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Thank you for an outstanding 2009 conference!

The 2010 Life Insurance Conference takes place Tuesday, April 13–Thursday, April 15 at the Renaissance Washington, D.C. Hotel. Information on the 2010 event will be posted in late 2009.

If you would like to receive marketing information on the 2010 event, please click here.

If you would like to contact us about being a sponsor or exhibitor in 2010, please click here.

2010 Sponsor and Exhibitor Information is available by clicking here.

 

Quick Reference
Download the 2009 Registration Brochure Now
View the 2009 Program
View the 2009 Attendee List
For More Information

Overview
Join the hundreds of financial services professionals and gain a comprehensive understanding of critical issues facing the life insurance industry. You'll come away with tools you can use to drive the success of your company's programs.

This event is your opportunity to participate in a multidisciplinary forum for executives and specialists. The sessions, led by noted experts and thought leaders, cover seven crucial areas:

  • Marketing/Distribution
  • Markets
  • Administration
  • Actuarial/Product Development
  • Regulatory
  • Reinsurance
  • Strategic Management

World-class networking opportunities will allow you to discuss the latest strategies and tactics with industry leaders who encounter — and solve — the same challenges you face every day. Breaks, receptions, luncheons, and special dining options allow you to visit with your peers and top-flight vendors.

Who Should Attend?
CEOs, vice presidents, directors, managers, technical staff and marketers, as well as others who are involved with life insurance product design, distribution and administration.

Register by March 17, 2010:  

  • LIMRA, LOMA, SOA, ACLI Member: $975

  • Non-Member: $1,375

Register After March 17, 2010:

  • LIMRA, LOMA, SOA, ACLI Member: $1,075

  • Non-Member: $1,475

 

Thank You to Our 2009 Sponsors and Exhibitors

Broadridge is a leading provider of investor communication services for the Insurance and Financial Services Marketplace. We provide a wide array of  document management  services that include development and production services that span both traditional print and mail or electronic archival and e-delivery.  Some of our products include statement processing, contract production facility outsourcing and a complete fulfillment operation including traditional pick-and-pack or print on demand.
CompetiScan allows our clients the ability to analyze direct marketing activity. Our comprehensive coverage is updated daily, and enables clients to react to competitors quickly.  CompetiScan’s web-based search utility will allow you to mine our dynamic direct mail and email tracking databases. With CompetiScan, our clients are better informed to make their marketing campaigns even more effective.

CSC has more than 30 years of experience in helping insurers reach their business goals. We provide a single source for technology and outsourcing solutions that address every facet of the insurance enterprise, including new business/underwriting, work management, distribution management, product development, claims, customer service, payout and policy administration. www.csc.com/lifeannuity
Dignity Planning® is a free needs analysis and suitability tool that allows financial service professionals to provide their clients with a complete solution for end-of-life planning. With Dignity Planning, clients have a simple, secure way to plan, record and share their final wishes.  Contact Aaron Hevle at SCI (713) 525-3037 www.DignityPlanning.com
DFA’s advanced stochastic modeling software, ADVISE™ and GEMS™ Economic Scenario Generator enable companies to optimize financial decision-making and risk management across the enterprise for greater accuracy in strategic decision-making, improved regulatory and ratings agency compliance, and in allocation of capital and resources.  Learn more at www.dfa.com.
USA Tax And Insurance Services, Inc.® has had one of the greatest success story in the insurance industry, writing over $5.5 billion in annuity and life insurance premium, with less than 200 representatives nationwide. We created an organization of top annuity producers utilizing our turnkey income tax and financial planning business model. Now, our company has created an independent, turnkey EliteLife Insurance and Wealth Preservation business model for you. www.elitelifegroup.com 
   
Europ Assistance USA is a premier provider of global medical travel assistance, identity theft resolution, data breach response services, and beneficiary assistance services. We are a professional ally for people in crisis or distress, providing services that enhance your insurance products and bring you closer to your customers. www.europassistance-usa.com 
   
Fasano Associates is a full service underwriting consultancy.  We provide life, health and life settlement underwriting services, with particular expertise in over-65 underwriting.  More details: www.fasanoassociates.com; Mike Fasano/202-457-8188.
First Consulting & Administration has served the insurance industry since 1969. We Co-Source the drafting and filing of products including life, annuity, long-term care, critical illness, health, property, casualty, and similar insurance. First Consulting can assist in a wide range of services including product development, SERFF filings, business expansion, TPA licensing, and advertising review. First Consulting's clients include multi-national insurers to small regional insurers, and insurance marketers.
Hannover Life Reassurance Company of America (HLR America) is the North American subsidiary of Hannover Re, one of the five largest reinsurers in the world with gross premium exceeding $11.5 billion.  HLR America provides life, A&H, and financial solutions reinsurance to US insurance companies and carries an “A” rating from A.M.Best. http://www.hlramerica.com
         
IBU, Inc. (Interviews By Underwriters) is a leading underwriting service provider which today employs 90 experienced underwriters. Currently, our customer base consists of over 40 insurance companies and numerous BGA's. Our signature service, telephone interviews by experienced underwriters, is helping life insurers reduce APS's, improve turnaround time, and combat anti-selection. In addition, IBU provides underwriting services such as APS summaries and informal application review, as well as outsourced underwriting solutions and life expectancy  estimates. These services help life insurers harness additional underwriting capacity in a low variable cost manner.
IDA Ireland is the Government agency with responsibility for securing new investment into Ireland from global companies involved in International Financial Services. IDA Ireland is the primary point of contact in assisting international insurance companies in all aspects of establishing life insurance activities in Ireland . www.idaireland.ie
ImageRight is the leading content management and workflow system in the insurance industry. More than 400 companies use ImageRight to improve operations, increase productivity, and reduce expenses. Every ImageRight implementation comes with a money-back, Guaranteed Success Package. The best line for your bottom line is a straight line to ImageRight. www.imageright.com

Milliman IntelliScript® delivers detailed prescription histories to underwriters' desktops. IntelliScript prescription histories are

  • authorized in advance by the applicant
  • delivered online via the Internet within seconds
  • designed to uncover critical medical information

IntelliScript  has become widely accepted as a catalyst for fast and effective medical underwriting. If you're considering prescription histories, please contact us.

Insurix is a leading software and services company to the insurance industry. The Insurix iSuite Life/Ancillary offering is a comprehensive set of fully scalable, web-based productivity solutions. Solutions cover comprehensive end-to-end processing for new business processing, applications, automated underwriting, workflow, case and correspondence management and integration capabilities.  Solution offering includes Life, Disability, Voluntary, Vision and Dental. www.insurix.com
LexisNexis® helps speed and facilitate insurance underwriting processes by providing quick and easy access to up-to-date information. Combining advanced technology with comprehensive data allows us to deliver timely and reliable results. As the industry's largest information provider, LexisNexis is dedicated to providing its customers with the data they need when they need it.  Contact us today at 860.575.9368 or by Email: Bruce.Coates@lexisnexis.com

LIDP Consulting Services, Inc., has over 25 years experience developing, implementing, and supporting systems for the life, health and annuity industry.  LIDP offers ACORD compliant software and solutions that operate in a real-time, SOA environment, with component based architecture in a J2EE development environment, along with Web Services. www.lidp.com
 

   
At Life Line Screening, our mission is to make people aware of undetected health problems and encourage them to seek follow-up care with their personal physician. We are the leading provider of community-based preventive health screenings in the United States. We use advanced ultrasound equipment, the same as the equipment found in hospitals, and our screenings are performed by highly trained healthcare professionals. Results are reviewed by board-certified physicians to ensure the highest standards. www.lifelinescreening.com
   

LOTSolutions is a leader in Strategic Marketing and Administration of Financial AccessoriesSM.
With LOTSolutions you will be engaging with a partner who will provide a wide variety of best-in-class product designs, innovative marketing strategies and premier product administration, risk management and best practice back-end data analysis. www.LOTSolutions.com

     
Maddock Douglas, established in 1991, is the leading Agency of Innovationä, helping clients take their products "from mind to market." Their 3-2-1Launch! innovation process is designed to efficiently force the synchronized collision of the insight, idea and communication. Using their proprietary Global Expert Network of more than 6,000 entrepreneurs, professionals and specialists from 40+ countries, as well as their social media expertise to accelerate new product adoption, they help firms break down the barriers to innovation.  Maddock Douglas' client list includes 20 of the top 100 global brands and 15 of the Fortune 50 companies. For more information, please visit www.maddockdouglas.com 
   

MajescoMastek is a global provider of technology- enabled solutions and is focused on Property & Casualty and Life & Annuity Life Insurance, Financial Services and Government customers and is a part of the Mastek Group with annual revenue of $200 million.  MajescoMastek is a proven and trusted partner for more than 70 insurance carriers. For more information, please visit us at www.Majescomastek.com

McCamish Systems is a premier provider of BPO services to the Life Insurance industry. McCamish services include the fulfillment of agent licensing and appointments, agent compensation, new business fulfillment and policy administration.  McCamish also provides 409A compliant Non-Qualified Benefit Plan Design Platforms and Administration services to the Retirement Services industries. McCamish Systems -- life insurance, annuities, benefit plan administration software
The Robert E. Nolan Company is an operations and technology consulting firm specializing in the insurance industry.  For 35 years, Nolan has helped insurance companies achieve measurable improvements in service, quality, productivity, and costs through process innovation and effective use of technology.  Please visit www.renolan.com to view original articles, case studies, and results from Nolan industry surveys.
Optimum Re Insurance Company, rated A-Excellent AM Best, does reinsurance in the U.S. and Caribbean. A sister company, Optimum Reinsurance Inc., serves the Canadian market. In 2005 Optimum reinforced its commitment to the small company market by acquiring a significant block from another reinsurer. Optimum offers competitive pricing, full underwriting and claim services, research & development and state-of-the-art administrative services for Life, ADB and Critical Illness products.
Perot Systems Insurance Solutions is a trusted provider of end-to-end third-party administration as well as business process, consulting, applications and infrastructure solutions.  Through our deep industry expertise, we help insurance companies reduce costs, streamline operations and grow revenue.  Our collaborative, solutions-based approach enables insurers to accelerate product implementation, shorten new-business cycle times, reduce administration costs, and strengthen producer loyalty.
Pitney Bowes delivers strategic, end-to-end solutions that enable customers to manage, create and deliver critical communications more effectively. We help our customers unify their enterprise and distribution partner marketing activities with automated, web-based solutions. From workflow efficiencies and cost savings, to customizable collateral and targeted fulfillment, our flexible processes help drive revenue through higher response rates, brand continuity, and increased speed-to-market. www.pb.com
    
PlanetSoft specializes in process optimization for the insurance and financial services industries focused on electronic applications, processing, and decision management. “Planet Interact™”, a web services platform for straight-through processing, delivers configured solutions to streamline customer specific business processes.  Vertical solutions include “The Policy Processor™”, an end-to-end application for new business processing and underwriting of individual life, annuities, and group insurance products.  www.planetsoft.com
        
Reinsurance Group of America - RGA provides Traditional Mortality, Life Product Development, Facultative Underwriting and Underwriting Software Solutions, as well as Long Term Care and Group expertise. RGA Financial Markets specializes in capital-motivated reinsurance solutions, including fixed, indexed and variable annuities, universal life, other cash-value accumulation products, and financial reinsurance solutions.
   
StoneRiver – Insurance Solutions delivers the industry’s widest range of technology solutions and services to insurance carriers, agents, and broker-dealers. This versatile product group encompasses front-office, policy, claim, rating, underwriting, billing, reinsurance, financial and compliance solutions for all major business lines. www.stoneriver.com
With annual revenue exceeding $4 billion, SunGard is a global leader in software and processing solutions for financial services, higher education and the public sector.  SunGard also helps information-dependent enterprises of all types to ensure the continuity of their business.  SunGard serves more than 25,000 customers in more than 50 countries, including the world's 50 largest financial services companies. Visit: www.sungard.com
Superior Mobile Medics was founded in 1995. On a national level, we coordinate all aspects of the paramedical exam from our one office in San Diego, CA. We go above and beyond to cater our services to meet the needs of our customers. Our success is driven by a companywide attitude of total customer satisfaction and a promise to provide industry-leading services. We specialize in servicing the brokerage market on a national level. www.superiormobilemedics.com
Topaz Systems is a leading developer and manufacturer of electronic signature software and hardware, and has been based in Simi Valley , California since 1995. Topaz provides all the hardware, software, intellectual property, and expertise to enable paperless document creation, signing, and authentication of electronic forms with digital handwritten signatures.
UCT is the global technology leader in providing software and services in support of data conversion and related data integration needs.  Since 1992, we’ve been the leader in complex data migrations in the insurance industry.  We reduce time frames and estimated costs by 40-60% and successfully convert in excess of 99.9% of data. www.uctcorp.com
     
UTG is an insurance holding company and a member of a billion dollar financial services organization.  Through its insurance affiliate, UTG provides servicing on a broad block of life, health, and annuity products for both internal business and provides Business Process Outsourcing support for other insurance carriers.
Venio finds owners of unclaimed assets and abandoned property for banks, brokerage firms, mutual funds, insurance companies and publicly held companies. Its search/location, reporting and risk management services ensure compliance with SEC and state regulations, reduce expenses and improve customer/asset retention. With over 40 years of experience, Venio has recovered and restored hundreds of millions of dollars in unclaimed assets and abandoned property for clients. www.venio.com

Continuing Education Credits
Conference sessions are eligible for CLU and ChFC continuing education
credits. Additionally, some sessions may qualify for SOA Professional Development credit and/or SOA Enrolled Actuary core and non-core credits. Visit the SOA Web site at: http://www.soa.org for more information.

For More Information:

LIMRA
Mary-Jo Adams
860-285-7798

mjadams@limra.com

LOMA
James R. Huffman, FLMI, ACS
770.984.6446
insops@loma.org

Society of Actuaries
Jay Semla
847.706.3624
jsemla@soa.org

American Council of Life Insurers (ACLI)
Linda Cunningham
VP Conference Development
202.624-2405
lindacunningham@acli.org

Refund Policy
All cancellations and refund requests must be received in writing. These requests carry a $75.00 U.S. administrative charge. Full refunds minus the administrative fee will be granted on written requests received no later than three business days before the meeting start date. No refunds will be granted if the request is received within three business days of the meeting. If for any reason a meeting is cancelled, LOMA will refund the total registration fee. However, LOMA will not be responsible for any travel, hotel accommodations or other costs incurred.

For More Information
For more information, call 770.984.6446 or e-mail insops@loma.org.

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