Elizabeth Cookson,, 202-624-2114


Geneva Barber,, 202-624-2424

©2019 ACLI. 101 Constitution Ave., NW; Suite 700; Washington, D.C. 20001  |

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Tuesday, October 15


General Session: The Business Imperative for Diversity & Inclusion: Perspectives from the C-Suite 


Life insurers’ core business is to provide solutions that protect the financial and retirement security of all Americans. Promoting a diverse and inclusive workforce that reflects the communities they serve is essential to this mission. To achieve this, companies have devised strategic goals, business policies and programs designed to create a more inclusive environment for women, people of color, LGBTQ individuals, people with disabilities, veterans and other traditionally under-represented groups. 


C-suite leaders play a strategic role in achieving the long-term success of their companies. This panel of CEOs/Executives will share perspectives on the unique challenges and successes their companies gleamed through their D&I initiatives, and how such initiatives will impact the industry’s workforce and customers in the future. 



Susan K. Neely, President & Chief Executive Officer, American Council of Life Insurers



Robert Falzon, Vice-Chair, Prudential Financial

Marc-André Giguère, President & Chief Executive Officer, Munich Re

Margaret Meister, President & Chief Executive Officer, Symetra Financial 



Refreshment Break



Concurrent Sessions

1. Legal/Compliance: California Consumer Privacy Act (CCPA)

This session will have a particular focus on how Gramm-Leach-Bliley Act (GLBA) and Health Insurance Portability and Accountability Act (HIPAA) exclusions impact CCPA requirements. 



Kara Baysinger, Partner, Co-Chair Insurance Regulatory and Enforcement Practice, Mayer Brown LLP


Erez Liebermann, Vice President, Corporate Counsel, Prudential Financial

Shiveh Roe, Chief Cybersecurity & Privacy Legal Officer, Primerica

2. Finance/Investment: How Life Consolidation Went Global 

After its early days in the UK, life consolidation has become a global practice spreading through the Europe, the US and beyond with almost $330bn of deal value for life insurance M&A in the past five years.  In this session, the audience will learn about the drivers for this trend and insights into the market conditions that lead to a surge in life asset consolidation, and some thoughts on where the focus will shift to next. A short case study on the financial impact of these deals on the vendor and the acquirer will be followed by an interactive Q&A.



George Eknaian, Chief Risk Officer, Talcott Resolution Life Insurance Company


3. The Big Picture: Regulatory and Legislative Scrabble – the Vision for 2020

A panel of experts from the American Council of Life Insurers will provide a review of the most pressing legislative and regulatory challenges facing the industry today. With privacy, paid family and medical leave, retirement security, long-term care, genetic testing all on the board, the state and federal regulatory and legislative landscape is made for a Scrabble game. Join us for a lively and candid living-room style conversation with ACLI staff for their big picture vision for 2020.



Alane Dent, Senior Vice President, Federal Relations, ACLI 

Kate Kiernan, Vice President & Chief Counsel, Policy Development, ACLI

Pat Reeder, Vice President & Deputy General Counsel, ACLI

Jim Szostek, Vice President, Taxes & Retirement Security, ACLI

Leah Walters, Regional Vice President & Deputy, State Relations, ACLI


Closing Luncheon: Resilience in Turbulent Times

World-renowned presidential historian Doris Kearns Goodwin reflects on more than 150 years of U.S. history to put into context our most recent unprecedented presidency – a fast-paced, unpredictable, and at times impulsive Administration. By sharing her deep understanding of the ambition, resolution and resilience of some of our nation’s most revered presidents, Goodwin explains how past setbacks and triumphs shed light on the cultural, economic, and political transformations that define today’s turbulent times. With a goal of educating and entertaining audiences, Goodwin brings to life some of our most successful presidents to provide insight for today’s leaders, and to demonstrate that however fractured our modern political culture has become, our democracy is also resilient and has survived—even thrived—through more troubling times in the past.


Doris Kearns Goodwin, Presidential Historian & Pulitzer Prize-Winning Author 




Concurrent Sessions

1. Legal/Compliance: Developments and Forecast on Life Insurance Company Litigation; UL, IUL,VLI and LTC

An overview and analysis of current trends in life insurance company litigation and predictions with emphasis on current issues developing in both significant individual and class action cases - to include product features, sales and disclosure issues, guarantee/non-guaranteed, COI case status, potential privacy and cyber litigation, analysis of long-term care exposures and emerging exposures from insurtech. 



Jim Jorden, Partner, Drinker Biddle & Reath LLP 



Benjamin Edwards, Attorney,  Lincoln Financial Group

Michael Gugig, Vice President, State Government Relations, & Associate General Counsel, Transamerica Life Insurance Company 

Christian Walker, Vice President, Litigation,  Athene Annuity


2. Finance/Investment: Brexit- What Now for US Insurers?

Many are anxiously awaiting the October 31, 2019 deadline on Brexit to see the impact on the U.S. insurance market resulting from a post-Brexit economy in the UK.  This panel will discuss three different forecasts developed to predict and measure the impact, based on a consistent growth trend, a moderate view of the future impact, and a worst-case scenario. This timely session is a must for insurance professionals.


R. Dale Hall, Managing Director of Research, Society of Actuaries

George Swan, Partner, Freshfields Bruckhaus Deringer LLP

Darryl Wagner, Principal, Deloitte Consulting LLP

3. Trends & Technology: Disrupting the Life Insurance Industry to Help Customers Live Longer, Healthier Lives

Today’s consumers expect personalized and simple digital experiences that fit seamlessly into their lives. However, the insurance industry isn’t known for driving innovation and digital transformation – instead falling into the “set it and forget it” category. As a result, life insurers haven’t fully accepted their unique and powerful position to help customers live longer, healthier lives. Insurance is the ultimate “shared value” industry; by embracing a business model that incentivizes customers to adopt healthy habits and live longer, a company’s bottom line also benefits. In this session, Brooks Tingle will share why John Hancock adopted Vitality as a core business strategy to move the industry from a passive insurer to active guardian of the future, where companies anticipate, prevent, and mitigate societal and individual risks.



Greg Ryan, Law and Money Reporter, Boston Business Journal


Brooks Tingle, President and CEO, John Hancock Insurance

4. Medical Trends: Moving the Industry Forward Through Medical Research

Over the past several years, we’ve seen much progress in the field of personalized medicine.  What exactly is personalized medicine and how does this impact the insurance industry?  This presentation will unpack what drives the astounding progress in this field, delve into the shifting trends in both population and insured mortality, and provide helpful tips on what insurance companies can do to be prepared for the future.



Gina Guzman M.D., Vice President & Chief Medical Director, Munich Re


Hot Issues Breakfast: AM Best Industry Outlook  

Utilizing its insight into the life insurance industry’s balance sheet, operating performance, business profile and Enterprise Risk Management, AM Best will discuss the market outlook for the life/annuity segment. The discussion will consider the potential impact of increasing business and asset risk stemming from the prolonged low interest rate environment, driven in part by a slowing global economy and ongoing trade issues. In addition, AM Best will review current rating trends and its draft innovation methodology.


Erik Miller, Associate Director, AM Best

Rosemarie Mirabella, Director, AM Best