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Conference ence 2018 April 9 – 11, 2018 Chicago Marriott Downtown Magnificent Mile, Chicago, IL Innovation in Insurance: New Tools for an Old Industry Life Insurance Conference PROGRAM

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Page 1: April 9 – 11, 2018 Chicago Marriott Downtown Magnificent ... · The Long and Winding Road to STP (Chicago Ballroom G, 5th Floor) u 7.2 Drivers of Life Insurance Purchase Behavior

ConferenceConference2018

April 9 – 11, 2018 Chicago Marriott Downtown Magnificent Mile, Chicago, IL

Innovation in Insurance: New Tools

for an Old Industry

Life Insurance Conference

PROGRAM

Page 2: April 9 – 11, 2018 Chicago Marriott Downtown Magnificent ... · The Long and Winding Road to STP (Chicago Ballroom G, 5th Floor) u 7.2 Drivers of Life Insurance Purchase Behavior

2018 Life Insurance Conference2

Monday, april 9Grand Ballroom, 7th FloorMEET AND GREET — 2:30 to 3:00 p.m.Join us as the conference begins to meet and greet peers while you share ideas and common experiences.

CONCURRENT SESSIONS — 3:00 to 4:00 p.m.Chicago Ballroom B, 5th Floor

1.1 From eApp to NoApp — A Paradigm ShiftVINOD KACHROO, Chief Information Officer, SE2

Chicago Ballroom D/E, 5th Floor

1.2 Life Insurance from the Consumer PerspectiveMATT DERRICK, Executive Vice President, Programs and Marketing, Life Happens; JAMES SCANLON, HIA, Senior Research Director, LIMRA

Chicago Ballroom G, 5th Floor

1.3 InsurTechMICHAEL GUGIG, Vice President, State Government Affairs and Associate General Counsel, Transamerica Life Insurance Company; SCOTT M. KOSNOFF, Partner, Faegre Baker Daniels LLP; J. P. WIESKE, Deputy Commissioner, Wisconsin Department of Insurance; Moderator: JIGAR GANDHI, Counsel, ACLI

Houston Room, 5th Floor

1.4 PBR’s 1st Birthday! Learning Experiences and Growing PainsBRYAN AMBURN, Director, Life Actuarial, Farm Bureau Life Insurance Company of Michigan; ALIJAWAD HASHAM, Vice President and Senior Valuation Actuary, Swiss Re; LEE HATHAWAY, CLU, Director, Product Strategy, Individual Life, Prudential; KEVIN PIOTROWSKI, FSA, CERA, MAAA, Actuarial Manager, Financial Services, EY

BREAK — 4:00 to 4:15 p.m.

Page 3: April 9 – 11, 2018 Chicago Marriott Downtown Magnificent ... · The Long and Winding Road to STP (Chicago Ballroom G, 5th Floor) u 7.2 Drivers of Life Insurance Purchase Behavior

32018 Life Insurance Conference

CONCURRENT SESSIONS — 4:15 to 5:15 p.m.Chicago Ballroom B, 5th Floor

2.1 Being Direct on Buying Direct: Consumers Tell AllSHANNON HAVENER, Research Analyst, LIMRA; TODD A. SILVERHART, Ph.D., LLIF, Director of Insurance Research, LIMRA

Houston Room, 5th Floor

2.2 Robotic Process Automation for Actuarial ProcessesMI LI, FSA, MAAA, CFA, Manager, EY; MARSHALL LIN, FSA, MAAA, CFA, Senior Manager, EY

Chicago Ballroom D/E, 5th Floor

2.3 IT Transformation Solutions for Smaller to Medium CarriersCOLLEEN RISK, FLMI, Senior Analyst, Life, Annuity and Health, Celent; SANJEEV SINGH, Chief Information Officer, Fidelity and Guaranty Life

Chicago Ballroom G, 5th Floor

2.4 Accelerated Underwriting — New and Not So New ChallengesRICK PRETTY, FSA, MAAA, Senior Vice President, Deputy Head of Life R & D, SCOR Re; JASON VON BERGEN, FSA, MAAA, Director, Risk Section Strategy, Research and Analytics, Northwestern Mutual

Grand Ballroom, 7th FloorWELCOME RECEPTION — 5:15 to 6:30 p.m.Sponsored by SE2

Page 4: April 9 – 11, 2018 Chicago Marriott Downtown Magnificent ... · The Long and Winding Road to STP (Chicago Ballroom G, 5th Floor) u 7.2 Drivers of Life Insurance Purchase Behavior

2018 Life Insurance Conference4

Tuesday, april 10Grand Ballroom, 7th FloorCONTINENTAL BREAKFAST — 7:30 to 8:30 a.m.

Chicago Ballroom D/E, 5th FloorGENERAL SESSION — 8:30 to 10:00 a.m.GINA BIRCHALL, J.D., LLIF, CLU, Presiding Chief Operating Officer LIMRA and LOMA

Our Industry: Doing Good for Families, the Economy, and SocietyROBERT A. KERZNER, CLU, ChFC President and Chief Executive Officer LIMRA, LOMA and LL Global, Inc.

Disruptive InnovationERIK QUALMAN Entrepreneur, Author, Technology and Digital Media Expert

Grand Ballroom, 7th FloorREFRESHMENT BREAK — 10:00 to 10:30 a.m.

CONCURRENT SESSIONS — 10:30 to 11:30 a.m.Chicago Ballroom D/E, 5th Floor

3.1 Life Insurance Product UpdateTIM PFEIFER, FSA, MAAA, President, Pfeifer Advisory LLC; MIKE SANTORE, FSA, MAAA, Consulting Actuary, Milliman

Chicago Ballroom B, 5th Floor

3.2 The Robot Era — AI and RoboticsKIMBERLY HARRIS-FERRANTE, Vice President and Distinguished Analyst, Gartner, Inc.

Page 5: April 9 – 11, 2018 Chicago Marriott Downtown Magnificent ... · The Long and Winding Road to STP (Chicago Ballroom G, 5th Floor) u 7.2 Drivers of Life Insurance Purchase Behavior

52018 Life Insurance Conference

Houston Room, 5th Floor

3.3 Taking on the “D” WordSCOTT KALLENBACH, FLMI, Research Director, LIMRA; ERIC SONDERGELD, ASA, CFA, Corporate Vice President, LIMRA

Miami Room, 5th Floor

3.4 Regulatory UpdateCATHERINE BRESLER, Vice President and Counsel, Government Relations, The Trustmark Companies; PATRICK HUGHES, Partner, Faegre Baker Daniels LLP; Moderator: KATE KIERNAN, Vice President, Chief Counsel & Deputy, State Relations, ACLI

Chicago Ballroom G, 5th Floor

3.5 Effective Digital Customer Acquisition for LifeSANDEEP MANCHANDA, Global Head, Digital Customer Acquisition, EXL Service, Inc.; KEVIN MCKENNA, Vice President, Digital Solutions, EXL Service, Inc.

Grand Ballroom, 7th FloorLUNCHEON — 11:30 a.m. to 1:00 p.m.

CONCURRENT SESSIONS — 1:00 to 2:00 p.m.Houston Room, 5th Floor

4.1 Tax Reform UpdateART SCHNEIDER, Consultant, Transamerica Companies; MARK SMITH, Managing Director, PwC; Moderator: PETER BAUTZ, Senior Vice President, Taxes and Retirement Security, ACLI

Chicago Ballroom G, 5th Floor

4.2 The State of Combination Products: New Solutions to an Old ProblemLINDA CHOW, FSA, MAAA, Senior Manager, EY; SCOTT KALLENBACH, FLMI, Research Director, LIMRA

Chicago Ballroom D/E, 5th Floor

4.3 Managing Customer Experience — How It’s Being DoneALLISON MARSH, Director of Consumer Insights and Market Research, John Hancock; LAURENE POLIGNONE, Assistant Vice President, John Hancock; TODD A. SILVERHART, Ph.D., LLIF, Director of Insurance Research, LIMRA

Page 6: April 9 – 11, 2018 Chicago Marriott Downtown Magnificent ... · The Long and Winding Road to STP (Chicago Ballroom G, 5th Floor) u 7.2 Drivers of Life Insurance Purchase Behavior

2018 Life Insurance Conference6

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Page 7: April 9 – 11, 2018 Chicago Marriott Downtown Magnificent ... · The Long and Winding Road to STP (Chicago Ballroom G, 5th Floor) u 7.2 Drivers of Life Insurance Purchase Behavior

72018 Life Insurance Conference

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10:45

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:45 a.

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icago

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Page 8: April 9 – 11, 2018 Chicago Marriott Downtown Magnificent ... · The Long and Winding Road to STP (Chicago Ballroom G, 5th Floor) u 7.2 Drivers of Life Insurance Purchase Behavior

2018 Life Insurance Conference8

Chicago Ballroom B, 5th Floor

4.4 AI Has Arrived: Real World Cognitive Applications in InsuranceYOUSEF HASHIMI, Vice President and Partner, Cognitive Big Data and Analytics, IBM

Miami Room, 5th Floor

4.5 The Pursuit of Loyalty: The Strategic Imperative in Cross-SellingTIM COOK, FLMI, AIRC, CLU, ChFC, Assistant Vice President, Product Development, American National; JOE GERGELY, Agency Vice President, COUNTRY Financial; LOREN KORFMACHER, Managing Partner, Farm Bureau Insurance of Michigan; Moderator: ELAINE TUMICKI, CLU, ChFC, LLIF, Corporate Vice President, LIMRA

BREAK — 2:00 to 2:15 p.m.

CONCURRENT SESSIONS — 2:15 to 3:15 p.m.Chicago Ballroom D/E, 5th Floor

5.1 Digital Decisioning, Intelligent Automation, and Shifting to a Customer-Centered Life Insurance Model: A Panel Discussion

TOM ANFUSO, Chief Information Officer, NLG; ANU DIXIT, Chief Data Analytics Officer, NLG; NIMESH MEHTA, Vice President, Customer Innovation, NLG; Moderator: NORMAND LEPINE, Senior Director for Data and Analytics in Insurance, NTT Data

Miami Room, 5th Floor

5.2 What Next for the DOL Fiduciary Rule and the Best Interest Standard of Care?THOMAS B.R. CHRISTENSON II, Assistant General Counsel & Assistant Secretary, Northwestern Mutual; CHARLES PLATT, Partner, WilmerHale; STEPHEN TORETTO, Vice President and Associate General Counsel, Pacific Life Insurance Company; Moderator: JIM SZOSTEK, Vice President, Taxes and Retirement Security, ACLI

Chicago Ballroom B, 5th Floor

5.3 Life Insurance In-Force ManagementANDY FERRIS, FSA, MAAA, FCA, Managing Director, Deloitte; JENNIFER MCGINNIS, FSA, CERA, MAAA, Senior Vice President, Swiss Re

Chicago Ballroom G, 5th Floor

5.4 Marketing to Younger GenerationsEMILY HOLBROOK, Director, Personal Market, Northwestern Mutual; JAMES SCANLON, HIA, Senior Research Director, LIMRA

Page 9: April 9 – 11, 2018 Chicago Marriott Downtown Magnificent ... · The Long and Winding Road to STP (Chicago Ballroom G, 5th Floor) u 7.2 Drivers of Life Insurance Purchase Behavior

92018 Life Insurance Conference

Houston Room, 5th Floor

5.5 Innovation and IT Transformation — Strategies for SuccessROBERT MCISAAC, FLMI, LLIF, Senior Vice President, Research and Consulting, Novarica

Grand Ballroom, 7th FloorREFRESHMENT BREAK — 3:15 to 3:45 p.m.

Chicago Ballroom D/E, 5th FloorGENERAL SESSION — 3:45 to 4:45 p.m.

Rich Habits of Peak PerformersRANDALL BELL, Ph.D. Director Landmark Research Group

Wednesday, april 11Grand Ballroom, 7th FloorCONTINENTAL BREAKFAST — 7:00 to 8:00 a.m.

Chicago Ballroom D/E, 5th FloorGENERAL SESSION — 8:00 to 9:00 a.m.

Mindwise: How We Understand What Others Think, Believe, Feel, and Want

NICHOLAS EPLEY, Ph.D. Professor of Behavioral Science University of Chicago Booth School of Business

Grand Ballroom, 7th FloorREFRESHMENT BREAK AND EXHIBITOR RAFFLE — 9:00 to 9:30 a.m.

Page 10: April 9 – 11, 2018 Chicago Marriott Downtown Magnificent ... · The Long and Winding Road to STP (Chicago Ballroom G, 5th Floor) u 7.2 Drivers of Life Insurance Purchase Behavior

2018 Life Insurance Conference10

CONCURRENT SESSIONS — 9:30 to 10:30 a.m.Chicago Ballroom B, 5th Floor

6.1 Competitive Intelligence 101RALPH PERRICONE, Vice President, Industry Strategy, Prudential; AMY SAMPLATSKY, Assistant Vice President, Competitive Intelligence, Lincoln Financial Group

Chicago Ballroom G, 5th Floor

6.2 A View Into the Microscope of Genetics RegulationRONALD KLEIN, FSA, MAAA, Director of Global Aging, The Geneva Association; ACHIM REGENAUER, M.D., Chief Medical Officer, Partner Reinsurance Europe SE

Chicago Ballroom D/E, 5th Floor

6.3 Robotic Process Automation: A Tale of Two CompaniesANU PAKALA, Systems Consultant, Northwestern Mutual; CHUCK WIEGERSMA, Assistant Vice President, John Hancock; Moderator: TOM SCALES, CLU, ChFC, FLMI, Head of Americas Life and Health, Celent

Houston Room, 5th Floor

6.4 Rock and a Hard Place: The Decision to Increase COIsCURT CLINGERMAN, FSA, MAAA, Consulting Actuary, Milliman; JENNIFER MCGINNIS, FSA, CERA, MAAA, Senior Vice President, Swiss Re

BREAK — 10:30 to 10:45 a.m.

CONCURRENT SESSIONS — 10:45 to 11:45 a.m.Chicago Ballroom G, 5th Floor

7.1 The Long and Winding Road to STPGREGORY POSTON, LLIF, FLMI, AIAA, ACS, Vice President, Individual Operations, OneAmerica Financial Partners; ERIC SONDERGELD, ASA, CFA, Corporate Vice President, LIMRA

Chicago Ballroom D/E, 5th Floor

7.2 Drivers of Life Insurance Purchase Behavior — A Predictive Modeling PerspectiveVIKRAM KAMATH, Director, Center of Excellence for Data Analytics and Predictive Modeling, LIMRA

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112018 Life Insurance Conference

Houston Room, 5th Floor

7.3 Professionalism in the Everyday Life of an Actuary (SOA Professionalism Session)

MIKE BOOT, FSA, MAAA, Managing Director, Society of Actuaries; DAVID SCHRAUB, FSA, MAAA, CERA, AQ, Staff Fellow, Society of Actuaries

Chicago Ballroom B, 5th Floor

7.4 Blockchain and InsuranceARUNASHISH MAJUMDAR, Head of Innovation, Insurance, Tata Consultancy Services; CHRISTOPHER MCDANIEL, Executive Director, RiskBlock Alliance, The Institutes; Moderator: JUDY ZAIKEN, Corporate Vice President, Strategic Initiatives, LIMRA

CONFERENCE ADJOURNS — 11:45 a.m.

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Join the conversation!WI-FI Information

Sponsored by LexisNexis Risk SolutionsJoin Network: Marriott_Conference Password: LexisNexisRiskSolutions

2019 LIFE INSURANCE CONFERENCE

April 1 – 3, 2019 Marriott Baltimore Waterfront, Baltimore, MD

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0059

35-0

318

(507

00-1

0-60

1-17

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Accenture Life and Annuity SoftwareAltium Insurance ServicesAmerican Specialty Health

Axe GroupCalcFocus

Cerner CorporationCincom Systems

Competiscan, LLCdacadoo

DXC TechnologyEquisoft

EverQuote, Inc.

FAST TechnologyHyland Software

Insurance TechnologiesLIDP Consulting ServicesManagement Data, Inc.

Milliman IntelliScriptMunich Re Automation Solutions

NEOS, LLCPaperClip, Inc.

Pyramid SolutionsSapiensX by 2

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