Announcement: SOA releases October 2019 Exam STAM passing candidate numbers.

Presenter Information

Presenters

Antonette Andersen
Manager, Client Services
Clinical Reference Laboratory

Antonette Andersen architects client solutions for CRL Plus. Her responsibilities include establishing requirements and managing the development of processes and workflows to accommodate the needs of underwriting-service customers. As client services manager, she manages client relationships, project management and is a subject-matter expert for underwriting services including teleinterviews. Antonette has worked as a life insurance underwriter, and served the industry as a life insurance vendor for over 10 years. She attended the University of Nebraska for a degree in management and marketing.

Thomas Ashley
Chief Medical Director and Vice President
Gen Re

Gregory A. Brandner, FSA, CERA, MAAA
Assistant VP & Actuary
Munich American Reassurance Co

Greg Brandner is assistant vice president and actuary with Munich American Reassurance Company in Atlanta, Georgia. In this role, Greg is responsible for reinsurance pricing within the individual life line of business for Munich American Re’s U.S. clients. Greg’s particular areas of expertise are simplified issue, guaranteed issue and COLI/BOLI pricing. Prior to joining Munich Re, Greg worked for another large U.S. life reinsurer where he was responsible for the pricing and experience analysis of simplified issue business utilizing automated underwriting platforms. Prior to his reinsurance experience, Greg spent many years working for direct-writing companies with responsibilities that included pricing, product development, experience analysis and reinsurance support. Greg is a graduate of the University of Wisconsin with a Bachelor of Business Administration Degree in actuarial science. He is a Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries.

Bruce Dahlquist
Director of Business Development and technology Solution
Clinical Reference Laboratory

Bruce Dahlquist is director of business development and technology solution at Clinical Reference Laboratory, (CRL) where he has promoted CRL’s Wellness, Toxicology, Insurance and Technology services for 28 years. He’s focused on finding solutions to the ever challenging mantra of bigger, better, faster (without sacrificing mortality risk). Bruce actively participates in underwriting association meeting and is a board member to the SEHOUA. He holds a MBA in finance from Texas Tech University and BA in geology from University of Northern Colorado.

Michael V. Fasano
Founder & President
Fasano Associates

Michael Fasano is founder and president of Fasano Associates, a leading underwriting consulting firm serving the life, annuity and life settlement markets.

Before starting Fasano Associates, Michael served as president of Trans-General Life Insurance Company. Before that, he worked as an Investment Advisor for a large internally managed pension fund. Michael started his career at the White House Office of Management and Budget.

Michael received his BA from Northwestern University and his MA from the University of Wisconsin, Madison. He currently serves on the Board of Visitors for Northwestern University’s College of Arts & Sciences. He also serves as a Board member of the Institutional Longevity Markets Association (ILMA) and the European Life Settlement Association (ELSA). He is a frequent industry speaker and has published articles in Best’s Review, Pensions and Investments and the National Underwriter.

Jean-Marc Fix, FSA, MAAA
Vice President, Research & Development
Optimum Re

Jean-Marc is vice president, research and development for both Optimum Re Insurance (United States) and Optimum Reassurance (Canada). He is responsible for the updating of Optimum’s Underwriting Manual, both for life and critical illness. He also is responsible for the underlying research framework for product development.

Jean-Marc has over 25 years of experience in the life insurance industry and is a Fellow of the Society of Actuaries as well as a member of the American Academy of Actuaries. He is currently active in a number of SOA committees centering on mortality and underwriting. He is also the chair of the Actuarial subgroup of the ACLI Task Force on Genetic Testing.

Bill Gish
Senior Director
Cerner Corporation

Carolyn Goshorn
Vice President, Underwriting Manager
Swiss Re

Carolyn Goshord has held various positions in the financial services industry with Lincoln Financial Group and Swiss Re. She has over 20 years of underwriting experience in the life insurance industry and 10 years in the retirement financial services industry as a Technical Support and Plan Administration Manager. Carolyn is a graduate of Indiana University with a bachelor's degree in general studies with a concentration in math and science and a master's degree in business administration from Indiana Wesleyan University. She is the past president of the Indiana Home Office Underwriters Association (IHOUA) and is the past director of Examinations for the Academy of Life Underwriting. She currently serves as a committee member of the SOA Underwriting Issues and Innovation Seminar.

Andy Graves
Vice President
M Financial Group

Jim Greenwood
Senior Vice President
Gen Re

Jim is responsible for establishing and managing the strategic direction of the Individual Products division with accountability for Individual Life, Critical Illness, Disability Income and Long Term Care marketing, sales, underwriting, medical and pricing activities. Jim joined Gen Re in 1983. His past experience at Gen Re includes management of the financial reinsurance division and various functions in the corporate and group divisions including marketing, underwriting, accounting, planning and auditing. Jim is also Vice President of IdeaLife Insurance Company, a U.S. affiliate. Jim earned his Bachelor of Science in Finance and his Master of Business Administration from the University of Connecticut. You can learn more about him on his LinkedIn page at www.linkedin.com/in/jamesmgreenwood.

Sarah R. Hinchey, FSA, CERA, MAAA
Predictive Analytics Strategist and Consultant
Milliman

Sarah Hinchey is a predictive analytics strategist and consultant with Milliman, based in San Francisco.

Prior to joining Milliman in 2016, Sarah spent eight years working for life insurers in the United States and in Europe, including positions in Ireland, Spain and the Netherlands.

While in the Netherlands, she helped to develop a cross-border data analytics program for a major European insurer from the ground up.

She led multiple cross-functional projects across Europe to demonstrate the impact of data driven marketing.

She also has worked with executive teams on life insurance protection strategy and value proposition development.

Prior to her marketing roles, Sarah worked as a variable annuity pricing and product development actuary.

Guizhou Hu
Chief of Decision Analytics
Gen Re

Brian Ivanovic
Senior Vice President
Swiss Re

Brian Ivanovic leads Swiss Re's North American Applied Research & Development area. He is a board certified family physician and epidemiologist, with 19 years of reinsurance industry experience. He conducts research that assists Swiss Re in the establishment of pricing assumptions and in understanding factors that can affect future population health and claim risk. A major focus of Brian's time over the past several years has been in the area of mortality trend research and outcomes modeling. He is a regular presenter at key industry meetings.

Prior to his insurance industry experiences, Brian completed a Fellowship in Academic Medicine at the Medical College of Wisconsin in Milwaukee and spent six years teaching medical students in Des Moines, Iowa, and Milwaukee, Wisconsin. He began his medical career as a Flight Surgeon in the U.S. Air Force.

Cheryl Johns
VP New Business Operations & Chief Underwriter
AAA Life

Doug Kemp
SVP Product Innovation
Snynodex

Allen M. Klein, FSA, MAAA
Principal and Consulting Actuary
Milliman

Al Klein is a principal and consulting actuary with Milliman’s Buffalo Grove/Chicago office. He joined the firm in 2009.

Al’s primary responsibilities include industry experience studies and helping clients with mortality, longevity and underwriting related issues. This may involve product development, assumption setting and mergers and acquisitions. Al’s expertise on mortality and underwriting includes traditional products, simplified issue, final expense, older age and preferred.

Prior to joining Milliman, Al worked for a large stock life insurance company where he was responsible for experience studies across all lines of business. He has also worked for other life insurance companies, a reinsurer and consultant, where he has been responsible for strategic planning, product development and traditional reinsurance.

Al is a frequent speaker and currently involved with a number of industry activities, including: Society of Actuaries representative and Co-Vice Chair for the Mortality Working Group of the International Actuarial Association.

Peter Komsthoeft
VP UW Research
SCOR Global Life Americas

Emma Ladd
Vice President
Lincoln Financial Group

Emma Ladd is vice president of the Executive Benefits Underwriting, Operations and the TermAccel and TeleApp departments.

Emma started her career in CIGNA’s Underwriting Department. She joined Lincoln through acquisition of Lincoln and Cigna in 1998.

Received her BA from Lynchburg College and MBA in international business from the University of Hartford.

She currently serves as Secretary on the Board of Directors for Greater Hartford Arts Council. Emma has served on various Lincoln committees such as, United Way, United Arts Council, Charitable Contributions Committee and Leadership Preparation Program in Hartford, Connecticut. In addition, she served on the Board of Directs at World Affairs Council, a non-profit educational organization and as vice chair of East Catholic’s High School Board.

Brian Lanzrath
Director of Analytics
ExamOne, Inc

Brian Lanzrath is the director of analytics at ExamOne, Inc. His main areas of professional focus include predictive modeling for mortality and fraud, as well as the development of analytics-driven quality metrics for producers, paramedical examiners, and underwriters. His work has been published in multiple industry journals, including On the Risk and the Journal of Insurance Medicine, and is a regular speaker on applications for big data and analytics in the life insurance industry. Brian holds a BS in genetics and an MBA from the University of Kansas.

Donna Christine Megregian, FSA, MAAA
Vice President and Actuary
RGA

Donna Megregian is vice president and actuary at RGA in the U.S. Mortality Markets. Her current role coordinates actuarial services, providing assistance with such services as product development, competitive intelligence and benchmarking studies. Before joining RGA in December 2013, Donna worked for Milliman, Lincoln Financial, Zurich Life and CNO focusing on life and annuity product development. She is an active speaker, writer and volunteer for the Society of Actuaries and American Academy of Actuaries. She is an FSA and MAAA.

James A. Miles, FSA, MAAA
Consulting Actuary
Society of Actuaries

Phil Murphy
Senior Vice President – Integrated Underwriting Solutions
Munich American Reassurance Company

Andrew J. Peterson, FSA, EA, MAAA, FCA
Senior Staff Fellow
Society of Actuaries

Andrew Peterson is the senior staff fellow for retirement at the Society of Actuaries (SOA) working to develop and support better retirement systems. In this capacity, Andy serves as a staff partner to the Pension Section and the Social Insurance and Public Finance Section of the SOA directing volunteer activities in these two areas. In addition, he provides retirement expertise to the SOA’s education (including both basic and continuing education programs) and research functions. He also serves as a liaison between the SOA and other organizations in the retirement arena, works to facilitate the intellectual capital development of retirement actuaries and provides leadership on various SOA initiatives including a current focus on longevity issues.

Andy received a BS degree in mathematics from Taylor University in 1992. He is a Fellow of the Society of Actuaries, an Enrolled Actuary, a Member of the American Academy of Actuaries and a Fellow of the Conference of Consulting Actuaries. He is also a member of the National Academy of Social Insurance.

Dianne Schuetz
Vice President, Business Initiatives
RGAx

Dianne Schuetz is vice president, business initiatives at RGAx, the wholly-owned business innovation incubator of Reinsurance Group of America, Incorporated (RGA). Her responsibilities include developing, leading, and managing a portfolio of new business initiatives for RGAx. Dianne’s two decades of experience developing and bringing new products, services and technology to market include her most recent stint as SVP of Operations at Force Diagnostics, Inc., where she designed and developed new solutions for the healthcare and insurance verticals. Before then, she was director of product management, insurer services for ExamOne, a Quest Diagnostics Company, where she directed strategic planning and market delivery for several new risk assessment products. Previously, she was vice president of product development and director of client technology solutions for Advanced Health Technologies.

She received her Bachelor of Science degree in science and nursing and her Family Nurse Practitioner Certificate from Purdue University Calumet, Hammond, Indiana, and her Masters of Business Administration from Loyola University in Chicago. Her clinical background includes work as a family nurse practitioner in ambulatory care and as a registered nurse in hospital, urgent care and home health settings.

Philip Smalley
Senior Vice President, Global Chief Medical Officer
RGA

Dr. Philip Smalley is senior vice president and global chief medical officer of RGA International Corporation. He is responsible for medical research and for assisting in product development. Dr. Smalley is an internal medicine specialist with 24 years of experience in insurance medicine. His medical degree is from the University of Toronto and he is a past president of the Canadian Life Insurance Medical Officers Association. Dr. Smalley is also managing director of the Longer Life Foundation, which funds mortality research at Washington University in St. Louis, Missouri.

Kevin Smith
Director
Legal & General America

Kevin Smith has 28 years of underwriting experience and has held positions such as line underwriter, director of underwriting technology and underwriting officer with several top brokerage companies. Kevin was also the chief underwriter at Liberty Life of Boston, a career shop, for 14 years prior to joining Legal & General America.

Kevin has served on the North East Home Office Underwriter's Association (NEHOUA) for several years which culminated in the presidency in 2000, the MIB advisory Council for one year and has also served on the AHOU for several years in the capacity of the planning committee and the past three years serving as vice president of external relations. In Kevin's current role, he directs the underwriting staff that is responsible for tele-application business and has his hands in several large organization projects.

Robert L. Stout
Director & Chief Scientific Officer
Clinical Reference Laboratory

Dr. Robert Stout is the director and chief scientific officer for Clinical Reference Laboratory based in Lenexa, Kansas. He completed undergraduate studies at California State University (Fullerton) and obtained a Ph.D. in biological chemistry from UCLA School of Medicine.

Since 1978 he has been directly responsible for introducing many of the new tests and procedures used in risk assessment such as, urine and saliva HIV. Dr. Stout has produced nine patents over the last decade.

Dr. Stout has published numerous articles in the Journal of Insurance Medicine and On the Risk. He has made presentations to the Institute of Home Office Underwriters, the ACLI Medical Section, AAIM, the Home Office Life Underwriter’s Association, the Canadian Institute of Underwriters, the International Underwriters Congress, ICLAM, the Impaired Risk Group and numerous Regional Underwriters Associations.

Xiaojie Wang, FSA, CERA
Predictive Analytics Lead
Swiss Re

Xiaojie Wang obtained her master's degree in mathematics with a focus on actuarial science from the University of Texas at Austin. She became a Fellow of the Society of Actuaries (FSA) in 2015 and a Chartered Enterprise Risk Analyst (CERA) in 2014. Wang worked at New Era Life Insurance Company as an Actuarial Analyst for more than two years, mainly on life valuation. In 2013, she joined Swiss Re's Population Risk and Data Analytics R&D team on modeling and L&H research. Starting 2016, she works as predictive analytics lead in New Solution Group.

David N. Wylde, FSA, MAAA
Research Actuary
SCOR Global Life Americas

David Wylde is a research actuary with SCOR Global Life Americas, where he leads efforts in preferred risk mortality analysis, mortality table construction, and pricing assumptions development. He is a frequent contributor to SCOR Global Life’s quarterly risk management newsletter. He earned a master's degree in actuarial science from Ball State University in Indiana and a bachelor's degree in mathematics from Rose Hulman Institute of Technology in Indiana. He also holds the Charted Life Underwriter and Chartered Financial Consultant designations from the American College. David is the current chair of the Society of Actuaries Mortality and Underwriting Survey Committee, participates in the Preferred Mortality Project as a member of the Underwriting Criteria Team. As a member of the SOA’s Committee on Life Insurance Research, David has participated in several Project Oversight Groups.