Andesa Services, Inc., a leading provider of comprehensive, integrated policy administration, plan administration and support solutions for life insurance and annuity carriers and producers, last month hosted its fourth annual Client Forum at the Ocean Place Resort & Spa in Long Branch, N.J.
The Sept. 26-27 Forum, themed “Thriving Amid Change: Setting a True Course with Andesa,” was attended by dozens of representatives from leading carriers and distributors. The event featured presentations from industry luminaries, updates on new offerings from Andesa and discussions on changes in the marketplace due to evolving regulatory realities.
“It was an invigorating and exciting two days,” Andesa President and CEO Ron Scheese said. “Attendees left the Client Forum informed, inspired and better able to take full advantage of Andesa’s suite of integrated tools.”
Chuck Johnston of Celent gave the Forum’s Keynote Address, touting a “return to product simplicity and core value.” He also shared Celent research and statistics on closed blocks and runoff business.
Other industry speakers included Justin Brown of AALU, Pete Gilman of John Hancock, C. James Prieur of CNO Financial (retired) and Russ Bostick of Bostick & Associates, as well as Andesa Chairman John Walker, President and CEO Ron Scheese and Executive Vice President Vince Collier.
“It was an invigorating and exciting two days,” Scheese said. “Attendees left the Client Forum informed, inspired and better able to take full advantage of Andesa’s suite of integrated tools. On a personal level, I always enjoy spending time with our clients, in large part because they often comment on the exemplary work performed by Andesa employees. It’s both gratifying and humbling to hear about the successes of our clients, and the value they place on their relationship with Andesa.”
“I am thrilled with the way the Client Forum came together this year,” said Andesa Director of Client Services Linda Ellison, who chaired the event. “From the location to the weather to the speakers, we couldn’t have asked for more. We think of ourselves as true partners in our clients’ success, and it’s wonderful to be able to offer them a valuable event and actionable information. My thanks to each and every individual – both Andesa employees and our partners – who helped make this our best Client Forum ever.”