FAIRMONT CHICAGO, MILLENNIUM PARK

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AGENDA SUNDAY, SEPTEMBER 22, 2013 3:00 PM 4:00 PM IRI OPERATIONS & TECHNOLOGY SENIOR STEERING COMMITTEE STATE ROOM 4:00

IMPERIAL FOYER 5:30 PM 6:00 PM FIRST-TIME ATTENDEE RECEPTION 6:00 PM 7:00 PM WELCOME RECEPTION IN EXHIBIT HALL

AM 8:30 AM IRI ASSET MANAGERS COMMITTEE 7:30 AM 8:30 AM BREAKFAST IN EXHIBIT HALL SPONSORED BY GREAT AMERICAN INSURANCE

Weatherford, President and Chief Executive Officer, Insured Retirement Institute Brian T.

2 AGENDA SUNDAY, SEPTEMBER 22, :00 PM 4:00 PM IRI OPERATIONS & TECHNOLOGY SENIOR STEERING COMMITTEE STATE ROOM 4:00 PM 5:30 PM IRI BROKER-DEALER ROUNDTABLE GOLD ROOM OPEN TO BROKER-DEALERS ONLY 4:00 PM 7:00 PM REGISTRATION OPEN IMPERIAL FOYER 5:30 PM 6:00 PM FIRST-TIME ATTENDEE RECEPTION 6:00 PM 7:00 PM WELCOME RECEPTION IN EXHIBIT HALL SPONSORED BY PERSHING LLC, A BNY MELLON COMPANY MONDAY, SEPTEMBER 23, :00 AM 8:30 AM IRI RESEARCH COMMITTEE 7:00 AM 8:30 AM IRI ASSET MANAGERS COMMITTEE 7:30 AM 8:30 AM BREAKFAST IN EXHIBIT HALL SPONSORED BY GREAT AMERICAN INSURANCE GROUP 8:30 AM 9:00 AM OPENING REMARKS ANNUAL BUSINESS MEETING Speakers: Catherine J. Weatherford, President and Chief Executive Officer, Insured Retirement Institute Brian T. Shea, President, Investment Services and Head of Client Service Delivery and Client Technology Solutions, BNY Mellon, Chairman Pershing LLC CHAIRMAN S PERSPECTIVE 2 VISION: IRI ANNUAL MEETING 2013

Larry Roth, Chairman, Insured Retirement Institute, President and Chief Executive Officer, Advisor Group 9:00 AM 10:00 AM CRAFTING CONTAGIOUS IDEAS Speaker: Jonah Berger, James G.

get more word of mouth than others? It s not luck. There s a science behind it. Social media gurus always preach that no one talks about boring products or boring ideas.

Berger will discuss the science behind word of mouth and the six key factors that push people to share content and demonstrate how to leverage the concepts to craft messages, providing a set of

AND GLOBAL ECONOMY: NEAR-TERM OUTLOOK SPONSORED BY PUTNAM INVESTMENTS Speaker: Matthew Slaughter, Associate Dean for Faculty and Professor of Management, Tuck School of Business at Dartmouth What

3 Larry Roth, Chairman, Insured Retirement Institute, President and Chief Executive Officer, Advisor Group 9:00 AM 10:00 AM CRAFTING CONTAGIOUS IDEAS Speaker: Jonah Berger, James G. Campbell Associate Professor of Marketing, Wharton School at the University of Pennsylvania, Author of Best-Selling Book Contagious: Why Things Catch On Why do some companies, products and services get more word of mouth than others? It s not luck. There s a science behind it. Social media gurus always preach that no one talks about boring products or boring ideas. So you would think that more interesting products and brands get talked about more. Surprisingly, they don t. Mr. Berger will discuss the science behind word of mouth and the six key factors that push people to share content and demonstrate how to leverage the concepts to craft messages, providing a set of specific, actionable techniques for helping information spread and ideas catch on. 10:00 AM 11:00 AM THE U.S. AND GLOBAL ECONOMY: NEAR-TERM OUTLOOK SPONSORED BY PUTNAM INVESTMENTS Speaker: Matthew Slaughter, Associate Dean for Faculty and Professor of Management, Tuck School of Business at Dartmouth What forces can sustain economic recovery? What forces might restrain it? Are certain companies, industries, and countries better positioned to lead a recovery? The recent financial crisis has demonstrated how inherently difficult economic forecasting is at all times and especially now, amidst so many forces at play with few if any historical precedents. Mr. Slaughter will provide a framework for answering these and other pressing questions with probabilities and scenarios, all based on key facts and insights from recent history with a conversation about three alternative scenarios of recovery strong, tepid, or none. His framework will provide expert guidance on where product development is stalled, demonstrating that now is the time to capitalize on the opportunity to reexamine offerings and timelines. 11:00 AM 11:30 AM BREAK IN EXHIBIT HALL 11:30 AM 12:30 PM A VIEW FROM THE TOP 3

4 AGENDA Speaker: Roger W. Ferguson, Jr., President and Chief Executive O ffi c e r, TIAA-CREF As a nationally recognized leader in the retirement industry, Mr. Ferguson will share his perspectives on the road ahead for financial services firms as they strive to meet the changing needs of a diverse, and growing, retirement population. Under Mr. Ferguson s leadership, TIAA-CREF has been re-engineered to innovate and better suit the needs of American consumers in meeting the biggest financial challenge of all time managing assets. Leveraging his expert experience, Mr. Ferguson will provide provocative insights about the opportunities and challenges that exist in the current business climate and will identify areas in which the industry can build business models for future success. 12:30 PM 2:00 PM HALL OF FAME AWARD LUNCHEON TBD SPONSORED BY AIG 2:00 PM 3:00 PM BREAK-OUT SESSIONS DIVERSIFYING HUMAN CAPITAL TO MEET THE DEMANDS OF A DYNAMIC MARKETPLACE GOLD ROOM Moderator: Dave Giertz, President, Distribution and Sales, Nationwide Financial Panelists: Nate T. Yohannes, Esq., Vice President - Associate General Counsel, Money Management Institute As the population continues to reflect an increasingly diverse and powerful marketplace, how will the insured retirement industry prepare to successfully meet the needs of future investors? Hear directly from industry leaders on how their organizations are strategically diversifying their human capital to better meet the demands of a growing market segment. PRODUCT INNOVATION: A LOOK AHEAD STATE ROOM Moderator: Michael Saliba, Managing Director, BlackRock Panelists: Chip Castille, Head of Defined Contribution, BlackRock Brian Kroll, Head of Annuity Solutions, Lincoln Financial Group Eric Todd, Executive Vice President, Chief Investment O ffi c e r, Forethought Financial Group Mike Spangler, President and Chief Executive Officer, Nationwide Funds The continued success of the industry hinges on the strength of the collaborations forged throughout the entire supply chain of the insured retirement marketplace. Insurers are offering refined products to better compete amid the new market standards. Distributors 4 VISION: IRI ANNUAL MEETING 2013

5 continue to put the best products on their shelves for their advisors and the consumers they serve. Solution providers are creating new efficiencies to help support growing business needs. Join leadership from across the industry as they examine the best practices for a truly successful marketplace. 3:00 PM 3:30 PM BREAK IN EXHIBIT HALL 3:30 PM 4:30 PM WASHINGTON UPDATE SPONSORED BY PRUDENTIAL ANNUITIES Speaker: Andrew Friedman, Principal, The Washington Update Legislative and regulatory priorities in Washington, D.C. continue to present a wide array of possible opportunities and challenges for the industry. Questions on plans to make reductions involving changes to entitlement programs, such as Social Security and Medicare, and more changes to the tax code persist. Join a Washington insider as he discusses these changes and the impact they may have on investors and other areas of activity, including development of a comprehensive energy policy, immigration reform, gun control, domestic manufacturing incentives, and changes to federal housing policy. This session will provide strategies that the industry can consider to take advantage of or protect against arising from the above initiatives, including specific strategies for investment, wealth transfer, and retirement planning. 4:30 PM 5:30 PM A CONVERSATION WITH THE IRI BOARD OF DIRECTORS LEADERS Moderator: Catherine J. Weatherford, President and Chief Executive Officer, Insured Retirement Institute Panelists: Robert J. Moore, President, LPL Financial Paula Nelson, Executive Vice President, Forethought Financial Group Larry Roth, Chairman, Insured Retirement Institute, President and Chief Executive Officer, Advisor Group Brian T. Shea, President, Investment Services and Head of Client Service Delivery and Client Technology Solutions, BNY Mellon, Chairman, Pershing LLC Key leaders from the IRI Board of Directors, share their strategic vision of the road ahead for the insured retirement industry and how IRI can serve as a trusted partner toward achieving the business goals of individual members. With a focus on identifying both existing challenges and emerging opportunities across the market, this discussion will look at how the broader economic trends will affect the growth and development of IRI s mission, advocacy goals and membership offerings. 5

6 AGENDA 5:30 PM 6:30 PM RECEPTION IN EXHIBIT HALL 9:00 PM 11:00 PM IRI AFTER HOURS: A NETWORKING EVENT THE MID AMERICA CLUB 200 E Randolph Dr., 80th Floor Sponsored by Jackson National Life Insurance Company TUESDAY, SEPTEMBER 24, :00 AM 8:30 AM IRI MEMBER SERVICES COMMITTEE 7:00 AM 8:30 AM IRI RETIREMENT INCOME COMMITTEE 7:00 AM 8:30 AM BREAKFAST IN EXHIBIT HALL 8:30 AM 9:15 AM DISRUPTIVE DEMOGRAPHICS: THE CHANGING FACE OF RETIREMENT Speaker: Joseph F. Coughlin, Ph.D., Director, Massachusetts Institute of Technology AgeLab Leading researcher Joseph Coughlin, Ph.D., will discuss the evolution of a new approach to retirement planning longevity planning that will include understanding health costs, aging in place, care giving, paying for quality of life and a special note on the use of trusted advice by near retirees and next generation retirees. Gain insight on the impact of global demographic change, social trends and technology on consumer behavior, business innovation and public policy. 9:15 AM 9:30 AM BREAK 9:30 AM 10:30 AM BREAK-OUT SESSIONS BUSINESS STRATEGY IN THE CURRENT ENVIRONMENT GOLD ROOM Moderator: Caroline O Connell, Chief Strategy Officer, Global Strategy, Marketing and Communications, Pershing LLC, a BNY Mellon company Panelists: Dan Arnold, Chief Financial Officer, LPL Financial John Bonvouloir, Managing Director, Retail Annuities, New York Life Insurance Company Mitchell Caplan, Chief Executive Officer, Jefferson National 6 VISION: IRI ANNUAL MEETING 2013

7 Business and technology are constantly changing, so how can business leaders manage effectively to keep their businesses moving forward? What are the key moves to make and how do you determine the best course of action with so many competing priorities and solutions? Hear from business leaders on how to best tackle strategic decisions and refine current business models to meet long and short term goals. ADVISOR PERSPECTIVES: NAVIGATING THE FUTURE STATE ROOM Moderator: Craig Lombardi, Managing Director, Head of SubAdvisory and Defined Contribution Sales, AllianceBernstein As the economy slowly rebounds, consumers and business leaders are redefining and re-considering how to achieve retirement goals. There is a wide array of risks that can impact retirement planning from longevity and health to inflation and tax risks. It is important to identify the right strategies and solutions that can help to effectively manage the multiple risks that may arise at this phase of a client s life While not all challenges can be easily foreseen, this session will examine how nearly a dozen risks can impact even the most intricately designed retirement plan. Hear how industry-leading firms are supporting their advisors as they work to identify and manage these risks to help their clients attain financial security. 10:30 AM 11:00 AM BREAK IN THE EXHIBIT HALL 11:00 AM 11:45 AM END THE STATUS QUO; START AN INNOVATION REVOLUTION Speaker: Lisa Bodell, Founder and Chief Executive Officer, futurethink The economic instability of the past several years has necessitated that insurers reexamine their product offerings not only from a strategic product-development standpoint, but also in terms of product deployment and engagement of advisors. What products are attractive to advisors and consumers? What challenges are being faced in the industry? Companies must use this opportunity to rethink business decisions and product line-ups. Lisa Bodell will provide a framework about how to innovate in these challenging times, change the organizational paradigm, and create a vision for future improvement. CLOSING REMARKS 12:00 PM 2:00 PM IRI EXECUTIVE COMMITTEE CHANCELLOR ROOM 7

8 AGENDA 2:00 PM 4:00 PM IRI BOARD OF DIRECTORS CRYSTAL ROOM 8 VISION: IRI ANNUAL MEETING 2013

9 CO N N E C T. LinkedIn JOIN IRI S GROUP ON LINKEDIN Facebook LIKE OUR PAGE ON FACEBOOK Twitter FOLLOW US ON 9

VISION: IRI Annual Meeting 2015 Preliminary Agenda as of September 23, 2015

Sunday, September 27, 2015 1:00 pm 7:00 pm Registration Open VISION: IRI Annual Meeting 2015 Preliminary Agenda as of September 23, 2015 2:00 pm 5:00 pm Broker-Dealer Roundtable (Invitation Only) Jenkins