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NAFA appoints development and education VP

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Jeff MoseThe National Association for Fixed Annuities (NAFA) announced Jeff Mose has been appointed as the association’s vice president for development and education.

Mose earned his insurance license in 2002 and has been a fixed annuity professional since that time. He launched his own insurance agency in 2009 and was consistently nominated to the Million Dollar Round Table (MDRT). His work with boomer consumers led to a cover story on his work for Senior Market Advisor magazine in 2011. Mose has been a producer member with NAFA for many years.

Prior to entering the insurance industry, Mose worked in broadcasting, followed by an entrepreneurial endeavor co-founding a company that currently provides Internet security for data networks throughout the world. He also served in the United States Navy and Reserves. He holds a master’s degree from Syracuse University and a bachelor’s degree in mass communication, graduating cum laude from Towson University in Maryland.

His responsibilities at NAFA will include focusing on education for annuity professionals and increasing the associate membership of annuity advisors, agents and brokers. His work as an annuity professional has provided him with valuable insights to serve the needs facing NAFA members.

Meg SkinnerSymetra Life Insurance Company appointed Meg Skinner as senior vice president, Individual Life Distribution. She reports to Tom Marra, president and CEO of Symetra Financial Corporation.

In her new role, Skinner will drive Symetra’s individual life distribution strategy and develop new platforms for life insurance sales. In addition to life distribution, she will have responsibility for institutional markets, life business development and advanced markets.                                            

During her insurance career, Skinner has held sales leadership positions with several major life companies, including Principal Financial Group, Lincoln Financial Group and John Hancock Financial Services. Most recently, she served as executive vice president and chief distribution officer at Guardian Life Insurance Companies.

Skinner will be based in Symetra’s Farmington, Conn., office. She is a graduate of Northwestern University.

Aflac hired Drew J. Niziak as senior vice president of Broker Sales and Aflac Benefits Solutions (ABS), a wholly owned subsidiary of Aflac.

In his new role, Niziak will oversee the broker sales strategy and lead the development of national and regional marketing relationships with insurance brokers through ABS and Aflac. ABS provides specialized services to the company’s brokerage partners while Aflac provides dedicated services and support to mid-tier and regional brokers in partnership with Aflac’s sales force.

Prior to joining Aflac, Niziak held several positions with Sun Life Financial in the Employee Benefit Group. Joining the company as a group sales representative in 1993, he most recently held executive vice president positions in sales and distribution, where he helped develop new voluntary insurance products. Niziak holds a master of business administration degree from The Wharton School of the University of Pennsylvania and a Bachelor of Arts degree from Johns Hopkins University.

iPipeline acquired XRAE, an automated underwriting solution provider developed by Rolling Solutions LLC.

XRAE’s benefits include:

  • Increasing the number of quick-quotes a carrier evaluates while reducing the resources allocated per quote;
  • Automating the evaluation of quick-quotes so carriers need not allocate valuable underwriting resources;
  • Ensuring that each carrier’s unique rules are accurately evaluated for distribution to every client;
  • Providing industry-wide metric reporting for every “I’ve got a guy” scenario evaluated by XRAE;
  • Enabling carriers to “publish” additional underwriting rules while keeping the rules confidential;
  • Reducing the overall costs associated with dead-end applications resulting from inaccurate health classes.

iPipeline provides on-demand marketing, selling and processing solutions for insurance carriers, distributors and producers.

Conning promoted Robert Miller to head of Business Development for the company worldwide.

In his new role – created to support Conning’s growing presence and business development opportunities in the U.S., Europe, and Asia – Miller will assume global responsibility for all business development, sales support and marketing and communications functions.

Miller joined Conning in 2007 and has been responsible for the development of strategic relationships throughout North America and Bermuda. In 2010 he was named a managing director at the firm. Prior to this role he was head of Insurance Business Development at Dwight Asset Management, and before that, commissioner for the Vermont Department of Economic Development. He started his career in 1989 with Citibank, where he held various management positions.

Miller is a graduate of The University of Vermont with a degree in Political Science and Economics.

The Life and Health Insurance Foundation for Education (LIFE) appointed four new officers and two new board members to its board of directors, effective Jan. 1, 2013.

Stephen O. Rothschild, CLU, ChFC, CRC, RFC serves as chair of the board of directors, replacing Debra C. Newman, CLU, ChFC, LTCP who remains on LIFE’s executive committee in the role of immediate past chair.

Cindy V. Gentry, CLU, ChFC, LUTCF serves as chair-elect and Marc Schwartz, JD, CLU, as secretary. They will serve a one-year term. Brian H. Ashe, CLU continues as treasurer, serving an indefinite term. Marvin H. Feldman, CLU, ChFC, RFC is LIFE’s president and CEO.  

Julian H. Good Jr., CLU, ChFC, and Richard H. Linsday, CLU, AEP, ChFC will serve as a members of the LIFE Foundation’s board of directors.

Good, a career producer with MetLife, is a LIFE and 29-year qualifying member of the Million Dollar Roundtable (MDRT) and an eight-time court of the Table qualifier and a four-time Top of the Table qualifier. He served as the 2011 MDRT president.  He is also a Diamond Knight and Steward of the MDRT Foundation and is a member of the Society of Financial Services Professionals (SFP), the National Association of Insurance and Financial Advisors (NAIFA), and the Association of Advanced Life Underwriting (AALU). His other industry activities include serving as past president of the New Orleans chapter of the Society of Financial Professionals, past president of NAIFA Greater New Orleans, past Regional Vice President of the Louisiana AIFA and past president of the board of directors for the New Orleans Estate Planning Council. In 2011, Good was named to the Insurance Newscast’s list of 100 most powerful people in the Insurance Industry of North America.

Good holds a bachelor’s degree from Washington and Lee University in Lexington, Va., and is a past president of the Washington and Lee University Greater New Orleans Alumni Association. He is also a 2007 graduate of NAIFA’s Leadership in Life Institute.

Linsday is a financial services representative with Planned Estate Services, an office of MetLife based in Westlake Village, Calif. Previously Linsday was affiliated with Phoenix Home Life Ins. Co, Manulife Financial, Integrated Financial, Manufacturers Brokerage Services and Aetna Life.

He is a Life and Qualifying Member of the MDRT and MDRT Top of the Table; the past Chair of the Forum 400; an active member of The Society for Financial Services Professionals, Foundation for Society of Financial Services Professionals, the Los Angeles Estate Planning Council and the National Association of Insurance and Financial Advisors, West Los Angeles Chapter. He previously held board positions at the Financial Planners Association, Los Angeles Chapter, Los Angeles Estate Planning Council and California Association of Life Underwriters. A graduate of the Northern Illinois University, where he earned a bachelor’s degree in management, Linsday also holds a graduate diploma from The National Defense University. His Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations come from The American College, where he also earned graduate certificates in Financial Counseling and Estate Planning.


GeoBlue launched new group health insurance plans and services for expatriates and short-term international business travelers.

GeoBlue Expat is a comprehensive primary health plan designed for international assignees and their families who will be out of their home country for six months or more. GeoBlue Traveler provides supplemental blanket coverage with benefits for those on trips up to 180 days.

The plans feature an array of health services and information, accessed online and via mobile devices, which traditional domestic health insurance plans do not offer. Expatriates and world travelers can carry a downloadable app with global reach—GeoBlue Mobile—on their iPhone, iPad and soon on any Android device. GeoBlue group health plans can help expatriates and travelers access trusted doctors and hospitals in over 180 countries around the globe as well as the full resources of BlueCard network of doctors and hospitals in the U.S.

Key GeoBlue services include:

  • Concierge-level appointment scheduling with contracted international doctors and facilities with no out-of-pocket-costs;
  • Outpatient care coordination, especially for chronic conditions and special needs;
  • Inpatient case management and emergency evacuation;
  • Global databases and convenient self-service navigation tools to find carefully-selected providers, identify brand name medication equivalents, translate key medical terms and phrases and confirm eligibility for benefits, as well as helping travelers understand medical conditions and health and safety risks in their destinations.

ExlService Holdings, Inc. (NASDAQ: EXLS) was recognized as a Leader in the market report “A PEAK into the Leaders, Major Contenders, and Emerging Players of Insurance BPO”  published by global consulting and research firm Everest Group.

Everest Group evaluated 10 insurance BPO providers on market success, scale, service scope, technology capability, and global delivery footprint. Everest Group’s Performance, Experience, Ability, Knowledge (PEAK) Matrix provides an objective, data-driven, and comparative assessment of providers, and positions service providers as Leaders, Major Contenders or Emerging Players. Based on its top quartile performance, Everest Group identified EXL as a Leader for insurance BPO.

The report specifically noted that EXL has the highest market share in the U.S. BPO market for insurance and the most full time employees dedicated to the space.

EXL supports property and casualty, life and annuities, and health insurers. Technology platforms such as LifePRO, Trumbull Systems and EXL Landa allow insurers to optimize their investment in technology.