How to Join LBTC
The Life Brokerage Technology Committee (LBTC) members include distribution, insurance carriers, and vendors in the Life Insurance, Annuity, and Long-Term Care Insurance space. On the distribution side, we welcome BGAs, IMOs, Banks, Independent Broker Dealers, Wire Houses and any wholesaler of Life Insurance, Annuities and Long-Term Care Insurance. A vendor includes technology suppliers, consultants and medical service providers for insurance. Carriers that manufacture life insurance, annuities and/or Long Care Insurance products are also welcome and represented at LBTC.
LBTC is a volunteer organization with sponsors. There is no fee to join LBTC. You can have as many people as you want from your organization to join and participate in meetings and project initiatives. As described in the LBTC Charter, there is only one vote per member company. You can download the Charter on the link below. The membership form is attached at the end of the charter.
Join LBTC by completing the membership form: https://bit.ly/2RQYkrY Each person in your company must complete a membership form if they want to participate and be on the email distribution list. If you are interested in joining LBTC, then please complete the membership form and email it to Joann Mattson at jmattson@fsfginc.com. PLEASE NOTE: If you change companies or contact information, you must complete a new membership form. If you have any questions, then please reach out to the 2019 LBTC Leadership Team below:
LBTC Co-Chairs
Ron Alexander: ron.alexander@insurenowdirect.com
Carrie Folger: carrie.folger@protective.com
John Reynolds: john.j.reynolds@examone.com
LBTC Steering Committee
Joann Mattson: jmattson@fsfginc.com
Ken Leibow: ken.leibow@globalbankers.com, Cell: 402-740-7356
Jeff Lingenfelter: jlingenfelter@jhancock.com
About the Life Brokerage Technology Committee (LBTC)
The Life Brokerage Technology Committee was established to create and maintain an open forum for the consideration of primarily technological issues that affect the operational efficiency of the members businesses. LBTC’s membership consists of life insurance carriers, service providers, technology vendors, brokerage general agencies and other distributors of life insurance, variable, annuities and long term care insurance. The purpose of this committee is to exchange information about technology related systems and services related to marketing, sale and servicing of insurance in independent distribution channels. All meetings and exchanges of ideas that take place through the efforts of the committee are designed solely for the purpose of expressing various points of view and for the sharing of information. Explore opportunities to identify and promulgate best practices in these areas to reduce inefficiencies and unnecessary expenses for all participants and improve services for the committee’s mutual customers.