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2023 LIC Final Expense Workshop

Managing Final Expense Profitability

6/7/2023 CDT - 6/8/2023 CDT
Hosted by Optimum Life Re, Dallas, TX



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.

The conference will begin at 2:00 pm on Wednesday, June 7, and end at 2:15 pm on Thursday, June 8, 2023. 

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 last year's Final Expense Workshop in June 2022:

American Enterprise Group
Amerilife Group, Inc.
Baltimore Life
Bankers Life Insurance Company of America
Breathe Life
Columbian Financial Group
Converge Re
Everyday Life
Friedland Consulting Services
Globe Life
Hannover Life Re
LexisNexis Risk Solutions
Lincoln Heritage Life Insurance
Mutual of Omaha
Old American Insurance
Parkway Advisors
Reinsurance Group of America
Royal Neighbors of America
Security National Life Insurance
Swiss Re
Trilogy Actuarial Solutions
Trinity Life Insurance Company



Earlybird Registration (until May 17, 2023):

  • LIC Members: $950
  • LOMA/LIMRA Members: $1,050
  • Nonmembers: $1,150

After May 17, 2023:

  • LIC Members: $1,150
  • LOMA/LIMRA Members: $1,250
  • Nonmembers: $1,350

Group Discount (insurance companies and fraternals only): After the first two paid registrations, additional registrations from your company are 75% off. Contact to request the group discount.

The American Fraternal Alliance is sponsoring $100 off registration for its fraternal leaders: register at the AFA Website.



Get extra visibility at the meeting by being a sponsor! Sponsorship includes one registration. Click here to reserve your sponsorship. 

Cancellation Policy

All cancellations/substitutions and refund requests must be received in writing - please submit your request to A full refund is available until May 31, 2023. Cancellations received after the deadline will be charged a $100 (US) administrative fee. If the meeting is cancelled (not even held virtually), LIC will refund the total registration fee. However, LIC will not be responsible for any travel, hotel, or other costs incurred. Registrants are responsible for canceling their travel reservations.


2023 COVID-19 Health and Safety Protocols

Please check this page regularly for health and safety updates.
Updated: [3/8/2023]

LIMRA and LOMA and LIC are committed to health and safety. We request that all conference and event attendees follow any and all applicable COVID-19 restrictions, rules, and safety requirements at the event that are either required by applicable law, rule or ordinance, or the event location. We thank you in advance for your patience and cooperation during these unprecedented times.

On-Site at the Event

  • Adhere to social distance protocols.
  • Wash hands frequently throughout the meeting.
  • Cover your nose and mouth when coughing or sneezing.
  • Comply with any protocol signage displayed.
  • Self-monitor and report any symptoms to meeting organizers immediately.
  • If you are having symptoms and need to seek medical attention, there will be a list of service options available.
  • If you test POSITIVE for COVID:
    • Notify the meeting organizer and if you choose to remain at the conference, self-quarantine in your room for at least three days, or until you receive a NEGATIVE test result.
    • Once you test NEGATIVE, you may return to the conference. Please wear a mask for the duration of the conference.
    • Report your status to the convening team so the proper contact tracing interview can be conducted.

Post Event

  • Notify event organizer if you test positive for COVID-19 up to 14 days after returning home.

Hotel / Venue

Doubletree by Hilton Hotel Dallas-Love Field

3300 W Mockingbird Lane
Dallas, TX, USA, 75235


Hotel Reservations

Call-in Reservations: 1-800-774-1500 (mention the LIC Final Expense Workshop)

Make your reservations by May 12 to receive the group rate of $164 single/double (plus applicable sales taxes). Requests after May 12 will be accepted based on space availability. Please note that hotel rates will go up after May 12, or when the meeting room block sells out, whichever comes first. Make your reservations early to be able to take advantage of our discount rates.

Please contact our Event Planner, Sharon Roberson-Evans, if you need assistance with reservations.

If you receive any unsolicited or suspicious email or phone call about a hotel booking in conjunction with this meeting, our advice is not to click on it, but delete the email immediately. In the case of a phone call, never give out your credit card information. Our designated conference hotels will not call you unless you contact them first.

Become a Sponsor or Exhibitor

Sponsors and Exhibitors


Premier Sponsors

Contributing Sponsor