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LIC Final Expense Workshop

Managing Final Expense Profitability

6/17/2025 CDT - 6/18/2025 CDT

Oak Brook, IL

Overview

Highlights

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.

This year’s LIC Final Expense Workshop is hosted by Optimum Life Re, and the venue will be The Drake Hotel in Oak Brook, IL. The meeting will begin at 8:00 a.m. on June 17, and end by noon on June 18, 2025.

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: www.loma.org/LICSponsorships.

Who Attends the LIC Final Expense Workshop

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 last year:

Agenium
American Home Life
Americo
Benekiva
BetterLife
Catholic Life
Citizens, Inc.
Columbian Financial Group
Competiscan
Converge Re
EMC Life
Epoq, Inc
ExamOne
Foresters Financial
Friedland Consulting Services
GTL
iCover
illustrate inc
iPipeline
Kansas City Life
KSKJ Life
LifeShield
Lincoln Heritage Life Insurance Company
Loyal Christian Benefit Association
LTC Global Solutions
MIB Group, Inc.
Milliman
Munich Re
Obra Capital
Optimum Life Re
Parkway Advisors
PartnerRe
QLAdmin Solutions
RGA
Royal Neighbors
Royal Neighbors of America
Swiss Re Life & Health America, Inc.
The DIG Agency!
Trinity Life Insurance Company
TruStage
WoodmenLife

Agenda

Preliminary – Subject to Change

Tuesday, June 17, 2025

8:00 a.m. - 8:30 a.m.

Continental Breakfast

8:30 a.m. - 9:30 a.m.

Welcoming Remarks & Introductions

9:30 a.m. - 10:30 a.m.

Final Expense Keynote Presentation

10:30 a.m. - 11:00 a.m.

Networking Break

11:00 a.m. - 12:00 a.m.

Sales Trends in Final Expense: Highlights from the LIC Final Expense Survey

12:00 p.m. - 1:00 p.m.

Networking Luncheon

1:00 p.m. - 2:00 p.m.

Optimum Re Presentation

2:00 p.m. - 2:30 p.m.

Networking Break

2:30 p.m. - 3:30 p.m.

Final Expense Market Update

3:30 p.m. - 4:00 p.m.

Hot Topics in Final Expense – Facilitated Discussion

4:00 p.m.

Sessions Adjourn for the Day

6:00 p.m. - 8:00 p.m.

Hosted Networking Dinner

Wednesday, June 18, 2025

8:00 a.m. - 8:30 a.m.

Continental Breakfast

8:30 a.m. - 9:30 a.m.

Final Expense Distribution Strategies

9:30 a.m. - 10:30 a.m.

Presentation/Case Study

10:30 a.m. - 11:00 a.m.

Closing Discussion

11:00 a.m.

Adjourn

Registration

Earlybird Registration (until May 20, 2025):

LIC Members: $1,020
LOMA/LIMRA Members: $1,220
Nonmembers: $1,320

After May 20, 2025:

LIC Members: $1,220
LOMA/LIMRA Members: $1,420
Nonmembers: $1,520

Group Discount (insurance companies and fraternals only): After the first paid registrations, 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 May 20, 2025 will be refunded, less a $75 processing fee. Cancellations received from May 20 to June 10, 2025 will be refunded, less a $375 processing and administrative fee. No refunds will be issued after June 10, 2025.

Hotel / Venue

The Drake Oak Brook, Autograph Collection

2301 York Road
Oak Brook, IL, USA, 60523

(630) 571-0000

Hotel Reservations

Optimum Re will be hosting the meeting at The Drake Oak Brook, a historic four-diamond icon set on ten tranquil acres, just a short drive from Chicago O'Hare and Midway Airports. Complimentary parking is available.

Book your hotel room for the nights of June 16 and 17. The meeting will start at 8:00 a.m. on Tuesday, June 17 and end by noon on Wednesday, June 18.

Click the Hotel Reservations button above for the LIC Room block rate of $189/night before the deadline of May 23, 2025. After that date the rooms will be released and the discounted rate will no longer be available.