2022 LIC Final Expense Workshop Agenda
Wednesday, June 8, 2022
2:00 p.m. - 2:45 p.m. - Welcome & Attendee Introductions
2:45 p.m. - 4:15 p.m. - Final Expense Facilitated Discussion
4:15 p.m. - Sessions Adjourn for the Day
6:30 p.m. - 8:30 p.m. - Networking Dinner
Thursday, June 9, 2022
7:30 a.m. - 8:30 a.m. - Continental Breakfast
8:30 a.m. - 9:45 a.m. - Optimum Life Re Mortality Study Using Predictive Modeling
Fred Beaulieu, FSA, Director, Optimum Life Re
9:45 a.m. - 10:45 a.m. - Mortality & Lapse Studies
Amy Phillips, ASA, Partner, Trilogy Actuarial Solutions
Jill Thompson, FLMI, AALU, ACS, HIA, Underwriting Director, Optimum Life Re
10:45 a.m. - 11:00 a.m. - Break
11:00 a.m. - 12:00 p.m. - The Future of Life Insurance Distribution
Jake Tamarkin, CEO, Everyday Life Insurance Company
In this provocative interactive session, we'll debate the future of distribution. How are technology and demography colliding in a way that impacts consumer buying preferences and traditional distribution? Where are the opportunities and how can forward-looking insurers capitalize on them? Facilitated by Jake Tamarkin, CEO of the rapidly growing insurtech distribution platform Everyday Life.
12:00 p.m. - 1:00 p.m. - Networking Luncheon
1:00 p.m. - 1:45 p.m. - Final Expense Case Study: KSKJ Life and iCover
Stuart Buchanan, COO, KSKJ Life; Hari Srinivasan, Founder & CEO, iCover; and Nicole Mwesigwa, Co-Founder & COO, iCover
The case study will focus on how KSKJ was able to digitally transform their Final Expense sales and new business program in 3 months, the elements of success and the new opportunities resulting from the effort.
1:45 p.m. - 2:15 p.m. - LIC Final Expense Survey Report
Jeff Shaw, CLU, ChFC, Executive Director, Life Insurers Council
Be one of the first to hear the highlights of LIC’s annual Final Expense Survey Report with the added benefit of discussing some of the implications of the results with your peers.