director - annuity product development
AXA Equitable Holdings
Chad Chuang is director of annuity product development at AXA Equitable. In his role, Chad developed the industry’s first buffered annuity and is responsible for managing the product line. Chad's tenor at the firm includes different roles in the strategic initiatives department.
Before joining AXA Equitable, he spent five years in the financial services arena, worked with high net worth investors and managed a broker-dealer office for a leading financial services firm in New York.
Chad holds a Bachelor of Science degree in finance and international business from New York University - Stern School of Business.
AXA Equitable Life Insurance Company (AXA Equitable) (NY, NY) GE-2668985 (08/19) (exp 08/21)
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head of structured insurance
Ryan Cullen is the head of structured insurance at UBS. He has been involved with the business since 2011, working for Bank of America Merrill Lynch as well as Security Benefit. His experience includes the design, marketing, and trading of innovative dynamic strategies for the fixed index annuity market and he has served institutional as well as family office and high net worth clients.
Ryan has a master's degree in financial engineering from UC Berkeley's Haas School of Business and a BS in chemical engineering from Carnegie Mellon University.
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Nate leads the quantitative development group within Milliman's financial risk management practice in Chicago. He focuses on hedge strategy development and provides quantitative finance support for a number of active hedge programs spanning a range of life insurance products, such as indexed annuities and variable annuities. His work has also included the development of funds, strategies and indices for products within the insurance space.
Tiago is a managing director at SRP. He joined SRP as a global head of data. SRP is a part of Euromoney Group, and provides highest quality market intelligence and investor education to the structured product market, helping the players to be in the vanguard of the derivatives industry. Previously, Tiago spent four years at Caixa Geral de Depósitos as an analyst for the structured product offering in the Portuguese market. Tiago has also worked at BNP Paribas and DIF Broker.
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chief technology officer
Ryan is the chief technology officer for Advisors Excel and AE Wealth Management. As CTO, he is responsible for advancing information technology, software development, infrastructure operations, and information security within all AE business units.
Chief Administrative Officer
FBL Financial Group
founder and chief executive officer
CG Financial Group
Charlie is the founder and ceo of CG Financial Group, an innovative and full-service Independent Marketing Organization that serves independent agents that sell life insurance, annuities and asset-based LTC. Charlie is recognised throughout the industry as one of the foremost thought leaders and subject matter experts on annuities, life insurance, leadership, story-selling and behavioural finance. He is also an industry keynote speaker conducting 100-150 speeches per year. He has spoken at the MDRT Top of the Table as well as other large forums and has also appeared on TheStreet.com and AM Best TV.
Charlie has vast leadership experience in the insurance industry - he has been an executive of various insurance companies and large independent marketing organizations. Charlie is unique in his broad knowledge across the life insurance, annuities and securities businesses. He has a deep understanding of the distribution aspects of these products along with the actuarial and hedging aspects.
He holds a bachelor’s degree in finance from the University of Northern Iowa, is FINRA Series 7 and Series 66 licensed and also holds the CLU® and ChFC® designations.
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deputy commissioner for securities and regulated services
Iowa Insurance Division
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Principal and Managing Director, Capital Markets Group
Director, NA Annuity Sales Development
North American Company for Life and Health Insurance
Danette is responsible for leading North American's training events, developing its sales concepts and competitive position, as well as serving as an invaluable sales resource for other strategic initiatives.
She is a proven annuity industry veteran with a well-rounded background leading teams in sales training, product ideation and legal for leading insurance carriers. Her experience also includes working for a top independent marketing organization (imo), as well as running her own imo.
Danette has degrees from Texas Christian University and Drake University Law School, and is an active member of the Iowa Bar. She has served as a member of the board for the National Association for Fixed Annuities, Director for a carrier’s diversity program, general counsel to a national imo, and she created the industry’s first women’s mentoring agent network. She has over 20 years’ industry experience and holds a rich and diverse range of talent.
Amélie Labbé Thompson
Director of Product and Content
Amélie is SRP’s global head of content, based in London. Before joining the company in January 2018, she was managing editor of International Financial Law Review, a Euromoney publication focused on the global financial regulation sector. She previously worked at Centaur Media in various management and editorial roles. She holds an LLM degree from the London School of Economics as well as a master’s degree in European law from the University of Rennes, in France. Amélie regularly speaks at and moderates events in London on financial regulation, having previously spoken about EU bank resolution in particular.
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president and chief executive officer
Moore Market Intelligence and Wink, Inc
Sheryl J. Moore is president and CEO of Moore Market Intelligence. She provides competitive intelligence, market research, product development, consulting services and insight to select financial services companies. Before forming Moore Market Intelligence, Sheryl was the manager of a competitive intelligence unit for a multi-line global insurer. She gained an intimate knowledge of indexed products and markets as the market research analyst, in charge of competitive intelligence for both life and annuity lines of business with an insurer that was number one in both indexed life and indexed annuity sales.
Sheryl also works closely with regulators. Her research is regularly presented to the National Association of Insurance Commissioners Conference, to aid in their understanding of indexed products. She serves as a resource to regulators on issues such as insurance distribution, marketing, product development, and training. She actively participates in the rule-making process for life insurance and annuity products, and her research has been presented to Congress to lead industry efforts in thwarting the securities regulation of indexed insurance products.
She has a degree in political science from Grand View University, and holds numerous designations in the field of insurance services.
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vice chairman and chief executive officer
Americans for Annuity Protection
For over 35 years, Kim has served in all aspects of the insurance industry with her primary focus on product development and marketing. A prolific writer and frequent expert witness on fixed annuity cases, Kim is known in and outside the industry as an authority on all things annuity! As former CEO of NAFA, the National Association for Fixed Annuities, Kim led the association to critical federal and state regulatory victories, including defeating 151a.
Kim has her BA from Ripon College, her MFA in Choreography from Greeley University and MBA in English and Finance from Edgewood College.
Kim lives in Phoenix with her college sweetheart and husband of 42 years and loves hiking with their two Irish Setters.
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vice president and general counsel
Andrew Payne is vice president and general counsel of Creative One, a leading insurance marketing organisation in Leawood, Kansas. He is currently the chairman of the Government and Legal Affairs Committee for the National Association for Fixed Annuities (NAFA). He has been highly involved with efforts regarding the Department of Labor’s fiduciary rule and the NAIC’s suitability rewrite.
Prior to joining Creative One, Andrew was in private practice.
UBS Financial Services, Inc.
Phil joined UBS as head of product and platform management for wealth planning in December 2001. In this role, he was responsible for business analysis and project management functions across financial planning, retirement, insurance & annuities, and personal trust businesses. He has served as head of annuities since 2009.
Before joining UBS, Phil worked for Salomon Smith Barney, a unit of Citigroup's Global Corporate and Investment Bank, where he held home office positions supporting financial consultants and institutional money managers. He began his career asa financial advisor with Morgan Stanley Dean Witter in New York.
Phil has a Bachelor of Science degree in business administration with an emphasis in finance from the College of New Jersey. He holds several FINRA securities licenses. He is a board director of the Insured Retirement Institute.
Phil resides in Hoboken, New Jersey, with his wife and son.
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chief executive officer
Senior Vice President, Product Actuary
Adam Politzer has over 15 years of experience as an actuary in the insurance life industry. He currently leads the product team at Athene USA where he is responsible for product development, product management, and illustrations. Prior to joining Athene, he worked as an actuarial consultant, providing support for financial audits and helping insurance companies establish Enterprise Risk Management programs. Adam earned his Bachelors of Science of Northwestern University in 1996.
Joe Powell has 16 years of experience in the financial services industry and is currently the President of Barnabas Capital, LLC.
Barnabas Capital is a wholesale broker-dealer that represents investment and insurance products to broker-dealers and RIA firms. Before leading Barnabas Capital, Joe was head of product and market intelligence at Brighthouse Financial. Joe also spent part of his career at Wells Fargo Advisors in various roles, including vice president of product and retirement sales consultant specialising in annuities and retirement income. Joe holds his Series 7, 66, and 24 licences in addition to multiple insurance licenses.
He lives in the Charlotte, NC area with his wife and four kids.
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senior market analyst
director of sales - North America
Manish Vij is a director of sales at STOXX Ltd., responsible for client relationship management and distribution of the existing indices of STOXX Ltd. and Deutsche Börse AG. Manish started his career in the financial industry with Deutsche Bank in New York, and has previously worked for consulting firms including Ernst & Young and IBM. He moved to STOXX in 2011 and has since focused on growing STOXX’s sell-side business in the US and Canada. He has experience with different asset classes and is a certified FRM and CAIA charter holder.
Manish holds a B.S. degree in computer from the University of Maryland, College Park and an MBA from the Carnegie Mellon’s Tepper School of Business.
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Dave is general counsel for Advisors Excel, one of the nation’s leading insurance marketing organizations. Dave regularly advises on annuity product distribution and development issues as well as various transactional and regulatory issues.