NAILBA ID Media Network: Digital Solutions During Uncertain Times
More than 620 Industry Registrants! 

 

Thank you to our Featured Sponsors: LexisNexis | Insurance Technologies | Pacific Life | CareValue

As the world, and more specifically, the insurance profession reacts to the COVID-19 pandemic, how are the processes evolving to best meet the needs of the consumer and the insurance professional?

Hosted by NAILBA, the Virtual Symposium featured industry experts from the technology, carrier, and distribution channels who shared ideas and best practices for sales success, underwriting efficiencies, and industry trends.

This event was held on July 14, 2020 and had more than 620 industry professionals registrants.
 
NAILBA Perspectives Magazine Q3 Special Edition

This special edition of Perspectives magazine has been written to compliment the symposium, offering additional advice on embracing the move from paper to digital, and efficiencies in the sales and underwriting processes. 

 

 

 

Featured Videos


Welcome to NAILBA's Virtual Symposium
Speaker: Dan LaBert, CEO, NAILBA 

State of Independent Distribution
Speaker: Seixas "Chad" Milner III 
President and CEO, The Milner Group

NAILBA Chair




Opening Keynote Speaker

Mark Holweger
President and CEO
Legal & General America

1:1 with Insurance Technologies
Touchless Sales Solutions

Featured Speaker: 
Doug Massey, EVP
Sales and Relationship Management
Insurance Technologies


Panel Discussion:
Touchless Selling Experiences

Featured Speakers: 
Joe Lynch, VP, Client Relationship Center,
Western & Southern Financial Group

Laura Mancini, AVP, Business Technology
Western & Southern Financial

Brian Williams, Co-CEO
Financial Independence Group

Panel Discussion: Sales & Distribution

Featured Speakers:
Linda C. Levyne, SVP, Head of Sales and Distribution
John Hancock Insurance

Jerry Blair, Vice President, Chief Distribution Officer of Sammons® Financial Group’s Life Division

Kevin Brayton, EVP,
Distribution and Sales Individual Life Insurance for Prudential




1:1 with LexisNexis

Featured Speaker:
Gary Sanginario
Senior Director, Analytics Product Management
LexisNexis



Overcoming the Obstacles for Paramed Exams &
Revisiting the Risk Assessment Process

Featured Speakers:
Scott Marquis, SVP Life Underwriting,
Life Insurance Administration, American National

Chris Behling, Chief Underwriter,
US & Head of Underwriting, Swiss Re L&H

Gary Sanginario, Senior Director,
Analytics Product Management, LexiNexis

Exclusive Sales & Underwriting Interview

Featured Speakers:
Marty Johnson, Vice President Life Underwriting
Mutual of Omaha

Michael "Slades" Sladek, National Sales Director
Mutual of Omaha



Panel Discussion: Carrier Underwriting

Featured Speakers:
- John Gilbert, President, The National Benefit Corp.
- Richard Fetter, Chief Underwriter, Securian Financial
- Kelly Stone, Vice President, Underwriting Operations, Protective
- Mark Crowe, AVP, Assistant Chief Underwriter, Pacific Life


One on OneAmerica
The Changing Economy

Featured Speaker:
Andrew Michie
Chief Financial Officer
OneAmerica Financial Partners




1:1 with CareValue, Inc.
Medicare and Independent Brokerage

Featured Speakers: 
Brian Doyle
President, Founder, & CEO, CareValue, Inc

Amanda Raymond
                          Chief Business Officer, CareValue, Inc.                        


SPEAKER BIOS


Dan LaBert, CEO, NAILBA 

Dan LaBert is the CEO of the National Association of Independent Life Brokerage Agencies. As an innovative and visionary executive, LaBert has extensive leadership experience with a number of organizations including the National Association of Consumer Bankruptcy Attorneys, Pennsylvania Institute of Certified Public Accountants, the Bar Association of Lehigh County, the Brewers of Pennsylvania, The Leadership Institute, United States Lacrosse and Public Broadcasting Service.

Seixas "Chad" Milner III, President & Chief Executive Officer, The Milner Group
NAILBA Chairman
Seixas “Chad” Milner III assumed the role of President and Chief Executive Officer of The Milner Group in 2017 becoming the fourth generation of his family to run the business and had previously served as the Vice President of the Senior Markets division of The Milner Group since 2001.

Mark Holweger, President and CEO, Legal & General America
Mark Holweger, President and CEO of Legal & General America, is responsible for the day-to-day operations of the business, ensuring service excellence, continued distribution expansion and achievement of Legal & General’s digital transformation strategy. 


Doug Massey, EVP, Sales and Relationship Management, Insurance Technologies
As Executive Vice President, Sales and Relationship Management, Doug directs the overall sales objectives, processes, and client relationship management for Insurance Technologies. Doug leads the Sales and Relationship Management teams to expand existing opportunities and ensure clients are receiving the best support and value from Insurance Technologies solutions and services.




Joe Lynch, Vice President, Client Relationship Center, Western & Southern Financial Group
Joe Lynch leads more than 100 associates responsible for direct sales and service activities. Mr. Lynch is also actively involved with a variety of strategic endeavors. Joe started at Western & Southern in 2002 and has over 30 years of leadership experience.




Laura Mancini, AAPA, ACS, PCS, ALMI AVP, Business Technology, Western & Southern Financial Laura Mancini has been in the financial services industry for 20 years and is currently the AVP of Business Technology at Western & Southern Financial Group. Ms. Mancini oversees a team responsible for electronic order entry platforms, data feeds, illustrations, and commissions. 

 

Brian Williams, Co-Chief Executive Officer, Financial Independence Group
Brian Williams received his MBA from North Carolina State University in Raleigh, North Carolina. Mr. Williams joined FIG in 2007 as Chief Operating Officer and was named Co-CEO in November of 2019. His background spans compliance, technology, and operations.




Linda C. Levyne, SVP, Head of Sales and Distribution, John Hancock Insurance

Linda is responsible for oversight of all distribution of life insurance int he U.S. for John Hancock, providing leadership of the National Account,Regional Vice President and Sales Support teams that support all of JohnHancock’s distribution partners nationwide, including independent marketing organizations, producer groups and financial institutions. Prior to taking on this role, she led a team focused on the sales of John Hancock Vitalityacross all accounts and relationships and served as Term Champion, promoting the sales of term products and facilitating the use of technology solutions to streamline the sale and submission of all products.

Jerry Blair, Vice President, Chief Distribution Officer of Sammons® Financial Group’s Life Division
Blair oversee life sales distribution for SFG’s member companies,  Midland National Life Insurance Company® and North American Company for Life and Health Insurance®. Blair, who has been with SFG for the past 13 years, previously held the position of vice president and chief distribution officer for Midland National.

Kevin Brayton, Executive Vice President Distribution & Sales, Individual Life Insurance, Prudential
Kevin is responsible for the overall strategic vision for the company’s distribution, sales and business development efforts. In this role, Kevin has accountability for the firm’s distribution model, maximizing sales by expanding our reach and creating synergies across the channels. He joined Prudential in 2013 upon the acquisition of The Hartford’s Individual Life Division and served as the head of the Independent sales channel, which includes Brokerage General Agency (BGA) partners, Personal Producing General Agents (PPGAs) and industry-leading producer groups. Kevin has worked in the insurance and financial services business for more than 20 years.

Gary Sanginario, Senior Director, Analytics Product Management
Gary has over 33 years of insurance experience in the insurance industry, starting at The Equitable’s Group Life Strategic Management department. He moved into P&C Insurance, serving in Product Management and Pricing for The General, Royal & SunAlliance, AIG, & The Hanover Insurance Group.

Scott Marquis, SVP Life Underwriting, Life Insurance Administration, American National
Scott Marquis is the Senior Vice President of Life Underwriting at American National.  He has been in the underwriting industry for 30 years. His industry designations include: Fellow, Academy of Life Underwriting (FALU) and Fellow, Life Management Institute (FLMI).  




Chris Behling, Chief Underwriter, US & Head of Underwriting, Swiss Re L&H
Chris Behling joined Swiss Re in April 2017 and leads strategy for the US Life & Health Division. In this role, Chris focuses on how Swiss Re can help insurance clients penetrate new markets and demographics with the goal of closing the $25 trillion coverage gap in the US. Prior to joining Swiss Re, Chris worked at AXA where he led National Accounts, Business Development, Specialty Markets and Sales Operations for AXA's US life business. This was a return to AXA, the company where he started his career in insurance. Prior to returning to AXA, Chris was the President of Mollen, a healthcare services company employing 25,000 nurses to deliver healthcare services nationwide. Chris was also a board member and Treasurer of The Population Health Association.

Marty Johnson, Vice President Life Underwriting, Mutual of Omaha
Johnson manages life insurance underwriting functions and is responsible for mortality results for Agency and Brokerage distributions. He joined Mutual of Omaha in 2009 as manager of Individual Life Underwriting and left in 2012 to serve as chief underwriter at Allstate Life Insurance Company in Lincoln. He rejoined Mutual as director of Individual Life Underwriting in 2013, and served in that role until his current promotion. Johnson is a graduate of the University of Nebraska at Omaha.

Michael "Slades" Sladek, National Sales Director, Mutual of Omaha Michael “Slades” Sladek is a national sales director with Mutual of Omaha. In his current role he is responsible for sales and marketing to industry leading NMOs and BGAs and managing a team of seasoned sales professionals. Slades has almost 30 years in the financial services industry. He is an accountant by training and started his career at KPMG Peat Marwick as a tax accountant in the late 1980s. Slades has a Bachelor of Science in Accounting with a double major in Economics from Northeastern Illinois University and received a Master’s of Science in Taxation from DePaul University.

John Gilbert, President, The National Benefit Corp.
John is the President for The National Benefit Corp (TNBC). John’s financial services career began in 2002 as an agent for Banker’s Life and Casualty. He served the central Iowa senior marketplace with life insurance, long term care, annuities, and Medicare supplements. John joined The National Benefit Corp. in 2004 as a marketing consultant specializing in annuity marketing. Gaining a strong knowledge of the brokerage world and the independent broker dealer community was a key to the early successes of the TNBC annuity department.

Richard Fetter, Chief Underwriter, Individual Market Segment, Securian Financial
As Director of UW for Individual Solutions, Rick is key for navigating for the business with our Chief Underwriter.  He is well versed on all of the current Covid-19 issues. In addition, he’s a key player for making our Automated Underwriting platform (WriteFit), best-in-class. A big part of Rick’s job and his accomplishments are centered on Underwriting Innovation so you can count him for fresh ideas and the ability to answer tough questions from the NAILBA community.

Kelly Stone, Vice President, Underwriting Operations, Protective Life
Kelly joined Protective in May, 2017. Prior to joining Protective she had been Vice President of Underwriting with AIG, where she had been since 2005. She has 27 years of individual life underwriting experience working with all distribution sources for multiple carrier companies. Her background includes underwriting management, training and large/complex case underwriting. She and her family relocated to the Nashville, TN area in 2014 where she works out of Protective’s Brentwood office.

Mark Crowe, AVP, Assistant Chief Underwriter, Pacific Life Insurance Company
Mark Crowe has over 20 years of experience in life insurance. Mark has over 20 years experience in various underwriting leadership roles, and will be responsible for establishing and monitoring underwriting strategy for our Broad Market. Joining Mark’s team will be Bruce Margolis and the medical and underwriting audit team, as well as Steve Ward and Jill Torrence. While Mark will work remotely from his home in Fort Mill, SC, he will spend significant time in our Lynchburg office. Mark received his B.S. in Botany from Eastern Illinois University. He started his career at First Penn-Pacific. He most recently worked for MassMutual as the Quality Audit Director. Mark has his FLMI and FALU. 

Andrew Michie, Chief Financial Officer, OneAmerica Financial Partners
Andrew Michie serves as chief financial officer, leading Corporate Finance, Investments, Actuarial, Risk Management and Vendor Management. He is a member of the OneAmerica Executive Council, chairs the Enterprise Operations Committee and leads Corporate Development. He has played key roles in the creation of strategic financial plans, the evaluation and execution of business acquisitions, and the discipline associated with our process for evaluating major business projects. Andrew joined OneAmerica in 2012.


Brian Doyle, President, Founder, & CEO, CareValue, Inc
Brian Doyle has been involved in insurance since 1996, he is the founder and CEO of Care Value, Inc (CareValue), a national Field Marketing Organization (FMO) and technology company. His passion is creating proprietary technology solutions that help agencies and independent brokers scale their individual or group businesses and better service their clients.

 

Amanda Raymond, Chief Business Officer, CareValue, Inc.
Amanda Raymond has a diverse background in Product Development, Marketing, and Data Analysis. She is the Chief Business Officer at Care Value, Inc (CareValue) and has her MBA in Business Strategy from the Simon Business School.