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2020 LIC Final Expense Workshop

2020 LIC Final Expense Workshop

Managing Final Expense Profitability (Co-Hosted by Optimum Life Reinsurance Company)

June 10, 2020 – June 11, 2020


This event will now be held as a videoconference:
Wednesday, June 10 to Thursday, June 11, 2020
10 a.m. - 3 p.m. EDT (both days)

Managing Final Expense Profitability: 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? This workshop will include detailed presentations covering all areas of final expense administration, management, and marketing.

The itinerary will include introductions, keynote and facilitated discussion on Wednesday, June 10, 10 a.m. to 3 p.m. EDT and presentations on claims, FE mortality study, MRS case study and LIC Final Expense Survey on Thursday, June 11, 10 a.m. to 3 p.m. EDT. 

Follow the meeting on Twitter at #LICmeets.

For maximum visibility and to show your support of LIC’s work in the industry, please consider becoming a Sponsor of the LIC Final Expense Workshop.

See Who's Coming

Senior management from companies involved in - or interested in - the final expense business will find this meeting extremely beneficial. Past attendees have been about equally CEO/C-level, senior management, and middle management involved in executive, actuarial, claims, distribution/sales, marketing, operations/administration, product line, underwriting, and legal/compliance.

Here are the earlybirds signed up for Final Expense 2020, as of June 1:

4C Solutions - Stacey Cheese, President
Aetna - Richard Waggoner, FSA, MAAA, Director
Aetna - Scott Root, Product Management / Development Manager
American Home Life - Tom Lobell, VP Marketing
Americo Life and Annuity Insurance Company - Todd Adrian, Senior Marketing Manager, Product Development
Amerilife Group, LLC - Pat Fleming, FSA, Executive Vice President, Product Innovation and Corporate Actuary
Amerilife Group, LLC - Scotty Elliott, President, Life & Health Brokerage Distribution
Catholic Life Insurance - Mike Belz, FIC, LLIF, President and Chief Executive Officer
Catholic United Financial - Kelly Bretz, FSA, MAAA, CFA, ERM Consultant
Columbian Financial Group - Alan Igielski, FSA, MAAA, Second Vice President and Actuary
Columbian Mutual Life - Rick Relf, FLMI, ALHC, ACS, SVP, Chief Marketing Officer
Columbian Mutual Life Insurance Company - Tammy Marlotte, FLMI, ACS, Second Vice President, Underwriting, Chief Underwriter
DISRUPT Media - Ryan Thogmartin, CEO
Foresters Financial - JS Ledoux, ASA, ASA, AVP, Product Management North America
KSKJ Life - Lauren Rainey, ALMI, ACS, Director of Operations
KSKJ Life - Stu Buchanan, FLMI, COO
LexisNexis Risk Solutions - Barb Gangware, Vertical Account Manager
LIC - Audrey Wittenburg, ALMI, ACS, Associate Director
LIC - Jeff Shaw, CLU, ChFC, Executive Director
Lincoln Heritage - Judy Pettit, FSA, MAAA, Vice President & Chief Actuary
Lincoln Heritage - Monica Sole, FLMI, AIRC, ACS, ARA, VP Govt & Industry Relations
Lincoln Heritage Life - Darlene Taaffe, ASA, MAAA, Associate Actuary
Management Research Services - Tim Dineen, Chief Executive Officer
Landmark Life Insurance Company - Tom Munson, JD, President
Milliman - Al Klein, FSA, MAAA, Principal and Consulting Actuary
Milliman - David Cook, FSA, MAAA, Principal
Navy Mutual Aid Association - Daniel Pautler, CLU & ChFC, Activation & Professional Education Manager
Navy Mutual Aid Association - Josh Feuerstein, Marketing Director
Old American Insurance Company - Brad Cope, VP Sales & Marketing
Optimum Life Reinsurance Company - Jill Thompson, FLMI, AALU, ACS, HIA, Underwriting Director
Optimum Life Reinsurance Company - Marie-Andree Gagne, ASA, MAAA, Director, Pricing
Optimum Life Reinsurance Company - Monica Clink, FLMI, FLHC, AALU, FFSI, PCS, AAPA, AIRC, ARA, HIA, V.P. Claims
Optimum Life Reinsurance Company - Terrence Weiser, Assistant Vice President Business Development
Optimum Life Reinsurance Company - Tu Hornstra, FLMI, ACS, Account Manager, Business Development
Parkway Advisors - Kyle Timmermann, Director of Consulting
QLAdmin Solutions - Kat Correa, MBA, FLMI, Chief Marketing Officer
RGA - Brian Sibley, FSA, VP, Business Development
Royal Neighbors of America - Jay Csipkes, MACCT, Sales Executive
Royal Neighbors of America - Karen Hayes, ALMI, Operations Executive
Royal Neighbors of America - Patty Adams, ACS, ALHC, Director and Chief Underwriter
Senior Life Insurance Company - Ron Powell, President
Texas Service Life Insurance Company - George Wise, FSA, Chief Actuary
Trinity Life Insurance Company - Alvin Begnoche, CLU, ChFC, Vice-President, Marketing
United Home Life - Steve Ramsey, CLU, ChFC, Director, Independent Distribution Channel Marketing
Western Fraternal Life - Kevin Simpson, CLU, CRPC, FIC, Vice President Sales & Marketing

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