|
Renaissance
Washington, DC Hotel
Register
Today!
If
you would like to receive marketing information on the 2010 event, please
contact us by clicking here.
Quick
Reference
Conference Overview
Download
the 2010 Registration Form
Hotel
Information
Sponsor
and Exhibitor Information
Download
the 2010 Registration Brochure
View the 2009 Program
View the 2009 Attendee List
For More Information
Overview
New
Opportunities — Anchored in Tradition.
The 2010 Life Insurance Conference gives you cutting-edge insights and
strategies that are grounded in experience and solid results. Come learn
ways to grow your business and shore up your company's bottom line.
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.
2010 Program
Tuesday,
April 13, 2010
1:00–6:30
p.m.
Registration Desk Open
3:30–4:00
p.m.
Meet and Greet
Renew
old acquaintances, make new connections. As our conference begins, come
share a snack with other attendees and take the opportunity to discuss the
issues important to you. Working through a challenging project? Have
questions on important topics? Chances are another attendee has
information you can use.
4:00–5:00
p.m.
Early Bird Concurrent Sessions (Select One)
1.1
The Future of Flexible Premium Products
Catherine Ho, ASA, MAAA,
Research Actuary, Product Research, LIMRA
What
is happening in the universal life (UL) and variable universal life (VUL)
market? Will these products survive the credit crunch and recession and
thrive in the future? Attend this session to hear the highlights of recent
LIMRA research efforts focused on trends in product design, distribution,
and sales results.
1.2
Fraud: Beat It Before It Beats You
Judy Schott,
Assistant Vice President, North America Business Development, LOMA
Fred
Wharton, FCLS,
President, North American Training Group
Fraud
is prevalent in every industry, including life insurance. However, early
detection can serve as a key remedy. Join us at this session where we’ll
discuss:
-
Familiar
– and unfamiliar – types of fraud.
-
Types
of early detection.
-
Training
options to help your staff detect fraud.
1.3
Mortality and Underwriting Management: The Survey Says…
Mark
Swanson, FSA, MAAA, CLU, ChFC,
Vice President and Marketing Actuary, Generali USA Life Reassurance
Company
David
N. Wylde, FSA, MAAA, CLU, ChFC,
Research Actuary, Transamerica Reinsurance
The
SOA Committee on Life Insurance Mortality and Underwriting Surveys will
present the results from two recent projects:
-
Industry
practices associated with life settlements, including true viaticals,
the settlement of other well-established life insurance policies, and
policies issued in anticipation of quickly entering a settlement
arrangement.
-
Industry
mortality experience on life insurance policies in the early
durations. Underwriting practices with respect to early duration
claims and claims paying practices will also be discussed.
1.4
Identifying Under-Realized Market Potential for Individual Annuities and
Life at the State and Local Levels
Gregory M. Smith, FSA, MAAA,
Vice President, Conning & Company
Conning
will share the results of its research into pre-recession state-level
performance differences in individual annuities and individual life.
-
How
will the recession and possible regulatory changes impact future state
metrics and regional strategies?
-
What
are the methodologies for identifying underlying drivers of
performance and under-realized market potential at state, county, and
metro levels?
5:30–6:30
p.m.
Reception with Exhibitors
Wednesday,
April 14, 2010
7:30
a.m.–4:45 p.m.
Registration Desk Open
7:30–8:30
a.m.
Continental Breakfast with Exhibitors
8:30–10:00
a.m.
General Session
Presiding:
Frank A. Keating,
President and Chief Executive Officer, American Council of Life Insurers
Executive Viewpoint on New Opportunities
Frank
A. Keating,
President and Chief Executive Officer, American Council of Life Insurers
|
 |
| |
|
Theodore
A. Mathas,
Chairman, President and Chief Executive Officer, New York Life
Insurance Company
|
 |
| |
|
John
Walters,
President and Chief Operating Officer, Hartford Life, Inc.
|
 |
Don’t
miss this unique opportunity to hear top industry leaders share their
opinions on how innovation – combined with the traditional strengths of
the life insurance industry – can result in growth, even in difficult
economic circumstances! The panelists share their thoughts on the
opportunities and challenges they personally face as they position their
companies for success.
Unexpected
Surprises
Tracy
Basden,
Grand Prize Scholarship Award Winner,
Life and Health Insurance Foundation
for Education
|
 |
Life
is full of surprise situations. However, proper planning can ensure that
families are prepared for the worst. Speaking from her personal
experiences, Tracy Basden will emphasize the importance of the life
insurance industry and speak poignantly about the important role everyone
in the industry plays in the lives of families.
10:00–10:30
a.m.
Networking Refreshment Break with Exhibitors
10:30–11:30
p.m.
Concurrent Sessions (Select One)
2.1
Playing STOLI Jeopardy
James S. Bainbridge, JD,
Associate, Drinker Biddle & Reath LLP
Stephen
C. Baker, JD,
Partner, Drinker Biddle & Reath LLP
Michael
J. Miller, JD,
Partner, Drinker Biddle & Reath LLP
Learn
about litigation against stranger-originated life insurance settlement
abuses. The panel will discuss scenarios which follow insurance companies
in their efforts to rescind policies which evidence fraud, lack insurable
interest, and more.
2.2
The New Normal or the Same Old?
Scott R. Kallenbach, FLMI,
Associate Research Director, Strategic Research, LIMRA
Michael
S. Kryza, Jr., CFA,
Executive Vice President, Crump Life Insurance Services Inc.
James
H. Reinhart,
CMO & SVP Marketing, Retirement & Protection, Genworth
Financial
Which
camp are you in? The New Normal side – which believes that consumers
will be spending less, saving more, and taking more financial
responsibility? Or the Same Old side – which says that the economic
downturn was not severe enough to permanently alter consumers’ financial
habits?
Either
way, things will be different as the country emerges from the recession.
At this breakout, industry leaders in manufacturing and distribution will
share their thoughts about the changes we can expect, the implications of
the changes, and what the future might hold.
2.3
Through the Employer’s Front Door:
A Model to Leverage Business and Retail Solutions
Andy Dalgliesh, CPA, CLU, ChFC,
Director – Nonqualified, Principal Financial Group
Stephen
B. Parrish, JD, CLU, ChFC,
Second Vice President, Life & Health Markets, Principal Financial
Group
Here’s
a proven model for reaching the affluent market! The employer/employee
relationship is a key leverage point for developing, marketing, and
delivering business and retail solutions, using life insurance as the
funding vehicle. We’ll help you consider issues from the perspectives of
the employer and the employee while learning about the implications at the
life marketing level.
2.4
Trends in Life Insurance Operations and Products
Ben Di Sylvester,
Chairman, Robert E. Nolan Company
Stephane
Julien, FSA
Second Vice President – Individual Life, Gen Re LifeHealth
Don’t
miss this overview of current life insurance operations and product
trends. The presenters will provide ideas on recent and emerging trends
that a company should consider when developing new products in today’s
changing environment.
11:30
a.m.–1:00 p.m.
Luncheon with Exhibitors
1:00–2:00
p.m.
Concurrent Sessions (Select One)
3.1
The Secret of Our Success
Brian J. Lauber, CLU, ChFC,
Chief Marketing Officer, OneAmerica Financial Partners
Deanna
M. Mulligan, CLU, ChFC,
Executive Vice President, Life and Disability, Guardian Life Insurance
Company of America
While
individual life insurance sales experienced dramatic declines in 2009, the
declines were not across the board. Some companies actually had success
selling individual life insurance last year. What did they do differently?
Come hear two executives share the secrets of their success in selling
life insurance in challenging times.
3.2
Improving Processes to Aid Speed to Market
Matthew Josefowicz,
Director, Novarica
Donald
Desiderato,
Principal, Novarica
Speed
to market is a top priority for insurers. Impediments can include the
lack of:
- A
single responsible executive to oversee the new product introduction
process.
- Process
transparency and clear lines of communication.
- A
clear understanding of dependencies among senior executives and line
executives.
Josefowicz
will discuss organizational issues that can enhance a company’s
speed-to-market and suggest means to improving processes to aid speed to
market.
3.3
The Next Five Years: Protection-Focused Life Insurance
Timothy C. Pfeifer, FSA, MAAA,
President, Pfeifer Advisory LLC
Robert
P. Stone, FSA, MAAA,
Principal and Consulting Actuary, Milliman, Inc.
Over
the next five years, protection-oriented products and markets will be
steered by major developments in regulation, economics, demographics, and
competition.
- How
can carriers stay ahead of the market?
- What
will the main developments be?
- Are
there new products in the wings?
3.4
Future Regulatory Environment for Life Insurers
J. Bruce Ferguson,
Senior Vice President, State Relations, American Council of Life Insurers
Join us for this lively
discussion of the latest state, federal and international developments
that will reshape the regulatory environment for life insurers.
2:00–2:15
p.m.
Networking Refreshment Break with Exhibitors
2:15–3:15
p.m.
Concurrent Sessions (Select One)
4.1
The Case for Immortality: How Will We Assess Mortality Risk in the 21st
Century?
Marianne
Purushotham, FSA, MAAA,
Consultant, Watson Wyatt Worldwide
Jesse
Schwartz, FSA, MAAA,
Consulting Actuary, Watson Wyatt Worldwide
Chris
Stehno,
Senior Manager, Deloitte Consulting
How
will insurers analyze current and future mortality/longevity risk in light
of the continued advances in disease detection, management and data
availability? In this session we will examine:
- Historical
mortality improvement trends.
- Both
quantitative and qualitative techniques for projecting and analyzing
future mortality trends.
- Use
and prevalence of predictive modeling and new electronic underwriting
approaches to better understand mortality.
4.2
But Wait, There’s More to Life Insurance Than You Think!!
A New Combination for Success
Barry
Eagle,
Vice President, Marketing, Gen Re LifeHealth
Michael
V. Woody, FLMI, CLU, ACS,
Director, Product Development & Administration - Individual Products
Division, Assurity Life Insurance Company
Combo
products are not new to life insurance, and the changing landscape of
health insurance and health care reform will create opportunities. Life
insurance alone would not fill a potential coverage gap. But life
insurance combined with critical illness insurance might. Representatives
from a direct writer and reinsurer active in critical illness insurance
will describe how CII can successfully and effectively be integrated with
life insurance.
4.3
Emerging Sourcing Strategies for Life New Business
Craig Weber,
Senior Vice President, Celent Communications
Michael
A. Plazony, FLMI,
Vice President & Manager, Life Underwriting and Operations, Erie
Family Life
The
underwriting process for life insurance has remained virtually unchanged
for decades. But today, many carriers could attack costs and turnaround
times by using an old tool: outsourcing. We present a leading industry
analyst from Celent and an underwriting executive from the front lines who
will compare notes on sourcing trends and identify strategies that work
today with minimal technology investment.
4.4
Scaling the Wall — Overcoming Barriers to Financial
Advice and Sales in the Middle Market
Jim
De Luca, LLIF,
Marketing Officer, Western & Southern Life
Janet
Deskins, FSA, MAAA,
Consultant, Deskins & Associates
Dan
Iannicola, Jr.,
President and CEO, The Financial Literacy Group
Gil
Young,
Director, Research and Insights, Thrivent Financial for
Lutherans
What
barriers to financial advice exist for the middle market? How do life
insurance carriers overcome those obstacles to reach this underserved
market? Come hear the results of a new SOA study on:
- The
types of financial information available.
- Economic
barriers producers and carriers must overcome.
- The
willingness of middle market consumers to accept advice.
Also,
a panel of middle market experts will discuss their experiences in selling
life insurance to the middle market and describe strategies for overcoming
the hurdles encountered.
3:15–3:45
p.m.
Networking Refreshment Break with Exhibitors
Sponsored by Robert E. Nolan Company
3:45–4:45
p.m.
General Session
Outlook
2010: Your Money, Your World, Your Family… The Future
Jeff
Thredgold,
Economic Futurist
|
 |
Join
us for an entertaining, informative, and humorous “tour” of the
American and global economies, financial markets, education
establishments, employment situation, retirement outlook, and more.
Thredgold provides a clear and focused picture of what’s happening in
the economy and how it affects the future of your finances.
Free
evening to enjoy Washington, DC
Thursday,
April 15, 2010
7:00–8:00
a.m.
Continental Breakfast with Exhibitors
8:00–9:15
a.m.
General Session
Implications
of the Financial Crisis for Insurance Regulation
Therese M. Vaughan,
Chief Executive Officer,
National Association of Insurance Commissioners
|
 |
Given
the recent financial turmoil, there are likely to be significant changes
in the regulation of financial services. While insurance is not
necessarily a target of those reform efforts, broader changes in
regulation could affect insurance regulation as well. In addition, the
environment may present opportunities to improve the existing statebased
regulatory system. Join us to learn the implications for your business.
“Life”
Goes On: Putting the Pieces Back Together in Washington
Thomas Crawford,
President, C2 Group, LLC
|
 |
What
do the imperiled economy, booming deficits, the retirement savings
blowout, and an election year mean for politics, the agenda and the life
insurance industry? Join Tom Crawford for a spirited overview of the
economic recovery and the political environment in Washington and how that
impacts our industry. He will discuss what we can do to counteract
imminent challenges, such as probable income and estate tax changes and
possible threats to the tax protected status of life insurance.
9:15–9:45
a.m.
Networking Refreshment Break andRaffle with Exhibitors
9:45–10:45
a.m.
Concurrent Sessions (Select One)
5.1
The Application and Information Collection
Joanne Collins, CLU, FLMI,
Second Vice President, Mortality Solutions,Transamerica Reinsurance
Peter
Morris, FALU,
Principal Underwriter, USAA Life Insurance Company
Tia
Goss Sawhney, FSA, MAAA,
Owner, TSStrategic Consulting, LLC
Andrew
Vigar, FLMI, FALU,
Assistant Vice President and Director, Life Underwriting,Hartford Life
Learn
essential information on life insurance information collection:
- What
questions are asked on the life application? Who asks them, and who should
ask them?
- How
do you design questionnaires to ask the right questions and get the
right answers?
- Are
current mortality markers sufficient? Do less invasive and/or equally
effective markers exist?
- Are
Rx databases useful in mortality risk assessment?
- And
much more!
5.2
What the Tax Issues Mean for Insurance Products
Mandana Parsazad,
Senior Counsel, Taxes & Retirement Security, American Council of Life
Insurers
Sit in on this lively discussion that will demonstrate the impact the
latest legislative and regulatory tax issues will have on insurance
industry products.
5.3
Earning Top Producers’ Business and Loyalty
Joshua
E. Krutoy, CLTC,
Field Director/Financial Advisor, Northwestern Mutual Financial Network
As
producers choose the companies with which they align, competition for top
producers’ business is only getting tighter. Two top producers will
discuss what home offices need to do to earn their business and maintain
producers’ loyalty.
5.4
Finance Transformation: Things You Need to Worry About!
Jason
Morton, FSA, MAAA
Principal, Deloitte Consulting LLP
Amy
Winsor, Principal
Deloitte Consulting
Are
you looking to improve business performance and shareholder value while
actively improving operational effectiveness and efficiency? Then this
session is for you! Learn what others have done to design and deliver a
successful finance transformation program:
- Understand
approaches and principles to designing a successful program.
- Gain
insights on common pitfalls and how to avoid them.
- “Ask
the experts” on approaches to address challenges you currently face.
10:45–11:00
a.m.
Break
11:00
a.m.–12:00 p.m.
Concurrent Sessions (Select One)
6.1
The Social Media Puzzle: Current Practices, Future Direction
Stephen
Selby,
Director of Regulatory Services, LIMRA Services, Inc.
Todd
A. Silverhart, Ph.D.,
Corporate Vice President, LIMRA
Social
media is fundamentally changing the way people communicate and interact.
This session will provide an overview of several key topics including:
- How
social media is used within the life insurance industry.
- Forces
changing the use of social computing.
- Compliance
issues related to communicating with the public using social media.
You
will leave with a better understanding of the potential benefits and risks
associated with this exciting new form of social interaction.
6.2
Financial Advice in the Affluent Market: How’s the Weather?
Jonathan Bulman, JD*, MBA, CRPC,
Financial Planner, Sagemark Consulting
(*licensed, not practicing)
Karen
Terry, FLMI,
Manager, Product Research, LIMRA
It
has been a stormy few years for all consumers, including the affluent who
have more assets and more complex financial needs.
- Who
do the affluent turn to for their financial needs?
- Has
the recent economic climate altered their perception of their advisor?
- How
loyal are they to their advisors?
- Where
do life agents and brokers come into play?
In
this session learn how the affluent, millionaire and ultra-high net worth
consumers are thinking and how best to approach them.
6.3
Determining the Optimal Administration Alternative
Dave Keith,
CEO, se2
Grow
revenue or cut costs? Or maybe something else, like block acquisitions,
platform replacements or outsourcing. And when carriers are faced with the
substantial challenges of increased competition, speed to market, and
improved customer service, the need for an optimal administration model
becomes apparent.
A
carrier might continue to administer in-house, host the administration
platforms, or transform to a business process outsourcer. Each of these
alternatives has strengths and risks. What have others done when faced
with this decision? And what were their results? Join us to find out.
12:00
p.m.
Conference Adjourns
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:
Register
After March 17, 2010:
-
LIMRA, LOMA, SOA,
ACLI Member: $1,075
-
Non-Member: $1,475
Bonus
Opportunity
The
Retirement Industry Conference will be held at the Renaissance
Washington, DC Hotel, April 11–13, 2010. Save $250 when you attend both
the Life Insurance Conference and the Retirement Industry Conference!
Register by March 17, 2010 and pay only $1,700 (LIMRA, LOMA, SOA, and ACLI
members) or $2,500 (nonmembers).
After March
17, the discounted rate for attending both conferences is $1,900 (members)
or $2,700 (nonmembers).
Special Discounted Group
Registration Fee Opportunity
If five (5) or more individual
employees from the same company register for this meeting, each individual
registrant may take advantage of a group registration fee of $875 per
person if you register by March 17, 2010 or $975 after March 17, 2010.
Note: Presenter
registrations and individuals utilizing any other discounts do not qualify
toward the required five registrant- per-company minimum. If a registrant’s
company does not ultimately meet the aforementioned eligibility criteria
(i.e., there are fewer than five registrants from the company who paid the
qualifying full-conference fee), registrants will receive a notice of any
balance due based on the difference between the regular applicable rate
and the discounted group rate.
Thank
You to Our Sponsors and Exhibitors
 |
Accenture is a global management
consulting, technology services and outsourcing company. Combining
unparalleled experience, comprehensive capabilities across all
industries and business functions, and extensive research on the
world’s most successful companies, Accenture collaborates with
clients to help them become high-performance businesses and
governments. With approximately 177,000 people serving clients in more
than 120 countries, the company generated net revenues of US$21.58
billion for the fiscal year ended Aug. 31, 2009. www.accenture.com
|
|
|
 |
Berkheimer
Outsourcing provides document imaging, data capture, remittance
processing and print and mail services for the insurance industry. Our
suite of services offer unique solutions to help reduce costs and
increase productivity. Visit us at www.work2berk.com.
|
| |
|
 |
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. www.broadridge.com
|
| |
|
 |
Competiscan
incentives our Insurance Producer, Consumer, and Business Owner
panelists to collect and forward the direct mail and email they
receive from Insurance Carriers and Financial Services providers.
Competiscan retrieves all of these direct marketing communications and
places them into a centralized web-based portal. As the
established market leader, our web-based search utility indexes each
direct marketing communication allowing our clients to access specific
direct marketing campaigns of interest. Competiscan’s
comprehensive coverage is updated daily, and enables clients to react
to competitors quickly. With Competiscan, our clients are
better informed to make their marketing campaigns even more effective.
Visit us at www.competiscan.com.
|
| |
|
 |
No other company brings you more
experience in designing and managing life and annuity processes,
applications and IT infrastructures. With a 35-year heritage in
insurance, CSC supports nearly 300 life and annuity companies
worldwide through proven technology and operations consulting,
time-tested insurance software, and industry-leading business process
and IT outsourcing. www.csc.com/lifeannuity
|
| |
|
 |
Dell enables your organization
and people to grow and thrive by making technology and business
solutions work harder for you. We drive out inefficiency, make the
complex simple, and deliver superior long-term value through
reliable and secure insurance solutions. Visit us at www.dell.com |
| |
|
 |
Europ
Assistance USA is a premier provider of 24/7 global medical travel
assistance, identity theft resolution, data breach response and
beneficiary assistance services. Our multi-lingual, caring and
resourceful assistance coordinators support individuals in times of
emergency or distress. Our industry-leading services help carriers
differentiate their products and deepen customer relationships.
Visit us at www.europassistance-usa.com.
|
| |
|
 |
First
Empire Securities
is a full-service, fixed income broker-dealer specializing in the
needs to credit unions nationwide. We take a balance sheet
management approach to providing long-term solutions. We also
provide comprehensive analytics, regulatory guidance, strategic
planning, market and product education. Visit us at www.1empire.com.
|
| |
|
 |
Genpact
helps insurers improve business effectiveness and customer retention
by providing innovative, outcome
based solutions delivered through our mature global delivery model.
Our end to end, enterprise view of our clients organization allows
us to go directly to the heart of process management and deliver
effective improvement year over year. Our capabilities span all
aspects of the insurance value chain from distribution, claims
through finance and accounting. Visit us at www.genpact.com/insurance.
|
| |
|
 |
IBM
Insurance Outsourcing Services,
one of the largest third party administrators of life, health and
annuity products in North America, provides unparalleled, high
quality comprehensive administration and business management
services. IBM works with clients to transform back-office
operations, simplify system complexities and achieve significant
cost reduction. IBM also offers the option to license the IBM
Genelco Insurance Administration Solution (GIAS) a Java, rules based
administration system. Visit us at www.ibm.com/services/insuranceoutsourcing
and www.genelco.com |
| |
|
| Insurance
Technologies
|
Since 1995, Insurance
Technologies LLC, based in Colorado Springs, Colorado USA has
provided point-of-sale illustration software to the insurance,
financial services and brokerage industries. Our award-winning
product ForeSight™ supports the presentation of Life,
Disability Income, Long-Term Care and Variable Annuity
illustrations. Our latest innovation VisibleChoice™ is a advanced
multi-carrier annuity sales platform designed to leverage annuity
products to be compared and illustrate multiple products. Together,
they improve point-of-sale effectiveness and help close more
sales quickly. Visit us at www.insurancetechnologies.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 401(k) plan administration services to the
retirement services industries.
www.mccamish.com
|
| |
|
 |
Navagate
delivers next generation sales force automation solutions that
optimize the productivity of direct and indirect sales channels for
insurers. Regardless of distribution strategy, the company’s
solutions formalize sales and managerial-level tasks to eliminate
the constraints and bottlenecks that traditionally inhibit customer
penetration and retention. www.navagate.com |
| |
|
 |
At NewRiver, our business is
helping financial firms transition from paper to electronic
disclosure — reducing compliance costs and risk while improving
operations and increasing revenue. Only NewRiver provides the
capability to extract, organize, and maintain information by fund
CUSIP from EDGAR at the share class level and provide the automated
processes and human oversight to ensure QA on every document filing
every business day. We maintain a proprietary database that’s
scalable and always up-to-date. NewRiver is your link to simplified
investor disclosure.
www.newriver.com |
| |
|
 |
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. |
| |
|
 |
Routledge,
part of the Taylor & Francis group, publishes in the social
science and humanities subject areas. We provide quality information
and knowledge that enables our customers to perform their jobs
efficiently, and contribute to the advancement of their chosen
markets. Our customers are researchers, students, academics and
professionals. Visit us at www.tandf.co.uk.journals/sact.
|
| |
|
 |
se2 provides business
technology and processing solutions for the financial services and
retirement planning sector. se2
offers service end-to-end for life and annuity processing with an
award-winning, state-of-the-art technology platform and an astute
understanding of regulatory compliance issues unique and specific to
the financial services industry. se2’s life and annuity
acumen, coupled with its dedicated processing capabilities, places
it in the forefront of the business processing outsourcing (BPO)
industry. se2
is powered by Security Benefit Corporation, a financial services
holding company. For more information about se2, please
visit us at www.se2.com
|
| |
|
 |
From property
and casualty to life and health, SNL’s got it covered. GAAP
Financials. Statutory Data. M&A and market share information.
Key ratios and sector-specific reports. Comprehensive and
proprietary news. SNL gives you all the tools you need to analyze
every insurance company in the U.S. from top to bottom. Visit us at www.snl.com/insurance.
|
| |
|
 |
Standard & Poor’s is a
leading provider of financial market intelligence. The world’s
foremost source of credit ratings, indices, investment research,
risk evaluation and data, Standard & Poor’s provides financial
decision makers with the intelligence they need to make informed
decisions. www.standardandpoors.com
|
| |
|
|
Sandard
& Poor’s Financial Communications is a leading resource of
Web-based and print investor education, as well as marketing and
communications solutions for the financial services sector. We excel
at combining relevant content with flexible delivery options to meet
the changing needs of today's businesses. As part of The McGraw-Hill
Companies, we leverage world-class content and data from Standard
& Poor's, BusinessWeek, best-selling books from McGraw-Hill
Professional, and more. Visit us at http://fc.standardandpoors.com
|
|
|
|
 |
With
annual revenue exceeding $5 billion, SunGard
is ranked 435 on the Fortune 500 and is the largest privately held
business software and services company on the Forbes list of private
businesses. Based on information compiled by Datamonitor*, SunGard
is the third largest provider of business applications software
after Oracle and SAP. Continuity, Insurance & Risk has
recognized SunGard as service provider of the year an unprecedented
five times.
*January
2009 Technology Vendors Financial Database Tracker http://www.datamonitor.com
|
| |
|
 |
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. Visit us
at www.uctcorp.com
|
| |
|
 |
UTG is
an insurance holding company and a member of a billion dollar
financial services organization. Through its insurance
affiliates, UTG provides servicing on a broad block of life, health,
and annuity products for both internal business as well as providing
Third Party Administrative/Business Process Outsourcing support for
other insurance carriers. www.utgins.com
|
| |
|
 |
Vertafore is
the premier technology solution provider for the insurance industry
delivering competitive advantage to almost a quarter of a million
end users at more than 30,000 carriers, MGAs, reinsurers, agencies,
brokerages, and third party administrators around the globe.
Vertafore offers comprehensive, insurance-specific solutions to help
insurance organizations maximize performance and operational
efficiency. Vertafore products include agency management,
information, content management, workflow, business intelligence,
connectivity, rating, producer lifecycle, and premium finance
solutions. For more information visit www.vertafore.com. |
Outstanding
Venue
Renaissance Washington,
DC Hotel
999 Ninth Street, NW
Washington, DC 20001
Phone: 202-898-9000
Reservations: 1-800–468-3571
Make your hotel
reservations by March 17 using this link or by calling the
reservations number and mentioning the group code “LimLima”
to receive the low conference rate of $239 per night. A credit card is
required to hold a room reservation. Cancellation must be made by 6:00
P.M. on the day of arrival to avoid penalty. Reservations received after
March 17 will be accepted at the prevailing rate and on a space-
available-only basis.
If you are unable to make
a reservation at The Renaissance Washington DC Hotel, please contact A
Room With A View for information on the designated LIMRA/LOMA/SOA
overflow hotel. They will secure the lowest available rates within walking distance
of The Renaissance Washington, DC Hotel. A Room With A View can
be reached at 1-800-780-4343. This is a FREE SERVICE for all LIMRA/LOMA/SOA
attendees.
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 $100.00 U.S. administrative charge. Full refunds minus
the administrative fee will be granted on written requests received no
later than March 30, 2010. No refunds will be granted if the request
is received within ten business days of the meeting. If for any reason a
meeting is cancelled, the LOMA will refund the total registration fee.
However, LOMA will not be responsible for any travel, hotel
accommodations or other costs incurred. Cancellation requests should be
submitted to meetings@loma.org.
For More Information
For more information, call 770.984.6446 or e-mail insops@loma.org.
Related products
|
