March 12 – 14, 2018

The Insured Retirement Institute's Marketing Summit 2018 is the largest conference of senior marketing and sales decision makers in the retirement income industry.

Omni Orlando Resort at ChampionsGate
Orlando, FL

Each year the IRI Marketing Summit draws hundreds of senior professionals from our diverse membership. Over the course of two days, the program examines the latest marketing innovations, product development trends, advisor engagement strategies and takes an in-depth look at the future of the industry. You will learn about:
  • Effective methods for engaging clients both online and in-person
  • Marketing automation tools and strategies to maximize consumer and advisor engagement
  • The benefits of promoting a data-driven corporate culture
  • Customer evangelism and the relationship between a virtuous cycle vs. a vicious cycle

NEW at Marketing Summit 2018: Idea Labs

This year, we’ve come up with a new session format to bring you more value than ever: Idea Labs.
Separated into teams, attendees will be asked to design an innovative solution to a crisis scenario, which could range from an operational disruption to a regulatory dilemma. These sessions will allow you to network with and learn from peers in real-time, all the while developing your crisis-management and problem-solving skills.

Marketing Summit 2018 strives to produce valuable take-aways and for marketers and public relations professionals in the retirement industry. Idea Labs will help showcase the importance of adaptability in an industry that is so thoroughly influenced by its regulatory and technological environment.

Interested in sponsorship opportunities?  Contact Jane Forsythe, Director of Conferences, at