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2 Your Insured Retirement Industry Resource: Log-on to IRI s Members Only Website for unlimited access to information and resources that matter to YOU. Resources at Your Fingertips Practice Management Tools Advocacy Center Leading Industry Research Client-Approved Documents Continuing Education Up-to-date Industry News and Information is your one-stop practice management resource The Insured Retirement Institute (IRI) is a not-for-profit organization that for twenty years has been a mainstay of service, commitment and collaboration within the insured retirement industry. Today, IRI is considered to be the authoritative source of all things pertaining to annuities, insured retirement strategies and retirement planning. Insured Retirement Institute (IRI) 1101 New York Ave. NW, Suite 825, Washington, DC Facebook: Insured Retirement Institute
3 Welcome 1
4 Straight-through Processing Speed to Market Comprehensive Output Financial Calculators Contact Management Tailored User Experience Content Branding Multiple Lines of Business Compliance Sales Automation In Good Order All Lines of Business Electronic Fulfillment Multiple Clearing Options Electronic Applications Risk Tolerance Sales Automation Solutions STP Sales Automation Fixed Indexed Financial Calculators products Risk Tolerance Reflexive Logic Order Entry Compliance Suitability e-signature Life Annuity Product Illustrations Advanvced Sales Concepts Variable Fixed Table of Contents Mobilize your distribution... Straight-through Processing Speed to Market Comprehensive Output Financial Calculators Contact Management Tailored User Experience Content Branding Multiple Lines of Business Compliance Sales Automation In Good Order All Lines of Business Electronic Fulfillment Multiple Clearing Options Electronic Applications Where technology, innovation and delivery come together Product Comparison Sales Automation Drop Ticket Sales Illustrations Risk Tolerance Reflexive Logic Order Entry Compliance Suitability e-signature Life Annuity Product Illustrations Advanvced Sales Concepts Financial Calculators Vari able Fixed Fixed Indexed products Product Comparison Sales Automation Straight-through processing e-sign Applications Annuity Sales & Research Sales Automation Solutions that Deliver Producer Mobility, Efficiency and Sales Productivity. 2
5 3 Schedule-at-a-Glance
6 WHEN INSURANCE CARRIERS AND DISTRIBUTORS LOOK FOR MORE, THEY LOOK TO BROADRIDGE Intelligent Fulfillment Solutions lowest cost approach better investor experience greater client control innovative technology Look for us at Booth 10 or visit Broadridge Financial Solutions, Inc. Broadridge and the Broadridge logo are registered trademarks of Broadridge Financial Solutions, Inc.
7 Agenda Registration Open Senior Steering Committee Meeting First-Time Attendee Reception Welcome Reception Breakfast in the Exhibit Hall Welcome Remarks Conference Chair Remarks The Recovery Picture: An Executive Perspective Top Three Regulatory Challenges Impacting Your Business Break in the Exhibit Hall Breakout Sessions 5
8 Agenda Lunch On Your Own Operational Excellence: Models for Success 6
9 Agenda Break in the Exhibit Hall Productivity Tools Reception Innovation Exchange Breakfast in the Exhibit Hall Opening Remarks: A Legislative and Regulatory Update Teamwork: The Selling Model of the Future Break in the Exhibit Hall A Practical Guide to esignature Break in the Exhibit Hall 7
10 Agenda Mobile 360 Degrees: A Preview of the Future Lunch On Your Own Breakout Sessions Break Closing Remarks IRI Operations & Technology Committee 8
11
12 Thank You to all of our insurers and distributors for making the IRI/RegEd Annuity Training Platform the industry-leading platform RegEd.com/TrainingPlatform
13 General Information 23
14 Hotel Floor Plan Blue Prefunction Blue Parking Lot Rest s Capitol East Registration Little Something Gormet ATM East Elevators EAST LOBBY Embassy Telephones Hampton Men s Lounge Chairman s Board Women s Lounge President s Board Front Desk & Reception News Stand Gift Shop Concerge Desk East Conference Center Calvert Governors Board EAST LOBBY Calvert Capitol Chairman s Boardroom Embassy Governor s Boardroom Hampton President s Boardroom East Registration WEST LOBBY Cabinet Congressional A&B Council Executive Forum Sales Conference Senate West Registration BALLROOMS (East Lobby) Blue Blue Pre-Function Hampton BALLROOMS (West Lobby) Ambassador Ballroom Diplomat Empire Palladian Regency Robert s Restaurant ADA Elevator to Roberts Restaurant and Palladian MAIN LOBBY Telephones MAIN ENTRANCE ADA Ramp To Lobby Robert s Private Dining Coat Check LOWER LEVEL 2 B Empire Health Club Palladian Diplomat Sales Conference Men s Clothing Store WEST LOBBY West Elevators Stairs Committee Director s Bird Cage Walk Executive Women s Lounge (Lower Level) Telephones ADA Lift to Ambassador and Regency Ball s Level 1B AMBASSADOR BALLROOM Jewelry Store Men s Restroom Women s Restroom Council Cabinet Business Center Senate Forum West Registration West Conference Center Men s Restroom (Lower Level) Regency Gallery For Access to Diplomat ballrooms Please use elevators on the West Side and go to level 1B. For Access to the Empire Ballroom and Health Club/Outdoor Pool Please use elevators on the West Side of the Hotel and go to level 2B. Marquee Lounge Congressional REGENCY BALLROOM Terrace ADA Elevator to Blue & Parkview Building To Parkview s Veranda Empire Foyer OMNI SHOREHAM HOTEL 24
15 IRI Premier Alliance Partners 25
16 IRI 2012 Operations & Technology Conference Sponsors and Exhibitors Exhibitors 26
17 Exhibit Hall Floorplan 27
18 Exhibitor Descriptions 28
19 Exhibitor Descriptions 29
20 IRI 2012 Operations & Technology Conference Planning Committee
21 31 IRI Board of Directors
22 IRI s Retirement Income Guide: Building Your Future The Insured Retirement Institute s (IRI) FINRA-reviewed booklet, Building Your Future: Strategies and Products for Retirement Income Planning, and its accompanying Retirement Income Strategies & Products at a Glance matrix, are now available on IRI s Members Only Website! This client-oriented retirement income guide discusses strategies and products for retirement income planning. The guide contains key sections including: Investment & Income Planning Strategies Insured Income Products Income-producing Investment Products Preparing for Risks Tips for Investors Checklist To learn more about Building Your Future, visit the IRI Booth in the Exhibit Hall Co-branding options are available. Please call or IRI@irionline.org for more information. IRI 1101 New York Avenue NW, Suite 825, Washington, DC
23 IRI FACT BOOK 11 TH EDITION The 11 th Edition of the IRI Fact Book is now available on the Insured Retirement Institute s (IRI) Members Only Website. This new edition features up-to-date data and information as well as exclusive research from IRI. NEW to the 11 th Edition: Research on healthcare costs in retirement Expanded fixed annuity data Investor opinions of annuities A look at the impact of Dodd-Frank on annuity regulation An overview of social media regulation IRI members and advisors receive one complimentary download! The 11 th Edition of the IRI Fact Book is available for download and purchase at Bulk pricing is available.
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