WILL YOU BE THERE? COME MEET US!

Swiss Re's US Life and Health team is looking forward to the following insurance industry event. Come meet us and be sure to check out our featured Swiss Re experts!

Want to talk? Contact your Swiss Re Client Manager we'll schedule some time just for you.

May 07 - 08, 2018

SOA Life & Annuity Symposium
Baltimore Marriott Waterfront, Baltimore, MD


May 07

3:00–4:15 PM

Meet Jennifer L. McGinnis, FSA, CERA, MAAA, In Force Portfolio Manager, Swiss Re as she joins a panel discussion on the following topic:

Inforce Management: Getting More From What You Have

Do you manage your Inforce business? Inforce management is becoming a full time job for many actuaries and non-actuaries. There may be more value in managing the inforce than in writing more new business. Presenters will discuss options for companies to explore how to do inforce management and think of how to build a team and measure success.


May 08

8:15–9:30 AM

Meet Stephen Abrokwah, Ph.D., ASA, CERA, MAAA, Marketing Actuary, Swiss Re and Craig E. Hanford, FSA, MAAA, Marketing Actuary, Swiss Re, as they lead a panel discussion on the following topic:

Life Insurance for the Digital Consumer – An Actuarial Perspective

A number of studies, including those  developed by  LIMRA and Swiss Re, estimate a global mortality protection gap  in excess of $86 trillion, with the U.S. alone accounting for approximately $21 trillion of the gap. Addressing this gap has been examined from a number of  angles, including increasing education and awareness efforts, and improving the customer buying experience by creating a more efficient process, all while trying to preserve the protective value of traditional underwriting.

Through all these efforts, existing actuarial techniques are being supplemented with several new innovations and data sources that are currently in various stages of adoption. This presentation will provide some customer and agent experiences in the buying process, as well as considerations of the various innovations being implemented to support a more effective end-to-end risk assessment approach.

8:15–9:30 AM

Meet Michelle Lynn Grusenmeyer, FSA, MAAA, Marketing Actuary, Swiss Re and Lloyd Campbell-Gibson, FSA, Head Claims Americas, Swiss Re, as they lead a panel discussion on the following topic:

Policy or Rider? Pricing for Specified Diseases

Policy or Rider? Life insurance products have been more complicated and now include specified disease (e.g., critical illness and cancer) coverage as a policy or a rider. The types of information needed to develop and market these products can be limited. There are common elements and considerations that should be considered as an organization decides on whether, when and how to price and market these products. Attend this session to learn more about these considerations and the differences in pricing practices in developing specified disease riders or policies.

10:00 – 11:15 AM

Meet Erin Colleen Wright, FSA, MAAA, Senior Actuary Applied R&D, Swiss Re as she joins a panel discussion on the following topic:

Experience Study Common Formats

Many companies contribute to a variety of industry studies, experience studies sponsored by reinsurers and consultants and statistical agent data calls. Having a shared understanding of experience studies data would improve efficiency, promote better communication and facilitate deeper understanding of the industry experience. VM-51 was designed in part to aid companies in the collection of experience data in a format specified for PBR purposes. This data format is used for industry experience analysis but has limitations.

Presenters will evaluate the current practice in preparing experience data, discuss the limitations and potential improvements to a common format for experience analysis, and brief the regulatory activities to better capture the experience data.