Sponsored Thought Leadership Presentation & Legal Forums
Throughout the conference, we are hosting legal briefings and sponsored thought-leadership presentations where law firms and solution providers will showcase their insured retirement expertise, introducing new products and providing timely updates on key issues.
Wednesday, May 18
SIMON + FIDx = A Great Pairing
Come get a taste of something special!
Have you heard that SIMON and FIDx are combining their best-in-class annuities capabilities, integrated into one industry-leading platform? Join this presentation to learn what this partnership will mean for your firm as well as the entire industry.
Thirsty for more? Your sneak peek into what’s transpiring will be accompanied by a special wine tasting. Try award-winning wines from the Mollydooker vineyard in Australia, compliments of SIMON, and let’s toast to exciting new opportunities ahead!
Thursday, May 19
7:30 – 8:30 a.m.
Accelerating Replacement Processing with eSignature and Ceding Carrier Data Workflow Triggers
Breakfast with a focus on how automation using ceding carrier data impacts new policy issue, producers and policy holders. This wake-up discussion reviews the standardized replacement eSignature rules used in the AOE platforms to automate the eSignature workflow process — and the negative impact variations to these Best Practices have on replacement turn-around times. This session will also examine how small workflow automation steps, using additional ceding carrier data, improve communications and decrease the annuity issue cycle time.
Unified Onboarding, Licensing and Registration: The Key to Growth in the Digital Era
Some of the industry’s most seasoned onboarding, licensing and registration experts, who have had their finger on the pulse of the industry for more than 50 years combined, will discuss key challenges and opportunities facing the industry in the context of these changing times — including the digitization of insurance; managing producer satisfaction; competitive pressures; advances in technology; and of course, more regulation.
12:30 – 1:30 p.m.
AI, Algorithms & Unintended Bias: Understanding and Responding to Emerging Regulations on Automated Decision-Making
Insurers are expanding their use of artificial intelligence and algorithms, even as policymakers raise concerns about fairness and potential bias against protected classes. In the absence of clear regulatory guidance and standards, industry and legal stakeholders are struggling with how to address concerns about algorithmic fairness, leading to increase regulatory and reputational risk. This is an important societal issue of deep concern to organizations and everyone in the legal profession should be monitoring developments in these increasingly high-profile issues. Our program will discuss the emerging regulatory standards and best practices and explore how insurers can protect themselves from regulatory, litigation and reputational risk.
DOL Hot Topics
This session will explore a number of key topics, including the future of PTE 84-24, litigation challenges to DOL rulemaking, and the Department’s recent guidance on cryptocurrency investing.
Thank You To Our Sponsors
