Monday, October 20
Reception at The Royal Sonesta
Chase Park Plaza • Informal reception in the Zodiac Room
Tuesday, October 21
Breakfast
Zodiac Room
Welcome
Starlight Ballroom • Tim Klusas, President
Pacific Life
Maureen Weinhauer, CLU, AALU, FLMI – Underwriting Managing Director
Nationwide
Kimberly Leonard, FALU, FLMI, ARA – Director, Strategic Underwriting Relationships
Panel: Chief Underwriters
Moderator: Joe Bosnack, Jr., President/CEO, Katz Nassau Agency
Banner Life
Kristin Bois, Account Manager • Megan Pearson, FALU, FLMI, ACS, ARA – Manager, Underwriting
Speaker: Scams, Schemes and Headaches
Tracy Hutson, AVP – Underwriting/Compliance Liaison, Protective Life
Break
Protective Life
Kelly Stone, FALU, FLMI, FLHC, CLU, ChFC, CASL – Vice President, Underwriting Operations
Panel: Underwriting Operations
Moderator: Alta Garcia, Life New Business Manager, The Brokerage Inc.
Cincinnati Life
Jeremy Singer, CLU, FALU, FLMI – Vice President, Chief Underwriter
Mutual of Omaha
One America
Greg Ruthsatz, FLMI – Business Program Director
Prudential
Lunch
Zodiac Room
Symetra
Donna Melfi, FALU, FLMI, AIRC, ACS – Senior Underwriting Consultant
SBLI
Brian O’Connell, Vice President, Chief Underwriter
Lincoln Financial
Nick Fournaris, Enterprise Sales Director
TMA Quick Quote & New Underwriting Tools
Break
AuguStar Life
Gwen Vaught, FALU, FLMI – Vice President, Underwriting & New Business
Columbus Life / Lafayette Life
Aaron Wolf, Vice President & Chief Underwriter
Underwrite This!
Office Hours
One-on-One Sessions • Zodiac Room • All Carriers & Distributors
Meeting Adjourn
Dinner
Depart hotel promptly at 5:30 PM • Meet in lobby (Selections noted on back of badge)
Selections: The Tenderloin Room (Inside Hotel), The Preston (Inside Hotel), or Edera Italian Eatery (48 Maryland Plaza, 2 min walk)
Wednesday, October 22
Breakfast
Zodiac Room
Welcome Back
Starlight Ballroom • Alan Protzel, CLU, ChFC – Senior Vice President, TMA
Corebridge
Joseph Townsend, FALU, FLMI – Vice President, Life Underwriting
John Hancock
Ameritas
Bill Wysong, Vice President, Chief Underwriter
Panel: Underwriting Updates
Moderator: Robert Rosenthal, President, The Rosenthal Agency, Inc.
Transamerica
Tracy Reiger, FALU, FLMI – Senior Director of Underwriting
MassMutual
Denise Hagglund, FALU, FLMI, ACS – Director, Life Underwriting
Panel: Long Term Care
Moderator: Shawn Whittington III, Chief Underwriter, Art Jetter & Company
Underwrite This!
Closing Remarks / Adjourn
Tim Klusas, President • Alan Protzel, Senior Vice President