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2021 LIC Final Expense Workshop

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

6/8/2021 EDT - 6/9/2021 EDT
Virtual, 10a-3p EDT both days


Who Attends

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.


This event will be held as a videoconference:
Tuesday, June 8 to Wednesday, June 9, 2021, 10 a.m. - 3 p.m. EDT (both days)
Pre-Meeting Virtual Happy Hour: Monday, June 7, 7-8 pm EDT

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 attendee introductions, Foresters Final Expense Case Study, and facilitated discussion on Tuesday, June 8, 10 a.m. to 3 p.m. EDT and low interest rate strategies, consumer focus group findings, and LIC Final Expense Survey results on Wednesday, June 9, 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.


Registration is $300 for LIC Members, $400 for LIMRA/LOMA Members, and $450 for nonmembers.

Insurance companies are eligible for a group discount — after the first two paid registrations any additional from the company can attend for just $25! For the group discount code, please click here.

The American Fraternal Alliance is sponsoring $100 off registration for its fraternal leaders. Contact for the discount code.

Non-insurance companies can register as attendees or can get extra visibility at the meeting by being a sponsor. Sponsorship includes one registration. Click here to reserve your sponsorship. 


See Who's Coming

Here's a preliminary list of registrants for the 2021 Final Expense Workshop:

AIG - Head of Product Management
American Enterprise Group - AVP Actuary
American Enterprise Group - AVP. Customer Success
American Enterprise Group - VP Product Solutions
American Enterprise Group - VP, Chief Administrative Officer
American Fraternal Alliance - Chief Executive Officer
American Home Life - Vice President-Underwriting and Administration
Apptical - Director Operations/Information Security
Baltimore Life - AVP, Market Research and Development
Catholic United Financial - Director of Product and Enterprise Risk Management
Cincinnati Equitable Life Insurance Company - CFO
Cincinnati Equitable Life Insurance Company - Chief Operating Officer
Columbian Financial Group - 2nd VP Actuary and Data Analysis
Columbian Financial Group - Second Vice President and Actuary
Columbian Financial Group - Second Vice President, Underwriting, Chief Underwriter
Columbian Financial Group - Senior Vice President, Chief Marketing Officer
Foresters Financial - Chief Operating Officer-North America Life and Annuity
Foresters Financial - Head of Product Management, North America
Gerry Care - CEO
iPipeline - Director, Strategic Accounts
iPipeline - Product Sales Specialist
KSKJ Life - Director of Operations
LexisNexis Risk Solutions - Sr. Vertical Market Manager
Lincoln Heritage Life Insurance - Vice President Government & Industry Relations
Management Research Services, Inc. - Chief Executive Officer
Milliman - Principal and Consulting Actuary
MRS - Director of Life Strategy & Innovation
MRS - Head of Customer Strategy & Growth
MRS - Industry Advisor
Mutual of Omaha Insurance Company - Managing Actuary
Optimum Life Reinsurance - AVP, Business Development
Optimum Life Reinsurance - Business Development Representative
Optimum Life Reinsurance - Vice President Claims
Optimum Quantvest Corporation - Senior Portfolio Manager
Optimum Re Insurance Company - AVP, Undewriting
Optimum Re Insurance Company - Director, Pricing
Parkway Advisors - Director of Consulting
Prosperity Life Insurance Company - SVP, Chief Actuary and CRO
Prudential - Director
ReMark - SVP, Distribution Strategies
RGA - Executive Director, Business Development
RGA - Executive Director, Business Development
RGA - Vice President and Actuary
RGA - VP, Business Development
RGA - VP, Business Development
RGAX - COO, Vice President, RGAX
Royal Neighbors of America - Director, Chief Underwriter
Royal Neighbors of America - Product Manager
Security National Life Ins. - Director of Sales Operations
Security National Life Ins. - National Sales Director
Security National Life Ins. - VP
Texas Service Life - Chief Actuary
thinktum inc - AVP Operations
thinktum inc - AVP, Technology Delivery
thinktum inc - Business Insurance Analyst
Trilogy Actuarial Solutions - Founding Partner
Trilogy Actuarial Solutions - Founding Partner
Trilogy Actuarial Solutions - Founding Partner
Trinity Life Insurance Company - Vice-President, Marketing
United Home Life - Director of Marketing

Cancellation Policy

All cancellations and refund requests must be received in writing – send to A full refund is available until one week before the meeting (June 1, 2021). After that date, a $50 (US) administrative fee will be charged on any cancellation requests. If for any reason a meeting is cancelled LIC will refund the total registration fee.

Become a Sponsor or Exhibitor

Many thanks to the following companies for their sponsorship support of the LIC Final Expense Workshop! To find out more about sponsorship opportunities, click here.

Sponsors and Exhibitors