While industry conferences are an excellent investment of advisors’ time and budget, the availability of conferences far exceeds the resources advisors can allocate to them. Our Guide to Industry Conferences series brings you the key details on leading conferences across major categories including insurance, which we cover in this installment.
Advisors often leverage insurance products as unique tools to serve their clients, from annuities for income generation, to long-term care insurance to provide for peaceful retirement, to life insurance and complex instruments that aid clients with estate planning.
Our 2025 guide to insurance conferences again brings you the information you need to decide which conference is right for you and your firm, covering the Insured Retirement Institute’s IRI Annual Conference, Insurance Innovators USA and the LIMRA Annual Conference.
IRI Annual Conference
The IRI Annual Conference, hosted by the Insured Retirement Institute (IRI), will be held from March 26 to 28 at the JW Marriott in Tampa, Florida. Last year’s conference drew about 700 attendees from companies including life insurers, asset managers, broker-dealers, banks, marketing organizations, law firms and solution providers.
Financial advisors can register to attend for $500, while IRI members pay $2,460 and nonmember registration costs $2,925.
Keynote speakers include Chris Barton, Founder and Creator of Shazam; Olympic gold medalist swimmer Katie Ledecky; and Evy Poumpouras, author, television host and former U.S. Secret Service Special Agent.
Conference sessions will cover technology, compliance and product innovation, including discussion on the evolving landscape for annuity products, top regulatory issues facing the industry, and the federal retirement security policy under the new Trump Administration.
Sponsors for the conference include Allianz, BlackRock, Fidelity Investments, Morgan Stanley, Prudential, Raymond James and UBS.
Insurance Innovators USA
Insurance Innovators USA, which is hosted by MarketforceLive, will be held from May 19 to 20 at the Music City Center in Nashville, Tennessee.
More than 1,200 attendees are expected to attend, with half of participants from insurance carriers and approximately 75% at the management level. Attendees have access to an analytics-based matchmaking service for one-to-one meetings.
It will feature over 150 speakers including CEOs, regulatory officials, innovators and insurance technology (insurtech) firms, including Philip Walker, CEO of AAA Life; Hanna Wu, CEO of Amplify Life Insurance; Thomas Holzheu, Chief Economist Americas at Swiss Re; and Nicky Manby, Chief Strategy & Information Officer at Mutual of Omaha.
Key themes include the use of artificial intelligence to underwrite claims, technological innovation, synergizing information technology and business, underwriting in uncertain times and achieving excellence in claims. Four stages with simultaneous sessions will be available, while there will be three general sessions: “The CEO forum,” “It’s insurance, but not as we know it,” and “Visions for the future.”
Early bird discounted non-insurer tickets cost $2,599 and insurer tickets are $1,649. Prices rise to $3,199 and $2,149, respectively, after March 28.
Sponsors include Informatica, Arity, Shift, Truepic, Appian and Tiger Analytics.
LIMRA Annual Conference
The LIMRA Annual Conference will be held from Sept. 14 to 16 at the Gaylord Palms Resort & Convention Center in Kissimmee, Florida.
The conference brings together executives in the life, annuities and workplace benefits spaces, where leaders discuss the latest issues and trends facing the financial services industry. Attendees also include decision-makers from broker-dealers and asset managers.
Last year’s theme was “Innovate With Purpose,” and the agenda included unlocking the promise of AI, empowering underserved markets and creating an impactful customer journey. Last year’s speakers included Emmy Award-winning comedian, Trevor Noah; Jeremiah “JJ” Jones, Director for the National Technical Information Service, a bureau of the Department of Commerce; and Carla Harris, Senior Client Advisor at Morgan Stanley.
The early registration fee for non-members who plan to attend the conference in person is $2,850 until Aug. 4. The price will then rise to $3,050. For members, the early registration fee is $1,650, which will rise to $1,850 after Aug. 4. The virtual rates have yet to be determined.
Sponsors include Aflac, New York Life, Prudential, Swiss Re and John Hancock.
Janeesa Hollingshead, Contributing Editor at Wealth Solutions Report, can be reached at editor@wealthsolutionsreport.com.
