General Information

ReFocus 2009 See the Future First is a distinctive, one-of-a-kind conference for senior-level life insurance and reinsurance executives, jointly sponsored by the American Council of Life Insurers and the Society of Actuaries.

The Committee is planning ReFocus 2009 and hopes you plan to attend. ReFocus 2009 will build off the success of its previous conferences with more top-notch speakers, forward-looking sessions and superior networking opportunities where you can interact with the who's who of the international life and health insurance and reinsurance industry. Here are a few things last year's attendees said:

“Wow, what a rewarding investment of time. The content touched on many current issues. I was very impressed by the presenters, and found the interaction very valuable as well. The real test of a meeting's value is do you plan to attend again. For me the answer is simple...yes." Dave O'Maley, CEO, Ohio National

“Lots of good information and a good place to mingle with industry players." Stuart Reese, CEO, Mass Mutual

“This meeting includes great presentations, a well-designed program and high-level attendees. It's a gamble not to attend.” Greig Woodring, CEO, RGA

“If you haven't attended a ReFocus meeting, you need to do it. The topics and speakers are superb.” Larry Zimpleman, CEO, Principal

Please mark your calendar for March 1-4, 2009, and share this date with your colleagues as well. In the meantime, if you have any questions, please feel free to contact one of us. We look forward to seeing you there.

Committee

• Mel Young, RGA Re Co-Chairperson
• Craig Baldwin, Transamerica Re Co-Chairperson
• Lawrence Carson, RGA Re Co-Chairperson
• Don Preston, ACLI
• Victoria Smith, ACLI
• Mary Ellen Luning, Chair, SOA Reinsurance Section Council
• Mike Boot, Society of Actuaries

ReFocus 2009 Program Track Leaders

• Michael Frank, Aquarius Capital Health
• Michael Kaster, Watson Wyatt Finance
• Ronald Klein, AIG Product
• Hugh McCormick, Dewey & LeBoeuf Regulatory
• William Moore, Swiss Re Underwriting

Who Should Attend

Chief executive officers, chief financial officers, chief risk officers, chief actuaries, chief underwriters, senior-level professionals responsible for reinsurance in their companies and senior management from companies that supply services to the reinsurance sector, investment bankers, rating agency staff and regulators.

Additional Information

Attire

Business casual attire is appropriate for this meeting.

SOA CPD Requirement

The SOA Continuing Professional Development (CPD) Requirement will take effect on January 1, 2009 and members must report compliance as of December 31, 2010. Members must meet the Basic Requirement provisions of Section B or one of the Alternative Compliance provisions of Section C of the SOA CPD Requirement in order to be deemed compliant.

This seminar may be suitable to meet the Basic Requirement provisions of Section B of the SOA CPD Requirement. This seminar may also be suitable to meet the provisions of an Alternative Compliance standard (please consult the appropriate standard). Ultimately, it is the member’s responsibility to make a reasonable, good-faith determination as to whether a continuing education event meets the CPD Requirement.

For further information on this requirement, please visit SOA.org.

Continuing Education Credit US Qualification Standard

The Qualification Standard for Actuaries Issuing Statements of Actuarial Opinion in the United States (U.S. Qualification Standard) took effect January 1, 2008.

The SOA believes that this seminar may be suitable for filling this requirement as continuing education under the U.S. Qualification Standard. Ultimately, it is an actuary's responsibility to make a reasonable, good-faith determination of what CE opportunities will enhance his or her ability to practice in a desired field.

For further information on this requirement, please visit the American Academy of Actuaries Web site.

Antitrust Disclaimers

Society of Actuaries
Active participation in the Society of Actuaries is an important aspect of membership. However, any Society activity that arguably could be perceived as a restraint of trade exposes the SOA and its members to antitrust risk. Accordingly, meeting participants should refrain from any discussion which may provide the basis for an inference that they agreed to take any action relating to prices, services, production, allocation of markets or any other matter having a market effect. These discussions should be avoided both at official SOA meetings and informal gatherings and activities. In addition, meeting participants should be sensitive to other matters that may raise particular antitrust concern: membership restrictions, codes of ethics or other forms of self-regulation, product standardization or certification. The following are guidelines that should be followed at all SOA meetings, informal gatherings and activities:

• DON'T discuss your own, your firm's, or others' prices or fees for service, or anything that might affect prices or fees, such as costs, discounts, terms of sale, or profit margins.


• DON'T stay at a meeting where any such price talk occurs.


• DON'T make public announcements or statements about your own or your firm's prices or fees, or those of competitors, at any SOA meeting or activity.


• DON'T talk about what other entities or their members or employees plan to do in particular geographic or product markets or with particular customers.


• DON'T speak or act on behalf of the SOA or any of its committees unless specifically authorized to do so.


• DO alert SOA staff or legal counsel about any concerns regarding proposed statements to be made by the association on behalf of a committee or section.


• DO consult with your own legal counsel or the SOA before raising any matter or making any statement that you think may involve competitively sensitive information.


• DO be alert to improper activities, and don't participate if you think something is improper.

If you have specific questions, seek guidance from your own legal counsel or from the SOA's Executive Director or legal counsel.

American Council of Life Insurers

The American Council of Life Insurers is committed to adhering strictly to the letter and spirit of the antitrust laws. Meetings conducted under the ACLI's auspices are designed solely to provide a forum for the expression of various points of view on topics described in the programs or agendas for such meetings. Under no circumstances shall ACLI meetings be used as a means for competing companies or firms to reach any understanding—expressed or implied—which restricts competition or in any way impairs the ability of members to exercise independent business judgment regarding matters affecting competition. Accordingly, appropriate objection will be made to any presentation or colloquy that presents a risk from the standpoint of the antitrust laws.

SOA Presentation Disclaimer

Presentations are intended for educational purposes only and do not replace independent professional judgment. Statements of fact and opinions expressed are those of the participants individually and, unless expressly stated to the contrary, are not the opinion or position of the Society of Actuaries, its cosponsors, or its committees. The Society of Actuaries does not endorse or approve, and assumes no responsibility for, the content, accuracy or completeness of the information presented. Attendees should note that panel discussions, teaching sessions, lectures, debates and open forums are audio-recorded and may be published in various media, including print, audio and video formats without further notice.

 

 

© 2009 Society of Actuaries & American Council of Life Insurers