Andesa Services, Inc., a leading provider of comprehensive, integrated policy administration, plan administration and support solutions for life insurance and annuity carriers and producers, will be hosting a panel discussion that will also include commentary from a carrier and a national brokerage firm on the first day of the 2013 AALU Annual Meeting, which runs Sunday, April 28, through Wednesday, May 1, in Washington, D.C.
Andesa’s session, titled “Streamline Processes and Reduce Costs: An Advanced Approach for the After Tax Market,” is scheduled for 2 p.m. on April 28, will be hosted by Larry Resnick, Andesa’s Manager of Distribution Services, and will provide an in-depth examination of two increasingly critical business goals in the life and annuity industry: providing self-service tools for policyholders and producers, and streamlining new business processing, especially in the after-tax market. Resnick, along with a carrier and a national brokerage firm, will present detailed business analysis and highlight new technologies in the area.
Attendees will learn tactics that will enable them to:
- Achieve effective after-tax plan design
- Virtually eliminate credit risk of benefit plans
- Minimize balance sheet considerations and issues
- Address regulatory change and threatening legislation
- Reduce labor costs with technology that streamlines new business processing and increases the percentage of “in good order” enrollment data.
Resnick joined Andesa Services in 2000. In his role as distribution services manager, Resnick supports Andesa’s user community and serves as an integral member of the team, sharing thought leadership, expertise and knowledge to colleagues, peers and clients.
Resnick is an active member of the COLI/BOLI industry community and is a frequent industry speaker for workshops, conferences and company events. He has presented at events for industry leaders like Aegon, Sun Life and Lincoln Financial, as well as leading national producers like the Newport Group and the Todd Organization.
About Andesa Services
Celebrating its 30th anniversary in 2013, Andesa Services has been a consistent leader in quality, highly efficient, integrated marketing and administrative solutions for life insurance and annuity companies and their distributors. Seven of the top 13 U.S. life insurance companies – as well as a number of the largest brokerage firms in the country – use Andesa’s suite of services to deliver superior policy administration, plan administration, reporting and illustration solutions. Andesa’s client-centric solutions combine a unique ASP/TPA business model with a modern technology blueprint and exceptionally knowledgeable insurance professionals in support of open and closed blocks of individual and group insurance. To learn more about Andesa, visit https://andesaservices.com/.