2015 Critical Illness Insurance Forum Agenda
Monday, September 28, 2015
12:00 p.m. - 6:30 p.m. - Registration
2:00 p.m. - 2:45 p.m. - General Session
Gary Harger, Vice President, Voluntary Products, UnitedHealthcare Specialty Benefits
This session will provide an overview of the conference program to help you create a world of opportunity at the conference. In addition to learning about the nuances of each session of the conference, this will be an opportunity for attendees to provide information about themselves and their level of knowledge with Critical Illness Insurance. Are you a CI veteran or CI newbie? This session will help participants better understand what sessions they should attend, the other attendees and insight on how to make the most of this world of opportunity.
Swan 7-10
2:45 p.m. - 3:00 p.m. - Break
3:00 p.m. - 4:00 p.m.: Concurrent Sessions
Designed for those attendees new to the critical illness insurance market, CI 101 is an opportunity to learn from some of our industry experts. This session will be a discussion of product development, market and distribution trends, enrollment, and other insightful tips to help guide you into the magical world of critical illness insurance.
Mockingbird 1
Across all industries, today’s consumer expects a personalized buying experience. The insurance industry has a unique opportunity to meet those increased expectations by providing customer-centric Critical Illness product solutions. This session will present thought-provoking product development methods and ideas focused on leveraging insights from the consumer’s unique perspective. Join us for this session to discover new ways to explore Critical Illness product opportunities.
Swan 7-10
4:00 p.m. - 4:15 p.m. - Break
4:15 p.m. - 5:15 p.m. - General Session
Bruce Sletten, Senior Vice President and National Practice Leader for Elective Benefits, Aon Hewitt
The onset of the Affordable Care Act has changed the way National Benefit Brokers and Consultants perceive and position Critical Illness Insurance. Hear about market innovation and private exchanges from leading industry consultants.
Swan 7-10
5:30 p.m. - 6:30 p.m. - Welcome Reception
Tuesday, September 29, 2015
7:00 a.m. - 5:00 p.m. - Registration
7:15 a.m. - 8:00 a.m. - Breakfast
8:00 a.m. - 9:00 a.m. - General Session
Join us for a tribute to Critical Illness Insurance inventor, Dr. Marius Barnard, and hear a story that illustrates the essential need for critical illness insurance. Previous Forums have featured claimants whose lives were changed by their decision to purchase critical illness insurance. Now learn from the other end of the spectrum. What happens when you pass on the opportunity to purchase CI?
Swan 7-10
9:00 a.m. - 9:30 a.m. - Break
9:30 a.m. - 10:30 a.m.: Concurrent Sessions
Have you ever questioned why all companies don't rate critical illness insurance the same? Then, this session is for you! This panel will discuss the pros and cons of the key components of each rating structure. What happens in the event of a takeover with a different rating structure? What compensation is paid with each structure? Come with lots of questions to participate in a great discussion.
Swan 7-10
10:30 a.m. - 10:45 a.m. - Break
10:45 a.m. - 11:45 a.m.: Concurrent Sessions
As the CI industry matures, carriers are faced with how to handle new and interesting operational issues on a day-to-day basis. In this session, a panel of CI industry experts will address a wide range of real-world operational topics on CI underwriting, actuarial, administrative, and claims adjudication.
Swan 7-10
The companies in this market have, for the most part, worked diligently to develop quality products for their chosen market. Yet why do some burst out of the gate with successful sales growth while others do not? This session will explore the need for sales/marketing training and the right sales "scripting" for today's many and diverse markets. Different sales concepts will be presented and the audience will be invited to share one sentence "elevator speeches" that highlight the product's value proposition. Come to this session and immerse yourself in perhaps the most important aspect of achieving success in your market with this product.
Mockingbird 1
11:45 a.m. - 1:00 p.m. - Luncheon
1:00 p.m. - 2:15 p.m. - General Session
Participants will have an opportunity to work with other attendees to design the ultimate Critical Illness Insurance product. What would it cover and what would it exclude? Is this a standalone product or integrated with another product? Think about how would you market and distribute it. Bottom line, if you ruled the CI world, what would your CI product look like to make you gazillioniare? Working together, participants will discuss, debate and design the ultimate CI product.
Swan 7-10
2:15 p.m. - 2:30 p.m. - Break
2:30 p.m. - 3:30 p.m.: Concurrent Sessions
In this session, two in-depth actuarial research projects will be presented. One takes a detailed look at heart attacks as a CI trigger, including a comparison of national statistics to the policy definition and how this impacts pricing, underwriting, claims, and other areas. The other explores the impact of offering multiple benefit payments in CI coverage- both for different events and recurrent events.
Swan 7-10
Involving compliance resources early in product development can help get new, innovative critical illness insurance products to market faster. In this session, experienced compliance and product professionals will share tips for working with state regulators to secure approvals and will address ways to mitigate the challenges you may encounter when developing a new or innovative product. We will also look at hot topics in compliance and recent changes in laws and regulations that impact critical illness insurance.
Mockingbird 1
3:30 p.m. - 4:00 p.m. - Break
4:00 p.m. - 5:00 p.m. - General Session
A mainstay of this conference remains an update on the Critical Illness Insurance survey conducted each year by Gen Re in conjunction with NACII. As we explore the world of opportunity for critical illness insurance, Steve Rowley will provide insight into the numbers and emerging trends gleaned from the survey of the critical illness insurance industry.
Swan 7-10
5:30 p.m. - 7:00 p.m. - Reception
Wednesday, September 30, 2015
7:45 a.m. - 8:30 a.m. - Breakfast
8:30 a.m. - 9:30 a.m. - General Session
David Thaxton, Vice President, Elan Group, Inc.
Hunter Whittington, President, Benefits Technologies
Critical Illness insurance has strong roots in the Worksite Market. the industry is not only growing, it is evolving. Experts in benefit education will discuss the changing dynamics in face-to-face enrollment of Critical Illness insurance.
Swan 7-10
9:30 a.m. - 10:00 a.m. - Break
10:00 a.m. - 11:00 a.m. - General Session
Darrell Spell, FSA, MAAA, FLMI, Consulting Actuary, Milliman
This session is an opportunity for all who attended to share their thoughts and/or memorable moments, or clear the air related to any lingering questions. This will be your last chance to ask the question, make the comment, or address any final issue that may be lingering in your mind. Remember, the only bad question is the unasked question!
Swan 7-10