Karlyn Carnahan
Head of Insurance | North America

Tracy Murdock
Vice President
PFS Investment

Harless Stover
VP, Licensing & Recruiting

Tim Ryder
Vice President
National Life Group

Agent/Advisor Retention: Meeting New Challenges


Recorded live at the 2024 RegEd Engage Annual Conference, this engaging session commences with an overview of the prevailing challenges confronting insurers and broker-dealers in the realms of agent and representative retention, talent acquisition, and acceleration of market readiness. Attendees gain valuable insights into the complexities of maintaining a competitive edge in today’s dynamic marketplace. Following the initial overview, we transition to a dynamic panel discussion featuring client and industry leaders who share proven strategies and best practices, followed by a Q&A session. This interactive segment aims to equip firms with actionable solutions to secure and nurture top talent, ensuring sustained business growth.  

About RegEd

RegEd is the market-leading provider of RegTech enterprise solutions with relationships with more than 200 enterprise clients, including 80% of the top 25 financial services firms.

Established in 2000 by former regulators, the company is recognized for continuous regulatory technology innovation with solutions hallmarked by workflow-directed processes, data integration, regulatory intelligence, automated validations, business process automation and compliance dashboards. The aggregate drives the highest levels of operational efficiency and enables our clients to cost-effectively comply with regulations and continuously mitigate risk.

Trusted by the nation’s top financial services firms, RegEd’s proven, holistic approach to RegTech meets firms where they are on the compliance and risk management continuum, scaling as their needs evolve and amplifying the value proposition delivered to clients.


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