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2022 LIC Final Expense Workshop

Managing Final Expense Profitability

6/8/2022 CDT - 6/9/2022 CDT
Hosted by Optimum Life Re, Dallas, TX

Overview

Highlights

The LIC Final Expense Workshop took place in June 2022. Next year's Workshop is expected to be in the second week of June 2023. Details will be posted when available at www.loma.org/FinalExpense. 

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.

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 in June 2022 include:

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

Agenda

Registration

These are the Registration Fees from June 2022. 

Earlybird Registration (until May 19, 2022):

  • LIC Members: $890
  • LOMA/LIMRA Members: $990
  • Nonmembers: $1,090

After May 19, 2022:

  • LIC Members: $1,090
  • LOMA/LIMRA Members: $1,190
  • Nonmembers: $1,290

Group Discount (insurance companies and fraternals only): After the first two paid registrations, additional registrations from your company are 50% off. Contact lic@loma.org to access the group discount.

The American Fraternal Alliance will be sponsoring $100 off registration for its fraternal leaders. Request the promo code at: info@fraternalalliance.org.

 

Sponsorships

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

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Cancellation Policy

All cancellations and refund requests must be received in writing – send to meetings@loma.org. A full refund is available until one week before the meeting (June 1, 2021). After that date, a $50 (US) administrative fee will be charged on any cancellation requests. If for any reason a meeting is cancelled LIC will refund the total registration fee.

COVID-19 Vaccine/Test Requirement

Please check this page regularly for health and safety updates. 

Updated: 12/29/2022 - This section will be changing. We hope to have the updated information approved and posted here by January 6. Please check back to this page and contact lic@loma.org if you have questions. Thank you!

This meeting will require in-person attendees to bring proof of full vaccination or negative Covid test using the provided CLEAR app.

The health and safety of our conference attendees is our top priority as we return to meeting in person. We are committed to holding our events in accordance with currently applicable CDC and local laws, rules, regulations, or guidance. This is a shared responsibility, and we ask that all attendees abide by the following guidelines and procedures.

By signing up to attend in person, you agree to: 

1. Prior to Event

  • Proof of full vaccination against COVID-19 (as defined by the CDC) OR a negative COVID-19 test within 48 hours of arrival.
    • All registrants will be required to upload their vaccination information or negative COVID test results onto the CLEAR app we are providing at no charge.
    • CLEAR APP INSTRUCTIONS.
  • If you are aware that you have been exposed to COVID-19 in the two weeks prior to the meeting, or if you are experiencing any COVID-19 symptoms, we ask that you DO NOT attend an in-person event.
  • Follow cleaning and safety procedures during your trip to maintain a safe travel environment (e.g., disinfecting surfaces, wearing a face covering, etc.).

2. On-Site at the Event

  • Follow any on-site mask requirements.
  • Adhere to social distance protocols.
  • Wash hands frequently throughout the meeting.
  • Cover your nose and mouth when coughing or sneezing.
  • Comply with posted signage.
  • Self-monitor and report any symptoms to meeting organizers immediately.

3. Post Event

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

The Latest CDC Guidance

The CDC periodically updates its recommendations for travelers. For the latest guidance, visit the CDC website.

How to Prepare for Air Travel

Your airline is the best source for personal safety protocols at the gate and on the airplane. Be sure to visit your airline website the week you are traveling and sign up for notifications related to your trip.

Hotel / Venue

Meeting Location in June 2022:

Marriott Dallas Las Colinas
223 W Las Colinas Blvd
Irving, TX 75039

Rooms can be booked on a space-available basis at the HOTEL WEBSITE.

The Marriott Dallas Las Colinas is 8.2 miles from Dallas Love Field (DAL) and 9.1 miles from Dallas/Ft. Worth International Airport (DFW). Shuttle service is not provided by the hotel. 

Become a Sponsor or Exhibitor

Many thanks to the following companies for their sponsorship support of the LIC Final Expense Workshop in June 2022! To find out more about sponsorship opportunities, click here.

Sponsors and Exhibitors

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