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The 2009 Life Insurance Conference
Sponsored by LIMRA, LOMA, SOA and ACLI
March 30–April 1, 2009
The Hilton at the Walt Disney World Resort

Information on the 2009 conference will be posted as it becomes available.

If you would like to receive our marketing material for this conference, please contact us at insops@loma.org.

Quick Reference
Download the 2008 Registration Brochure Now
Exhibitor and Sponsor Information

Hotel Information

For More Information

Overview
Join over 600 financial services professional and gain a comprehensive understanding of critical issues facing the life insurance industry. You'll come away with tools you can use to drive the success of your company's programs.

This event is your opportunity to participate in a multidisciplinary forum for executives and specialists. The sessions, led by noted experts and thought leaders, cover seven crucial areas:

  • Marketing/Distribution
  • Markets
  • Administration
  • Actuarial/Product Development
  • Regulatory
  • Reinsurance
  • Strategic Management

World-class networking opportunities will allow you to discuss the latest strategies and tactics with industry leaders who encounter — and solve — the same challenges you face every day. Breaks, receptions, luncheons, and special dining options allow you to visit with your peers and top-flight vendors.

Who Should Attend?
CEOs, vice presidents, directors, managers, technical staff and marketers, as well as others who are involved with life insurance product design, distribution and administration.

Superb Venue
  

The Hilton at the Walt Disney World Resort

1751 Hotel Plaza Blvd.
Lake Buena Vista, FL 32830
Tel: 1-407-827-4000   Fax: 1-407-827-3890

Registration Information
Early Registration Fees:
LIMRA, LOMA, SOA and ACLI members: $945
Nonmembers: $1,345

Late Registration Fees:
LIMRA, LOMA, SOA and ACLI members: $1,105
Nonmembers: $1,505

Attire
The dress code for this conference is business casual.

Thanks To Our 2008 Sponsors and Exhibitors

New York-based Abacus Settlements, LLC is one of the nation's leading life settlement providers. Abacus has grown to become a distinguished and trusted organization in the burgeoning secondary life insurance market. www.abacussettlements.com

AdminServer is a premier global solutions provider delivering next generation software solutions and services to the insurance and financial services industries. AdminServer’s Virtual Back Office – AdminServer Policy Administration System, UVServer, IllustrationServer and NewBusinessServer – utilizes a common rules engine and calculation architecture ensuring consistency, accuracy and speed to market for any product line.
Brainshark is the leader in on-demand business communication solutions. Our patented software empowers any business person to easily create, deliver and track high-impact voice-enriched presentations. More than 600 companies rely on Brainshark software and services to accelerate training, increase marketing response rates, shorten the sales cycle, or enhance corporate communication.
Broadridge is a leading provider of investor communication services for the Financial Services Marketplace. We provide a wide array of  document management  services that include development and production services that span both traditional print and mail or electronic archival and e-delivery.  Some of our products include statement processing, contract production and a complete fulfillment operation including traditional pick-and-pack or print on demand.
CompetiScan collects direct marketing sent to independent insurance producers and U.S. Households including Email, On-line “Multi-Media” Presentations and Direct Mail.  For this reason, we are able to show you what our panelists received within the last 24 hours!  The service will enhance your ability to react quickly to your competitors.  With CompetiScan’s user-friendly engine, our clients are better informed to make their marketing campaigns even more effective. 
Coventry is changing the way people think about life insurance. As the creator and leader of the secondary market, Coventry has provided consumers with more than $1.2 billion over cash value for their unneeded policies. 
Clear Technology’s suite of insurance solutions, automate repetitive manual activities and guide decision-making for employees in claims, underwriting, and policy administration. The company’s people-driven approach to software development enforces consistency from employee to employee, and office to office, leading to dramatic reductions in operating costs and significant improvements in productivity.
Credit Suisse is the only investment bank to provide direct access to the life settlement market through their provider license which allows transparency, access, and optimal pricing. Active in the life settlements market since 2003, Credit Suisse can also offer synthetic access, in note or fund format, and hedging solutions.
Computime, Inc. is recognized by suppliers and customers as the Trusted Source for Topaz Systems Electronic Signature Capture Technology.  Our objective as your fulfillment partner will always be to improve upon the excellence which has made us a global leader in delivering Topaz Systems Electronic Signature Capture technology.
COSS serves the financial services industry with point-of-sale solutions. Available in Web and desktop, .NET and J2EE, our complete suite of solutions includes: product illustrations, hypotheticals, historical illustrations, asset allocation, needs analysis, advanced marketing, wealth distribution planning, worksite enrollment, intelligent forms, and interactive agent training.
CSC leads the industry in helping insurers reach their business goals by providing a single source for technology that addresses every facet of the insurance enterprise. Our comprehensive portfolio of function-rich software and integrated solutions is designed to help you achieve competitive differentiation and stay ahead of emerging trends in the areas of new business/underwriting, claims, business process management, customer service, distribution, product development, policy administration and more. Visit www.csc.com/lifeannuity
DFA’s advanced stochastic modeling software, ADVISE™ and GEMS™ Economic Scenario Generator enable companies to optimize financial decision-making and risk management across the enterprise for greater accuracy in strategic decision-making, improved regulatory and ratings agency compliance, and in allocation of capital and resources.  Learn more at www.dfa.com.
Dignity Planning® is a division of Service Corporation International®, the largest funeral, cremation and cemetery provider in the world.  SCI serves more than 400,000 families annually. Dignity Planning’s on-line tool offers the insurance industry benefits such as increased policy persistency and face amounts, up-sell and cross-sell opportunities and lead generation.
EDS is a leader in software solutions and consulting services for the Insurance industry.  EDS SOLCORP provides innovative solutions that adapt to changing markets and competitive landscapes while helping to reduce administration and product development costs.  With more than 90 customers in 24 countries, EDS delivers on its promises now, so you can deliver on yours.
Edgewater Technology, an innovative technology management consulting firm, provides a unique blend of premium IT services by leveraging proven industry expertise in strategy, package integration and tailored solutions.  With a strong emphasis on the Insurance industry, we advise clients on how to reduce costs and enact process improvements.

With 20 years unclaimed property experience, EquiSearch is a leading provider of location and reactivation services for lost/dormant policyholders.  Whether you represent an insurance company, bank, mutual fund or other fiduciary, EquiSearch can deliver turnkey asset recovery solutions targeted to your needs.  EquiSearch…Making better connections between institutions, owners and assets!

First Consulting & Administration has served the insurance industry since 1969. We Co-Source the drafting and filing of products including life, annuity, long-term care, critical illness, health, property, casualty, and similar insurance. First Consulting can assist in a wide range of services including product development, SERFF filings, business expansion, TPA licensing, and advertising review.  First Consulting's clients include multi-national insurers to small regional insurers, and insurance marketers.
Fujitsu Computer Products of America, Inc., is an established leader in the document imaging market, featuring state-of-the-art scanning solutions and services in the workgroup, departmental, and production-level scanner categories. Fujitsu offers the industry’s most comprehensive and competitive product offering.
IBM Insurance Outsourcing Services is one of the largest third party administrators of life, health and annuity products in North America. Our unparalleled team of insurance and technology professionals provides insurers with comprehensive administration and business management services with an emphasis placed on delivering the highest levels of quality and service. IBM works with clients to transform back-office operations, simplify system complexities and achieve significant cost reduction.
IBU, Inc employs 80 experienced underwriters providing underwriting support service to insurance companies in North America and the Caribbean .  Services include telephone interviews by experienced underwriters, APS summaries as well as contract and outsourced underwriting solutions.  IBU also provides a Rapid Underwriting Service which is currently helping companies profitable pursue insurance sales in the middle market.  Our web site is www.ibuinc.com
ImageRight is the leading content management and workflow system in the insurance industry. More than 400 companies use ImageRight to improve operations, increase productivity, and reduce expenses. Every ImageRight implementation comes with a money-back, Guaranteed Success Package. The best line for your bottom line is a straight line to ImageRight.

Since 1982 ImagiSOFT has developed software to help financial services professionals sell its products faster, in higher volume, and with improved efficiency. DataNet passes data seamless between all installed components including Life Insurance and Annuity Illustrations, RMD, Split Annuity, Stretch IRA, Retirement Planning, Sales Presentations, and Electronic Smart Forms.

IMN specializes in e-communications services for sales and distribution networks, enabling insurance and financial services companies to support their client base with multi-media capable e-mail and e-newsletters, which are designed to drive measurable brand impact and product visibility for the insurance and financial services company, as well as increased adoption and participation rates for the intermediaries. IMN services over 2,800 accounts globally including MetLife, New York Life, CitiStreet, Wachovia, ING, Janus Capital Group, Eaton Vance and Direct Federal Credit Union. IMN serves customers worldwide and is headquartered in Waltham, MA.  Visit www.imninc.com or call 1-866-964-NEWS.

Life Line Screening is the nation’s leading provider of mobile preventive health screenings.  Current screenings include tests for blocked carotid arteries, atrial fibrillation, abdominal aortic aneurysms, peripheral arterial disease and osteoporosis as well as finger-stick blood tests providing a complete lipid panel, blood glucose, and high sensitivity C-reactive protein.

McCamish Systems is a premier provider of BPO services to the Life Insurance industry. McCamish services include the fulfillment of agent licensing and appointments, agent compensation, new business fulfillment and policy administration.  McCamish also provides 409A compliant Non-Qualified Benefit Plan Design Platforms and Administration services to the Retirement Services industries. 
MajescoMastek is the US Subsidiary of Mastek, the global technology solutions provider. MajescoMastek delivers mission critical solutions by leveraging its solutioning capabilities, domain knowledge, and its IP based solutions in Incentive Compensation and New Business & Underwriting. MajescoMastek offers, ELIXIR, an SOA based Enterprise Platform for Life & Annuity carriers
Mintel Comperemedia is a searchable, competitive database tracking direct mail and print advertising in the U.S. and Canada, as well as e-mail in the U.S. Our online tool allows users to track trends in credit cards, telecom, banking, insurance, travel and investments. With the knowledge from Mintel Comperemedia, your campaigns will be more effective than ever before.
The Robert E. Nolan Company is a management consulting firm specializing in the insurance industry. For 35 years, we have helped companies achieve measurable improvements in service, quality, productivity, and costs through process innovation and effective use of technology. Please visit www.renolan.com  to view original articles, case studies, and industry research.

Optimum Re Insurance Company, rated A-Excellent AM Best, does reinsurance in the U.S. and Caribbean. A sister company, Optimum Reinsurance Inc., serves the Canadian market. In 2005 Optimum reinforced its commitment to the small company market by acquiring a significant block from another reinsurer. Recognizing the need in the industry for additional capacity and services, it has also had considerable success expanding into the larger company market. Optimum offers competitive pricing, full underwriting and claim services, research & development and state-of-the-art administrative services for Life, ADB and Critical Illness products.
Perot Systems is a trusted provider of end-to-end business process, consulting, application and infrastructure solutions.  Through TAG, a Perot Systems Company, we provide TPA/BPO management services of 3 million life, annuity and health policies for over 25 leading insurers.  Our domain expertise, proven technology platform and global delivery footprint help insurers accelerate product implementations, shorten new-business cycle times, reduce administration costs, and strengthen producer loyalty.
Pitney Bowes Marketing Services enables targeted, measurable marketing initiatives that drive revenues while simultaneously streamlining the operations that support those efforts. From developing integrated marketing strategies for Fortune 500 companies to helping small business owners create local marketing campaigns, Pitney Bowes Marketing Services allows companies to connect with new customers and develop deeper relationships with existing, highly profitable customers.
Planetsoft specializes in process optimization for the insurance and financial services industries, focused on electronic applications, processing and decision management.  Solutions include 1) The Policy ProcessorTM (TPP), an end-to-end application for new business processing and underwriting, and 2) The Producer Support System (PSS), a holistic solution that streamlines all distribution related functions including licensing, contracting, appointments, hierarchy management, and producer relationship management.
Secured Independence, Inc. (SI) is dedicated to the outreach and support of seniors in the quest for successful aging. SI offers personalized solutions that can significantly reduce age and lifestyle related loss of independence. Our current programs are Secured WellnessSM, a retail product, and our risk management product, Secured WellnessSM LTCI.


The Department of Economic and Community Development is the state's lead agency for the development and implementation of policies, strategies and programs all of which are designed to enhance Connecticut's communities and business and housing environments. www.ct.gov  

The Connecticut Insurance and Financial Services (IFS) Cluster is comprised of 30 major insurance and financial services companies working to create competitive advantages in business attraction and retention, recruitment, and education of a trained workforce.  The result is a stronger, more competitive IFS industry and a more robust economy in Connecticut . www.connecticutIFS.com

SunGard iWORKS is a business-driven IT product family for the insurance industry in each of the following major business lines:  life/health/annuities/pension, property and casualty, and reinsurance. iWORKS offers a range of products and services including front-office tools, policy administration, reinsurance, actuarial calculations, financial, investment and statutory accounting and reporting.
Transamerica Reinsurance 401 North Tryon Street, Charlotte, NC 28202, (704) 344-4208.  Contact: Jim McArdle.  Offers full service reinsurance and product consulting and development services, including private label solutions, to insurance companies in the life and annuity business.  Supplies reinsurance capacity for ordinary life business and inforce blocks.  Offers broad capabilities in risk, capital and expense management.
Universal Conversion Technologies is the industry recognized leader providing data conversion tools and services.  UCT’s customers unanimously concur that the UCT alternative delivers successful projects faster, at lower costs, and with the highest degree of accuracy.  We have never had a failed project!
UTG is an insurance holding company and a member of a billion dollar financial services organization.  Through its insurance affiliate, UTG provides servicing on a broad block of life, health, and annuity products for both internal business and provides Business Process Outsourcing support for other insurance carriers.

Continuing Education Credits
Conference sessions are eligible for CLU and ChFC continuing education
credits. Additionally, some sessions may qualify for SOA Professional Development credit and/or SOA Enrolled Actuary core and non-core credits. Visit the SOA Web site at: http://www.soa.org for more information.

For More Information:

LIMRA International
Joan O'Neil
860.285-7741

joneil@limra.com

LOMA
James R. Huffman, FLMI, ACS
770.984.6446
insops@loma.org

Society of Actuaries
Jay Semla
847.706.3624
jsemla@soa.org

American Council of Life Insurers (ACLI)
Linda Cunningham
VP Conference Development
202.624-2405
lindacunningham@acli.org

Register Online Here

Refund Policy
All cancellations and refund requests must be received in writing. These requests carry a $75.00 U.S. administrative charge. Full refunds minus the administrative fee will be granted on written requests received no later than three business days before the meeting start date. No refunds will be granted if the request is received within three business days of the meeting. If for any reason a meeting is cancelled, LOMA will refund the total registration fee. However, LOMA will not be responsible for any travel, hotel accommodations or other costs incurred.

For More Information
For more information, call 770.984.6446 or e-mail insops@loma.org.

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