EVENT PRESENTATIONS

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Thinking Bigger: Innovation in the Fraternal Sector
Presented by Paul Mlodzik, CEO, PM Consulting Inc.
Moderated by Jason Bordui, President & Founder, Balanced Growth Consulting
Fraternal life insurers are at a crossroads – courage and vision are necessary to pick the right path as you face both challenges and opportunities. Understanding your society’s true financial situation, selling more products and engaging members are the best chances at sustainability. Making these decisions is tough and the executive team and board must be aligned on the strategy. Our two experts can help your society prepare to analyze, understand and research options for the future.

A Fraternal Renaissance: Faithlife Financial Becomes Serenia Life
Presented by Duane Zappitelli, Vice President, Sales & Distribution, Serenia Life
Moderated by Lesley Mann, Chief Marketing & Distribution Officer, GBU Financial Life
Learn how a traditional fraternal life insurer blew up its brand and developed a new strategy to address a questionable future. Duane Zappitelli will guide us through Serenia Life’s process which may shock you with its bold new direction that’s still in motion.

Life Insurance and Annuity Trends
Presented by John Carroll, Senior Vice President, Head of Insurance & Annuities (US/Canada), LIMRA/LOMA
Moderated by Lisa Bickus, CEO, 1891 Financial Life
Dive into the latest LIMRA/LOMA data that examines life insurance sales as well as, the mindset of consumers and what they want when it comes to financial security. John Carroll breaks down the data by generation, gender, even ethnicity to show society leaders how they can capitalize on the changing landscape.

Moving Fraternal Governance in the Right Direction
Presented by Steve Barth, Senior Partner, Foley & Lardner LLP
Moderated by John Borgen, President & CEO, Catholic Financial Life
Good governance is critical to our sector’s success…societies that don’t have it will continue to struggle. This workshop will peel back the layers of good governance to examine how your society can turn current areas of improvement into strengths. Plus, how to ensure your board of directors and executive staff are supportive and aligned in decision-making. Steve Barth will share real life examples and breakthroughs from the fraternal benefit sector as well as key takeaways from other industries.

COVID Mortality and Life Insurance
Presented by Patrick Nolan, Senior Experience Studies Actuary, Society of Actuaries
Moderated by Ken Laugel, President & CEO, UTUIA
In an encore to his Spring Symposium session, Patrick Nolan will give attendees updated research and trends on COVID mortality and other health issues that are taking the industry by surprise. Those who were in his rapt audience at the spring session will enjoy the latest chapter in this fascinating Societies of Actuaries story based on its analysis of millions of life insurance claims.

DATES

Sept. 12 – 14, 2023

LOCATION

Hyatt Lodge in
Oak Brook, Illinois

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