Come discuss inforce management techniques that go beyond the traditional methods of adjusting non-guaranteed elements within contractual limits. Methods such as retention, cross-selling/up-selling, wellness, exchange programs and other customer behavior initiatives will be presented with relevant considerations.
By attending the session, you will be able to:
- Identify methods of inforce management beyond managing NGEs.
- Understand the regulatory, legal, operational and financial considerations in deciding to pursue these types of management.
TRACK: Cultivating future opportunities, Protecting long-term economic progress