2024 LIC Final Expense Workshop Agenda

Wednesday, June 5, 2024

2:00 p.m. - 2:15 p.m. - Welcome from LIC & RGA

2:15 p.m. - 3:15 p.m. - From Beginning to End: An Exploration of the Final Expense Policy Life Cycle

This panel will discuss the entire final expense cycle, including problems and solutions in Sales/Distribution, Underwriting/Application Process, Policy Delivery, Administration/Monitoring, and Claims.

Speakers: Scott Grandmont, CLU, FALU, FLMI, FLHC, AIRC, ARA, ACS, Vice President, Underwriting Solutions, RGA; Nathan Hill, FSA, MAAA, VP & Actuary, RGA; JS Ledoux, ASA, Head of North American Product Management, Foresters Financial.

3:15 p.m. - 4:00 p.m. - Facilitated Discussion on Final Expense Topics

4:00 p.m. - Sessions Adjourn for the Day

6:00 p.m. - Hosted Networking Dinner at EdgeWild Restaurant and Winery

Hosted Networking Dinner at EdgeWild Restaurant and Winery

Thursday, June 6, 2024

7:30 a.m. - 8:30 a.m. - Continental Breakfast

8:30 a.m. - 9:30 a.m. - How Predictive Modeling Can Help to Manage and Improve Final Expense Profitability

Learn how to build a predictive model to assess mortality; how predictive modeling can improve the knowledge of your mortality risk compared with traditional methods; how predictive modeling insights can impact mortality experience, risk selection, and profitability, and improve the quality of your block of business.

Speakers: Michel Hebert, VP of Pricing and R&D, Optimum Life Re; Guillaume Ducharme, Director of R&D, Optimum Life Re

9:30 a.m. - 10:30 a.m. - Future of the Final Expense Market

10:30 a.m. - 11:00 a.m. - Break

11:00 a.m. - 12:00 p.m. - Case Study/Discussion: Market Opportunities in Final Expense

12:00 p.m. - 1:00 p.m. - Networking Luncheon

1:00 p.m. - 2:00 p.m. - LIC Final Expense Survey Discussion

2:00 p.m. - Adjourn