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In
managing life products, especially small face life products, mortality is the
biggest factor in achieving profitability and expected results.
Tiny
improvements in execution can mean big increases in profitability when you sell
large volumes of small policies.
Are
you managing EVERY aspect of this process?
Topics
include creative simplified issue underwriting tools, effective mortality
management, efficient new business processing, capitalizing on technology, how
to determine if you're meeting your profitability objectives, effective field
management, and successful case studies.
The workshop presenters are:
David Lee, Actuarial Resources Corporation
Tom Gracey, Elite Sales Processing, Inc.
Bob Schleyer, Wexford Partners
Mitch McCloskey, Vertafore
Bill Griffin, Medical Information Bureau
Agenda
Monday 7/13/09
6:30
p.m. Meet at hotel for networking Dinner
Tuesday 7/14/09
8:00
a.m. Leave Hotel
8:30
a.m. Overview of profitability sensitivity testing
9:15
a.m. Mortality Management -- Underwriting
10:00
a.m. MIB Filter Programs
10:30
a.m. Break
10:45
a.m. Mortality Management -- Claims
11:30
a.m. Field Management
12:15
p.m. Lunch
12:45
p.m. Persistency
1:15
p.m. Technology -- Imaging
1:45
p.m. Technology -- New Business Processing
2:15
p.m. Summary/Wrap-up
Registration
Fee
If you register by July 6, 2009
$500 LIC members
$600 LOMA/LIMRA members
$650 non-members
If you register after July 6, 2009
$550 LIC members
$650 LOMA/LIMRA members
$700 non-members
Register
online now!
Nearby
Hotel Suggestion
Courtyard
by Marriott Kansas City, Country Plaza
4600 JC Nichols Parkway
Kansas City, MO 64112
Tel: 816-285-9755
Attire
Attire
for this meeting is business casual.
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