Overview

LIC Webex Guidelines & Tips

Highlights

The LIC Annuity Committee Conference Call is a chance for executives from small-to-midsize life insurance companies and fraternals, and relevant service providers, to get together in a unique peer networking meeting. Join us to learn, share your thoughts, and get feedback from other small companies involved in selling annuities.

The meeting is open to insurance company executives, with a discounted registration fee for LIC members. Affiliate Members/Vendors must sponsor the meeting in order to attend. Find out about LIC sponsorship opportunities.

Topics Requested for Discussion

• What challenges are companies facing around annuity sales? How can we help the general public better understand the products? Differences in challenges surrounding deferred vs immediate income annuities
• Why annuitants surrender and strategies for annuity conservation/retention
• New commission strategies
• Annuity e-delivery and tracking receipt
• Successful ways to build relationships with annuity agents, training and communication ideas
• What mitigations do companies have in place for disintermediation risk?
• Market and product trends (variable/index/fixed), latest and potential future indexed annuity features.
• Changes in crediting rates, interest rates for new and inforce business
• PTE 84-24 and the independent insurance agent’s disclosure responsibility as opposed that of the annuity carrier’s.
• Qualified (IRA) versus Non-Qualified annuities
• Strategies for profitability and competitiveness

Preliminary Attendee List

American Savings Life Insurance Company - Mike Frahm, Vice President
Catholic Financial Life - Linda Hanson, Vice President - Actuary
Catholic Life Insurance - Tricia Michalek, Vice President - Operations
Catholic United Financial - Jack Kerbeshian, Director of Product Management
Catholic United Financial - Kelly Bretz, Director of Enterprise Risk Management
ELCO Mutual - Tim Heaton, SVP, CSO
Friedland Consulting Services, LLC - Bruce Friedland, Principal
Gleaner Life - Barbara Janowski, VP, Insurance Operations & Chief Underwriter
iPipeline - Joe Paddock, Vice President, Sales
KSKJ Life - Amy Bourg, Manager of Operations
KSKJ Life - Angie Schultz, Manager, Marketing & Fraternal
KSKJ Life - April Sleyko, Vice President, Marketing and Sales
KSKJ Life - Lauren Rainey, Director of Operations
KSKJ Life - Stu Buchanan, COO
Liberty Bankers Insurance Group - Michelle Clements, Senior Vice President
Royal Neighbors of America - Renee Graves, Strategic Analyst
Sagicor Life USA - Michael Reimann, Senior Product Manager
SPJST Fraternal Life and Annuities - Delisle Dohertty, Vice President
Tapp Solutions - Michael Potter, CEO
Trilogy Actuarial Solutions - Amy Phillips, Partner
Trilogy Actuarial Solutions - Douglas Brown, Founding Partner
Trilogy Actuarial Solutions - Josh Gerdes, Founding Partner
United Farm Family Life Insurance Company - John Selky, Life Product/Market Consultant

Registration

Insurance Companies

Registration for attendees from insurance companies is $25 for LIC Members, $40 for nonmembers.

Fraternal Organizations

The American Fraternal Alliance proudly offers its fraternal leaders complimentary registration to this LIC virtual event. To request the complimentary link, contact info@fraternalalliance.org.

Vendors/Service Providers

Non-insurance companies must be a meeting sponsor in order to participate in LIC Committee Conference Calls (LIC Affiliates $75 / Nonmembers $150). Sponsorship includes one registration; up to two more people can attend for $50 each.

Reserve your sponsorship by completing the LIC Sponsorship Form. Upon receipt of the form you'll receive the sponsor registration link.

LIC Annuity Call Sponsorship Only | All LIC Sponsorship Opportunities

Cancellation Policy

All cancellations/substitutions and refund requests must be received in writing - please submit your request to customer.service@limra.com. A full refund is available until one day before the meeting (April 20, 2022). For cancellations received after that date, registration fees will not be refunded. If for any reason a meeting is cancelled, LIC will refund the total registration fee.