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2024 Life & Annuity Conference Presentations

Presentations

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Session 1.1 - Growth of the RIA Channel

Apr 19, 2024

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

Apr 19, 2024

Steve Wood, Research Director, LIMRA and LOMA; Julie Holsinger, Content Strategy Director, Life Happens

Session 1.3 - Balancing Act - Navigating AI

Apr 19, 2024

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

Apr 19, 2024

Russ Anderson, Head of Fraud Prevention and Compliance Solutions, LIMRA and LOMA

Session 1.5 - Avoiding Disparate Impact Through Enhanced Underwriting Models

Apr 19, 2024

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

Apr 19, 2024

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

Apr 19, 2024

Keith Bexell, Chief Operating Officer, Individual Life, Prudential; Elizabeth Caswell, Research Director, LIMRA and LOMA

Session 3.1 - Evaluating the Department of Labor's Fiduciary Advice Effort

Apr 19, 2024

Tyler Brown, Assistant Vice President, Government Affairs, Sammons Financial; Thomas Roberts, Principal, Groom Law Group

Session 3.3 - In Plan Annuities - Are We At The Tipping Point of Adoption

Apr 19, 2024

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

Apr 19, 2024

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

Apr 19, 2024

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

Apr 19, 2024

Shawn Britt, CLU, CLTC, Director, LTC Initiatives, Advanced Consulting, Nationwide

Session 4.3 - Executives in Action - Responses to an Evolving Annuity Market

Apr 19, 2024

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

Apr 19, 2024

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

Apr 19, 2024

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

Apr 19, 2024

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

Apr 19, 2024

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

Apr 19, 2024

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

Apr 19, 2024

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

Apr 19, 2024

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

Apr 19, 2024

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

Apr 19, 2024

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

Apr 19, 2024

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

Apr 19, 2024

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

Apr 19, 2024

Glen Franklin, Assistant Vice President of Research, RIA and Lead Generation Strategy, Jackson

Session 7.2 - Policyholder Lens - Discovering Trends in Universal LIfe Products

Apr 19, 2024

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

Apr 19, 2024

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

Apr 19, 2024

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

Apr 19, 2024

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

Apr 19, 2024

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

Apr 19, 2024

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

Apr 19, 2024

Dale Hall, FSA, MAAA, CERA, CFA, Managing Director of Research, Society of Actuaries Research Institute

Session 8.3 - Aligning Wholesaling Evolution with Advisor Success

Apr 19, 2024

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

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