Annual Conference 2017 Exhibitor Marketplace

October 8-10  |  Loews Sapphire Falls Resort, Orlando, Florida

Conference Exhibitors' Information and Booth Assignments

BOOTH 18

A.M. Best

Ambest Road
Oldwick, NJ 08858

Contact: Ken Frino, Group Vice President - Life-Health
Phone: 908-439-2200 ext.5012
Email: kenneth.frino@ambest.com

A.M. Best is a global credit rating organization with a unique focus on the insurance industry. Best’s Credit Ratings are referred to throughout the world as an opinion of the financial strength and creditworthiness of insurance companies.

website

ambest

BOOTH 5

Accenture Life and Annuity Software

500 Campus Drive
Florham Park, NJ 07932

Contact: Nancy Bass, Sales and Client Management Lead
Email: nancy.bass@accenture.com

Accenture Life and Annuity Software delivers modern solutions that help carriers meet evolving market demands. By leveraging the Accenture Life Insurance & Annuity Platform (ALIP), with its robust functionality, advanced architecture and superior product configuration capabilities, our clients are accelerating product introduction, improving customer service and supporting growth objectives.

Find out more at Accenture.com/lifeandannuitysoftware.

accenture

BOOTH 26

American Council of Life Insurers

101 Constitution Ave., NW, Suite 700
Washington, D.C. 20001

Contact: Ken Shields, Vice President, Publishing
Phone: 202-624-2335
Email: kenshields@acli.com

The American Council of Life Insurers (ACLI) is a Washington, D.C.-based trade association with 284 member companies operating in the United States and abroad.  ACLI advocates in federal, state, and international forums for public policy that supports the industry marketplace and the 75 million American families that rely on life insurers’ products for financial and retirement security. ACLI members offer life insurance, annuities, retirement plans, long-term care and disability income insurance, and reinsurance, representing more than 90 percent of industry assets and premiums.

Learn more at www.acli.com.

ACLI

BOOTH 7

BobTrak, Inc.

35 Linden Drive
Santa Clara, CA 95050

Contact: David Kelly, Founder & CEO
Phone: 408-590-9518
Email: david.kelly@BobTrak.com

BobTrak builds enterprise software for the insurance and financial services industries to manage and maintain the complex relationships between producers (agents, advisors, brokers, etc.) and the policies and accounts they service. In addition, BobTrak creates rule-based aggregations for account value metrics over time. BobTrak is the complete solution for the Book of Business / Producer Portfolio Management problem.

website

BobTrak

BOOTH 21

Brighthouse Financial, Inc.

11225 North Community House Road
Charlotte, NC 28277

Contact: Nancy Davenport, Head of Government Relations
Phone: 980-949-4287
Email: ndavenport@brighthousefinancial.com

Brighthouse Financial is a new company established by MetLife. Its mission is to help people achieve financial security. Built on a foundation of industry knowledge and experience, it specializes in offering essential annuity and life insurance products designed to help your clients protect what they’ve earned and ensure it lasts. Brighthouse Financial's approach includes a journey toward providing simplicity, transparency, and value – because your client’s future is too important to be hard.

website

brighthouse

BOOTH 10 

Carlton Fields Jorden Burt

1025 Thomas Jefferson Street, N.W.
Suite 400 East
Washington, DC  20007-5208

Contact: Josephine Cicchetti
Phone: 202-965-8162
Email: jcicchetti@cfjblaw.com   

Contact: James Jorden
Phone: 202-965-8135
Email: jjorden@cfjblaw.com

Carlton Fields Jorden Burt serves its insurance industry and other clients from offices in California, Connecticut, Florida, Georgia, New York, and Washington, D.C. The firm is known for its national litigation practice, and has extensive experience in defending its life insurance industry clients in class action defense, national trial practice, white collar representation, and high stakes appeals. The firm also has a substantial practice handling insurance regulatory matters, business transactions, and corporate counseling. Carlton Fields Jorden Burt practices law in California through Carlton Fields Jorden Burt, LLP.

website

carlton-fields

BOOTH 17

Conning

One Financial Plaza
Hartford, CT 06103

Contact: Sunny Wadhwa, Director, Business Development
Phone: 860-299-2248
Email: sunny.wadhwa@conning.com

Conning (www.conning.com) is a leading global investment management firm with a long history of serving the insurance industry. Conning supports institutional investors, including pension plans, with investment solutions and asset management offerings, award-winning risk modeling software, and industry research. Founded in 1912, Conning has offices in Boston, Cologne, Hartford, Hong Kong, London, New York, and Tokyo.

website

conning

BOOTH 25

Dechert

1900 K Street, NW
Washington, DC 20006

Contact: Jeffrey S. Puretz, Partner
Phone: 202-261-3358
Email: jeffrey.puretz@dechert.com

Dechert is a leading global law firm that focuses on servicing financial institutions including insurance complexes. Our lawyers advise on securities regulation and compliance, mutual funds, insurance products, pension platforms, private fund formation and management, investment advisers, broker-dealers, bank regulation, litigation including class actions and derivative claims, SEC and other regulatory enforcement, securitizations, corporate transactions, creditors' rights, intellectual property, privacy rules, and other legal needs.

website

Dechert

BOOTH 19

Expense Reduction Analysts

16415 Addison Rd, Suite 410
Addison, Texas 75001

Contacts: Lynn Hartung, Director and Ross Bagshaw, Director
Phone: 817-247-4158
Email: lynnhartung@gmail.comrbagshaw@expensereduction.com

Expense Reduction Analysts (ERA) is a global firm that identifies and recovers cash flow from their clients’ supplier base to put it back to work in their business. In over 18,000 projects, ERA consistently surprises companies by finding an additional 10%-30% savings in some of their most significant expense categories. This is over what is possible for a clients’ internal purchasing organization, and ERA does it without any compromise to supplier quality or service.

website

expenseReductionAnalysts

BOOTH 14

Federal Home Loan Banks

2120 L Street, NW, Suite 208
Washington, DC 20037

Contact: John von Seggern
Phone: 202-955-0002
E-mail: johnvon@cfhlb.org

The Federal Home Loan Banks are a network of 11 District Banks that provide liquidity, credit services, and funding agreements to over 7,100 member financial institutions including over 350 insurance companies.

website

fhlbanks

BOOTH 22

Feel Good, Inc.

1460 Gemini Blvd., Suite #8
Orlando, FL 32837

Contact: Rechelle Llorito, Exhibits Manager
Phone: 407-986-3351
Email: support@feelgoodinc.org

Feel Good, Inc. provides portable TENS (transcutaneous electrical nerve stimulation) units offering wide variety of benefits, including alleviating back, nerve and diabetic pain and migraines. Our units can also improve circulation, sleep patterns and have been shown to decrease the use of pain relievers that can cause negative side effects.

website

Feel Good Inc

BOOTH 2

First Consulting & Administration, Inc.

929 Walnut Street, Suite #300
Kansas City, MO 64106

Contact: CJ Rathbun, Senior Consultant
Phone: 816-391-2740
Email: cj.rathbun@firstconsulting.com

First Consulting & Administration, Inc. is a premier provider assisting the insurance industry in achieving business strategies with a focus on compliance and regulatory issues. Since 1969, First Consulting has advised and assisted companies across the country. The primary areas of practice include product development, drafting and filing; compliance consulting; third party administrator licensing; research; advertising compliance; UCAA filings; corporate governance; Home Office employee training; and, a full range of Enterprise Risk Management (ERM) services including Own Risk & Solvency Assessment (ORSA) and Corporate Governance Annual Disclosure (CGAD) services tailored to insurance company needs.

More information about our Co-sourcing services is available at: www.firstconsulting.com.

First Consulting

BOOTH 20

Insurance Thought Leadership, Inc

900 Reserve Drive #120
Roseville, CA 95678

Contact: Mike Pado, Industry Advisor and Director of Strategic Alliances
Phone: 646-221-5038
Email: info@insurancethoughtleadership.com

Insurance Thought Leadership serves the insurance industry by promoting the smartest thought leaders with the best ideas. We help users develop innovation strategies that drive profitable growth. ITL developed the Innovator's Edge platform to track the top innovators and entrepreneurs that are creating transformational growth opportunities for insurers.

Learn more at www.InsuranceThoughtLeadership.com

innovatorsEdge

BOOTH 8

Intellect SEEC

2730 Sidney Street Suite 200
Pittsburgh, PA 15203

Contact: Thomas Swock, SVP, Sales Life and Annuities
Phone: 1-847-340-8902
Email: thomas.swock@intellectdesign.com

Intellect SEEC provides an extensive portfolio covering distribution, underwriting, claims and servicing. We have partnered with the smallest to the largest insurers across the globe. We believe that while the underlying business of insurance is complex, leading edge technology should be deployed without interruption, making user experience intuitive and simple.

www.intellectseec.com

intellectSEEC

BOOTH 11

Iowa Economic Development Authority

200 East Grand Avenue
Des Moines, Iowa 50309

Contact: Michael Gould, Business Development Manager
Phone: 515-348-6189
Email: michael.gould@iowaeda.com

Iowa provides the ideal climate for business growth with pro-business policies and a legendary Midwestern work ethic.  Over 220 insurance companies have corporate offices in Iowa, establishing Iowa as an insurance hub with a savvy financial services labor market and an environment that is efficient, fair and responsive.  

To learn more, visit our website www.iowaeconomicdevelopment.com.

Logo

BOOTH 16

Jacobson Group

30 West Monroe Street, Floor 15
Chicago, IL 60603

Contact: Brad Whatley, Senior Vice President
Phone: 312-884-0465
Email: bwhatley@jacobsononline.com

For more than 45 years, Jacobson has been connecting insurance organizations with professionals from the board room to the back room on both a permanent and temporary basis. Our solutions include executive search, professional recruiting, emerging talent, RPO, temporary staffing, subject matter experts, and onsite and work-at-home operations support.

website

jacobson

BOOTH 3

Life Happens, Inc.

1530 Wilson Boulevard, Suite 1060
Arlington, VA 22209

Contact: Andrea Englert, Project Administrator
Phone: 703-888-4447
Email: aenglert@lifehappens.org

Life Happens is a nonprofit organization dedicated to helping Americans take personal financial responsibility through the ownership of life insurance and related products, including disability and long-term care insurance. Life Happens also seeks to remind people of the important role insurance professionals perform in helping families, businesses, and individuals find the insurance products that best fit their needs.

website

lifeHappens

BOOTH 9

M Benefit Solutions

1125 NW Couch Street, Suite 900
Portland, OR 97209

Contact: Russell McMillan, Senior Consultant
Phone: 503-414-7307
Fax: 503-238-1815
Email: russell.mcmillan@mben.com

For more than four decades, M Benefit Solutions, an M Financial Group Company, has been designing innovative executive benefit plans and institutional life insurance programs (ICOLI, COLI, and BOLI) to address the specific needs, and complement the unique cultures of, leading financial institutions and corporations across the country. Our comprehensive process addresses all facets of these plans, including design, installation, financing, securitization, compliance, and administration.

website

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BOOTH 6

Mercer Consulting

1166 Avenue of the Americas
New York, NY 10036

Contact: Duane Bollert, Global Insurance Industry Leader, Partner
Phone: 212-345-1522
Email: duane.bollert@mercer.com

At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth and careers. We’re in the business of creating more secure and rewarding futures for our clients and their employees — whether we’re designing affordable health plans, assuring income for retirement, or aligning workers with workforce needs. Using analysis and insights as catalysts for change, we anticipate and understand the individual impact of business decisions, now and in the future. We see people’s current and future needs through a lens of innovation, and our holistic view, specialized expertise, and deep analytical rigor underpin each and every idea and solution we offer. For more than 70 years, we’ve turned our insights into actions, enabling people around the globe to live, work, and retire well. At Mercer, we say we Make Tomorrow, Today.

website

mercer

BOOTH 13

Milliman, Inc.

71 South Wacker Drive
Suite 3100
Chicago, IL 60606

Contact: Matt Kaufman, Director of Marketing
Phone: 312-577-2868
Email: matt.kaufman@milliman.com

Milliman Financial Risk Management LLC is a global leader in financial risk management to the retirement savings industry. Milliman FRM provides investment advisory, hedging, and consulting services on over $143 billion in global assets (as of December 31, 2016). The practice includes over 130 professionals operating from three trading platforms around the world (Chicago, London, and Sydney). Milliman FRM is a subsidiary of Milliman, Inc.

Milliman is among the world's largest providers of actuarial and related products and services. The firm has consulting practices in healthcare, property & casualty insurance, life insurance and financial services, and employee benefits. Founded in 1947, Milliman is an independent firm with offices in major cities around the globe.

For further information, visit milliman.com.

milliman

BOOTH 1

The National Association for Public Health Statistics and Information Systems (NAPHSIS)

962 Wayne Ave., Suite #701
Silver Spring, MD 20910

Contact: Anthony N. Stout, Manager, EVVE Products and Services
Phone: 301-563-6005
Cell: 801-783-7106
Email: astout@naphsis.org

The National Association for Public Health Statistics and Information Systems (NAPHSIS) is the national nonprofit organization representing the state vital records and public health statistics offices in the United States. Formed in 1933, NAPHSIS brings together more than 250 public health professionals from each state, the five territories, New York City, and the District of Columbia. Our members issue all vital records in the nation including birth and death certificates, and our systems are the gold standard for birth and death data verification.

website

naphsis

BOOTH 4

New England Asset Management (NEAM)

74 Batterson Park Road
Farmington, CT 06032

Contact: Marie Callahan, New Business Development
Phone: 860-409-3292
Email: marie.callahan@neamgroup.com

New England Asset Management (NEAM) strives to be integral to the success of our insurance industry clients by providing investment management solutions through a team of skilled professionals dedicated to delivering exceptional client service. We aim to build true, enduring relationships with our insurance company clients and do so by combining three core attributes: dedicated teams, actionable tools and tailored solutions.

Visit us at www.neamgroup.com to learn how we can act as your investment team down the hall.

neam

BOOTH 12

RegEd

Contact: Madelyn Matthews, Marketing Specialist
Phone: 919-653-5202
Fax: 919-653-6502
Email: madelyn.matthews@reged.com

RegEd, Inc. is a leading provider of compliance technology solutions with relationships with more than 400 enterprise clients, including 80% of the top 25 broker-dealers and top 25 insurance companies. Established in 1994 by former regulators, the company is a recognized industry authority and has created the standard of excellence for rule-based and content-driven compliance automation for insurance companies, investment advisors and broker-dealers. RegEd solutions drive new levels of operational efficiency and enable firms to cost-effectively comply with regulations and mitigate risk.

For more information, visit www.reged.com.

regEd

BOOTH 15

S & P Global Ratings

55 Water Street
New York, NY 10041

Contact: Michele Bodden, Senior Marketing Manager
Phone: 212-438-2028
Email: michele.bodden@spglobal.com

S&P Global Ratings, a part of S&P Global Inc. (NYSE: SPGI), is the world's leading provider of credit ratings. We have more than 1 million credit ratings outstanding on government, corporate, financial sector and structured finance entities and securities. With approximately 1,400 credit analysts, a presence in 26 countries, and more than 150 years' experience of assessing credit risk, we offer a unique combination of global coverage and local insight. Our research and opinions about relative credit risk provide market participants with information to help support the growth of transparent, liquid debt markets worldwide.

website

sandp

BOOTH 24

SE2

5801 SW Sixth Avenue
Topeka, KS 66636

Contact: Tom Spencer, Senior Vice President, Business Development
Phone: 785-438-3350
Email: tom.spencer@se2.com

The leading third party administrator in the life and annuity insurance industry, SE2 is Purpose built to future-proof insurance companies. SE2 supports over 20 direct clients, represents over 35 carriers, and services over 1,000 life and annuity products. SE2 has approximately $100 billion in assets under administration.

For additional information, please visit www.SE2.com.

se2

BOOTH 23

Workiva, Inc.

2900 University Blvd.
Ames, IA 50010

Contact: Adam Chirstophersen
Phone: 515-210-2850
email: adam.christophersen@workiva.com

Workiva (NYSE:WK) is a leading provider of enterprise cloud solutions for improving productivity, accountability, and insight into business data. Thousands of organizations, including over 70 percent of the 500 largest U.S. corporations by total revenue, use Wdesk. For more information, visit workiva.com. 

website

workiva

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