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2016 Critical Illness Insurance Forum

Strike the Right Chord With Critical Illness

9/19/2016 - 9/21/2016
The Roosevelt, New Orleans, Louisiana USA

Overview

Who Attends

Critical illness insurance professionals.

Highlights

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.

Speakers

Ashlee Mouton Borcan, FSA, MAAA
Principal and Consulting Actuary, Milliman

Ashlee Mouton Borcan, FSA, MAAA

Principal and Consulting Actuary, Milliman

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.  
Brian J. Brox
Associate Professor of Political Science, Tulane University, President, Brox Research, LLC

  • Tuesday, September 20, 2016

    4:00 pm - 5:00 pm: GENERAL SESSION

Brian J. Brox

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 S. Harger

 Vice President, Voluntary Products

, UnitedHealthcare Specialty Benefits

Gary S. Harger

 Vice President, Voluntary Products

, UnitedHealthcare Specialty Benefits

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 Hawkins, HIA, DIA, EHBA
Director, Compliance, Trustmark Insurance Companies

  • Tuesday, September 20, 2016

    1:00 pm - 2:15 pm: GENERAL SESSION

Traci Hawkins, HIA, DIA, EHBA

Director, Compliance, Trustmark Insurance Companies

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.
Tarie Summers-Herbek, MBA, HIA, MHP, GBDS
Assistant Director, Product Management, The Hartford

Tarie Summers-Herbek, MBA, HIA, MHP, GBDS

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.

Sarah Hinchey, FSA, CERA, MAAA
Predictive Analytics Strategist & Consultant, Milliman

Sarah Hinchey, FSA, CERA, MAAA

Predictive Analytics Strategist & Consultant, Milliman

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 O’Brien Howard, FSA, MAAA
Consulting Actuary, Milliman

  • Tuesday, September 20, 2016

    1:00 pm - 2:15 pm: GENERAL SESSION

Jennifer O’Brien Howard, FSA, MAAA

Consulting Actuary, Milliman

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.
Chris Martin
President, Workplace Benefits, Chubb

Chris Martin

President, Workplace Benefits, Chubb

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 F. Rowley
Vice President, Gen Re

Stephen F. Rowley

Vice President, Gen Re

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 Scales, CLU, ChFC, FLMI, HIA
Research Director, Celent

  • Wednesday, September 21, 2016

    11:00 am - 12:00 pm: GENERAL SESSION

Tom Scales, CLU, ChFC, FLMI, HIA

Research Director, Celent

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 Schaefer, MAAA, FSA
Chief Actuary, Allstate Benefits

  • Tuesday, September 20, 2016

    1:00 pm - 2:15 pm: GENERAL SESSION

Richard Schaefer, MAAA, FSA

Chief Actuary, Allstate Benefits

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.

Agenda

Registration

Registration Fees

Register by August 28 and save!

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.

Roosevelt Hotel

Contact us to learn more:

Suzanne Melanson

Conference Coordinator

LIMRA and LOMA

(860) 285-7879

smelanson@limra.com

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