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

Charles Boline
Vice President, Marketing
Allianz Life

Andrew Melnyk
Chief Economist & VP, Research
American Council of Life Insurers

Alex Locke
Chief Product Officer
American Equity Investment

Joel Jessen
Director of Annuity Products
Ameriprise

Amanda Carstens-Steward
Head of Marketing
Athene Annuity & Life Company

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

Sarah Garrity
National Sales Manager
BlackRock

Amethyst Vargas
Chief Marketing Officer
Brighthouse Financial

Melissa Buccilli
Director
Capital Group

Betsy Palmer
CMO, Life and Retirement
Corebridge Financial

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

Gregory Jaeck
Senior Product Leader, Annuities
Edward Jones

Greg Boosin
Chief Marketing Officer
Equitable

Molly O’Brien
Vice President, Head of Marketing
F&G Annuities & Life

Jacob Armstrong
Senior Vice President, Head of Insurance Strategic Distribution
Franklin Templeton

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

Martha Kalen
SVP, Firm Activation & Partner Development
Global Atlantic Financial Group

Marci Green
Managing Director
Goldman Sachs

Rebecca Evans
Head of External Communications
Guardian Life

Wayne Chopus
President & CEO
Insured Retirement Institute

Michael Morrone
Head of Integrity Annuities and Chief Operating Officer
Annexus Management Company

Greg Masucci
SVP, Strategic Relationships
Jackson

Eric Wilson
Managing Director, Head of Subadvisory
J.P. Morgan

Kathleen Kavanaugh
CMO, SVP Brand and Individual Solutions
Lincoln Financial Group

Lauren Mitchell
Vice President, Annuity and Insurance Product Management
LPL Financial

Matthew DiGangi
Head of Annuity Distribution
MassMutual

Collin Davidson
Principal
Milliman Financial Risk Management LLC

Chuck DiVencenzo
President & CEO
NAFA

Kush Kotecha
President
Nationwide Annuity

Matt Wion
Head of Retail Annuities
New York Life

Jennifer Cook
Vice President, Marketing
Pacific Life

James Wagner
SVP, Chief Distribution Officer Protection & Retirement Division
Protective Life

Jennifer Burlingame
Head of USB Enterprise Strategic Relationships
Prudential

Bryce Biklen
President
Sammons Independent Annuity Group

Michael Ebmeier
Partner
Simplicity Solutions Group

Wesley Severin
EVP, Retirement Division
Symetra

Raymond Bellucci
Chief Operating Officer, Retirement Solutions
TIAA

Oriana Freidenberg
Head of Customer Experience & Marketing
Transamerica

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

Ronke Desalu-Dottin
Managing Director
Morgan Stanley

  • 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

  • Nate Miles

  • Charles Boline

  • Andrew Melnyk

  • Alex Locke

    Chief Product Officer
    American Equity Investment

    Alex Locke

  • Joel Jessen

    Director of Annuity Products
    Amerprise

    Joel Jessen

  • Michael Downing

    Amanda Carstens-Steward

    Head of Marketing

    Athene Annuity & Life Company

    Michael Downing

  • Alex Locke

  • Joel Jessen

  • 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

  • Kevin Macilvane

    Amethyst Vargas

    Chief Marketing Officer

    Brighthouse Financial

    Kevin Macilvane

  • Richard Polimeni

  • Sarah Garrity

  • 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

  • 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

  • Gregory Jaeck

  • Greg Boosin

  • Molly O’Brien

  • Jacob Armstrong

    Senior Vice President, Head of Insurance Strategic Distribution
    Franklin Templeton

    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

  • Jacob Armstrong

  • Sam Richeson

  • Martha Kalen

  • Marci Green

    Managing Director
    Goldman Sachs

    Marci Green

  • Rebecca Evans

    Head of External Communications
    Guardian Life

    Rebecca Evans

  • Wayne Chopus

    President & CEO
    Insured Retirement Institute

    Wayne Chopus

  • Marci Green

  • Rebecca Evans

  • 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.

  • 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

  • Kathleen Kavanaugh

  • Lauren Mitchell

  • Matthew DiGangi

  • Collin Davidson

    Principal
    Milliman Financial Risk Management LLC

    Collin Davidson

  • Chuck DiVencenzo

    President & CEO
    NAFA

    Chuck DiVencenzo

  • Kush Kotecha

    President
    Nationwide Annuity

    Kush Kotecha

  • Collin Davidson

  • Chuck DiVencenzo

  • Kush Kotecha

  • Matt Wion

    Head of Retail Annuities
    New York Life

    Matt Wion

  • Jennifer Cook

    Vice President, Marketing
    Pacific Life

    Jennifer Cook

  • James Wagner

    SVP, Chief Distribution Officer Protection & Retirement Division
    Protective Life

    James Wagner

  • Matt Wion

  • Jennifer Cook

  • James Wagner

  • Jennifer Burlingame

    Head of USB Enterprise Strategic Relationships
    Prudential

    Jennifer Burlingame

  • Bryce Biklen

    President
    Sammons Independent Annuity Group

    Bryce Biklen

  • Denielle Webb

    Michael Ebmeier

    Partner

    Simplicity Solutions Group

    Denielle Webb

  • 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

  • Wesley Severin

  • Raymond Bellucci

  • Oriana Freidenberg

  • Tim Froehlich

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

    Tim Froehlich

  • Morgan Stanley

    Ronke Desalu-Dottin

    Managing Director

    Morgan Stanley

  • Tim Froehlich

  • Morgan Stanley

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