Attendees Titles & Companies
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1 Title Head of Advanced Markets Vice President, Advanced Markets Director, Advanced Sales Advanced Sales Consultant Vice President, Advanced Markets Advanced Markets Manager Director of Life Marketing Senior Manager Advanced Sales Second Vice President, Marketing Counsel Vice President Managing Partner Advanced Markets Attorney Director, Estate and Charitable Planning Group Assistant Vice President, Advanced Marketing Assistant VP Managing Director Partner Company Accordia Life and Annuity Company AIG Life and Retirement AIG Life and Retirement Alfa Life Insurance Corporation Alfa Life Insurance Corporation Allianz Life Insurance Company of North America Allianz Life Insurance Company of North America Allianz Life Insurance Company of North America Allstate Financial Ameritas Life Insurance Corp. Association for Advanced Life Underwriting Aurora Capital Alliance Aurora Capital Alliance BlackRock, Inc. Bryan Cave, LLP
2 Vice President, Advanced Markets Title Description Senior Product Specialist - Client Depth-Protection Lead Advanced Markets Attorney Advanced Life Manager & Counsel Sr. Advance Sales/Leader President & CEO Director, Advanced Sales Support, Insurance AVP, Advanced Sales Vice President, Business Resource Center for Advanced Markets Second VP, Marketing CEO President AVP, Advanced Markets Solutions & Strategic Support AVP & Associate Counsel, Advanced Markets Partner Manager, Advanced Markets Senior Meeting Planner Columbus Life Insurance Company Company Name Edward D. Jones & Co., L.P. Farm Bureau Life Insurance Company Farmers New World Life Insurance Company Federated Life Insurance Company Genworth Financial Gracie Point Holdings, LLC Great-West Life Assurance Company Guardian Life Insurance Company of America Guardian Life Insurance Company of America Guardian Life Insurance Company of America Hoopis Performance Network Hoopis Performance Network John Hancock Life Insurance Company (U.S.A.) John Hancock Life Insurance Company (U.S.A.) Keebler & Associates, LLP Lafayette Life Insurance Company
3 Multimedia Specialist Conference Coordinator Director Business Development Senior Account Director, Sales Support Director - Sales Concepts Advanced Sales Team Case Design SVP, Sales & Marketing Client Relationship Director Advanced Planning Attorney Director, Business Development Lincoln Financial Group Lincoln National Life Insurance Company Lincoln National Life Insurance Company Lion Street LL Global Services, Inc. LPL Financial Services Maritz Motivation Martinez, Winter, DeLarosa Director, Estate and Business Planning Assistant Vice President Director-Advanced Sales VP, Life Product Development Sr. Case Consultant Director, Advanced Sales Case Design Consultant Massachusetts Mutual Life Insurance Company Metlife Insurance Company USA Minnesota Life Insurance Company
4 Advanced Marketing Director Manager, Advanced Sales Advanced Sales Specialist Director, Advanced Sales Director, Long-term Care Initiative, Advanced Sales Senior Director Director, Advanced Consulting Group CVP, Regional LTC Solutions Sales Manager Director, Advanced Planning Director, Advanced Planning Assistant Director - Financial Underwriting Sr. Advanced Sales Consultant Minnesota Life Insurance Company Modern Woodmen of America Mutual of Omaha Insurance Company National Life Insurance Company National Life Insurance Company Nationwide Financial Nationwide Financial Nationwide Financial New York Life Insurance Company Northwestern Mutual Life Insurance Company Northwestern Mutual Life Insurance Company Northwestern Mutual Life Insurance Company Ohio National Life Insurance Company Oshins & Associates, P.C. Director of Product Marketing Sr. Retirement Strategies Consultant Assistant Vice President, Advanced Marketing Vice President Vice President Marketing - Retirement Solutions Division Assistant Vice President, Advanced Designs
5 Manager, Advanced Designs Senior Advanced Marketing Consultant Retirement Resource Group Consultant Vice President, Strategic Marketing & Communication Director, Creative Services, Marketing Communications Advanced Sales Attorney Vice President Director, Marketing Development Director, Advanced Solutions 2nd VP - Advanced Sales Director of Advanced Strategies Director, Business Solutions Group Advanced Strategies Counsel Director, Life/Health Underwriting Counsel Manager, Advanced Marketing Services Director of Advanced Markets Professor and Director of Retirement Planning and Living National Sales Manager Penn Mutual Life Insurance Company Pentera Group, Inc. Pentera Group, Inc. Principal Financial Group, Inc. Protective Life Insurance Company Prudential RiverSource Life Insurance Company Securian Financial Group Securian Financial Group State Farm Life Insurance Company State Farm Life Insurance Company StoneRiver Teachers Insurance and Annuity Association of America Texas Tech University The National Underwriter
6 Director, Advanced and Retirement Services Managing Partner AVP, Advanced Marketing Advanced Marketing Consultant Vice President, Advanced Sales Thrivent Financial for Lutherans TIAA-CREF Tier One Insurance Services, Inc. Transamerica Life Insurance Company Transamerica Life Insurance Company Voya Financial, Inc. Attorney/CPA
Attendees Titles and Companies
Attendees Titles and Companies Title, Life & Health Insurance Account Executive Senior Account Executive Chief Executive Officer VP, Marketing Strategy Market Research Manager Research Manager - Product,
Attendee Titles and Companies
Attendee Titles and Companies Job Title Market Segment Liaison - Health Insurance Corporate Actuary Executive Director Director, Insurance Claims Senior Actuarial Analyst Sr. Actuarial Associate Sr. VP,
Senior Account Executive. Privacy Officer. Vice President, Life & Health Insurance
Title Senior Account Executive Privacy Officer, Life & Health Insurance Sales Executive Director, Insurance and Healthcare Analytics Group and Global Head of Consulting & Analytics VP Consulting & Analytics
Marketing & Research Conference Attendees Titles & Companies
Marketing & Research Conference Attendees Titles & Companies Title Account Development Manager, Financial Services Strategy Field Marketing FSI Enterprise Field Marketing Chief Executive Officer VP, Marketing
Regulatory Compliance Officer - Advertising Principal. National VP, Sales Development Director, Corporate Digital Communications
Company Name Adrea Rubin Marketing Inc. Adrea Rubin Marketing Inc. Advisology AIG/The Variable Annuity Life Insurance Co Allianz Life Insurance Company of NA Allstate Financial American National Family
Conference Attendees. Head of Group Insurance Head, Disability Product Development
Conference Attendees Company 5Star Life Insurance Company Aetna Aetna Afinium Afinium Aflac Aflac Benefits Solutions Aflac Benefits Solutions AHIP AIG Benefits Solutions Allstate Benefits American Benefits
Social Media and Compliance Specialist Regional Manager, Social Media
Company Name Title Description 451 Marketing EVP - Financial Services ACE Group (Combined) AVP, Interactive Communications Actiance Social Media and Compliance Specialist Actiance Regional Manager, Social
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Director - Retirement Plans Marketing and New Business. Athene Annuity & Life Assurance Company Marketing Communications Campaign Manager
Preferred Company Name Adrea Rubin Marketing Inc. Adrea Rubin Marketing Inc. Affinnova Affinnova Allianz Life Allstate Allstate Financial Allstate Insurance Allstate Insurance Company American National
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Attendees Titles and Companies Title Assistant Vice Senior Financial Analyst Director of Insurance Relationships Program Manager VP Risk Mgmt Team Lead, Group Underwriting Senior Disabililty Underwriter
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Vice President, Life & Health Insurance Account Development Manager. Director, Industry Strategy Financial Services
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ORDINARY LIFE BUSINESS... 1 CREDIT LIFE BUSINESS... 2 GROUP LIFE BUSINESS... 3 INDUSTRIAL LIFE BUSINESS... 4 TOTAL LIFE BUSINESS...
YEAR 2014 ORDINARY LIFE BUSINESS... 1 CREDIT LIFE BUSINESS... 2 GROUP LIFE BUSINESS... 3 INDUSTRIAL LIFE BUSINESS... 4 TOTAL LIFE BUSINESS... 5 ORDINARY ANNUITIES BUSINESS... 6 GROUP ANNUITIES BUSINESS...
Currently, the implementation date is scheduled for November 30, 2004. 1
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Vice President, Life & Health Insurance Sales Executive Senior Account Executive
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Attendees Titles and Companies Title Manager of Regional Sales - Advertising Sales Accenture Software Sales and Marketing Account Management Business Specialist Sales Managing - Technology Life & Annuity
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ORDINARY LIFE BUSINESS... 1 CREDIT LIFE BUSINESS... 2 GROUP LIFE BUSINESS... 3 INDUSTRIAL LIFE BUSINESS... 4 TOTAL LIFE BUSINESS...
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Senior Vice-President, Enrollment Technology Solutions. VP Corporate Development Vice President, Product Development and Marketing Strategy
Preferred Company Name Title Description 5 Star Life Insurance Company Sr. Vice President Business Insurance Markets 5 Star Life Insurance Company Operations Manager A.M. Best Co. FSenior Financial Analyst
Wisconsin Market Shares 2002
1 CUNA MUTUAL LIFE INS CO 7.7 389,117,728 2 ALLIANZ LIFE INS CO OF NORTH AMERICA 5.3 268,593,809 3 LINCOLN NATIONAL LIFE INS CO THE 5.0 252,049,598 4 TRANSAMERICA LIFE INSURANCE CO 4.6 229,208,086 5 THRIVENT
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2River Consulting LLC 5 Star Life Insurance Company Vice President Advanced Benefit Concepts, LLC. Product Manager. Worksite Marketing Manager
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2014 Oregon Page 1 of 9 4 Ever Life Ins Co 80985 IL $0 $0 $23 $0 $23 0.00% 5 Star Life Ins Co 77879 LA $90 $0 $1,374 $0 $1,464 0.13% AAA Life Ins Co 71854 MI $1,847 $0 $2,076 $0 $3,923 0.34% Ability Ins
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OTHER ACCIDENT ONLY BUSINESS... 22 ALL OTHER A&H BUSINESS... 23 TOTAL OTHER INDIVIDUAL CERT... 24
ORDINARY LIFE BUSINESS... 1 CREDIT LIFE BUSINESS... 2 GROUP LIFE BUSINESS...... 3 INDUSTRIAL LIFE BUSINESS... 4 TOTAL LIFE BUSINESS... 5 ORDINARY ANNUITIES BUSINESS...... 6 GROUP ANNUITIES BUSINESS...
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Must have been fully underwritten, with blood work, to qualify. If it was issued without blood work/analysis, it is not eligible.
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Protective Custom Choice UL 8-14 $451.17 The policy may be replaced (subject to contract terms) without evidence of insurability with any company designated permanent plan of life insurance. The replacement
Aetna Life Insurance Company 151 Farmington Avenue Hartford, CT 06156 Phone: 800-537-8521 www.aetna.com NAIC # 60054
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