Underwriting Issues & Innovation Seminar

Tuesday, Aug. 2
7:00 – 8:00 a.m.
Registration and Breakfast
8:00 – 8:05 a.m.

Moderator(s): Allen M. Klein, FSA, MAAA

8:05 – 9:40 a.m.

Presentation(s): View Presentation

Moderator(s): Thomas Ashley

Presenter(s): Brian Ivanovic; Dr. Phil Smalley

Topics to be covered include Alzheimer's disease, Longer Life Foundation research and precision medicine.


9:45 – 10:40 a.m.

Presentation(s): View Presentation

Moderator(s): Allen M. Klein, FSA, MAAA

Presenter(s): Dr. Robert Stout; Brian Lanzrath

This session addresses surprising mortality results from some drugs, how the labs are dealing with simplified issue, what you can expect from the labs in the future and more.


10:40 – 11:10 a.m.
11:10 a.m. – 12:15 p.m.
Focused Breakouts Two 30 Minute Sessions

Presenter(s): David N. Wylde, FSA, MAAA

Ever wonder how actuaries determine mortality experience on a block of business?  This session will allow you to peek under the hood of a typical mortality experience study to help you better understand some of the math behind the numbers and how actuaries analyze the results.

Presenter(s): Mike Fasano

This session will explain the differences between life settlements, life contingent structures and traditional underwriting. It will also discuss the differences in mortality experience by impairment and how that affects the underwriting decision. 

Presenter(s): Dianne Schuetz

This session will be interactive to demonstrate and discuss the implications of self-testing tools for insurers. It will weigh the concerns with the potential opportunities generated from this technology.


Presenter(s): Jean-Marc Fix, FSA, MAAA

As new tests and new data come out with an increased frequency, it becomes critical to review what is in your quiver on a timely basis. This session will cover the theoretical and practical considerations of a good protective value study in order for you to be well equipped for your selection process.

Presenter(s): Jim Greenwood

This session will discuss three tools to manage the use of wellness programs: underwriting credits, targeted marketing and active management of premiums post-issue.

12:15 – 12:55 p.m.
Lunch Break
12:55 – 1:55 p.m.

Presentation(s): View Presentation

Moderator(s): Phil Murphy

Presenter(s): Guizho Hu; Xiaojie (Jane) Wang, FSA, MAAA

Presenters will cover the basics of model building, including team makeup, infrastructure requirements, data sources, typical methodologies and inputs/outputs to the business.


1:55 – 2:00 p.m.
Closing Remarks




Demonstrating the listening, writing and speaking skills required to effectively address diverse technical and nontechnical audiences in both formal and informal settings.

Professional Values

Adhering to standards of professional conduct and practice where all business interactions are based on a foundation of integrity, honesty and impartiality.

External Forces & Industry Knowledge

Identifying and incorporating the implications of economic, social, regulatory, geo-political and business changes into the design and delivery of actuarial solutions.


Initiating, innovating, inspiring, creating or otherwise acting to influence others regardless of level or role toward a common goal.

Relationship Management & Interpersonal Collaboration

Creating mutually beneficial relationships and work processes toward a common goal.

Technical Skills & Analytical Problem Solving

Applying the actuarial knowledge, skills and judgment required to provide value-added services.

Strategic Insight & Integration

Anticipating trends and strategically aligning actuarial practice with broader organizational business goals.

Results-Oriented Solutions

Providing effective problem solving that addresses relevant interests and needs.