senior Consultant & Actuary Ruark Consulting, LLC

Reporter S&P Global Market Intelligence

Chief Administrative Officer Sagicor Life

Market Research Analyst Sagicor Life

President Sagicor Life

Principal Saltzman Associates

Product Manager SambaSafety

Director Of Sales (Insurance Carriers) SambaSafety -ADR

Actuary Sammons FInancial Group

12

VP Life New Business and Underwriting Sammons Financial Group

Senior Director Samsung Life Insurance

Senior Manager Samsung Life Insurance

Chief Marketing Officer and Head of Corporate Communications

Sapiens

EVP Global Sales Sapiens

EVP Head of Professional Services Sapiens

Manager Sapiens

President & CEO Sapiens

President NA Sapiens

SVP Business Development Sapiens

VP Product Marketing Sapiens

VP, Product Marketing & Strategy Sapiens

Associate Director SCOR

AVP, Inforce Manager SCOR

AVP, Marketing SCOR

Pricing Actuary SCOR

Vice President, Longevity Solutions Americas SCOR

Director Business Development se2

SVP Business Development se2

Director of Life Products Securian Financial Group

Manager of LPM Project Management Office Securian Financial Group

Manager, Life Manufacturing Systems Securian Financial Group

Projects Manager Shelter Life Insurance

Principal SiSi Group, LLC

Principal SiSi Group, LLC

Alliances Manager Smart Communications

Senior Solution Architect Smart Communications

Consulting Staff Fellow Society of Actuaries

Managing Director Society of Actuaries

Sr. Experience Studies Actuary Society of Actuaries

Sr. Professional Development Administrator Society of Actuaries

Director of Ins SPJST

Financial Secretary SPJST

2VP, Life Claims Standard Insurance

Director, Life Benefits Standard Insurance

National Accounts Benefit Consultant Standard Insurance

Actuarial Analyst State Farm

Actuarial Director State Farm

Associate General Counsel State Farm

Business Analyst State Farm

IT Analyst State Farm

L/H Manager State Farm

13

Life Strategies Manager State Farm

Manager - Analytics State Farm

Manager - Life/Health Underwriting State Farm

Senior Analyst State Farm

Service Manager State Farm

Director STCE

Senior Business Development Executive StoneRiver Inc.

Sr. Business Development Executive StoneRiver Inc.

Partner Sullivan & Cromwell LLP

VP of Sales SuranceBay, LLC

Partner Sutherland

AVP & Marketing Actuary Swiss Re

SVP & Executive Client Manager Swiss Re

VP, Project & Operations Manager Swiss Re

Claims Medical Specialist Swiss Re Life & Health Australia

Head of Value, Insight and Profitability TAL

National Manager Retail Products TAL

Chief Operating Officer Tennessee Farmers Life

Vice President, Life Operations Tennessee Farmers Life

Vice President The Baltimore Life Companies

Assistant VP Group Operations The Union Labor Life Ins. Co.

SVP, Marketing and Innovations The Vitality Group

Director, Actuary Thrivent Financial

Director, IT Thrivent Financial

Director, Product Development Thrivent Financial

Director, Solutions Design & Development Thrivent Financial

Manager, Death Claims Thrivent Financial

Paralegal Thrivent Financial

Vice President, Chief Experience Officer Thrivent Independent

Account Executive Thunderhead

Product Strategy Manager TIAA

Chief Underwriter TIAA-CREF Life

Director, Operations TIAA-CREF Life

President and CEO TIAA-CREF Life

Actuarial Assistant Torchmark

Executive Vice President Torchmark

VP - Product Distribution Transamerica

Executive Vice President Triple S Vida

Director, Program Management Ullico

Assistant General Manager, Marketing and Distribution

Union Assurance PLC

Sr. Vice-President Marketing, Chief Marketing Officer

United Heritage Life

14

Manager, Life Customer Service United Home Life

Consultant Universal Conversion Technologies

Marketing and Business Development Universal Conversion Technologies

President Universal Conversion Technologies

Professor of Public Health and Chief Scientist University of Illinois at Chicago and Lapetus Solutions

AVP, Life Pricing Actuary Unum / Colonial Life

Certified Professional Speaker Upfront Presentations

Assistant Vice President, Chief Counsel USAA

Compliance Advisor USAA

Director, Life & Health Insurance Pricing USAA

Director, Product Management USAA

Director, Product Management USAA

Director, Product Management USAA

Director, Product Management USAA

Lead Actuary USAA

Lead Competitive Intelligence Analyst USAA

Regional Insurance Consultant USAA

R&F Analyst Utah Department of Insurance

Vice President UTG, Inc.

Relationship Executive Vanguard

Senior Solution Manager Vitech

Senior Vice President, Sales Vitech

Strategy Consultant Voya

AVP, Product Director Voya Financial

Product Director Voya Financial

Consulting Actuary Wakely Actuarial

Tech Entrepreneur, Hyper-Growth Leader and Best-Selling Author

Washington Speakers Bureau

SVP & COO Wawanesa Mutual

VP, Product Manager Wells Fargo Advisors

Assistant Vice President Western & Southern Financial Group

Sales Manager Western & Southern Financial Group

Technologist X by 2

Director, Sales and Business Development X by 2, LLC

Head of Innovation and Operational Development - Corporate Life and Pensions

Zurich Insurance Company