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2015 DI and LTC Insurers' Forum

Bringing Back the Magic: Tools for Tomorrow

9/30/2015 - 10/2/2015
Walt Disney World Swan, Orlando, FL USA

Overview

Who Attends

Executives and professionals responsible for and interested in individual disability income, long-term care and combo products, sales, distribution, claims, underwriting, and administration.

Highlights

The DI & LTC Insurers' Forum provides a world-class opportunity to learn about and participate in the cross-functional aspects of the industry. Actuaries, administrators, strategic managers, marketing and sales professionals, distribution experts and researchers will be present to provide you with their industry insights.

This is the premier disability income and long-term care conference in North America that offers a unique opportunity for attendees to network and communicate with other industry professionals. The year’s event promises to be highly interactive and provide attendees with a road map to help solve business problems and put them on a path to success.

Both the DI and LTC/Combo tracks will offer hands-on sessions where you will collaborate on an innovation team to design, underwrite, price and market the products you develop. Attendees will walk away with new ideas on the products of tomorrow and a better perspective on the competition.

The ever popular DI and LTC/Combo Senior Executive Panels provide you with senior executive insights on the future of the DI and LTC/Combo insurance industries. Hear what types of tools they have developed and used to manage their business.

Speakers

Wayne Adams
Senior Vice President, U.S. Individual Health, RGA Reinsurance Group

Wayne Adams

Senior Vice President, U.S. Individual Health, RGA Reinsurance Group

Wayne Adams leads RGA’s Global Long Term Care and U.S. Individual Health. From 1997 until assuming his current role in 2006, he was responsible for RGA’s sales and marketing activities throughout the United States. From 1987 to 1994, Adams served as a regional Sales Vice President for RGA, and from 1994 to 1996, he headed sales and marketing for RGA’s nontraditional reinsurance segment. Earlier, he served in several positions in reinsurance operations, including Director of Reinsurance Administration.
Aaron C. Ball
EVP and Co-Head of the Foundational Business​, New York Life Insurance Company

  • Thursday, October 1, 2015

    12:30 p.m. - 1:45 p.m.: TRACK-SPECIFIC GENERAL SESSIONS

Aaron C. Ball

EVP and Co-Head of the Foundational Business​, New York Life Insurance Company

Aaron Ball is responsible for managing the long term care insurance business for New York Life. Prior to joining New York Life in February, 2015, he was a Senior Vice President with Genworth Financial and held roles as both the LTC Product and In-Force Leader and General Counsel for LTC. In these roles, Ball was responsible for managing the development of long term care products and services, managing the in-force portfolio and providing legal and regulatory counsel to the LTC business line. In addition, Ball was responsible for the leadership of various government relations and regulatory initiatives. 
Mark Costello, FSA, MAAA
Vice President & Actuary, Living Benefits, Munich Re

Mark Costello, FSA, MAAA

Vice President & Actuary, Living Benefits, Munich Re

In his role as Vice President of Living Benefits, Mark Costello has responsibility for the overall performance of the IDI and LTC business. He has worked at Munich Re for nearly twelve years. Costello has more than twenty-five years of insurance experience working with products including life, critical illness, major medical and credit insurance.
Steve Cox, FSA, MAAA
Vice President, Product Development – Individual, OneAmerica Financial Partners

  • Thursday, October 1, 2015

    12:30 p.m. - 1:45 p.m.: TRACK-SPECIFIC GENERAL SESSIONS

Steve Cox, FSA, MAAA

Vice President, Product Development – Individual, OneAmerica Financial Partners

Steve Cox has primary responsibility for leading and managing the pricing of OneAmerica’s whole life, term, annuity, and combination products for the individual life channel, as well as company’s group life and disability business. He began his insurance career in 1988, and has experience in a wide variety of roles and products, including Individual Life valuation and pricing, Individual Annuities valuation and pricing, 401(k) Retirement Products, Life Reinsurance pricing, mortality research, financial modeling, and Employee Benefits (Group Life and Disability).
Paul E. Fromm
Vice President, Individual Disability Insurance, Principal Financial Group

  • Thursday, October 1, 2015

    12:30 p.m. - 1:45 p.m.: TRACK-SPECIFIC GENERAL SESSIONS

Paul E. Fromm

Vice President, Individual Disability Insurance, Principal Financial Group

Paul Fromm is responsible for Individual Disability Insurance product, underwriting, service, pricing, and financial oversight. Prior to this, Fromm was an Assistant Vice President of Retirement and Investor Services. In that role, he was responsible for transition and service to plan sponsors and advisors with plan assets ranging from five to 50 million in assets. Fromm joined the company in 1986 as a client service representative and has since been promoted up to various management roles within the organization including operations and marketing.
Steve Harvill
President, Creative Ventures

  • Thursday, October 1, 2015

    4:00 p.m. - 5:15 p.m.: GENERAL SESSION

Steve Harvill

President, Creative Ventures

An educator, communicator, and consultant, Stephen Harvill is the founder and president of Creative Ventures, a strategic consulting firm based in Dallas, TX. As a leading strategic thinker and consultant to fortune 500 companies, Harvill has integrated a holistic approach to developing organizational principles. A scientist by education, Stephen brings a unique perspective to both his research and his presentations. Harvill is the author of “21 Secrets of Million Dollar Sellers: America’s Top Earners Reveal the Keys to Success” as well as numerous articles and publications dealing with effective management skills and the future of leadership in our chaotic world. He travels internationally, consulting with a diverse range of clients including American Express, Wells Fargo, IBM, Microsoft, and Apple.
Lawrence S. Hazzard
Vice President of Product and Marketing Strategy, Berkshire Life Insurance Company of America

  • Thursday, October 1, 2015

    12:30 p.m. - 1:45 p.m.: TRACK-SPECIFIC GENERAL SESSIONS

Lawrence S. Hazzard

Vice President of Product and Marketing Strategy, Berkshire Life Insurance Company of America

Larry Hazzard is Vice President of Product and Marketing Strategy at Berkshire Life Insurance Company of America, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America. In this capacity, he is a member of Guardian’s Disability Leadership Team. He joined the company in 2007 from MassMutual Financial Group’s U.S. Insurance Group, where he was Vice President, Product Portfolio & Life Marketing. Earlier in his career, Hazzard was Manager of Marketing Services at Beacon Corporate Benefit Services, a Blue Cross-Blue Shield subsidiary.
Brian P. Klapper
President and Founding Partner, The Klapper Institute

  • Wednesday, September 30, 2015

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

Brian P. Klapper

President and Founding Partner, The Klapper Institute

Brian Klapper is an expert in operational and cultural transformation, as well as a speaker and writer. He has worked with international companies in a variety of sectors, including financial services, consumer products, and health care. While Klapper’s experience spans all elements of the value chain, as well as all customer touch points, he focuses primarily on helping his clients create a culture of execution excellence. His book, The Q-Loop: The Art and Science of Lasting Corporate Change, was nominated for the Financial Times/Goldman Sachs Business Book of the Year.
Tim Kneeland, CLU, ChFC
President, Transamerica Long Term Care

  • Thursday, October 1, 2015

    12:30 p.m. - 1:45 p.m.: TRACK-SPECIFIC GENERAL SESSIONS

Tim Kneeland, CLU, ChFC

President, Transamerica Long Term Care

Tim Kneeland was appointed President of Long Term Care in June, 2011. Previously, he was in Business Development, where he oversaw the creation of new distribution opportunities across what was then called AEGON Financial Partners. Kneeland started in the life insurance business in 1982, while still a college student. He held several field management positions, including general agent with Life Investors. In 2002, he accepted a position in the Life Investors home office and he was promoted to President of Life Investors in 2003.
Kimberly Tomaselli, CPA, FLMI, ALHC, ARA
Claims Manager, Living Benefits, Munich Re

  • Friday, October 2, 2015

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

Kimberly Tomaselli, CPA, FLMI, ALHC, ARA

Claims Manager, Living Benefits, Munich Re

Kimberly Tomaselli has over 18 years of experience with Individual Disability Insurance. She currently is the Claims Manager for the Living Benefits Department at Munich Re. Tomaselli joined Munich Re in July 2012 as an Account Representative. Prior to joining Munich Re, she worked for Disability Management Services, Inc. (DMS) as a Director of Claims. In addition to her IDI claims experience, Tomaselli also has a financial background and worked in public accounting with PricewaterhouseCoopers, specializing in Audit and Tax Accounting. With her extensive knowledge of financial information, she provides training on how to analyze financial documentation in relation to claims with her clients.

Agenda

Registration

Registration Fees

Early Registration Fees (by August 25, 2015)
LIMRA, LOMA, and SOA members: $1,145
Nonmembers: $1,645

Standard Registration Fees
LIMRA, LOMA, and SOA members: $1,295
Nonmembers: $1,795

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 ten business days before the meeting. 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 Conference Organizers will refund the total registration fee. However, the Conference Organizers will not be responsible for any travel, hotel accommodations or other costs incurred. Cancellation requests should be submitted to meetings@loma.org.

Hotel / Venue

Walt Disney World Swan
1200 Epcot Resorts Blvd.
Lake Buena Vista, FL 32830

The Walt Disney World Swan Hotel is now sold out.

Please contact A Room With A View for information on the designated overflow hotel They will secure the lowest available rates within walking distance of the Walt Disney World Swan Hotel.

In the event that rooms become available at the Walt Disney World Swan Hotel due to cancellations, A Room With A View will notify conference attendees and help transfer reservations back to the Walt Disney World Swan in the order in which they were booked.

A Room With A View can be reached at 1-800-780-4343 International Attendees can reach them at arwav@charter.net  

This is a FREE SERVICE for DI & LTC Insurers’ Forum attendees.

Any phone or email solicitation to book your reservation from other outside sources is bogus and not authorized by LIMRA, LOMA, or SOA. This solicitation could be a potential scam to procure your credit card information.

If you have any questions or concerns, please contact the meeting planner, Ann Hittle, CMP, at hittlea@loma.org or 770.984.3713.

Swan Hotel

Contact us to learn more:

Elaine F. Tumicki, CLU, ChFC, LLIF

Corporate Vice President, Insurance Research

LIMRA and LOMA

(860) 285-7749

etumicki@limra.com

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