Moderator

Panelists

Debra Freitag

Debra Freitag
Chief Strategy Officer
RegEd

Michael Pouliot
EVP, Head of Xchange Sales
RegEd

Adam Reed
Managing Principal
Reed Law Offices

Tim Ryder
Vice President
National Life Group

Ken Toffolo
Research Council Fellow
Aite-Novarica

Distribution Leaders Panel

Overview

This session features a panel of sales and distribution leaders who will discuss the current state of agent and agency distribution.

Topics include managing multi-channel distribution, maintaining producer loyalty, data management and digitization, product strategy, agent/agency onboarding and credentialing, field services and more. Panelists share both challenges and opportunities, as well as their thoughts on the future state of the industry.

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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