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Marketing Summit New York Hilton Midtown New York, New York March 23-25, 2014 IRI MARKETING SUMMIT NEW YORK HILTON MIDTOWN NEW YORK, NEW YORK MARCH 23-25, 2014 myIRIonline.org | 1 The most valuable commodity of all? Expert management. VAN ECK VIP GLOBAL HARD ASSETS FUND Oil. Natural Gas. Gold. Copper. Iron. Timber. Commodities investing can be volatile. Prices often vary substantially from one day to the next. That’s why you should consider an established, actively managed fund that strategically invests in commodities-based companies for you. To learn more about the Van Eck VIP Global Hard Assets Fund, contact Susan Marino at 212.293.2094 or [email protected]. Investing involves risk, including possible loss of principal. The Fund is subject to risks associated with its investments in hard assets, real estate, precious metals, natural resources, and commodities; events related to these industries; and foreign investments, debt securities, derivatives, commodity-linked instruments, illiquid securities, asset-backed securities, and CMOs, as well as inflation risk, short sales risk, market risk, non-diversification risk, and leverage risk. The Fund is only available as an option under various insurance contracts issued by life insurance and annuity companies. These contracts offer life and tax benefits to the beneficial owners of the Fund. Your insurance or annuity company charges fees and expenses for these benefits. A review of your particular life and/or annuity contract will provide you with much greater detail regarding these costs and benefits. The Fund is not available directly to the general public. For more complete information on variable life/annuity products, including all charges and expenses, please obtain a prospectus from your licensed insurance agent/registered representative. An investor should consider the investment objective, risks, and charges and expenses of the investment company carefully before investing. The prospectus contains this and other information about the investment company. Please read the prospectus carefully before investing. For Financial Professional Use. V AN2 | IRI E CK SE MarketingCURITIES C ORPOR SummitA TIO N,2014 DISTRIB U TOR ■ 335 MADISON AVENUE ■ N E W YORK, NY 10017 56474_VEG_IRI_Feb14_AD.indd 1 2/7/14 12:11 PM Dear Colleague: Welcome to the IRI Marketing Summit 2014in the heart of New York City! We are delighted to have you join us as we examine current issues impacting the industry, explore the latest marketing and sales strategies, and learn how to strengthen your businesses. Only at this year’s IRI Marketing Summit will you find such a robust program, featuring: • Ken Schmidt, Former Communications Strategist for Harley-Davidson Motor Company, who will detail how to build a fanatically vocal customer base, create a passionately loyal corporate culture, and develop your own professional skills to inspire and motivate within your company. • Abby Joseph Cohen, Senior Investment Strategist and President, Global Markets Institute, Goldman Sachs, sharing her outlook on equities, corporate earnings and investment strategy. • An exploration on how to differentiate your business to achieve growth across key metrics and the pivotal role marketing plays in realizing your full market potential, led by Mitchell Caplan, Chief Executive Officer, Jefferson National. • Veteran financial industry analyst, Ron Insana, Senior Analyst, CNBC, as he provides clear analysis that bridges the gap between Capitol Hill and the Federal Reserve, explaining how their actions spill onto both Wall Street and Main Street and may affect the future of your business. • Cam Marston, President, Generational Insights, as he examines the sales and services biases of each of the four generations and gives simple, easy to execute ideas for how to best work with each and increase your sales. • Founding Editor, Fast Company and Best-selling Author William Taylor, demonstrating how to shake up the industry, transform your company and recharge yourself. We hope you enjoy your time with us at IRI’s Marketing Summit and that the event proves to be an informative experience. If you are in need of anything while you are here, please feel free to stop by the registration desk in the West Promenade. Sincerely, Catherine J. Weatherford President and Chief Executive Officer Insured Retirement Institute (IRI) What if I outlive my money? What if I can’t maintain my lifestyle? What if I don’t see the other What Ifs coming? Put your clients at ease with retirement solutions from AXA. Help take some of the anxiety out of retirement planning for your clients, with AXA. With a broad selection of retirement solutions, AXA can help you break down clients’ goals into small, manageable steps. To help your clients take their next step, visit axa.com or call us at 888-AXA-INFO. Advice | Retirement | Life Insurance ”AXA” is the brand name for the AXA Equitable Financial Services, LLC family of companies, including AXA Equitable Life Insurance Company (NY, NY), issuer of annuity and life insurance products. AXA Advisors, LLC offers securities (member FINRA, SIPC) and AXA Distributors, LLC distributes variable products. GE-91826 (2/14) G32818 TABLE OF CONTENTS Schedule at a Glance. .1 Detailed Agenda . 5 General Session Speaker Biographies . 14 General Information ��������������������������������������������������������������������������������������������������������� 21 Hotel Floor Plan ����������������������������������������������������������������������������������������������������������������� 24 Premier Alliance Partners ������������������������������������������������������������������������������������������������� 25 Premier Summit Sponsors . 26 Summit Sponsors ��������������������������������������������������������������������������������������������������������������� 27 Exhibit Hall Floor Plan ������������������������������������������������������������������������������������������������������� 28 Exhibitor Descriptions ������������������������������������������������������������������������������������������������������� 29 Marketing Summit Program Planning Committee . 35 IRI Board of Directors ������������������������������������������������������������������������������������������������������� 36 IRI Staff ������������������������������������������������������������������������������������������������������������������������������� 37 Attendee List. 38 Don’t miss a thing Download the IRI Marketing Summit App myIRIonline.org | 5 MetLife is isproud proud to sponsor to sponsor “Disruptive Demographics: IRIThe MarketingChanging Face Summit of Retirement” 2014 featuring Joseph Coughlin, Director, MIT AgeLab. MetLife is pleased to be a leader in providing retirement income and accumulation solutions. Our success is based on our long history of social responsiblity, strong leadership, sound investments and innovative products and services. CONTACT INFORMATION: MetLife Investors 5 Park Plaza, Suite 1900 Irvine, CA 92614 Please contact the MetLife Investors Sales Desk at 800-848-3854 for more information. www.metlifeinvestors.com MetLife Investors USA Insurance Company; Irvine, CA 92614 and in New York only, First MetLife Investors Insurance Company; New York, NY 10166 (collectively and singly, MetLife Investors). All variable products are distributed by MetLife Investors Distribution Company; 5 Park Plaza, Suite 1900, Irvine, CA, 92614. All are MetLife companies. PEANUTS © 2013 Peanuts Worldwide For Broker/Dealer Use Only. Not For Public Distribution. L0913340610[1213] SCHEDULE-AT-A-GLANCE Sunday, March 23 4:00 pm – 5:30 pm IRI Broker-Dealer Roundtable Clinton Suite (Open to Broker-Dealers Only) IRI Diversity Working Group Nassau Suite (By Invitation Only) 4:00 pm – 7:00 pm Registration West Promenade 5:30 pm – 6:00 pm First-Time Attendee and New Member Reception Grand Ballroom Foyer 6:00 pm – 7:00 pm Welcome Reception Grand Ballroom Foyer Monday, March 24 7:30 am – 6:30 pm Registration West Promenade 7:30 am – 9:00 am IRI Research Committee Meeting Clinton Suite (By Invitation Only) 8:00 am – 9:00 am Breakfast in the Exhibit Hall Grand Ballroom Foyer Sponsored by Pacific Life Insurance Company 9:00 am – 10:00 am Welcome Remarks Grand Ballroom Suite Speakers: Catherine J. Weatherford, President and Chief Executive Officer, Insured Retirement Institute Robert Moore, President, LPL Financial, Vice Chairman, IRI Board of Directors & Chairman, IRI Marketing Summit Planning Committee Michael Saliba, Managing Director, Strategic Alliances Group, BlackRock & Co-chair, IRI Marketing Summit Planning Committee Make Some Noise and Dominate Your Marketplace Grand Ballroom Suite Speaker: Ken Schmidt, Brand Visionary and Former Communications Strategist of Harley-Davidson Motor Company 10:00 am – 11:00 am 2014 Domestic and Global Economic Outlook: What it Means for the U.S. Financial Services Industry Grand Ballroom Suite Speaker: Abby Joseph Cohen, CFA, Senior Investment Strategists and President, Global Markets Institute Global Investment Research, Goldman Sachs myIRIonline.org | 1 SCHEDULE-AT-A-GLANCE 11:00 am – 11:30 am Break in the Exhibit Hall Grand Ballroom Foyer Sponsored by Fidelity Investments 11:30 am – 12:30 pm Innovation and Growth in Challenging Markets Grand Ballroom Suite Speaker: Mitchell Caplan, Chief Executive Officer, Jefferson National 12:30 pm – 2:30 pm Marketing Innovation Award Luncheon Mercury Ballroom Sponsored by Jackson National Life Distributors 2:30 pm – 3:30 pm Breakout Sessions • Market Innovation: Product Development and Emerging Trends Sutton North • Washington Update Sutton South
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