Katherine Dease has one mandate at the Insured Retirement Institute: modernize the annuity industry. She has spent her career on the vendor side of that problem, with product leadership roles at Ebix,…
Sean O'Donoghue — Chief Digital, AI & Technology Officer at Security Benefit and Eldridge Wealth Solutions — spent thirteen years in professional sports, media, and entertainment (DreamWorks, Madison…
Eric Sondergeld — Managing Director at Greenwald Research, an actuary (ASA, CFA) who ran market research at LIMRA for years before moving to custom research across life, annuities, and distribution —…
Frank Chechel — VP and Head of Individual Life Underwriting at Gen Re, and an actuary who "fell into" underwriting a decade ago when a boss asked him to build an underwriting R&D team — makes the case…
Josh Hershman has done something almost no one in insurance regulation has done: he's been a private attorney, a deputy commissioner, the executive director of an open-source data standards project,…
Chris Orestis has spent 30 years — first as a Capitol Hill and White House staffer, then as a three-time company founder — trying to fix the equation American families face when long-term care hits.…
Jeff Tulloch spent 25 of his 30 years in insurance at MetLife, where he built PlanSmart into one of the industry's first true enterprise financial wellness programs — reaching roughly 40% of the…
Tina Beckwith, CMO of LIMRA and LOMA, debriefs the inaugural Best Minds Retirement Symposium and explains why the industry can only fix the annuity perception problem together. She unpacks a…
Jane Vevea spent 20 years in life insurance before anyone would have called her a tech person. She started at Prudential in 2006 running a retention call center, wholesaled through the bank channel at…
Ryan Hinchey has one of the more unique résumés in the annuity business: actuary, Amsterdam expat, Silicon Valley insurtech veteran, and now SVP of Product Innovation at AmeriLife — one of the…
