10.08.2017 to 22.08.2017
at P3



Wealth Management

2018 LIMRA Life Insurance & Retirement Industry Conference

Building Opportunities for the Future

09.04.2018 - 13.04.2018

Chicago Marriott Downtown Magnificent Mile, North Michigan Avenue, Chicago, IL, USA

Equisoft will attend the 2018 LIMRA Life Insurance & Retirement Industry Conference

2018 Life Insurance Conference will take place in Chicago from April 9th to 11th and the 2018 Retirement Industry Conference from April 11th to 13th. The Life Insurance Conference will focus on innovation in the industry, transformation and key trends such as mobile technology and customer engagement. The Retirement Industry Conference will cover the latest strategic, sales, product, operations and administration, marketing and distribution trends as well as regulatory issues that impact the retirement industry.

Equisoft will present three advanced financial management software solutions:


How can WealthElements help the retirement industry?

WealthElements Financial Needs Analysis module offers advisors a precise assessment of a client’s current financial situation and future needs, including their financial profile (cash flow and net worth) as well as their retirement needs. It is available separately or as part of the WealthElements Advisor Suite, an integrated solution allowing advisors to build compelling wealth management plans for clients. Currently used by thousands of advisors worldwide, WealthElements leverages Equisoft’s more than 20 years of experience developing wealth-related tools.

According to ThinkAdvisor website, the U.S. retirement market was valued at $27.2 trillion at the end of 2017 third quarter which represents a full $1 trillion gain from second quarter and nearly $10 trillion more compared to 2010.


What is OIPA?

OIPA stands for Oracle Insurance Policy Administration for Life and Annuity and is a modern, rules-based platform which helps life and annuity insurers lay the foundation for new levels of back-end performance and connectivity, as well as faster and more efficient go-to-market strategies.Equisoft believes that OIPA is the best available policy administration system because it strikes the right balance between features, flexibility, performance and long-term upgradability. Equisoft is the largest and most experienced OIPA system integrator since 2014.


Dine with Equisoft insurance experts

Equisoft Dine-Arounds offer to 2018 LIMRA Life Insurance & Retirement Industry conference participants an opportunity to dine informally with our insurance software experts and share updates about the industry.

Connecting with peers over a shared meal will allow you to benefit from the wisdom of diverse experiences and foster new business relationships. Dine-Arounds will be held at restaurants close to the Chicago Marriott downtown magnificent mile hotel and are complementary.

In order to provide optimal opportunities for networking, stimulating conversation, and peer learning, each Equisoft Dine-Around can accommodate 2 to 8 guests. Dine-arounds will often occur on the second day of conference or when no conference activity is scheduled.

Please fill out the form below and an Equisoft representative will reach out to give you the details.

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Schedule a meeting with Equisoft

You're going to LIMRA Life Insurance & Retirement Industry conference this year? Fill out the form to schedule a meeting with our insurance software experts. We look forward to connecting with you in Chicago!