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

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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)

1 Sunday, September 27, :00 pm 7:00 pm Registration Open VISION: IRI Annual Meeting 2015 Preliminary Agenda as of September 23, :00 pm 5:00 pm Broker-Dealer Roundtable (Invitation Only) Jenkins King Charles 5:30 pm 6:00 pm First-Time Attendee and New Member Reception Market Street Circle 6:00 pm 7:30 pm Welcome Reception Market Street Circle 6:30 pm 7:00 pm Inside Washington A Conversation with Congresswoman Ann Wagner Market Street Circle Monday, September 28, 2015 Speaker: Rep. Ann Wagner, Member of the House Financial Services Committee A member of the influential House Committee on Financial Services and a vocal critic of the Department of Labor s fiduciary rule proposal, Congresswoman Wagner will share her thoughts on how public policy and rulemaking in Washington may impact the future of retirement and your business. 7:00 am 8:30 am IRI Member Services Committee Meeting Jenkins King Charles IRI Research Committee Colleton IRI Public Relations Committee Beauregard

2 7:00 am 6:00 pm Registration Open 7:30 am 8:30 am Breakfast 8:30 am 9:00 am Opening Remarks IRI Advisor Council (By Invitation Only) Drayton Catherine J. Weatherford President and CEO Insured Retirement Institute Annual Business Meeting and Chairman s Perspective Nick Lane Senior Executive Director Head of U.S. Life and Retirement AXA Chairman, IRI Board of Directors Welcome Remarks Benjamin Huneke Managing Director Head of Investment Solutions Morgan Stanley Wealth Management Master of Ceremonies, VISION: IRI Annual Meeting :00 am 10:00 am The Future of Advice Speaker: Mary T. Mack, President, Wells Fargo Advisors As the industry approaches the next frontier of financial advice services and products, what changes, challenges, and opportunities will you and your company face? With significant experience in the strategic direction and management of investment, advisory and banking products, in addition to advisor productivity and development, Mary T. Mack truly understands what's in store for the future of advice.

3 10:00 am 11:00 am Stand Out and Rise above the Noise Speaker: Jonathan Perelman, Vice President, Buzzfeed Motion Pictures; Former Global Lead for Industry Relations, Google One of the Top 50 Real Movers and Shakers Behind the World s Top Brands, Jonathan Perelman shares mindset and strategy that propelled BuzzFeed into one of the fastest-growing phenomena on the internet. Learn how to stand out, rise above the noise, and get your organization s voice heard online by telling stories that resonate in a memorable way and support the growth of your business. 11:00 am 11:30 am Networking Break Sponsored by Fidelity Investments 11:30 am 12:30 pm Break-Out Sessions A. The Changing Investment Landscape: Positioning Solutions for Enhanced VA Client Outcomes Cypress The session will feature asset manager and distribution perspectives about the changing investment landscape and how to utilize a variety of solutions, including positioning managed volatility funds within guaranteed products and tax deferral strategies, for enhancing VA client outcomes. Moderator: Tim Buckeridge, Director VAIO Sales Investment Only Division- US, Franklin Templeton Martin Atkin, Head of US Client Solutions, AB TP Enders, Managing Director, Portfolio Strategist, Goldman Sachs Asset Management Christopher Scott-Hansen, Managing Director Head of Retirement Solutions, Morgan Stanley B. DOL Fiduciary and Beyond: The Regulatory Landscape in Washington Live Oak The DOL s proposed fiduciary rule would impose a best interest standard on financial professionals, including insurance producers, when recommending investment and insurance products to retirement savers. IRI and its members support this concept, but the proposal goes far beyond setting this higher standard by imposing unworkable requirements that would have serious and far-reaching unintended consequences on your business and on millions of Americans ability to achieve a secure and dignified retirement. This session will provide up-to-the minute insights from government relations industry insiders on the outlook for this proposal.

4 Moderator: Lee Covington, Senior Vice President and General Counsel, Insured Retirement Institute Pamela D. Everhart, Senior Vice President, Government Relations, Fidelity Investments Derek B. Dorn, Vice President, Associate General Counsel & Head of Public Policy, TIAA-CREF C. Leveraging Technology to Grow Advisor Practices Dogwood The ways in which investors gain knowledge about products and services have greatly shifted with the dawn of new technologies. From tapping into social media channels and seeking out financial advice online, even the savviest investors are expanding their knowledge base by leveraging a wide range of emerging resources. Join this session to learn how to successfully utilize technology to create business capacity and effectively engage consumers. Moderator: John Moody, President, Matrix Financial Solutions, A Broadridge Company Matthew Housel, Manager, Global Client Marketing, Retirement Franklin Templeton Investments Kevin Knull, CFP, President, MoneyGuidePro Tom Foley, AXA Equitable, AXA Advisors, LLC 12:30 pm 2:15 pm IRI Hall of Fame and Leadership Awards Luncheon The Riviera IRI Hall of Fame Honorees: Robert Benmosche, former President and Chief Executive Officer, American International Group (AIG) Mary Ann Brown, Executive Vice President, Pacific Life Insurance Company Mark Casady, Chairman and Chief Executive Officer, LPL Financial IRI Leadership Award Recipients: Robert J. Moore, Chief Executive Officer, Legal & General Investment Management America, Inc. (LGIMA) Deborah Seabury, Vice President and Senior Strategic Account Manager, AIG Financial Distributors 2:15 pm 2:30 pm Transition to General Session

5 2:30 pm 3:30 pm The Future of Retirement 3:30 pm 4:00 pm Networking Break Speaker: Dr. Roger Ibbotson, Chairman & Chief Investment Officer, Zebra Capital; Founder and former Chairman of Ibbotson Associates Retirement goals are achieved through a combination of Human Capital (Earnings and Savings) as well as Financial Capital (investment and insurance). An individual s investment of Financial Capital during the accumulation stage of life is impacted by the amount and nature of their Human Capital as one ages. In the retirement stage of life, insured retirement strategies play an important role in mitigating against longevity risk. Dr. Ibbotson will discuss these dynamics and provide a roadmap for working with clients to successfully reach their retirement goals. 4:00 pm 5:00 pm A View from Washington - Politics & The Impact on the Industry Speaker: Mark Halperin, Co-Host, With All Due Respect, Managing Editor, Bloomberg Politics and Co-author, New York Times Bestsellers Game Change and Double Down: Game Change 2012 Explore the political climate in Washington, D.C. and learn what regulations and legislative priorities are going to impact the insured retirement industry with nationally acclaimed journalist, Mark Halperin. Having covered every American election since 1988, Mark will also provide forecasts and predictions for the Presidential Primaries and the 2016 Presidential election. 5:00 pm 6:00 pm Reception Tuesday, September 29, :00 am 8:30 am IRI Retirement Income Committee Colleton IRI Asset Managers Committee Jenkins King Charles 7:00 am 1:00 pm Registration Open IRI Advisor Council (By Invitation Only) Drayton 7:30 am 8:30 am Breakfast

6 8:30 am 9:30 am Welcome Remarks Caroline O'Connell Chief Marketing Officer Investment Services BNY Mellon Master of Ceremonies, VISION: IRI Annual Meeting 2015 Retirement Income Innovations: A Roundtable Discussion The continued growth of the industry hinges on the strength of the collaboration fostered throughout the entire supply chain of the insured retirement marketplace. Join leadership from across the industry as they discuss the latest growth opportunities and product innovations, and examine the best practices for a truly successful marketplace. Moderator: Robert DeChellis President Allianz Life Financial Services LLC Phil Pellegrino, Executive Director, Head of Annuities, UBS Financial Services 9:30 am 9:45 am Transition to Break-Out Sessions 9:45 am 10:45 am Break-Out Sessions Bill Lowe, President, Sammons Retirement Solutions John Kennedy, SVP Head of Retirement Solutions Distribution, Lincoln Financial Adam Gorlyn, Vice President, Solutions Portfolio Manager Franklin Templeton Investments A. The Rising Rate Environment and the Impact on Retirement Planning Live Oak As the U.S. economy continues to improve, the likelihood increases that the Federal Reserve will begin to raise short-term interest rates. Cyclical changes in interest rates can drive volatility across many different asset classes, unnerving clients saving for, and living in, retirement. This session will cover the portfolio management implications of increasing interest rates, as well as asset classes and products that have historically helped manage the impact of rising interest rates on investable assets.

7 Moderator: Todd Solash, Managing Director, Head of Individual Annuity, AXA Chad Tope, President, Annuity Sales, VOYA Brian Wilson, AVP, Annuity Product Development, Lincoln Financial Group B. Variable Annuities and Managed Accounts Cypress As a result of the potential expansion of Fiduciary responsibility proposed by the Department of Labor, the compensation structure of variable annuities may change significantly in the near future. Historically, the vast majority of VA sales have been in traditional commission-based products. Now, with this potential change on the horizon, the concept of fee-based variable annuities is at the front of mind for many. How will fee-based annuities that offer income guarantees fare in managed account programs? This panel will examine the pros and cons of fee-based annuities, and provide ideas and suggestions for ensuring that these valuable solutions remain available to consumers working with feebased advisors. Moderator: Warren Posner, Senior Vice President, LPL Wayne Chopus, Senior Vice President, Strategic Relationship Management, Sales Strategy, Business Intelligence and Sales Operations, Prudential Annuities John Kennedy, SVP Head of Retirement Solutions Distribution, Lincoln Financial Dave Paulsen, President, Transamerica Distributors, Investments and Retirement Division, Transamerica Capital, Inc. C. Retirement Planning and Older Investors: Industry Best Practices Dogwood The population of people aged 65 and older is one of the fastest growing cohorts in the United States, and will nearly double in size by 2050 largely as a result of aging Baby Boomers increasing to nearly 84 million Americans. As this group continues its record expansion, it will necessitate the availability of information for financial services professionals and consumers regarding issues specific to older Americans. Join us for an insightful session where we will explore specific tactics and processes designed to protect aging clients and the advisors who serve them. Moderator: Thomas M. Mierswa, Jr. Esq., Executive Director, Branch Advisory Group, Legal and Compliance Division, Morgan Stanley Wealth Management

8 Jamie Cox, Managing Partner, Harris Financial Group Wendy Johnson, Assistant Vice President, Conflict Resolution, Department of Compliance, U.S. Bancorp Investments, Inc. 10:45 am 11:15 am Networking Break 11:15 am 12:15 pm Driving Creative Disruption 12:15 pm 12:30 pm Closing Remarks Speaker: Brian David Johnson, Chief Futurist, Intel Corporation The future is Brian David Johnson s business. As chief futurist at Intel Corporation, his charter is to develop an actionable vision for computing in His work is called future casting using ethnographic field studies, technology research, trend data, and even science fiction to provide Intel with a pragmatic vision of consumers and computing. Gain insights on how to use current business trends and investor attitudes to plan a successful business model for the future. Robert DeChellis President Allianz Life Financial Services LLC Chairman VISION: IRI Annual Meeting 2015 Planning Committee 1:00 pm 2:30 pm IRI Executive Committee Meeting (By Invitation Only) Riley Boardroom 3:00 pm 5:00 pm IRI Board of Directors Meeting (By Invitation Only) Jenkins King Charles

FAIRMONT CHICAGO, MILLENNIUM PARK

FAIRMONT CHICAGO, MILLENNIUM PARK 1 AGENDA SUNDAY, SEPTEMBER 22, 2013 3:00 PM 4:00 PM IRI OPERATIONS & TECHNOLOGY SENIOR STEERING COMMITTEE STATE ROOM 4:00 PM 5:30 PM IRI BROKER-DEALER ROUNDTABLE GOLD