Extending the Life Insurance Value Proposition

Overview

Who Should Join

LIMRA and LOMA members who are interested in learning about how life insurers can extend their value proposition through wellness programs.

Registration is open to corporate office employees of LIMRA and LOMA members

Highlights

Life insurers have an opportunity to expand their value proposition beyond protection to helping customers live longer, healthier lives. Topics explored in this session include:

The opportunity for life insurers to extend their value proposition into physical wellness
Americans' growing interest in physical wellness data
How life insurers can begin to bring a physical wellness component to their offerings — including the roles played by distribution (advisors and agents) and partnerships

Presenters

Scott R. Kallenbach, FLMI

Senior Research Director, LIMRA

Scott R. Kallenbach, FLMI

Senior Research Director, LIMRA

Kallenbach leads the Custom Research team, a group of professionals who leverage their industry knowledge and research expertise to develop tailored solutions to solve industry challenges. He has held several roles at LIMRA. Most recently, he directed LIMRA’s Strategic Research program, which provides insight into emerging issues affecting the industry. In addition, he also serves as the staff representative to LIMRA’s Strategy & Innovation Committee. With over 25 years of market and strategic research experience, he is a frequent speaker at industry forums and is a regular contributor to the trade press, including LIMRA’s flagship publication, LIMRA MarketFacts. He is a graduate of Bentley College and is a Fellow of the Life Management Institute.

Rebecca Waddell

Managing Director and Partner, BCG

Rebecca Waddell

Managing Director and Partner, BCG

Rebecca Waddell is a core member of the Insurance practice area at Boston Consulting Group. Since joining BCG in 2010, Rebecca has worked across financial services, including across the insurance value chain, with Life, Annuities & Health clients, as well as P&C and brokerage distribution.

Rebecca has experience working on key topics such as strategy, customer experience, distribution, and operating model transformation (including organization and digitization). Rebecca also regularly works on wellness-related topics and data & analytics.

David Cockerill

Partner, BCG

David Cockerill

Partner, BCG

David Cockerill is a Partner based in BCG’s Chicago office. He is a core member of the Insurance Practice Area. In BCG David has worked with various financial services companies across multiple key topic areas including customer research, segmentation, underwriting, distribution, and talent strategy.

Contact us to learn more:

Amanda Cristina

Senior Meeting Planner

LIMRA

(860) 298-3829

acristina@limra.com