Advisory Board

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The Lifetime Income Advisory Board offers insights on the challenges facing consumers, financial professionals, and policy makers. The executives chosen to join the advisory board are leaders in their respective fields who have agreed to share their expertise and experience to help shape the future focus of the LIMRA’s Lifetime Income Initiative.

Advisory Board

  • Nate Miles

    Vice President Annuity Marketing, Advisors Excel

    Nate Miles

  • Charles Boline

    Vice President, Marketing
    Allianz Life

    Charles Boline

  • Andrew Melnyk

    Chief Economist & VP, Research
    American Council of Life Insurers

    Andrew Melnyk

  • Alex Locke

    Chief Product Officer
    American Equity Investment

    Alex Locke

  • Nate Miles

  • Charles Boline

  • Andrew Melnyk

  • Alex Locke

  • Joel Jessen

    Director of Annuity Products
    Amerprise

    Joel Jessen

  • Michael Downing

    Co-President of Athene USA & Chief Operating Officer
    Athene

    Michael Downing

  • Richard Polimeni

    Managing Director, Head of Annuity Product
    Bank of America Merrill Lynch

    Richard Polimeni

  • Sarah Garrity

    National Sales Manager
    BlackRock

    Sarah Garrity

  • Joel Jessen

  • Michael Downing

  • Richard Polimeni

  • Sarah Garrity

  • Kevin Macilvane

    Chief Marketing Officer
    Brighthouse Financial

    Kevin Macilvane

  • Melissa Buccilli

    Director
    Capital Group

    Melissa Buccilli

  • Betsy Palmer

    CMO, Life and Retirement
    Corebridge Financial

    Betsy Palmer

  • Karen McMahon

    Sr Product Manager
    Edward D. Jones & Co., L.P.

    Karen McMahon

  • Kevin Macilvane

  • Melissa Buccilli

  • Betsy Palmer

  • Karen McMahon

  • Gregory Jaeck

    Senior Product Leader, Annuities
    Edward Jones

    Gregory Jaeck

  • Greg Boosin

    Chief Marketing Officer
    Equitable

    Greg Boosin

  • Molly O’Brien

    Vice President, Head of Marketing
    F&G Annuities & Life

    Molly O’Brien

  • Jacob Armstrong

    Senior Vice President, Head of Insurance Strategic Distribution
    Franklin Templeton

    Jacob Armstrong

  • Gregory Jaeck

  • Greg Boosin

  • Molly O’Brien

  • Jacob Armstrong

  • Sam Richeson

    Vice President, Annuity Product Management & Head of US Annuities
    Foresters Financial

    Sam Richeson

  • Martha Kalen

    SVP, Firm Activation & Partner Development
    Global Atlantic Financial Group

    Martha Kalen

  • Marci Green

    Managing Director
    Goldman Sachs

    Marci Green

  • Rebecca Evans

    Head of External Communications
    Guardian Life

    Rebecca Evans

  • Sam Richeson

  • Martha Kalen

  • Marci Green

  • Rebecca Evans

  • Wayne Chopus

    President & CEO
    Insured Retirement Institute

    Wayne Chopus

  • Michael Morrone

    Head of Integrity Annuities and Chief Operating Officer
    Annexus Management Company

    Michael Morrone

  • Greg Masucci

    SVP, Strategic Relationships
    Jackson

    Greg Masucci

  • Eric Wilson

    Managing Director, Head of Subadvisory J.P. Morgan'

    Eric Wilson

    Eric Wilson, managing director, is Head of Subadvisory, Americas for J.P. Morgan’s team responsible for managing client relationships with Financial Institutions. Prior to joining the team, Eric was responsible for managing client relationships with Corporates and Financial Institutions throughout Europe and the Middle East as a member of the Global Liquidity Sales Team, based in London. An employee since 2002, Eric worked as a Sales Analyst for Global Liquidity in New York and Corporate Strategy for J.P. Morgan’s U.S. Mutual Funds business. He earned a Bachelor of Business Administration degree from the University of Michigan and is also a CFA charterholder.

  • Wayne Chopus

  • Michael Morrone

  • Greg Masucci

  • Eric Wilson

    Eric Wilson, managing director, is Head of Subadvisory, Americas for J.P. Morgan’s team responsible for managing client relationships with Financial Institutions. Prior to joining the team, Eric was responsible for managing client relationships with Corporates and Financial Institutions throughout Europe and the Middle East as a member of the Global Liquidity Sales Team, based in London. An employee since 2002, Eric worked as a Sales Analyst for Global Liquidity in New York and Corporate Strategy for J.P. Morgan’s U.S. Mutual Funds business. He earned a Bachelor of Business Administration degree from the University of Michigan and is also a CFA charterholder.

  • Kathleen Kavanaugh

    CMO, SVP Brand and Individual Solutions
    Lincoln Financial Group

    Kathleen Kavanaugh

  • Lauren Mitchell

    Vice President, Annuity and Insurance Product Management
    LPL Financial

    Lauren Mitchell

  • Matthew DiGangi

    Head of Annuity Distribution
    MassMutual

    Matthew DiGangi

  • Collin Davidson

    Principal
    Milliman Financial Risk Management LLC

    Collin Davidson

  • Kathleen Kavanaugh

  • Lauren Mitchell

  • Matthew DiGangi

  • Collin Davidson

  • Chuck DiVencenzo

    President & CEO
    NAFA

    Chuck DiVencenzo

  • Kush Kotecha

    President
    Nationwide Annuity

    Kush Kotecha

  • Matt Wion

    Head of Retail Annuities
    New York Life

    Matt Wion

  • Jennifer Cook

    Vice President, Marketing
    Pacific Life

    Jennifer Cook

  • Chuck DiVencenzo

  • Kush Kotecha

  • Matt Wion

  • Jennifer Cook

  • James Wagner

    SVP, Chief Distribution Officer Protection & Retirement Division
    Protective Life

    James Wagner

  • Jennifer Burlingame

    Head of USB Enterprise Strategic Relationships
    Prudential

    Jennifer Burlingame

  • Bryce Biklen

    President
    Sammons Independent Annuity Group

    Bryce Biklen

  • Denielle Webb

    Executive Vice President
    Simplicity Solutions Group

    Denielle Webb

  • James Wagner

  • Jennifer Burlingame

  • Bryce Biklen

  • Denielle Webb

  • Wesley Severin

    EVP, Retirement Division
    Symetra

    Wesley Severin

  • Raymond Bellucci

    Chief Operating Officer, Retirement Solutions
    TIAA

    Raymond Bellucci

  • Oriana Freidenberg

    Head of Customer Experience & Marketing
    Transamerica

    Oriana Freidenberg

  • Tim Froehlich

    Managing Director, Head of Insurance and Annuities
    Wells Fargo & Company

    Tim Froehlich

  • Wesley Severin

  • Raymond Bellucci

  • Oriana Freidenberg

  • Tim Froehlich

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