April 28–29, 2027 · Louisville, Kentucky

Candid, on-the-record conversations on the tensions reshaping distribution over the next five years.

Reserved seating just outside the Kentucky Derby Museum, exclusive to ITX Derby attendees, with 12 live races throughout the day and a real bookmaker on-site to place your bets the way the Derby has always done it.

An upscale venue featuring neck massages in the lounge area, exquisite catering, roses adorning each table, live racing, and everyone donning their finest Derby attire. Join us for Biscuits and Bourbon on the terrace and the Millionaire's Rows Dinner on the first evening.

Dive into the excitement of 1:1 Discovery Meetings. Over just two days, we have four dynamic sessions filled with 15-minute networking sessions. Each session bursts with four exciting rounds, giving you the chance to explore up to eight discovery meetings. Joining the sessions is optional, but complimentary.

Whose Customer Is It, Anyway?

Data, Consent, and the Coming Reckoning Between Carriers, BGAs, and Advisors.

Carriers are seeking direct client relationships, BGAs want control over case data, and Advisors aim to claim client ownership—all under the watchful eyes of regulators ensuring fair play. This tension is set to shape the next five years with significant developments.

The Great Retirement Mismatch

A 6-to-1 demographic gap that will reshape distribution.

With over 730,000 insurance workers already age 55 or older and only 120,000 in the under-25 cohort, the industry faces a 6-to-1 demographic gap that will reshape distribution over the next decade. Key issues — the fate of in-force blocks, orphan policies, and BGA succession as the producer base contracts — are barely discussed publicly. Our panels delve into these strategic challenges, offering diverse perspectives from carriers, BGAs, and producer groups.

Event Highlights

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