The LIC Final Expense Workshop took place in June 2022. Next year's Workshop is expected to be in the second week of June 2023. Details will be posted when available at www.loma.org/FinalExpense.
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 annual workshop held in June includes detailed presentations covering all areas of final expense administration, management, and marketing. Attendees hear from industry experts, case studies, and discussion with peers at other companies, and have ample time for networking with fellow attendees and vendors interested in working with final expense companies.
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.
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.
Companies that attended in June 2022 include:
Aetna AIG American Enterprise Group Amerilife Group, Inc. Baltimore Life Bankers Life Insurance Company of America Breathe Life Columbian Financial Group Converge Re Epoq Everyday Life ExamOne Friedland Consulting Services Globe Life Hannover Life Re iCover iPipeline KSKJ Life LexisNexis Risk Solutions Lincoln Heritage Life Insurance Milliman MRS Mutual of Omaha Old American Insurance Parkway Advisors Reinsurance Group of America Royal Neighbors of America Security National Life Insurance Swiss Re thinktum Trilogy Actuarial Solutions Trinity Life Insurance Company
Jake Tamarkin, CEO, Everyday Life Insurance Company
In this provocative interactive session, we'll debate the future of distribution. How are technology and demography colliding in a way that impacts consumer buying preferences and traditional distribution? Where are the opportunities and how can forward-looking insurers capitalize on them? Facilitated by Jake Tamarkin, CEO of the rapidly growing insurtech distribution platform Everyday Life.
Stuart Buchanan, COO, KSKJ Life; Hari Srinivasan, Founder & CEO, iCover; and Nicole Mwesigwa, Co-Founder & COO, iCover
The case study will focus on how KSKJ was able to digitally transform their Final Expense sales and new business program in 3 months, the elements of success and the new opportunities resulting from the effort.
Jeff Shaw, CLU, ChFC, Executive Director, Life Insurers Council
Be one of the first to hear the highlights of LIC’s annual Final Expense Survey Report with the added benefit of discussing some of the implications of the results with your peers.
2:15 p.m.
Adjourn
Registration
These are the Registration Fees from June 2022.
Earlybird Registration (until May 19, 2022):
LIC Members: $890
LOMA/LIMRA Members: $990
Nonmembers: $1,090
After May 19, 2022:
LIC Members: $1,090
LOMA/LIMRA Members: $1,190
Nonmembers: $1,290
Group Discount (insurance companies and fraternals only): After the first two paid registrations, additional registrations from your company are 50% off. Contact lic@loma.org to access the group discount.
The American Fraternal Alliance will be sponsoring $100 off registration for its fraternal leaders. Request the promo code at: info@fraternalalliance.org.
Sponsorships
Get extra visibility at the meeting by being a sponsor! Sponsorship includes one registration. Click here to reserve your sponsorship.
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Cancellation Policy
All cancellations and refund requests must be received in writing – send to meetings@loma.org. 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.
COVID-19 Vaccine/Test Requirement
Please check this page regularly for health and safety updates.
Updated: 12/29/2022 - This section will be changing. We hope to have the updated information approved and posted here by January 6. Please check back to this page and contact lic@loma.org if you have questions. Thank you!
This meeting will require in-person attendees to bring proof of full vaccination or negative Covid test using the provided CLEAR app.
The health and safety of our conference attendees is our top priority as we return to meeting in person. We are committed to holding our events in accordance with currently applicable CDC and local laws, rules, regulations, or guidance. This is a shared responsibility, and we ask that all attendees abide by the following guidelines and procedures.
By signing up to attend in person, you agree to:
1. Prior to Event
Proof of full vaccination against COVID-19 (as defined by the CDC) OR a negative COVID-19 test within 48 hours of arrival.
All registrants will be required to upload their vaccination information or negative COVID test results onto the CLEAR app we are providing at no charge.
If you are aware that you have been exposed to COVID-19 in the two weeks prior to the meeting, or if you are experiencing any COVID-19 symptoms, we ask that you DO NOT attend an in-person event.
Follow cleaning and safety procedures during your trip to maintain a safe travel environment (e.g., disinfecting surfaces, wearing a face covering, etc.).
2. On-Site at the Event
Follow any on-site mask requirements.
Adhere to social distance protocols.
Wash hands frequently throughout the meeting.
Cover your nose and mouth when coughing or sneezing.
Your airline is the best source for personal safety protocols at the gate and on the airplane. Be sure to visit your airline website the week you are traveling and sign up for notifications related to your trip.
Hotel / Venue
Meeting Location in June 2022:
Marriott Dallas Las Colinas 223 W Las Colinas Blvd Irving, TX 75039
Rooms can be booked on a space-available basis at the HOTEL WEBSITE.
The Marriott Dallas Las Colinas is 8.2 miles from Dallas Love Field (DAL) and 9.1 miles from Dallas/Ft. Worth International Airport (DFW). Shuttle service is not provided by the hotel.
Become a Sponsor or Exhibitor
Many thanks to the following companies for their sponsorship support of the LIC Final Expense Workshop in June 2022! To find out more about sponsorship opportunities, click here.
