IRI Marketing Summit 2015

Examine the latest marketing and sales approaches, product development trends, and advisor engagement strategies at the premier event for marketing and sales professionals in the industry.

Please note that if a particular session is not included on this page, it is because IRI does not have permission to post the session content online or no materials were available.

DOL Fiduciary Presentation
Speaker: Lee Covington, SVP & General Counsel, Insured Retirement Institute (IRI)
Jason Berkowitz, Vice President and Counsel, Regulatory Affairs, Insured Retirement Institute (IRI)

What do Investors Really Think About Annuities?
Speaker: Larry Moscow, Partner, Maslansky & Partners

Marketplace Spotlight on Fixed Indexed Annuitites
Speakers: Bill Lowe, President, Sammons Retirement Solutions
Marc Vosen, President & Chief Executive Officer, Key Investment Services, LLC
Phil Pellegrino, Executive Director, Head of Annuities, UBS Financial Services, Inc.
Melissa Scheuerman, VP of Business & Sales Development, Sammons Retirement Solutions

Trends in Distribution and the Rise of Robos
Speaker: Jeremy Alexander, President, Beacon Research
Jason King, Managing Director, Insurance Services, Charles Schwab and Co., Inc.
Stefne Lynch, Director of Key Accounts, MassMutual Financial Group
James Mullery, Managing Director, Head of Retail Insurance Group, BlackRock
Ross Znavor, Head of Business Development, U.S. Retirement, BlackRock