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2025 MMI Annuity & Insurance Solutions Forum

2025 MMI Annuity & Insurance Solutions Forum

November 05 , 2025

8:00AM – 1:15PM ET

CE Credits

Charged admission

Open to MMI members and non-members

Press prohibited

The Investments & Wealth Institute^® has accepted the 2025 MMI Annuity & Insurance Solutions Forum program for 3.5 hours of CE credits towards the CIMA^®, CPWA^®, CIMC^®, and RMA^® certifications. The relevant approval code(s) will be shared with attendees after the event.

Overview

Explore trends and strategies shaping annuities and insurance solutions.

Forum Co-Chairs:
Ann Nanda, Head of Future Growth Initiatives and Distribution Enablement, Prudential Retirement Strategies
Jared Nepa, Senior Vice President, Head of Insurance Solutions Distribution, Lincoln Financial Advisors

Please join us on November 5 in New York City for the MMI Annuity & Insurance Solutions Forum.

The MMI Annuity & Insurance Solutions Forum is designed to help you build relationships and gain perspective from industry leaders on the latest trends and innovations in the annuities and insurance solutions space.

Featured Sessions Include:

Annuities & Insurance Products in the RIA Arena: Strategies to attract new assets in the RIA space given the fiduciary responsibility RIAs have
Defined Contribution: Understanding the changing ecosystem of retirement security as defined benefit plans decline and alternative providers enter the market
Distribution: Increasing annuity adoption and engaging with advisors who haven’t historically embraced them, and how incorporating these solutions can help drive better client outcomes
Tax Management: Tax efficient investing and the evolving role of insurance as both a protection and a tax strategy

This event is closed to the media.

Interested in registering?

Contact Arlen Oransky at aoransky@mminst.org or 646.868.8505
OR
Contact Ken Bossen at kbossen@mminst.org or 646.505.4991

Agenda

Wednesday, November 5 (Click to Expand Agenda)

Wednesday, November 5, 2025

Time	Description
8:00 AM - 8:30 AM 30 Min(s)	Registration & Networking Breakfast
8:30 AM - 8:45 AM 15 Min(s)	Welcome & Opening Remarks Arlen Oransky, Executive Vice President, Chief Membership Officer, Money Management Institute Forum Co-Chairs: Ann Nanda, Head of Future Growth Initiatives and Distribution Enablement, Prudential Retirement Strategies Jared Nepa, Senior Vice President, Head of Insurance Solutions Distribution, Lincoln Financial Distributors
8:45 AM - 9:30 AM 45 Min(s)	Advisory Annuities: Past, Present, Future This panel will review the history of annuities in the advisory channel to understand the parallels to the transition of mutual funds from commissions to fee-based. The panel will explore using the advisory channel to get new money into annuities, as well as explore new reporting and licensing regimes and possible ways to eliminate internal conflicts. Hear these experts discuss whether the path to RIAs offering annuities is through the fiduciary process, if the retirement plan market is a path to breakthrough, and – finally – how long insurers will have the patience to invest in this space. Moderator: Tom Streiff, President & CEO, TFS Resources LLC Panelists: Matt Ohme, Vice President, RIA Distribution, Jackson Justin Wayne, Senior Director, Solutions Management, SS&C Black Diamond
9:30 AM - 10:15 AM 45 Min(s)	The Evolution of Lifetime Income This session will explore the continuing evolution within DC plans and how regulatory changes, technology enablers, unlikely partnerships, and personalization can create the desired outcome of DC plans – which is to provide income for life. Moderator: Ann Nanda, Head of Future Growth Initiatives and Distribution Enablement, Prudential Retirement Strategies Panelists: Marc Pester, Head of Defined Contribution Solutions, Prudential Retirement Strategies Greg Porteous, Managing Director, Head of Defined Contribution Retirement Solutions, Blue Owl Capital Daniel Yem, Executive Director, Head of Retirement Income, JP Morgan Asset Management
10:15 AM - 10:45 AM 30 Min(s)	Networking & Refreshment Break
10:45 AM - 11:30 AM 45 Min(s)	Distribution Panel This session will focus on understanding the role that protection plays when it comes to increasing client satisfaction levels. Consumer research has determined that advisors who continue to incorporate more protection products in their overall wealth planning process are improving client satisfaction rates from 41% on average to over 70% when their clients own three or more protection products.* Listen in as the panel of distribution executives share their insights on the trends that are driving the growth of annuity, life and long term care adoption within their respective organizations. Source: Lincoln Financial, Consumer Sentiment Tracker, January – July 2024. Protection products include Life Insurance, Annuity, and/or LTC. Moderator:* Jared Nepa, Senior Vice President, Head of Insurance Solutions Distribution, Lincoln Financial Distributors Panelists: Bill Baughman, Executive Director, Annuities, JP Morgan Carmine Mazzeo, Head of Insured Solutions Distribution, Morgan Stanley Dan Scholsky, Vice President, Wealth Management, LPL Financial
11:30 AM - 12:15 PM 45 Min(s)	Exploring Taxes, Tech, RIAs, Advisory and the Future of Annuity Distribution This session promises a dynamic exploration of the evolving landscape of annuity distribution. The panel will delve into the intersection of financial planning, innovative annuity solutions, tax strategies, emerging technologies, and the shifting roles of RIAs and advisors. Attendees can expect an insightful conversation on how enhanced advisor-client experiences and integrated digital platforms are driving transformation and shaping the future of the industry. Moderator: Jack Sharry, Managing Director, SEI LifeYield Panelists: David Lau, CEO, DPL Financial Partners Machenzie Wickre, Advanced Strategies and Planning Platforms Director, Allianz Life
12:15 PM - 1:15 PM 1 Hour(s)	Closing Remarks and Networking Luncheon Arlen Oransky, Executive Vice President, Chief Membership Officer, Money Management Institute Forum Co-Chairs: Ann Nanda, Head of Future Growth Initiatives and Distribution Enablement, Prudential Retirement Strategies Jared Nepa, Senior Vice President, Head of Insurance Solutions Distribution, Lincoln Financial Distributors