If you are considering offering a CII product or have already entered the market, you simply can’t afford to miss this event. The Critical Illness Insurance Forum is a unique, interactive event for individuals involved in the development, distribution, or administration of Critical Illness Insurance products. Organized by LIMRA, LOMA, National Association for Critical Illness Insurance, and Society of Actuaries, the event features an interactive format that will allow you to learn from your peers as they discuss the CI subjects they know best.
If your role involves Critical Illness Insurance product development, underwriting, marketing, distribution, claims, risk management, pricing or administration, this comprehensive forum is for you.
Ashlee's primary area of concentration is the supplemental health insurance market. She frequently presents on a wide variety of topics at leading industry meetings. Ashlee has been responsible for the product development, pricing, valuation, and maintenance of an assortment of individual and group products, such as critical illness, accident, cancer, hospital indemnity, and Medicare Supplement. She is recognized as a leader of industry research in the cancer arena, having worked closely with the Society of Actuaries in a multi-year effort to develop new cancer industry experience. With respect to product development, Ashlee has worked with a number of carriers to improve the competitiveness and appeal of their benefit offerings, and she continues to support them with the wide range of logistical issues that arise both during and after implementation. Ashlee frequently provides clients with support regarding experience analysis, valuation, budgeting, and cash-flow testing projects.
Associate Professor of Political Science, Tulane University, President, Brox Research, LLC
Brian received his B.A. from Trinity University and his Ph.D. from The University of Texas at Austin. He teaches and conducts research in American politics with particular interests in campaigns & elections, public opinion, and political parties. His first book, "Back in the Game: Political Party Campaigning in an Era of Reform," was published by SUNY Press in 2013. His research has also appeared in Political Research Quarterly, Social Science Quarterly, The American Review of Politics, Party Politics, and The Journal of Political Marketing. Brian is a frequent source for news media covering American politics, appearing in The New York Times, The Washington Post, USA Today, and on Fox News, CNN, and PBS NewsHour.
Gary Harger is responsible for supporting the strategic vision of UnitedHealthcare through product development and product management in the Voluntary market space. In addition to product development, Gary also works with product leaders throughout UnitedHealthcare to advance the company’s customer centric, integrated care model. Harger has been in the insurance and health care field for over 20 years including leadership positions with ING, MetLife, Medica, and St. Paul Companies. He has also been involved in the consulting arena as a Senior Consultant for Willow Group as well as President of THB Consulting, LLC.
Traci leads the compliance teams that support Trustmark's voluntary worksite benefits division, as well as the regulatory reporting functions for all business entities within the Trustmark Enterprise. She also serves as corporate Anti-Money Laundering Compliance Officer. Traci partners closely with her voluntary business clients at Trustmark to assist with all aspects of their business — from development of new and innovative insurance products to helping solve administration challenges — in a compliant manner.
Assistant Director, Product Management, The Hartford
Tarie Summers-Herbek is an Assistant Director of
Product Management with The Hartford. She has over 15 years in the voluntary and
employee benefits industries, with broad knowledge of where these markets have
been and where they are going. She has been accountable for the end-to-end
product development and management of critical illness, accident, hospital
indemnity, term life, AD&D, STD and LTD products at two industry-leading
carriers.
Her “why” is simple — to help insureds when they need it most,
even if it’s just keeping milk and eggs in the fridge and bread on the table,
help paying the mortgage, or something more significant. To Tarie, product is
everything our partners and customers receive and experience, from developing
contract and filing with states to initial point of contact with a broker or
group policyholder, through the claims process and back-end financial activity
and reporting.
Prior to joining Milliman in 2016, Sarah spent eight years working for life insurers in the US and in Europe, including positions in Ireland, Spain, and The Netherlands. While in the Netherlands, she helped to develop a cross-border data analytics program for a major European insurer from the ground up. Sarah led multiple cross-functional projects across Europe to demonstrate the impact of data driven marketing. She also has worked with executive teams on life insurance protection strategy and value proposition development. Prior to her marketing roles Sarah worked as a variable annuity pricing and product development actuary.
Jennifer’s primary area of concentration is in the supplemental health insurance market, specifically with critical illness products. She has assisted clients with product development, contract and application development, underwriting design, competitive analysis, market review, rate filings, and in-force maintenance. Jennifer has presented at industry meetings and continues to perform research in this evolving industry. In addition to her critical illness experience, she also has experience with other products in the supplemental health insurance market, specifically with products commonly offered through the workplace. Jennifer has actively supported clients on an assortment of supplemental health products, including cancer, hospital indemnity, accident, limited benefit medical, and short-term medical.
As President of Chubb Workplace Benefits and Combined Worksite Solutions, Chris is responsible for providing leadership and management of the business, including strategic planning, sales growth, market development, producer relations and operations. He began his career with Combined Insurance in June 2011, bringing with him nearly 20 years of experience in management and development of worksite-style businesses. Prior to Combined Insurance, Chris spent 17 years at Trustmark, a life and health insurer and employee benefits provider, where he served as Executive Vice President and was responsible for their voluntary benefits, self-funded medical administration and new growth venture businesses. Chris holds a bachelor’s of economics from Yale University and a master’s of management in marketing and organization behavior from the Kellogg School of Management at Northwestern University.
Stephen Rowley is primarily responsible for coordinating the efforts of Gen Re’s Critical Illness team in order to help clients develop strong, market oriented, critical illness insurance programs. In addition, he is responsible for Gen Re’s individual life reinsurance marketing throughout the Southeast and Midwest and has management oversight responsibilities for their long term care business. Rowley has been in the insurance industry for more than 25 years, working with numerous products in the Individual, Worksite, and Group Markets. He is also a sought after industry speaker and author.
Tom’s research and consulting focuses on industry innovation, operational best practices and vendor technology. He also leads a broad range of consulting projects, such as Deep Dive strategies for both insurers and vendors, and a variety of system selection projects. Tom’s early experience was primarily with vendors, in a broad variety of roles from the most technical to sales and marketing to executive leadership. Later in his career, he led operations and technology for Crump, the nation’s largest life and annuity brokerage. More recently, Tom led the operations and technology organizations for Transamerica, for their US Life insurance companies, including both agent and worksite sales. Tom has a Bachelor of Arts in Computer Science from Rice University.
Richard has 27 years of experience in the voluntary benefits business. He is in charge of product development and implementation for all individual and group products.
As a representative from a leading company in Critical Illness Insurance, Martin will share his insight and ideas on the future of CI. What are the influencing factors for continued growth of CI? More importantly, what can your company do to capitalize on the opportunities ahead?
STEPHEN ROWLEY, Vice President, Senior Account Executive, Gen Re Life Corp.
Whether you are new to CI or an expert, from a company big or small, join us in this lively and interactive session to address the foundational aspects and trends in CI. (Rumor has it a fun and informative “jeopardy style” game may breakout to enhance your learning while having fun!) This overview will cover several key topics including: Product development, marketing as well as distribution trends and enrollment.
LYDIA JILEK, Senior Consultant, Willis Towers Watson JOY MAYBANK, Benefits Representative, SF&C LOUIS J. PANTALONE, Founder, Executive Vice President, Univers SHARLA ST. ROSE, Director, Voluntary Benefits, NFP Corporate Services (NY), LLC Moderator: JANET BUZIL, Vice President Marketing & Product Development, Workplace Benefits, Chubb
Choosing the instrument that suits your distribution. Listen to experts talk about their preferred platforms at work, private exchange, call centers and across the kitchen table.
The session is intended to serve as an introduction to predictive analytics that will appeal to individuals of varying backgrounds. Predictive models are being developed to better target clients, qualify leads, assign leads to advisors, and determine the next best offer to make a client for cross-sell or up-sell. This session will provide an overview to different predictive modeling applications in marketing and distribution and cover topics such as customer segmentation, customer lifetime value and propensity to buy or lapse.
A mainstay of this conference remains an update on the Critical Illness Insurance survey conducted each year by Gen Re in conjunction with NACII. As we explore the world of opportunity for critical illness insurance, Rowley will provide insight into the numbers and emerging trends gleaned from the survey of the critical illness insurance industry.
KRISTIE LUNDY, FLMI, Product Manager, Aflac KEN SMITH, Sales & Training Consultant, Ken Smith Sales TAMRA VANALLEN, FSA, MAAA, AVP Pricing Actuary, Unum
This session will explore the many versions of CI and their contributions to the “symphony” of CI protection in several markets. From the worksite product to the high value individual policy and from the producer/agent sale to the call center to the enroller/broker, the harmony of the product's value in every version will be covered.
JENNIFER GOODYEAR, Director, Supplemental Health Claims, CNO Financial Group, Inc. LORI SPRUILL HARDY, Director, Product Development, Colonial Life Moderator: Sheila Matheson, Vice President, CI Marketing, Optimum Re Insurance Company
Here is where the CI product’s purpose plays out. This session reviews the product development and claims processes and how they intersect. Our presenters will explore aspects of the delivery of this product’s value proposition and the opportunity to learn from the claims experience.
TREVOR GARBERS, Vice President Practice Leader, Hub International RON KLEIMAN, President, Benefit Vision Moderator: JANET BUZIL, Vice President Marketing & Product Development, Workplace Benefits, Chubb
Insurance and worksite marketing are growing concurrently as benefit specialists enter the market, what are the growing pains that cause brokers and enrollment firms to strike different chords? Our panel will discuss the challenges and solutions to finding harmony and achieving success.
MIKE PRENDES, Senior Actuarial Associate, Allstate Benefits KATHERINE THOMPSON, Associate Actuary, Colonial Life
CI products have interesting interactions among pricing assumptions that vary by individual, group and worksite structures. In this session, we will explore the challenges inherent in balancing those interactions. Join us for an exploratory session on best practices in monitoring emerging experience to ensure that you have a solid understanding of how your block is performing.
As the critical illness market grows, we are constantly faced with new issues that may not have been anticipated when a product was developed or that may arise due to changes in market circumstances. In this session, we will address items that have very recently become issues within the CI market in order to laissez les on temps rouler*. Our presentation will share their views on how to address these problems and will invite your input or questions (*Means “Let the good times roll” for all you non-cajuns!)
CHARLES R. WILLIAMS, FSA, Vice President and Actuary, Global Pricing and Valuation Oversight, MetLife Moderator: KATHERINE READ, CLU, ChFC, Director, Accident & Health Product Development, MetLife
Critical Illness insurance has evolved and continues to be relevant and important. In this session, we’ll present thought provoking ideas for CI’s continued evolution. We will explore international trends for products and markets. International Industry experts will provide you with a glimpse into the possibilities for the future of CII in your market.
DARRELL SPELL, FSA, MAAA, FLMI, Principal and Consulting Actuary, Milliman, Inc. SASHA STABILE, Senior Compliance Analyst, Liberty Mutual Insurance TARIE SUMMERS-HERBEK, MBA, HIA, MHP, GBDS, Assistant Director Product Management-Group Benefits, The Hartford FRANK VITIELLO, CEO, Vitech Systems Group
Getting a product into the hands of the consumer begins with product development, is supported by important marketing efforts, requires an effective sales process with product delivery, needs to be properly underwritten and can ultimately end with a claim. Is your process designed so that everyone has the same understanding of what is being provided to the customer? In this session we will address the compliance and communication challenges that can disrupt the flow.
Associate Professor of Political Science, Tulane University, President, Brox Research, LLC
What a year it has been in U.S. politics! Professor Brox will provide his insight on the state of the presidential race (as it exists in mid-September), as well as the state of key Congressional races, and the likely composition of Congress in 2017. In this wild and exciting election year, what could possibly happen next?
Moderator: MATT FLEISCHMAN, FSA, CERA, MAAA, Executive Director & Actuary, Trustmark Insurance Company
Calling all actuaries. Do you ever feel like you’re the one trying to pull it all together? Come prepared to participate in a lively debate of current actuarial challenges in the market today. We will work through a list of topics collected in advance in an open discussion format. All opinions welcome!
Are you being asked to market in ways outside your comfort zone? As CI gains popularity new types of opportunities arise. Discuss your greatest concern.
Regulators and insurers have come a long way in developing a mutual understanding of how a critical illness contract should be constructed. However, products continue to change as the market develops and matures. In this session, we will discuss some of the recent developments in the regulatory arena that affect your product design.
Moderator: Sheila Matheson, Vice President, CI Marketing, Optimum Re Insurance Company
Tom Scales, CLU, ChFC, FLMI, HIA
Research Director, Celent
Disruptive innovation and the Internet of Things is redefining the life and health insurance industry from product development to distribution, underwriting and operations. And CI is not exempt. Drawing upon his vast industry experience and expertise in life and health insurance, Scales will help attendees understand what disruptive innovation is, what it is not, and its potential to change the critical illness insurance industry. If you miss this session, you risk getting left behind!
Early Registration Fees: LIMRA, LOMA,SOA and NACII Members: $1,070 Non-member: $1,570
After August 24, 2016 LIMRA, LOMA,SOA and NACII Members: $1,270 Non-member $1,770
Cancellation 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
The Roosevelt 130 Roosevelt Way New Orleans, LA 70112 Reservations Here
Make your reservations at this link by August 28, 2016 to obtain the group rate of $239 + 13% sales/bed tax, $2 hotel occupancy fee, and 1.75% tourism assessment.
Please note that hotel rates will go up after the cut-off date or when the meeting room block sells out, whichever comes first. Make your reservations early to be able to take advantage of our discounted rates.