Wednesday, May 8
8:30AM - 9:30AM
Risk Management Track

Concurrent Session 7.4:
Making Cents of It All

Today’s underwriters encounter unique challenges when financially underwriting a case. There is a push toward less is more when considering customer experience and new scenarios are being presented which require modern tools and assessments. During this case clinic session, experienced underwriters will exchange risk assessment views on various underwriting scenarios to include generational wealth transfers, premium or immediate financing, social influencers, and NILs. Will we be able to make sense of the risk?

Mike Happold, FALU, FLMI, AFSI, Second Vice President, Munich Re
Susan Kerr, AVP, Large Case Underwriting, Manulife
Jennifer Shad, FALU, FLMI, AVP, Associate Chief Underwriter, Lincoln Financial Group