Field & Home Office Perspectives on Life Insurance Underwriting
Date: 2026-08-25
Underwriting is evolving, with implications for both the field and the home office. We’re bringing together carrier and distribution leaders for a discussion that examines underwriting from both perspectives.
Panelists will share candid insights on what’s working, where friction exists, and what lies ahead as automation and digital tools reshape the process.
Whether you’re in the field or the home office, you’ll leave with a broader perspective—one that helps both sides work more effectively together.
Event Information
Tuesday, August 25, 2025
2:00 – 2:45 PM ET
Panelists:
- T.J. Doan, VP, Head of Underwriting Operations, Assistant Chief Underwriter, Pacific Life
- Brad Gabel, Vice President & Chief Underwriting Officer, Protective
- John Valickus, VP and Chief Underwriter, Lincoln Financial
- Byron Rasmussen, VP, Underwriting, Simplicity Group
- Lori-Anne Walker, VP and Chief Underwriter, Highland Capital Brokerage
Facilitator:
Jessica Caracofe, Director, Underwriting Innovations, MIB
Please register by August 24th using your corporate email address.