2024 Life & Annuity Conference Presentations
Presentations
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Session 1.1 - Growth of the RIA Channel
Eugene Golesh, RIA/Advisory product development, Nationwide; Bryan Hodgens, Corporate Vice President, LIMRA and LOMA; Matthew Drinkwater Corporate Vice President, LIMRA and LOMA - Moderator
Session 1.2 - The Insurance Barometer - The Consumer View
Steve Wood, Research Director, LIMRA and LOMA; Julie Holsinger, Content Strategy Director, Life Happens
Session 1.3 - Balancing Act - Navigating AI
John Keddy, AI Insurance Solutions,Lazarus AIi; Ian Laughlin, Director, Data Sciences, National Insurance Crime Bureau; Kartik Sakthivel, PhD, VP and Chief Information Officer, LIMRA and LOMA; Nelson Lee, Founder & CEO, iLife Technologies
Session 1.4 - Next Gen Fraudshare - Combatting Fraud Together
Russ Anderson, Head of Fraud Prevention and Compliance Solutions, LIMRA and LOMA
Session 1.5 - Avoiding Disparate Impact Through Enhanced Underwriting Models
Kirsten Pedersen FSA, MAAA, K. Pedersen Consulting LLC; Donna Megregian, VP & Actuary, RGA; Julia Romero, 2nd Vice President, Munich Re
Session 2.1 - Navigating the Evolution - AI Innovation and Regulatory Shifts
Anand Premsundar, Global Insurance Data and AI Lead, Accenture; Brian Bayerle, Chief Life Actuary, ACLI; Robert Eaton, Principal and Consulting Actuar, y Milliman
Session 2.2 - Consumer Expectations of Technology When Shopping for Life Insurance
Keith Bexell, Chief Operating Officer, Individual Life, Prudential; Elizabeth Caswell, Research Director, LIMRA and LOMA
Session 2.5 - Industry Responsibility - Protecting Vulnerable Adults
Brett Lassoff, Compliance Consultant, MassMutual
Session 3.1 - Evaluating the Department of Labor's Fiduciary Advice Effort
Tyler Brown, Assistant Vice President, Government Affairs, Sammons Financial; Thomas Roberts, Principal, Groom Law Group
Session 3.2 - A Behavorial Economics Approach to Life Insurance
Michelle Lerch VP, Senior Marketing Actuary, SCOR
Session 3.3 - In Plan Annuities - Are We At The Tipping Point of Adoption
Keith Golembiewski, AVP, Annuity Research, LIMRA and LOMA; Ryan Grosdidier, Business Development Lead –Retirement Income Solutions, SS&C Technologies Inc; Alison Salka, SVP, Executive & Consultant, LIMRA and LOMA
Session 3.4 - Underserved Markets - Successful, Compassionate Underwriting in the Transgender and Non-binary Community
Nichole Meyers, Chief Underwriter, Ethos; Sarah Tinkler, Wealth Advisor & Founder, Warrioress Wealth; Chris Behling, Head of Underwriting, Northwestern Mutual; Noelle Soncrant, Financial Advisor, Northwestern Mutual
Session 3.6 - Evolving Authentication Practices Gold Standards For Identity Protection
Dan Vincent, Director, Financial Crime Unit, Price Waterhouse Coopers; Melissa Glynn, MassMutual; Michael Kennedy, Senior Director, Equitable
Session 4.1 - Combination and Hybrid LTC Product Innovation - Meeting Industry and LTC State Program Needs
Shawn Britt, CLU, CLTC, Director, LTC Initiatives, Advanced Consulting, Nationwide
Session 4.3 - Executives in Action - Responses to an Evolving Annuity Market
Paul McDonough, Chief Financial Officer, CNO Financial Group, Inc.; Leena Punjabi, Chief Investment Officer, F&G; Steve Verhagan FSA, MAAA, Ernst & Young LLP; Alison Salka, Ph.D., Senior Vice President, LIMRA and LOMA
Session 4.4 - Navigating the GenAI Approach - The Key to Legacy Modernization
Fu’adButt, Vice President, Head of Enterprise Digital Strategy & Automation, OneAmerica; Kartik Sakthivel, Chief Information Officer, LIMRA and LOMA; Samantha Chow, Global Head of Life, Annuity, and Benefits, Capgemini; Pinaki Bhagat, Head of AI and GEN AI Solutions, Financial Services, Capgemini
Session 4.5 - Beyond the Basics Part 1 - Suitability and Best Interest, Today and Tomorrow
RJ Hyson, Chief Suitability Officer, Nassau; Alex Holloman III, Assistant Vice President, Compliance, EquiTrustLife Insurance Company, Moderator; Tricia Proctor, Suitability Director, Sammons; Matthew Rich, Senior Specialist, MassMutual Ascend
Session 4.6 - Prevent Risk Exposure - Designing Effective Fraud Prevention Programs
Rod Van Genderen, Head of Operational Risk, Securian Financial Group, Inc.; Erik Provitt, Associate Director-Financial Crime, Fraud, and Investigations, Guidehouse; Brian Killeen, Director - Financial Crime, Fraud and Investigations, Guidehouse
Session 5.1 - U.S. Life Insurance Sales - A Return to the New Normal
Karen Terry, FLMI, AVP, Insurance Research, LIMRA; Donna Megregian, FSA, MAAA, VP & Actuary, Pricing, RGA
Session 5.2 - Future Innovation - Addressing the Long - Term Care Puzzle with Annuities
Patrick Scanlon, Vice President, Global Atlantic Consultant, Retirement, Global Atlantic; D.J. Mormile, Regional Sales Director, OneAmerica; Michael Bishoff, Regional Marketing Director, Lincoln Financial Distributors
Session 5.3 - Future Forward - Gen Z and Millennial Life Insurance Need Game Show
Marisa Petriano, Head of Strategic Initiatives, ReMarkAmericas; Nancy Moussa, Associate Director, Research, LIMRA and LOMA, Moderator
Session 5.4 - From Stigma to Solutions - Mental Health Impact of Life Insurance
Elyssa Del Valle, M.D. DBIM, Chief Medical Officer L&H Americas, Swiss Re; Marianne Purushotham, FSA, MAAA, Corporate Vice President, LIMRA Research Data Services, LIMRA and LOMA, Moderator
Session 5.5 - Beyond the Basic Part 2 - A Future Look at Suitability and Best Interest
Tricia Proctor, Suitability Director, Sammons; Alex Holloman III, Assistant Vice President, Compliance, EquiTrustLife Insurance Company, Moderator
Session 6.1 - Stay Infomed Admist All The Activity
Wayne Mehlman, Senior Counsel, American Council of Life Insurers (ACLI); Karen Schutter, Executive Director, Interstate Insurance Product Regulation Commission (IIPRC); Andrea Davey, Senior Director, Compliance, Protective Life Insurance Company; Sarah Wood, Director, State Policy & Regulatory Affairs, Insured Retirement Institute (IRI)
Session 6.2 - Exercising Your Options - Trends in Annuity Product and Policyholder Behavior
Nicholas Carbo, FSA, MAAA, Senior Principal, Oliver Wyman; Kate Eubank, FSA, MAAA, Senior Experience Studies Actuary, Society of Actuaries
Session 6.3 - Live Insight - Life Insurance and Young Consumers
Liz Caswell, Research Director, LIMRA and LOMA; Todd Silverhart, Corporate Vice President and Director, Research Quality & Markets Research, LIMRA and LOMA
Session 7.1 - Analysis & Insights on the Impact of Longevity Risk and Inflation Risk to Retirement Plans
Glen Franklin, Assistant Vice President of Research, RIA and Lead Generation Strategy, Jackson
Session 7.2 - Policyholder Lens - Discovering Trends in Universal LIfe Products
Patrick OuYang, Consulting Actuary, Milliman; Marianne Purushotham, FSA, MAAA, Corporate Vice President, LIMRA Research Data Services, LIMRA and LOMA
Session 7.3 - Navigating the Future - Legislative Trends Relating to Risk Classification for Life Insurers
Curt Leonard, Regional Vice President, State Relations, American Council of Life Insurers; Jan Graeber, Senior Health Actuary, American Council of Life Insurers, Moderator
Session 7.4 - Fast and Simple - Transforming to a More Efficient Industry
Karen Terry, Assistant Vice President, LIMRA and LOMA, Moderator; Erin McClintock, Underwriting Director of Innovation, Nationwide; Rachel Eberle Director, Underwriting Risk, Munich Re
Session 7.5 - Countering or Overcoming the Evolution
Jamie Wong, Senior Director, Internal Investigations, Nationwide; Sandra Desautels, Partner, Financial Crimes, Fraud & Investigations, Guidehouse
Session 7.6 - Don't Miss the Red Flags - Hot Topics in Money Laundering
Satish Kini, Chair Debevoise & Plimpton Banking Group, Co-Chair Debevoise & Plimpton Security Practice, Debevoise & Plimpton; Sara Nichols, AVP, Compliance, Venerable; Ryan Schwoebel, CFE, CAMS, CFI, SIU Director, Protective Life
Session 8.1 - Becoming a Life Insurance Company and Not a Death Insurance Company
Samantha Chow, Global Head of Life, Annuity, and Benefits, Capgemini; Neil Drzewiecki, Head of Life Products, MassMutual; Jane Wang, CEO, Optimity; Julianne Callaway, VP & Senior Actuary, RGA Reinsurance Company
Session 8.2 - SOA Professionalism Session - Living in the Age of Artificial Intelligence
Dale Hall, FSA, MAAA, CERA, CFA, Managing Director of Research, Society of Actuaries Research Institute
Session 8.3 - Aligning Wholesaling Evolution with Advisor Success
Joseph Anderson, Regional Vice President, Retirement Strategies, Prudential; Michael Barresi, Regional Sales Consultant, MassMutual; Wade Dokken President, WealthVest Marketing; McAulay Haney, Divisional Vice President, Nationwide; Roger Aucoin, Senior Research Analyst, LIMRA and LOMA, Moderator