Opening
Ceremonies
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Video & Slides |
FALU
Ceremony
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Video & Slides |
Business
Session
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Video & Slides |
Is
Coronary Disease Really Different in Women vs. Men?
Although men and women share many of the same major risk factors
for development of coronary artery disease, the similarities
stop there. The knowledgeable underwriter will recognize many
of the risk factors, signs, and symptoms of CAD in women that
would never raise a question in a man's application or testing.
This presentation will highlight the differences in risk factors,
clinical presentation, and mortality implication of coronary
artery disease in women versus men. The information presented
is medical evidence-based and referenced for those desiring
more information or review. |
Richie,
Rodney Richie, MD |
Audio & Slides |
What's
Old is New Again—Debits and Credits Are Better Than a Knock-out!
The foundation of underwriting is the debit/credit system.
Did you know you can create preferred guidelines and risk
classifications from a debit/credit foundation? Did you know
this method can stratify risk better than knock-out criteria?
There are pitfalls to be avoided and greater benefits to be
gained. This session will provide you the background on how
this all fits together. |
Ingle,
Doug Ingle, FALU |
Audio & Slides |
Developing
Underwriters in the Age of Innovation
Underwriters require new skills and knowledge to be marketable,
effective, and engaged. Empowerment is mandatory to achieve
the competing priorities faced by underwriters on a day-to-day
basis. We'll examine the challenges leaders face in developing
a robust team of nimble risk managers who can find balance
between corporate and customer needs. |
Cutler,
Karen Cutler, FALU, FLMI, MBA |
Audio & Slides |
Developing
Underwriters in the Age of Innovation (Repeat)
Underwriters require new skills and knowledge to be marketable,
effective, and engaged. Empowerment is mandatory to achieve
the competing priorities faced by underwriters on a day-to-day
basis. We'll examine the challenges leaders face in developing
a robust team of nimble risk managers who can find balance
between corporate and customer needs. |
Cutler,
Karen Cutler, FALU, FLMI, MBA |
Audio & Slides |
Cardiomyopathy:
The Good, the Bad…and the Insurable?
The wide spectrum of disease severity and the variable long
term outcomes of cardiomyopathies make these case histories
especially challenging for the underwriter. This session will
provide a broad overview of the types and etiologies of cardiomyopathies,
their clinical presentations, a review of standard diagnostic
testing, and an update of current treatment modalities. More
importantly, the speaker will define specific risk stratification
criteria in order to appropriately and fairly categorize cases
more, or less, favorably. |
Geiger,
Joy Geiger, RN, BSN, ALMI |
Audio & Slides |
The
Many Faces of PTSD
Traumatic events can be experienced in multiple settings,
in various degrees, and be responded to with a great deal
of variability by the victims. The trauma can be a one-time
event or a prolonged experience lasting years. Underwriting
this diagnosis requires understanding the source of the trauma,
the severity of the response, and the treatment. This session
will utilize case studies to review the clinical features,
functional consequences, effective treatments, and co-morbid
conditions to best evaluate underwriting risks. |
Meissler,
Karen Meissler, Psy.D. |
Audio & Slides |
Case
Studies: Adult Survivors of Juvenile Illnesses
Several medical conditions that are present in childhood may
have lasting effects into adulthood. A condition like juvenile
cancer may present the underwriter with challenges many years
after the initial diagnosis and treatment. The presenters
will utilize a case study approach in exploring various childhood
diseases and the potential ongoing effects later in life.
Additional discussion will focus on how to evaluate these
conditions from an underwriting perspective along with new
and innovative approaches to treatment. |
Davidson,
Craig Davidson, MD, DBIM, CLU ®;
Joel Larson, FALU, CLU ®, FLMI, MBA |
Audio & Slides |
The
Mortality and Morbidity of Obesity and Underweight
This presentation will cover the definition of obesity, along
with the epidemiology, pathophysiology, morbidity, and mortality
implications. The morbidity and mortality risks of being underweight
will also be discussed. |
MacDonnell,
Sheila MacDonnell, MD, MS, DBIM |
Audio & Slides |
Putting
Together the Financial Puzzle with Tax Returns
This session will cover entity forms and provide an overview
of personal and business tax returns to help you understand
what pieces of the tax return help put the financial puzzle
together. It will include foundational information but also
offer more advanced tax return information. |
Bell,
Patti Bell, CPA, CLU ® |
Audio & Slides |
Review
of Financial Statements – An Intermediate Course
Go beyond the basics of financial statements with this intermediate
level review of personal and business financial statements.
Find out what information you really need to know when deciding
on the right amount of life insurance for an individual or
business. |
Bell,
Patti Bell, CPA, CLU ® |
Audio & Slides |
Financial
Statements Expanded: An Advanced Course Study
To go beyond the workshop, Review of Financial Statements
– An Intermediate Course, this session will take you deeper
into understanding personal and business financial statements.
We'll discuss a case study and learn how the financial statement
offers insight into the applicant beyond just the numbers. |
Bell,
Patti Bell, CPA, CLU ® |
Audio & Slides |
"Aha!"
Moments: Transitioning from Clinical to Insurance Medicine
A presentation on transitioning from clinical practice to
insurance medicine. This discussion focuses on the information
used in underwriting that isn't used much clinically and how
the focus in a clinic is on six month outcomes, not 50 year
outcomes. |
Bosacker,
Gretchen M. Bosacker, MD, FAAFP |
Audio & Slides |
Hepatitis
B – Newer Trends in Epidemiology and Treatment
This presentation will enable underwriters to use hepatitis
B serology to differentiate among those who are vaccinated,
cured, carriers, partially treated, or treatment failures.
Risk implications of hepatic fibrosis including cirrhosis
and hepatic cell carcinoma will be explained along with the
current means for assessing the presence or likelihood of
fibrosis. |
Hale,
Clifford Hale, MD, FACP, MBA, DBIM |
Audio & Slides |
DSM-5:
Changes and the Impact on Underwriting
The Diagnostic and Statistical Manual of Mental Disorders
(DSM) is the authoritative clinical guide to the diagnosis
of mental disorders. Do the recent changes to the DSM (DSM-5)
impact underwriters assessing applicants for insurance? Dr.
Clark will provide the history of the DSM including the current
revision of the manual all the while discussing the impact
of diagnosis for underwriters. |
Clark,
Michael Clark, MD, FACC, DBIM |
Audio & Slides |
Creating
a Culture to Drive Performance
Culture defines how an organization functions or dysfunctions.
Culture is the soul of an organization. The soul of an organization
is created by people with a clear set of values, core behaviors,
vision, shared beliefs, trust, and respect. Culture is not
the fluffy stuff—a fuzzy feeling or holding hands around
a campfire—it's more than that! It can be the glue that
binds an organization together for success and sustainable
growth or it can be the bad smell that sends people running
in different directions and on the wrong path. What do you
need to develop and nurture a culture that drives performance?
Blow away the fluff!! |
Tedesco
Carmela Tedesco |
Audio & Slides |
Think
Like A Crook: A Look at Fraud Committed By and Against Brokers
Identity theft and commission fraud such as rebating have
become more prevalent throughout the industry in the past
year. This session will focus on these two types of fraud
being committed by brokers, and against brokers, in order
to collect high commissions. Learn how these scams originated,
how they can be uncovered, and tactics companies use to investigate
this type of fraud. |
Brown,
Dan Brown, CIFI, FCLS;
Kay Ferrian, CLU ®, FLMI, CFE |
Audio & Slides |
Think
Like A Crook: A Look at Fraud Committed By and Against Brokers
(Repeat)
Identity theft and commission fraud such as rebating have
become more prevalent throughout the industry in the past
year. This session will focus on these two types of fraud
being committed by brokers, and against brokers, in order
to collect high commissions. Learn how these scams originated,
how they can be uncovered, and tactics companies use to investigate
this type of fraud. |
Brown,
Dan Brown, CIFI, FCLS;
Kay Ferrian, CLU ®, FLMI, CFE |
Audio & Slides |
Mining
for Profitable Business: Finding the Insurable Risks in the
High Risk World of Abdominal Aortic Aneurysms
This presentation will provide information the underwriter
can use to render the best underwriting decision when assessing
an individual with an abdominal aortic aneurysm. Discussion
will focus on some of the abnormalities that cause the aorta
to become enlarged as well as the effects of other medical
conditions that might have adverse affects on an aneurysm.
Insights for interpreting imaging studies will also be offered.
Finally, some hints about identifying the best risks will
be shared. |
Cotlar,
Jack Cotlar, MD, DBIM |
Audio & Slides |
Performance
Management: Are You Focusing on the Right Things?
Maximizing performance in underwriting is a chronic challenge
for managers. This session will explore the dichotomy of Quality
vs. Quantity—there can be a conflict between these two;
doing 'more with less' and some ideas for using underwriting
metrics. The panelists will discuss work/life balance and
highlight a key piece of performance management that often
can be overlooked: developing people. Discover what works
for our three panelists as they discuss the important and
challenging topic of performance management. |
Helberg,
John Helberg;
David Kanney, AALU, CLU ®, FLMI, ACS;
Denise Bates |
Audio & Slides |
Biomarkers
for Cardiovascular Risk with a Focus on BNP
Our panel will discuss biomarkers associated with cardiovascular
mortality including those related to plaque and vascular vulnerability
(more traditional risk factors/tests) but focus on left ventricular
function (NT-ProBNP). The BNP discussion will include recently
published industry mortality data as well as other supplementary
literature. We will include discussion on the use of cardiovascular
biomarkers together to provide a better overall measurement
of cardiovascular risk. |
Clark,
Michael Clark, MD, FACC, DBIM;
Mike Fulks, MD
|
Audio & Slides |
Underwriting
Early Stage Breast Cancer: A New Approach
Trends towards diagnosing breast cancer at earlier stages
and therapeutic improvements have both contributed to changes
in survival patterns. It will be shown that these changes
favor the use of the debit system for underwriting applicants
with a history of early stage breast cancer rather than traditional
temporary flat extra ratings. |
Lund,
Robert Lund, MD |
Audio & Slides |
The
Approaching Tide of Stem Cell Therapy— Implications for
Underwriting
The natural role of stem cells in the body and their therapeutic
use to date will be reviewed. An overview of ongoing research
and current experimental stem cell therapies will be presented.
In addition, what we may see over the next five years as well
as possible implications for life will be discussed. |
Huguenard,
Joseph Huguenard, MD, DBIM |
Audio & Slides |
The
Approaching Tide of Stem Cell Therapy— Implications for
Underwriting (Repeat)
The natural role of stem cells in the body and their therapeutic
use to date will be reviewed. An overview of ongoing research
and current experimental stem cell therapies will be presented.
In addition, what we may see over the next five years as well
as possible implications for life will be discussed. |
Huguenard,
Joseph Huguenard, MD, DBIM |
Audio & Slides |
Document
Check-up: How to Give Your Documents a Clean Bill of Health
In today's litigious society, careful document practice and
management can save your company tons of time and trouble.
Learn how to communicate in a litigious environment as well
as which communications are privileged and which are not.
In addition, you will learn best practices for document retention
and destruction. |
Donahue,
David Donahue, Esq. |
Audio & Slides |
Baby,
I Was Born This Way… Understanding Gender Dysphoria
Imagine, as a 3 year old, having the distinct feeling that
you are in the wrong body. That is often the experience of
individuals dealing with gender dysphoria. Such individuals
often struggle with mental health issues and may take steps
to alter their appearance to better align with their internal
feelings. Join us for this informative session which will
highlight the clinical features of this condition and examine
treatment options, co-morbidities, and mortality risks. |
Lourgos,
Peter Lourgos, MD, JD |
Audio & Slides |
Baby,
I Was Born This Way… Understanding Gender Dysphoria (Repeat)
Imagine, as a 3 year old, having the distinct feeling that
you are in the wrong body. That is often the experience of
individuals dealing with gender dysphoria. Such individuals
often struggle with mental health issues and may take steps
to alter their appearance to better align with their internal
feelings. Join us for this informative session which will
highlight the clinical features of this condition and examine
treatment options, co-morbidities, and mortality risks. |
Lourgos,
Peter Lourgos, MD, JD |
Audio & Slides |
An
Exploration of Multi-Cultural Markets
Whether your company has international experience or not,
a business plan is required in order to enter or expand into
the multi-cultural markets in the United States or Canada.
Is your organization to be a customerdriven organization or
a process-driven organization? Do you assess risk based on
the risks of a culture or do you strictly follow your underwriting
criteria? These topics will be discussed in an effort to learn
how to better communicate with your multi-cultural customer
base. |
Thompson,
Stafford Thompson, Jr., FSA, MAAA;
Rafael Shabetai |
Audio & Slides |
Updates
in Respiratory Conditions and Testing
Are you having difficulties understanding your applicant's
pulmonary health? Join us to learn about some of the common
causes of dyspnea. A review of pulmonary function tests and
sleep studies will be presented. In addition, chronic obstructive
pulmonary disease and obstructive sleep apnea will be discussed.
Discover new tools that can help you interpret information
provided in medical reports about respiratory disorders. |
Papazian,
Lisa Papazian, MD |
Audio & Slides |
Update
on Childhood Neurological Conditions, Traumatic Brain Injury,
and Other Disorders
Underwriting children includes consideration of growth and
development factors. Impairments in children add to the complexity
of risk classification in a group with low anticipated levels
of both morbidity and mortality. Neurologic conditions are
especially challenging as diagnoses may be elusive, evolving,
or even overlap with other disorders. An underwriting approach
to common childhood neurologic conditions will be discussed
including autistic spectrum disorders, attention deficit hyperactivity
disorder, and seizure disorders. Traumatic brain injury and
ischemic strokes in children will also be covered. |
Cumming,
Marianne Cumming, MD, BSC, MSC, DBIM, AALU |
Audio & Slides |
Automation
Review – The Data Driving Innovation
In this session, the expert panel consists of an underwriter,
an actuary, and a data expert. Each of the panelists will
provide their perspective as to how third-party data can be
best utilized by today's underwriter in our challenging life
insurance environment. |
Klein,
Allen Klein, FSA;
Elliot Wallace;
Ron Schaber, FALU, FLMI, ACS, AIAA, HIA
|
Audio & Slides |
Contestable
Claims: A Cradle-to-Grave Review
This presentation will describe how the underwriting process
and the claims process interact. Discussion will focus on
what to look for or validate when reviewing contestable claims
as well as different resources available to the claims examiner.
We will also discuss Claims Department collaboration with
other departments such as Underwriting and Legal. From beginning
to end, we will see how a claim unfolds. |
Houston,
Kim Houston, ALHC, ACS, AIAA |
Audio & Slides |
The
Spectrum of Normal Aging, Mild Cognitive Impairment, and Alzheimer's
Dementia
This presentation will focus on emerging trends in the diagnosis
of Mild Cognitive Impairment (MCI) and Alzheimer's Dementia.
Initial focus will be placed on benefits and pitfalls of various
screening tools utilized for MCI. The discussion will include
the factors predictive of progression to Alzheimer's Dementia.
The session concludes with an overview of cerebrospinal fluid
(CSF) biomarkers and new imaging modalities which will increasingly
find their place in the underwriting landscape. |
Rengachary,
David Rengachary, MD |
Audio & Slides |
The
Underwriter and the Actuary: How Risk Selection Decisions
Impact Pricing Results
In this session, we will look at the impact of underwriting
decisions from two perspectives—the underwriter and the
actuary. Case studies will be used to illustrate the financial
impact of different underwriting decisions and individuals
from both professions will share their thoughts on how to
most effectively navigate these challenging situations. |
Golus,
Eric Golus, FSA, MAAA;
Ray Dinstel FALU, FLMI, CLU ® |
Audio & Slides |
Death
by Prescription
Per the Centers for Disease Control and Prevention, drug fatalities
have overtaken traffic accidents as a cause of death in the
United States since 2009. The fatalities include all drug
deaths, but the increase was propelled largely by prescription
painkillers. Law enforcement and public health officials have
increased their efforts to reduce prescription drug misuse.
While there are early signs of progress, drug-related deaths
have continued to rise. In this presentation we will review
the potential impact of prescription drug abuse on the insurance
industry. |
Sears,
Betsy Sears, MSM, MT (ASCP) |
Audio & Slides |
Predictive
Modeling: Back to the Future?
Since there have been actuaries and underwriters, there has
been predictive modeling. So why all the buzz? Maybe because
today's predictive modeling is not your ancestor's predictive
modeling. We will explore what makes today's predictive modeling
such an enticing proposition. After attending this session,
you will appreciate the diversity of approaches and problems
that can be solved with predictive modeling. You will become
familiar with the situations that predictive modeling attempts
to solve in life insurance and the issues and opportunities
this creates for the underwriter. |
Fix,
Jean-Marc Fix, FSA, MAAA |
Audio & Slides |
How
the Millenial Generation is Affecting the Workplace
Seth Mattison is an internationally renowned expert on workforce
trends and generational dynamics. As Founder and Chief Movement
Officer of FutureSight Labs, Seth advises many of the world's
leading brands and organizations on the key shifts happening
around talent management, change and innovation, leadership,
and the future of work. Recently named to the Editors' Picks
for Favorite Speakers for 2013 by MeetingsNet, Seth brings
an entirely unexpected perspective on the future of work,
talent, innovation, and the power of relationships. With a
passion for helping to create greater understanding and collaboration
in today's workplace, Seth offers participants actionable
content that can immediately impact business performance. |
Mattison
Seth Mattison |
Presentation no longer available |
