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2026 LIC Preneed Forum

11/4/2026 - 11/5/2026
Hosted by TruStage, Madison, WI

Overview

Who Attends

All senior management executives involved in or interested in preneed life insurance should attend this one-of-a-kind networking and educational meeting. 

Highlights

Community Engagement Opportunity to Help
Second Harvest Foodbank

Click for details

The program features a thought-provoking keynote presentation, preneed case studies, preneed industry research, marketplace and product updates, and open discussion with peers in the business. Gain insight and practical ideas on:

  • Adapting in Real Time: Lessons from Improvisation, Change, and Uncertainty
  • Consumer end-of-life preferences in the U.S. and Canada
  • The future of funerals and preneed insurance
  • Insights on preneed insurance from carrier executives and funeral directors
  • What your actuary wishes you knew
  • Leading change through transformation
  • The latest LIMRA/LIC preneed sales data

Here is what past attendees said of the LIC Preneed Forum:

“I like the fact that the attendance is generally limited to C level employees. This adds a unique dimension and candor that normally can't be found at other gatherings.”

“It is a good opportunity to collaborate with others in the business about the business. If you are in preneed…you should attend. I represent one of the insurance companies and it was good to have my competitors participating.”

“It is well worth the time and expense.”

Keynote Speaker

The Pinquelton Group
Storytelling Speakers, Comedians & Facilitators

The Pinquelton Group

Storytelling Speakers, Comedians & Facilitators

Andy Eninger and John Loos are master facilitators, performers and writers who love to help organizations flourish by building skills in collaboration, storytelling and ideation. Between them, they have 50+ years of experience connecting to audiences. Their clients include Deloitte, Facebook, MetLife, The Second City, Verizon, Merck, Dropbox, Whirlpool and many, many, many more.

The Pinquelton Group wants to help you move your team forward. From professional doubters to rebellious game-changers. From lone wolves to quick and joyful collaborators. From death-by-data junkies to Spielbergian storytellers. 

Speakers

Will Bischoff
Chief Sales Officer, Homesteaders Life Company

Will Bischoff

Chief Sales Officer, Homesteaders Life Company

Will Bischoff is Chief Sales Officer for Homesteaders Life Company. He is responsible for working with distribution partners and funeral home owners to implement preneed strategies for long-term success. Prior to joining Homesteaders in 2015, Bischoff served as the Vice President of Sales and Business Development for Forethought Financial Group and Operations Controller and Vice President of Corporate Development for Keystone Group Holdings. He earned his bachelor's degree in accounting from Spring Hill College and his MBA in corporate finance from University of Tampa, John H. Sykes College of Business. In 2022, Bischoff was appointed as a trustee for the Funeral Service Foundation.  

Lisa Elliott
Lead Change Management Consultant, TruStage

Lisa Elliott

Lead Change Management Consultant, TruStage

Lisa Elliott is a Lead Change Management Consultant with TruStage, where she partners leaders on enterprise transformation, organizational effectiveness, and employee adoption. She specializes in helping TruStage align leadership, culture, and engagement to achieve business goals. Lisa is passionate about developing change capability, equipping TruStage leaders to navigate complexity, and helping teams thrive through change.

Matt Gunderson
Owner/Operator, Gunderson

Matt Gunderson

Owner/Operator, Gunderson

Matt Gunderson is a 4th generation owner/operator at Gunderson. He grew up on the west side of Madison and has been deeply embedded in the funeral industry and surrounding communities his entire life. He is following in the footsteps of his great-grandparents, grandpa and father, Pete. Matt is passionate about philanthropy and giving back to the community. He enjoys spending time with his wife, Rachel, daughter, Emma, and of course, Elmer, the funeral home's therapy dog. 

Travis Harrelson
Partner Growth and Development Manager, TruStage

Travis Harrelson

Partner Growth and Development Manager, TruStage

Travis Harrelson is a Partner Growth and Development Manager with TruStage, where he works with funeral homes, preneed organizations, credit unions, and industry partners to expand access to planning solutions that help families prepare for the future. His focus includes developing new distribution strategies, building strategic partnerships, and advancing innovative approaches to preneed and end-of-life planning. Travis is passionate about sharing insights, challenging conventional thinking, and shaping the future of the preneed profession.

Joe Kenny, FSA, MAAA
Vice President, Product Management, Physicians Mutual Insurance Company

Joe Kenny, FSA, MAAA

Vice President, Product Management, Physicians Mutual Insurance Company

Joe Kenny, FSA, MAAA, is Vice President, Product Management at Physicians Mutual Insurance Company in Omaha, NE, which he joined in November 2024. In this role, he is accountable for pricing, product development and product management for all Life and Health products, including Medicare Supplement, Dental, Life and Preneed. Prior to joining Physicians Mutual, Joe spent 17 years at Mutual of Omaha and 17 years at Allstate Financial, primarily focused on developing and managing individual life and annuity products.    

Heather Kiteley
President and CEO, GFD Canada

Heather Kiteley

President and CEO, GFD Canada

Heather Kiteley is a respected and seasoned leader in Canada's funeral sector. A second generation licensed Funeral Director, for over 30 years, Heather is passionate about consumer protection, governance, and helping Canadians plan for end of life with confidence. She holds both Funeral Director and Insurance licences, along with an MBA from McMaster University. As President and CEO of GFD of Canada, Heather works closely with industry associations, regulators, and government stakeholders to advance best practices and strengthen consumer protections while supporting sustainable growth and member success nationwide.

Dean Lambert
Executive Director, Life Insurers Council, LIMRA and LOMA

Dean Lambert

Executive Director, Life Insurers Council, LIMRA and LOMA

Dean Lambert is Executive Director of the Life Insurers Council (LIC), a networking forum where senior-level life insurance executives exchange information and practical solutions to shared challenges. The LIC is part of LIMRA/LOMA, a global leader in life insurance research and education. Lambert’s path to the insurance sector included working in broadcasting and co-founding a marketing communications firm that grew into a leader in serving the marketing and PR needs of funeral homes across America. In 1998 he began a 25-year career with Homesteaders Life Company, a national leader in prearranged funeral funding. He joined the LIC after retiring as Homesteaders’ marketing and communications officer in 2023. 

Fernand LeBlanc
President, Preplanning Solutions, TruStage

Fernand LeBlanc

President, Preplanning Solutions, TruStage

Fernand LeBlanc is President of the Preplanning Solutions business for TruStage. A seasoned leader with more than 20 years of experience in the Preneed and life insurance industry, Fernand joined TruStage through an acquisition in 2021.  His responsibilities include P&L accountabilities for the U.S. and Canadian businesses, along with setting and executing the long-term strategy to drive Preneed growth across North America. Fernand is a fellow of the Canadian Institute of Actuaries, the U.S. Society of Actuaries and is an advisory board member of the LIC. Originally from Canada, Fernand currently resides in Woodstock, Georgia with his wife and two teenage children. 

Gail Marquardt
Vice President, Consumer Engagement, National Funeral Directors Association

Gail Marquardt

Vice President, Consumer Engagement, National Funeral Directors Association

Gail Marquardt is Vice President of Consumer Engagement for the National Funeral Directors Association (NFDA), where she leads the association’s Communications and Marketing division and oversees Remembering A Life, NFDA’s consumer education initiative. She develops strategies that strengthen member engagement, promote NFDA’s programs and services, and support funeral professionals through advocacy, education, resources, and community. Through Remembering A Life, Gail advances public awareness of the value of meaningful funerals, the essential role of funeral directors, and the importance of honoring and remembering loved ones in ways that foster healing and connection. 

Syed Raza, FSA, MAAA
Founder, Actuarial 360 Solutions

Syed Raza, FSA, MAAA

Founder, Actuarial 360 Solutions

Syed Raza, FSA, MAAA, is the founder of Actuarial 360 Solutions, an independent actuarial consulting practice serving small life insurers, preneed carriers, and fraternal benefit societies. He serves as Appointed Actuary for Funeral Directors Life Insurance Company and is qualified to act as appointed actuary in all 50 states. Syed brings more than 18 years of life insurance experience, including roles at Transamerica, Ernst & Young, Actuarial Resources Corporation, and MetLife, with expertise in valuation, reserving, pricing, and regulatory compliance. He is the author of The Independent Actuary and publishes MyActuary Weekly, a newsletter for the actuarial community.

Audrey Wittenburg, ACS, FLMI
Director of Operations, Life Insurers Council, LIMRA and LOMA

Audrey Wittenburg, ACS, FLMI

Director of Operations, Life Insurers Council, LIMRA and LOMA

Audrey Wittenburg, ACS, FLMI, is Director of Operations for the Life Insurers Council of LIMRA and LOMA, where she facilitates and manages networking and educational value for senior executives from small-to-midsize insurance companies and others involved in the final expense and preneed business. She works closely with members and researchers to produce the annual LIMRA/LIC Preneed Survey Report.

Brian Young
President & CEO of Loyal Christian Benefit Association

Brian Young

President & CEO of Loyal Christian Benefit Association

Starting his professional career in Manufacturing and Engineering, Brian Young has served in a multitude of leadership roles focused on quality and service. With a passion for cultivating growth, Brian serves as a Worship Pastor, School Board President, and, in his most important role, a father of three and husband to his wife, Suzanne.

Believing volunteerism and public service are strong footholds to strengthen our communities, Brian works with various organizations in lobbying local, state, and federal policies to further both private and non-profit positive influence in our communities. 

With a passion for serving others and growing organizations, Brian brings a unique and broad experience level to LCBA.

Agenda

Registration

Earlybird Registration (until October 15, 2026):

  • LIC Members: $1,070
  • LOMA/LIMRA Members: $1,170
  • Nonmembers: $1,370

After October 15, 2026:

  • LIC Members: $1,270
  • LOMA/LIMRA Members: $1,370
  • Nonmembers: $1,570

Group Discount (insurance companies and fraternals only): After the first paid registration, additional registrations from your company are 50% off using the promo code GRP50.

The American Fraternal Alliance is sponsoring $100 off registration for its fraternal leaders: register at the AFA Website (www.fraternalalliance.org/lic-education).

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

Cancellation Policy
All cancellations must be received in writing - please submit your request to customer.service@limra.com. Cancellations received before October 15, 2026 will be refunded, less a $75 processing fee. Cancellations received from October 15 to October 29, 2026 will be refunded, less a $375 processing and administrative fee. No refunds will be issued after October 29, 2026.

Register

Hotel / Venue

TruStage

5810 Mineral Point Rd
Madison, WI, USA, 53705

Hotel Reservations

The room block ended October 12, but rooms may become available. Contact jmcglamry@loma.org or lic@loma.org if you want to be on the waitlist for a room in the LIC block. 

Recommended Hotel
SpringHill Suites by Marriott Madison
4601 Frey St
Madison, WI 53705

Reservations
Start Date: Tuesday, November 3, 2026
End Date: Thursday, November 5, 2026

LIC Preneed Forum Group Rate: $161 USD per night

Last Day to Book: Monday, October 12, 2026

Book your group rate for the LIC Preneed Forum

Getting There
TruStage is about a 25-minute drive from Dane County Regional Airport (MSN), 1.5 hours from Milkwaukee Mitchell International Airport (MKE), and 2 hours from Chicago O’Hare International Airport (ORD).

Thank you to Our Sponsors

Hosted By

Premier Sponsors

Contributing Sponsors

Contact us to learn more:

Laura Gino

Conference Coordinator

860-285-7719

lgino@limra.com

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