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The Future of Life Insurance Underwriting

Trends, customer expectations, and the post-Covid environment

8/18/2022 11:00 AM EDT - 12:00 EDT
Webinar - Free to register
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Overview

Who Should Watch

  • Executives from member  LIMRA and LOMA companies
  • Collaborators and leaders involved with underwriting, operations, technical areas and product design
  • Corporate strategy and planning managers

Highlights

This session will be presented in Spanish with simultaneous Portuguese interpretation.

This event will take place at the following time:
9:00 am (UTC-6): Costa Rica, El Salvador, Guatemala, Honduras, Nicaragua
10:00 am (UTC-5): Colombia, Ecuador, México, Panamá, Perú
11:00 am (UTC-4): Bolivia, Chile, Paraguay, Puerto Rico, República Dominicana, Venezuela
12:00 pm (UTC-3): Argentina, Brasil, Uruguay

We have more or less seen a stabilization in different regions of the world with respect to the behavior of Covid-19.  This webinar will address questions about the future of underwriting related to the risks and challenges of the future, including:

  • What parameters in the life underwriting process should be reconsidered?
  • What are the risks and challenges of the future?
  • Based on the experience of last two years, what trends and predictions are emerging?
  • What expectations do life insurance customers have in the contracting process?

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Presenters

Charles Lutz
Head L&H Products LatAm and Senior Vice President, Life & Health Products, Swiss Re Mexico Servicios

Charles Lutz

Head L&H Products LatAm and Senior Vice President, Life & Health Products, Swiss Re Mexico Servicios

Charles Lutz is a qualified actuary that has held the role of Senior Vice President of the Life and Health business in Latin America for Swiss Re in Mexico City since 2015. His responsibilities include pricing, underwriting and development of new solutions. Since 2020, he has also held the role of Head Business Development for LatAm. Charles has 22 years of experience with Swiss Re and spent 12 years in Zurich working in various corporate functions. In 2012, he moved to São Paulo, Brazil, where he worked developing the P&C business in the Southern Cone for 3 years. Before joining Swiss Re he held different actuarial roles in EMEA at consulting firms and reinsurance companies.

Carlos Islas Murguía
Member Development Director, Mexico, LIMRA and LOMA

Carlos Islas Murguía

Member Development Director, Mexico, LIMRA and LOMA

For more than 25 years, Carlos has worked for in the insurance and banking sectors in several positions as officer in various insurance companies; most recently as director of AXA Corporate University leading a new distribution channel, overseeing 300 direct agents in two different cities.

He was Risk Management Director in Grupo Financiero Promex Finamex, and prior to this, he was an insurance agent for Grupo Nacional Provincial, holding important positions in sales and attending Conventions every year.

He served as co-Chair of AMIS´ Distribution Channels Committee, participated as a spokesperson promoting an insurance culture in national media in programs such as Fernanda Familiar, was a columnist for Forbes Magazine and was on TV for more than 2 years in Excelsior TV with journalist Rodrigo Pacheco.

Academically, Carlos has a degree in Business Administration from La Salle University, a degree in Psychology from the University of the Valley of Mexico, a Master´s Degree in Clinical Psychology and a Ph.D. in Neuropsychoanalysis from the Intercontinental University. 

Mario Jorge Pereira
Commercial and Marketing Director, Grupo Sample

Mario Jorge Pereira

Commercial and Marketing Director, Grupo Sample

Mario graduated with a degree in Actuarial Sciences from PUC-SP, and has an Executive MBA in Insurance from FGV-SP. He began his insurance career in 1981, working with insurance companies to acquire extensive experience in the Technical, Claims and Commercial areas. He was CEO of multinational companies such as Sompo Japan and Allianz Seguros and has worked with several industry entities such as the National Insurance Federation (FENSEG), the São Paulo State Insurance Association (SINDSEG-SP), and the Brazilian Association of International Insurance Companies (ABCSI).  Mario was also a professor at the National School of Insurance Foundation Insurance (FUNENSEG) and is a member of the Brazilian Academy of Insurance and Pensions (ANSP).

Contact us to learn more:

Mr. Jinhai Guo

International Conference Coordinator

LIMRA and LOMA

GUOJ@loma.org