Recent Topics & Speakers

June '08
Innovative Strategies for Charitable Giving
Jerry Borrowman, MSFS, Vice President, Beneficial Financial Group

May '08
How the LIFE Foundation is Helping the Industry and Agents Alike
Jon Dressner, Senior Vice President, LIFE Foundation

Feb '08
Who is Your Target? A Segmentation Analysis of the Insurance Consumer.
Candace Thornton, Assistant Vice President of Practice Management, Claritas

Oct '07
Combination Products: Long Term Care Meets Annuities
Cary O. Lakenbach, FSA, MAAA, CLU, President, Actuarial Strategies

Sept '07
Indexed UL vs. Variable UL: Competition or Complement?
Rod Rishel, FSA, MAAA, Vice President of Fixed Life Product Management, AIG American General

Apr '07
Need an update on Executive Comensation?
Louis R. Richey, JD, Senior Vice President of Retirement Services Group, McCamish Systems, LLC
 

Mar '07
Current Trends for Annuity and Life Products
Timothy E. Hill, FSA, MAAA and Susan J. Sell, FSA, MAAA of Milliman, Inc.
 

Nov '06
How Can Annuity Income Increase the Success of a Retirement Plan?
Paul D. Kaplan, PhD, CFA, VP of Quantitative Research, Morningstar, Inc.
 

Oct '06
Security Breaches Can Ruin Your Business
Virginia “Ginnie” Stouffer, M.B.C.P., M.B.C.I. of IDC Partners
 

Sep '06
Everything You Wanted To Know About UL Secondary Guarantees but Were Afraid to Ask
Doug Israel, ChFC, CLU, LLIF, AIG American General Senior Vice President Product Development & Advertising
 

May '06
Life Settlements and Life Insurance Premium Financing
Brian Casey of Lord, Bissell & Brook LLP [Read Summary]

Feb '06
Taking Maximum Advantage of the Burgeoning Retirement Income Market
Dr. Mathew Greenwald, Founder of Mathew Greenwald & Associates, Inc.

Jan '06
Life Settlements - How do we best serve our policyholders?
John Skar, FSA, CLU, ChFC, Senior Vice President and Chief Actuary of MassMutual

Oct ‘05
Improve Consumer Understanding of Insurance Disclosures
Dr. Brenda Cude, Professor of Housing and Consumer Economics, University of Georgia
[Read Summary]

Aug '05
Compliance Review & Advanced Markets
Douglas I. Friedman, J.D., CLU, and Heather C. Downey, J.D., LLM, Attorneys-at-Law, Friedman & Downey, P.C.
[Read Summary]

May '05
New Perspectives on Universal Life
Roger Blease, Founder of Blease Research and Developer of Full Disclosure.
[Read Summary]

Apr '05
Lifetime Guarantees
Scott Harrison, J.D., Executive Director, Affordable Life Insurance Alliance and Wayne Stuenkel, Chief Actuary of Protective Life Insurance Co.

Feb '05
NAIC Update
Scott Cipinko, Executive Director of the Life Insurance Council
[Read Summary]

Feb '05
Digital Signatures
Pem Guery, President of Signix
[Request Feb '05 Presentation]