The Nest Egg: Priority #1
Sponsored by SOA and the LIMRA-LOMA Secure Retirement Institute
Table of Contents
Who Should Attend
Professionals across the full spectrum of the retirement industry including product, marketing, distribution and strategy for both retail and institutional markets. The conference draws leaders across the industry focused on growing and serving the annuity, investment and workplace savings businesses.
We live in a world of so many financial obligations: emergency planning, student loan debt, mortgages…the list goes on and on. Financial services professionals know how important it is to build a nest egg to reach personal retirement goals, but how can we emphasize this importance to our customers? And when the time for retirement comes, how can we best advise our customers to spend down wisely?
Attend this event to get answers to these questions and so much more. This important conference covers the latest strategic, sales, product, operations and administration, marketing and distribution trends as well as regulatory issues that impact the retirement industry. Everyone from DC plan services managers to retail-focused annuity product actuaries will find value in this event. The Society of Actuaries (SOA) and the LIMRA LOMA Secure Retirement Institute promise to deliver highly relevant and present-day focused content. Come, participate and network with your peers.Full Conference Details
Register before 03/06/2019
|SOA, LIMRA, and LOMA Members||$1,285|
Register after 03/06/2019
|SOA, LIMRA, and LOMA Members||$1,485|
Registration Details And Policies
All cancellations and refund requests must be received in writing. These requests carry a $100.00 U.S. administrative charge. Full refunds minus the administrative fee will be granted on written requests received no later than ten business days before the meeting. No refunds will be granted if the request is received within ten business days of the meeting. If for any reason a meeting is cancelled, conference organizers will refund the total registration fee. However, conference organizers will not be responsible for any travel, hotel accommodations or other costs incurred. Cancellation requests should be submitted in writing to firstname.lastname@example.org.
If five (5) or more individual employees from the same member company register for this meeting, each individual registrant may take advantage of a group registration discount of $100 by entering the promo code GROUP100. Individuals using this registration option must register at the full conference registration fee. Presenter registrations and individuals utilizing any other discounts do not qualify towards the required five-registrant-per-company minimum. Please note that if a registrant's company does not ultimately meet the aforementioned eligibility criteria (e.g,. there are fewer than five registrants from a company who paid the qualifying full conference fee), registrants will receive a notice of any balance due based on the difference between the regular applicable rate and the group discounted rate.
Baltimore Marriott Waterfront
700 Aliceanna Street
Baltimore, MD 21202
Reservations Phone: 1-877-212-5752 (Mention the Retirement Industry Conference)
Make your reservations by Mar. 6, 2019 to receive the group rate of $235 single/double (plus applicable taxes). Requests after Mar. 6 will be accepted based on space and rate availability. Hotel rates will increase after the cut-off date, or when the meeting room block sells out, whichever comes first. Make your reservations early to receive our discounted rates.
Note: If you receive any unsolicited or suspicious email or phone call about a hotel booking in conjunction with this meeting, our advice is not to click on it, but delete the email immediately. In the case of a phone call, never give out your credit card information. Our designated conference hotels will never call you unless you contact them first.
Sponsors & Exhibitors
This conference is your opportunity to meet and network with professionals from all areas of the retirement industry, including those involved in the product development, marketing, and distribution of individual annuity and retirement income products and defined contribution and defined benefit retirement plans.
For further information, contact:
Kimberly Hull, CMP
Sponsorship & Exhibitor Program Manager
LIMRA and LOMA