Supplemental to Sensational

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1 NATIONAL ASSOCIATION OF CRITICAL ILLNESS INSURANCE NACII Celebrating Supplemental to Sensational 2017 NACII Supplemental Benefits Forum SEPTEMBER 6-8, 2017 HILTON LAKE BUENA VISTA RESORT ORLANDO, FLORIDA Your opportunity to gain valuable insights from industry leaders. LEARN HOW YOU CAN COMPETE IN THIS FAST-PACED MARKET. NETWORK WITH COLLEAGUES AND CONNECT WITH SUPPLEMENTAL BENEFITS EXPERTS. u u u Program t t t

2 2017 NACII Supplemental Benefits Forum Celebrating Supplemental tosensational This year s NACII forum continues our long-standing excellent reputation for quality content from industry leaders in voluntary benefits. This year s forum offers two bonus sessions a focused sales idea and training session PLUS our popular in-depth regulatory environment session. NEW expanded product focus! Expanded focus on all supplemental health benefits a comprehensive view (Critical Illness, Accident, and Hospital Indemnity). Special Sales ideas and training NEW this year. An in-depth session on what s new in today s regulatory environment NEW this year. The 2017 NACII Forum provides ample opportunities for networking and the creation of new connections among your peers. If your role involves product development, underwriting, marketing, sales and distribution, claims, risk management, pricing or administration, this year s NACII Forum is for you! About NACII The National Association for Critical Illness Insurance (NACII) was established to: provide a forum for discussion on Critical Illness Insurance; become a distribution source for information and education on Critical Illness Insurance and serve as a distribution channel for establishing and promoting Critical Illness Insurance industry policy, industry education and industry position. NACII continually seeks opportunities to bring together representatives throughout our industry to share knowledge, disseminate research and regulatory information, and to provide members a forum setting for informed discussions of Critical Illness NACII Supplemental Benefits Forum

Bonus Sessions Wednesday, September 6, 2017 9:00 11:45am WORKSHOP Ken Smith s Principle-Centered Sales Training Ken Smith, President and CEO Ken Smith Sales Training and Consulting, Inc.

Ken s 35-plus year career has been spent in executive-marketing positions at several insurance carriers.

3 Bonus Sessions Wednesday, September 6, :00 11:45am WORKSHOP Ken Smith s Principle-Centered Sales Training Ken Smith, President and CEO Ken Smith Sales Training and Consulting, Inc. Ken Smith, well-known author of Sales Lessons from the Masters, is an experienced insurance sales and marketing pro who understands that. Ken s 35-plus year career has been spent in executive-marketing positions at several insurance carriers. Ken Smith s Principle-Centered Sales Training reflects what he s presented in his book and all he s learned (and continues to learn!) in his sales training efforts. The program is based on the knowledge and understanding that sales and success principles are like the laws of nature they never change! Ken s approach works well for experienced advisors who need a reminder of what used to work or new advisors who need a proper grounding in foundational, never-changing sales principles. His compelling presentation illustrates clearly what works and why, and keeps trainees focused with his dynamic approach. This is a must-attend session for everyone product development, underwriting and actuaries will learn how to understand sales people and processes! Friday, September 8, :30 11:30am WORKSHOP Milliman s Compliance Stacy Koron, JD, CLU, FLMI Compliance Consultant, Milliman, Inc. Stacy Koron, along with other industry experts, will explore an increasingly complex supplemental benefits regulatory environment. Presenters will bring their unique perspectives to provide a glimpse into the everchanging regulatory world. Developed in response to feedback from prior years attendees, this focused, all-inclusive session will include key information on the newest updates in federal law, such as the ACA/AHCA s impact on excepted benefits, HSA compatibility, and the taxation of supplemental benefits. Additionally, panel members will discuss state regulatory challenges and the most essential aspects of form filings, rate filings, and annual reporting. As the world of supplemental benefits continues to evolve, carriers and their sales teams face a constant increase in compliance related challenges for sales, marketing, and technology. As such, this workshop will also provide essential guidance to help attendees navigate through the many requirements for advertising, electronic signatures, cyber security issues, and managing social media. Come to this interactive and comprehensive workshop and leave with a wealth of information and ideas to share within your company NACII Supplemental Benefits Forum 3

4 Program Overview Wednesday, September 6 7:30 8:30am BREAKFAST 9:00 11:45am PRODUCER SESSION (10:15 10:30am REFRESHMENT BREAK) Bonus Session Workshop Ken Smith s Principle-Centered Sales Training This is a must-attend session for everyone product development, underwriting and actuaries will learn how to understand sales people and processes. 12:30 1:30pm LUNCHEON 2:00 2:30pm WELCOME AND OPENING REMARKS Gary Harger, NACII President Vice President, Supplemental Health Sales; UnitedHealthcare 2:30 3:45pm GENERAL SESSION Critical Illness Insurance and Hospital Indemnity Market Surveys Join us to hear the results of the 2017 annual Critical Illness Insurance survey conducted by GenRe in conjunction with NACII. Review key learnings on how carriers and producers are viewing Hospital Indemnity growth. Stephen Rowley, Vice President, Senior Account Executive; GenRe Corporation William Bade, FSA, MAAA, Consulting Actuary; Milliman, Inc. 3:45 4:00pm REFRESHMENT BREAK Palm Foyer East Thursday, September 7 7:30 8:30am BREAKFAST 8:30 9:30am GENERAL SESSION Product Strategy: Creating Your Optimal Portfolio In a dynamic and competitive supplemental market, carriers are looking to differentiate themselves through product development, strategic partnerships, and best in class services. This session will focus on aligning your product strategy with who you are as a carrier to generate sales and improve participation. In this session, product strategy will include both product development and positioning, such as compensation, takeovers, and enrollment technology. William Bade, FSA, MAAA, Consulting Actuary; Milliman, Inc. Christin Kuretich, Director, Product & Innovation (Critical Illness, Accident, and HIP); Trustmark Voluntary Benefits 9:30 10:30am GENERAL SESSION Eastbridge Consulting Supplemental Benefits Market Overview Changes in supplemental products, distribution, administration, underwriting, and especially in today s consumers are happening with lightning speed. Learn more about how you can compete in this fast-paced market as Eastbridge reviews their thoughtleading insights and market information on current trends and next-generation changes and innovations, to help you design your competitive strategy. Bonnie Brazell, Vice President; Eastbridge Consulting Group, Inc. 10:30 11:00am REFRESHMENT BREAK Palm Foyer East 4:00 5:00pm GENERAL SESSION Industry Leader Insights Through the Crystal Ball in Washington Hear from industry leaders who work with government leaders in Washington on their predictions on the future of voluntary/ supplemental products. Hear their insights on the potential changes to the Affordable Care Act. What opportunities or potential impacts could occur to the supplemental market of critical illness, hospital indemnity and accident product lines? Monica Francis, AVP, Risk Management; Colonial Life; Moderator Chuck Piacentini, Vice President, Government Affairs D.C.; Unum NACII Supplemental Benefits Forum

5 Program Overview Thursday, September 7 11:00am 12:00pm CONCURRENT SESSIONS WORKSHOPS 1 & 2 Supplemental Benefits A Product Introduction If you are new to supplemental benefits, join us for this lively and interactive session which will review foundational aspects and trends for supplemental benefit products. This overview will coverage key topics included: product design and pricing, marketing and distribution trends. Stephen Rowley, Vice President, Senior Account Executive; GenRe Corporation Supplemental Benefits A Product Deep Dive with Carrier and Producer Learnings Been in the supplemental benefits market for awhile? Join this session to learn more about what s happening in the industry. Learn from the experts from experienced carriers and producers who will explore how these supplemental benefits fit into their portfolio, and see what is next on the horizon. Gary Harger, Vice President, Supplemental Health Sales; UnitedHealthcare 12:00 1:00pm LUNCHEON 1:00 2:00pm GENERAL SESSION Stuff Happens Now What? Our goal is to design perfect products that will properly meet our needs. However, issues always crop up due to unexpected challenges, changing competitive circumstances, and other unplanned events. The good news is that we are professionals and we can handle it!! Join us as we discuss current challenges and options for responding appropriately and profitably. Darrell Spell, FSA, MAAA, Principal and Consulting Actuary; Milliman, Inc., Moderator Christin Kuretich, Director, Product & Innovation (Critical Illness, Accident, and HIP); Trustmark Voluntary Benefits John D. Sadrack, President; Impact Interactive Company Tarie Summers, Assistant Director, Product Management, Group Benefits; The Hartford 2:00 2:30pm REFRESHMENT BREAK Palm Foyer East 2:30 3:30pm CONCURRENT SESSIONS WORKSHOPS 1 & 2 Actuarial Professionalism Continuing Education Session Are you looking for SOA continuing education credits in professionalism? During this session, our panel will review ABCD case studies and professionalism challenges that commonly come up for the supplemental products actuary. Attendees will get a chance to work through each scenario as a group and come to a consensus on how best to proceed in each situation, while also tying each issue to the pertinent ASOP. Mary Lynch Wagnon, FSA, MAAA AVP and Pricing Actuary; Unum/Colonial Life; Moderator Successful Selling Tips and Techniques with Faceto-Face and Phone Sales of Supplemental Products In this session, agents will discuss the pros, cons, obstacles and best practices of selling individual Critical Illness, Accident and Hospital Indemnity insurance over the phone and face to face. Join MDRT member, Chuck Richards, and professional call center expert, Mitch Swersky, as they share their experiences. Jeff Spain, CIC AFIS CWCA, Vice President, Channel Sales; Chesapeake Life Insurance Company; Moderator Chuck Richards, Mitchell Swersky; Chesapeake Life Insurance Company 3:30 4:00pm REFRESHMENT BREAK Palm Foyer East 4:00 5:00pm GENERAL SESSION Enrollment and Benefit Administration Firms Learn how to leverage these firms use of technology to bring consumer value to increase employee participation for Supplemental Products. Join our interactive panel discussion to gain additional insight into ways to increase employee participation. Using technology to create personalized enrollment experiences, enrollment firms are an important link to successful participation. Attendees will have the opportunity to ask questions and learn more about best practices for enrollment experiences for supplemental products. Rhonda Russell, 2nd Vice President; Aflac, Moderator Jessica Borchik; BenefitFocus Michael Foley; Selerix John D. Sadrack; Impact Interactive Company 5:30 7:00pm Networking Reception 2017 NACII Supplemental Benefits Forum 5

6 Program Overview Friday, September 7 7:30 8:30am BREAKFAST 11:30 11:45am Conference Adjourns 8:30 11:30am COMPLIANCE SESSION (10:00 10:15am REFRESHMENT BREAK) Milliman s Compliance Bonus Workshop Join Stacy Koron, JD, CLU, FMLI from Milliman as she makes the complex supplemental benefits regulatory environment easy to understand. New this year as a focused, all-inclusive session, our panel will present key information on the newest updates in federal law on changes to ACA/AHCA s impact on excepted benefits, H.S.A. compatibility and the taxation of supplemental benefits. Stacy s session will provide attendees the opportunity to learn more about new and old state department of insurance challenges, more details on what s changing and what all carriers need to know about form and rate filings and how rate reporting and other annual reporting requirements are changing. As the world of supplemental benefits changes, compliance challenges for sales, marketing and technology continues to be in the forefront for carriers and sales teams. Stacy will provide ideas on navigating through the many requirements for advertising; electronic signatures, applications, cyber security issues and managing social media. Stacy Koron, JD, CLU, FMLI; Compliance Consultant; Milliman, Inc. Dasha Brockmeyer, Associate Attorney; Saul Ewing, LLP Thomas Carswell, Assistant Director of the Division of Product Review; Georgia Office of the Commissioner of Insurance April Furlong, Compliance Consultant; Milliman, Inc. Traci Hawkins, Director & AML Compliance Officer; Trustmark Insurance Company Jennifer Howard, Consulting Actuary; Milliman, Inc NACII Supplemental Benefits Forum

7 2017 NACII Supplemental Benefits Forum a Glance DAY TITLE/DESCRIPTION SPEAKERS WEDNESDAY September 6, :00 11:45am Bonus Workshop Ken Smith s Principle-Centered Sales Training Ken Smith, President and CEO; Ken Smith Sales Training and Consulting, Inc. 2:00 2:30pm Welcome and Opening Remarks Gary Harger, NACII President Vice President, Supplemental Health Sales; UnitedHealthcare 2:30 3:45pm Critical Illness Insurance and Hospital Indemnity Market Surveys Stephen Rowley, Vice President, Senior Account Executive; GenRe Corporation William Bade, FSA, MAAA, Consulting Actuary; Milliman, Inc. 4:00 5:00pm Industry Leader Insights Through the Crystal Ball in Washington Monica Francis, AVP, Risk Management; Colonial Life; Moderator Chuck Piacentini, Vice President, Government Affairs D.C., Unum THURSDAY September 7, :30 9:30am Product Strategy: Creating Your Optimal Portfolio William Bade, FSA, MAAA, Consulting Actuary; Milliman, Inc. Christin Kuretich, Director, Product & Innovation (Critical Illness, Accident, and HIP); Trustmark Voluntary Benefits Concurrent Sessions 9:30 10:30am Eastbridge Consulting Supplemental Benefits Market Overview 11:00am 12:00pm Supplemental Benefits A Product Introduction 11:00am 12:00pm Supplemental Benefits A Product Deep Dive with Carrier and Producer Learnings Bonnie Brazell, Vice President; Eastbridge Consulting Group, Inc. Stephen Rowley, Vice President, Senior Account Executive; GenRe Corporation Gary Harger, Vice President, Supplemental Health Sales; UnitedHealthcare 1:00 2:00pm Stuff Happens Now What? Darrell Spell, FSA, MAAA Principal and Consulting Actuary; Milliman, Inc.; Moderator Christin Kuretich, Director, Product & Innovation (Critical Illness, Accident, and HIP); Trustmark Voluntary Benefits John D. Sadrack, President; Impact Interactive Company Tarie Summers, Assistant Director, Product Management, Group Benefits; The Hartford Concurrent Sessions 2:30 3:30pm Actuarial Professionalism Continuing Education Session 2:30 3:30pm Successful Selling Tips and Techniques with Face-to-Face and Phone Sales of Supplemental Products 4:00 5:00pm Enrollment and Benefit Administration Firms Using technology to bring knowledge and value to increase employee participation Mary Lynch Wagnon, FSA, MAAA AVP and Pricing Actuary; Unum/Colonial Life; Moderator Jeff Spain, CIC AFIS CWCA Vice President, Channel Sales; Chesapeake Life Insurance Company; Moderator Chuck Richards, Mitchell Swersky; Chesapeake Life Insurance Company Jessica Borchik; BenefitFocus Michael Foley; Selerix John D. Sadrack; Impact Interactive Company FRIDAY September 8, :30 11:30am Bonus Workshop Milliman s Compliance Session Stacy Koron, JD, CLU, FLMI, Compliance Consultant; Milliman, Inc. Dasha Brockmeyer, Associate Attorney; Saul Ewing, LLP Thomas Carswell, Assistant Director of the Division of Product Review; Georgia Office of the Commissioner of Insurance April Furlong, Compliance Consultant; Milliman, Inc. Traci Hawkins, Director & AML Compliance Officer; Trustmark Insurance Company Jennifer Howard, Consulting Actuary; Milliman, Inc NACII Supplemental Benefits Forum 7

General Information Registration BASIC REGISTRATION FEE $899.00 PREVIOUS 2016 NACII FORUM ATTENDEE $649.00 SPECIAL PRODUCER REGISTRATION $549.

8 General Information Registration BASIC REGISTRATION FEE $ PREVIOUS 2016 NACII FORUM ATTENDEE $ SPECIAL PRODUCER REGISTRATION $ save $350 off the basic registration fee Hotel Information Hilton Orlando Lake Buena Vista - Disney Springs 1751 Hotel Plaza Boulevard Lake Buena Vista, Florida Tel: Fax: Special room rates have been arranged for this event. To make your reservation go to: Continuing Education Information Attendance at the 2017 NACII Supplemental Benefits Forum may qualify for continuing education or PACE credits. Contact your organization for confirmation of CE credits availability.

NASBI. In the footsteps of independence NASBI Supplemental Benefits Forum SEPTEMBER 5 7, 2018 MARRIOTT HOTEL, PHILADELPHIA, PENNSYLVANIA

NASBI. In the footsteps of independence NASBI Supplemental Benefits Forum SEPTEMBER 5 7, 2018 MARRIOTT HOTEL, PHILADELPHIA, PENNSYLVANIA NASBI National Association of Supplemental Benefit Insurance Accident Critical Illness Hospital Indemnity Life Insurance Short Term Disability In the footsteps of independence 2018 NASBI Supplemental Benefits