Program Guide and Information - AAIM · 2015. 10. 15. · AAIM 124TH ANNUAL MEETING SCIENTIFIC PROGRAM OVERVIEW Schedule as of October 1, 2015. Times, topics and speakers subject

AAIM 124th Annual Meeting

Sunday, Octo

ber 18 – Friday, O

ctober 23, 2015

The Broadmoor, Colorado Springs,

Colorado

AAIM Executive Secretary:

Tel: 613-226-9601

Toll Free: 888-211-3204 (North America only)

Email: [email protected]

Web: www.aaimedicine.org

Program Guide and

Information

Dear Colleague,

I am thrilled that you have been able to join your friends and colleagues at The Broadmoor here in Colorado Springs, Colorado, for our 124th Annual Meeting. It should provide a broad educational experience for both new and experienced medical directors and underwriting specialists, with the participation of a talented array of clinical speakers and industry presenters.

The Broadmoor is a truly remarkable venue. One of only two five-star resorts in the United States, it has held that distinction for over 50 years. It has excellent meeting facilities and we have the advantage that all our accommodations and the vast majority of our conference space will be located in the newly renovated Broadmoor West. Nestled in the foothills of the Rocky Mountains, The Broadmoor boasts an incredibly friendly staff and outstanding facilities In addition, Colorado Springs is a remarkable city, with unparalleled natural beauty and a variety of interesting things to see and do in close proximity to the hotel.

This year’s social program will begin with a Sunday evening welcome reception at the Mountain View Terrace with a lovely view of the Rocky Mountains. My wife, Mary, and I hope to greet you there and welcome you to this beautiful venue.

The scientific program begins on Sunday afternoon with pre-conference workshops. The core educational portion of the meeting begins in earnest on Monday morning with a presentation on Genetic Testing and Life Insurance by Dr. Robert Green from the Department of Genetics at Harvard University School of Medicine. This will be followed by a panel discussion on the same topic. Other platform presentations will include a panel discussion on the Insurability of HIV featuring several prominent insurance medical directors, Hematologic Malignancies: Lymphoid

Diseases and Mortality Implications by Dr. Michael Tees from the Colorado Blood Cancer Institute, Trends in Hepatitis B and C by Dr. Amanda Wieland from the University of Colorado-Denver, Congenital Heart Disease Update by Dr. Joseph D. Kay from the University of Colorado-Denver and the Genetics of Lung Cancer by Dr. James R. Jett, Professor of Medicine at National Jewish Health. Breakout sessions will cover topics of more specialized interest.

The core of the triennial program is always the small group workshops. All of you have been assigned to a group that will rotate through a series of sessions over the course of the week. These workshops are case-based and cover the subject areas of most interest to insurance medical directors and other risk selection professionals. They also provide an opportunity for close interaction with the experienced physicians from the industry who make up the faculty. In addition, this format offers a tremendous opportunity to meet and learn from your fellow attendees.

Our farewell dinner will be at the Cheyenne Lodge, a spectacular venue located in the hills above The Broadmoor with magnificent views of the mountains and the flatlands below. It should provide a spectacular finish to a remarkable week.

It is my sincere hope that you will enjoy your time in Colorado Springs and that it will prove to be of outstanding career and personal benefit. It has been my great privilege and honor to serve you as the President of AAIM over this past year.

Cliff Titcomb, MD, DBIM

AAIM President 2014-2015

LETTER FROM THE PRESIDENT

2

AAIM 124TH ANNUAL MEETING – SCIENTIFIC PROGRAM OVERVIEWSchedule as of October 1, 2015. Times, topics and speakers subject to change.

PROGRAM AT A GLANCEDATE ACTIVITY ROOM TIME

SUNDAY,October 18

Registration and Information Desk Mountain View Foyer 12:00 pm - 6:00 pm

Electrocardiography Interpretation West Ballroom AB 12:45 pm - 2:15 pm

Introduction to MIB West Ballroom AB 2:15 pm - 2:45 pm

Refreshment Break West Ballroom Foyer 2:45 pm - 3:00 pm

Debits, credits and flats: what do they mean? West Ballroom AB 3:00 pm - 4:00 pm

Introduction to Disability Insurance West Ballroom AB 4:00 pm - 5:00 pm

MONDAY,October 19

Registration and Information Desk Rocky Mountain Foyer 7:00 am - 4:45 pm

Delegate Breakfast Rocky Mountain CD 7:00 am - 8:00 am

Welcome Remarks Rocky Mountain AB 7:45 am - 8:00 am

Empirical Data on the Path to Genomic Medicine Rocky Mountain AB 8:00 am - 9:00 am

Concurrent Sessions:

Genetic Testing and Insurance – Panel Discussion Rocky Mountain AB 9:00 am - 10:30 am

Topics in Disability West Ballroom A 9:00 am - 10:30 am

Using Mortality Studies West Ballroom B 9:00 am - 10:30 am

Refreshment Break Rocky Mountain Foyer 10:30 am - 10:45 am

Indolent Lymphoid Disorders Rocky Mountain AB 10:45 am - 11:45 am

Delegate Lunch Rocky Mountain CD 11:45 am - 1:00 pm

Concurrent Sessions:

Rheumatology Review Rocky Mountain AB 1:00 pm - 2:30 pm

Living Benefits Products West Ballroom A 1:00 pm - 2:30 pm

Using Mortality Studies (repeat) West Ballroom B 1:00 pm - 2:30 pm

Refreshment Break Hall of Champions 2:30 pm - 2:45 pm

Scientific Workshops (see the separate workshop schedule in your registration kit)

•••••••••••••• 2:45 pm - 4:45 pm

FREE EVENING

TUESDAY,October 20



Greetings / Business Rocky Mountain AB 7:50 am - 8:00 am

Trends in Hepatitis B and C Rocky Mountain AB 8:00 am - 9:00 am

Insurability of HIV – Panel Discussion Rocky Mountain AB 9:00 am - 10:30 am


Neurological Risk at Younger Ages Rocky Mountain AB 10:45 am - 12:15 pm

“Birds of a Feather” Lunch Rocky Mountain CD 12:15 pm - 1:15 pm


•••••••••••••• 1:15 pm - 3:15 pm



•••••••••••••• 3:30 pm - 5:30 pm

FREE EVENING

3



WEDNESDAY,October 21




•••••••••••••• 8:00 am - 10:00 am

Refreshment Break Hall of Champions 10:00 am - 10:15 am


•••••••••••••• 10:15 am - 12:15 pm

AFTERNOON: OPTIONAL ACTIVITIES Pre-registration required – check with the registration desk to find out if there is still space available.

FREE EVENING

THURSDAY,October 22


Delegate Breakfast Golf Club Dining Room 7:00 am - 8:00 am

Concurrent Sessions

Major Arterial Diseases Donald Ross 8:00 am - 9:30 am

ECGs - Normals and Normal Variants Robert Trent Jones 8:00 am - 9:30 am

Rheumatology Review (repeat) Dow Finsterwald 8:00 am - 9:30 am

Refreshment Break Golf Club Lobby 9:30 am - 9:45 am

Concurrent Sessions

50 Shades of Insurance Medicine Donald Ross 9:45 am - 11:15 am

ECGs - Normals and Normal Variants (repeat) Robert Trent Jones 9:45 am - 11:15 am

Major Arterial Diseases (repeat) Dow Finsterwald 9:45 am - 11:15 am

AAIM Business Meeting and Lunch Main Ballroom (Main Building) 11:15 am - 12:45 pm


•••••••••••••• 12:45 pm - 2:45 pm



•••••••••••••• 3:00 pm - 5:00 pm

FRIDAY,October 23

Registration and Information Desk Rocky Mountain Foyer 7:00 am - 11:45 am

Delegate / Spouse / Guest Breakfast Rocky Mountain CD 7:00 am - 9:30 am

Greetings / Business Rocky Mountain AB 7:50 am - 8:00 am

Congenital Heart Disease Update Rocky Mountain AB 8:00 am - 9:00 am

Lung Cancer 2015 Rocky Mountain AB 9:00 am - 10:00 am


Underwriting Neurologic Diseases in Older Age Applicants

Rocky Mountain AB 10:15 am - 11:45 am

4



SUNDAY,October 18

Registration and Information Desk Mountain View Foyer 12:00 pm - 6:00 pm

Cave of the Winds and Cliff Dwelling TourPre-registration required. Meet in the West Lobby at 12:45 pm.

•••••••••••••• 1:00 pm - 5:00 pm

Welcome Reception Mountain View Terrace 6:00 pm - 8:30 pm

MONDAY, October 19

Morning Yoga Crystal 6:00 am - 7:00 am


Spouse / Guest Breakfast Pompeiian 8:00 am - 9:30 am

Guided Walk Meet in the West Lobby at 8:45 am

•••••••••••••• 9:00 am - 10:00 am

TUESDAY, October 20




Penrose Carriage Museum and Garden of the Gods TourPre-registration required. Meet in the West Lobby at 9:15 am.

•••••••••••••• 9:30 am - 2:30 pm

WEDNESDAY,October 21




Guided Walk Meet in the West Lobby at 8:45 am

•••••••••••••• 9:00 am - 10:00 am

Optional ActivitiesPre-registration required. Check with the Registration Desk to find out if there is still space available

Cheyenne Canyon and Garden of the Gods Tour Pre-registration required. Meet in the West Lobby at 12:45 pm.

Pikes Peak Tour Pre-registration required. Meet in the West Lobby at 12:45 pm.

Jeep Tour and Horseback Riding Pre-registration required. Meet in the West Lobby at 12:45 pm.

Golf at The Broadmoor – East Course Check with the AAIM Registration Desk for your tee time. Pre-registration required. Meet in the West Lobby at 12:45 pm.

••••••••••••••

••••••••••••••

••••••••••••••

••••••••••••••

1:00 pm - 4:00 pm

1:00 pm - 6:00 pm

1:00 pm - 5:30 pm

1:30 pm - 5:00 pm

THURSDAY, October 22




World Figure Skating Museum and Hall of Fame TourMeet in the West Lobby at 9:45 am

•••••••••••••• 10:00 am - 11:00 am

Farewell Dinner Meet in the West Lobby at 6:15 pm

Cheyenne Lodge 6:30 pm - 10:00 pm

FRIDAY, October 23

Registration and Information Desk Rocky Mountain 7:00 am - 11:45 am

Delegate / Spouse / Guest Breakfast Rocky Mountain CD 7:15 am - 9:30 am

5

6

New ways to connect with AAIM:

7

THE AMERICAN ACADEMY OF INSURANCE MEDICINE EDUCATIONAL MISSION

Mission Statement To provide Insurance Medicine Directors with lifelong quality education that develops and increases knowledge, competence and professional skills used in life, health, disability and long-term care insurance. This will be accomplished through the offering of diverse educational activities including seminars, conference, lectures and workshops using effective learning methods as approved by the American Academy of Insurance Medicine.

The Academy will also endeavor to assist other organizations with an interest in insurance medicine and who provide quality education to their membership by providing joint sponsorship for approved programs.

Goals•Toprovidebothnewandexperiencedmedicaldirectorswiththelatestclinicalandriskclassification

information for a wide variety of medical impairments.

•TopresentimportanttopicsfromourCoreBodyofKnowledgewhicharenotcoveredinother education activities.

Target Audience This course is designed for AAIM members, physicians, nurses, underwriters and other insurance professionals with the requisite medical knowledge.

Needs Assessment The landscape of medical care is ever changing. Knowledge is gained, technology is improved, life-spans are increased, and it can be exceedingly difficult for healthcare and insurance professionals to stay abreast of the latest breakthroughs in morbidity management. This activity will apprise participants of the latest in medical abilities and what it means for patients and their insurance.

Physicians Dannemiller designates this live activity for a maximum of 33.5 AMA PRA Category 1 Credit(s)™. Physicians should claim only the credit commensurate with the extent of their participation in the activity. In order to receive CME credits, please complete and submit the online evaluation.

Disclosures In accordance with the Accreditation Council for Continuing Medical Education (ACCME), Dannemiller requires that any person who is in a position to control the content of a CME activity must disclose all relevant financial relationships they have with a commercial interest.

Bryan AbbieKaren BlackstoneRichard BraunMichael ClarkMarianne CummingCriag DavidsonDave DuddlestonMartin EngmanJudy FinneyRonald Fraback

Mike FulksLinda GoodwinJames GoralClifford HaleBrad HeltemesStephen HollandValerie KaufmanJoseph D. KayMarjorie KeymerJohn Kirkpatrick

Tony LaudatoCharlotte LeeDennis LeeRobert LundBruce MargolisPaul NittoliLisa PapazianPaul QuartararoDave RengacharyRodney Richie

Steve RowleySue SokoloskiJack SwansonMichael TeesCliff TitcombJoel WeinerUrs WidmerDan Zimmerman

The following faculty have all disclosed that they have no financial relationship with commercial interests:

The following faculty have disclosed that they have the following financial relationships with commercial interests:

James R. JettInvestigator: Oncoimmune

Robert C. GreenConsultant/Advisory Board: Illumina, Bina, Prudential, Invitae

Amanda WielandInvestigator: Jansen Pharmaceuticals, Scientific Affairs

To resolve identified conflicts of interest, the educational content was fully peer-reviewed by a physician member of the planning committee. The resulting certified activity was found to provide educational content that is current, evidence-based and commercially balanced.

Accreditation This activity has been planned and implemented in accordance with the accreditation requirements and policies of the Accreditation Council for Continuing Medical Education (ACCME) through the joint providership of Dannemiller and AAIM. Dannemiller is accredited by the ACCME to provide continuing medical education for physicians.

Off Label Disclosure This educational activity may contain discussion of published and/or investigational uses of agents that are not indicated by the FDA. The opinions expressed in the educational activity are those of the faculty. Please refer to the official prescribing information for each product for discussion of approved indications, contraindications and warnings. Further, attendees/participants should appraise the information presented critically and are encouraged to consult appropriate resources for any product or device mentioned in this program.

Disclaimer The content and views presented in this educational activity are those of the authors and do not necessarily reflect those of Dannemiller or AAIM. This material is prepared based upon a review of multiple sources of information, but it is not exhaustive of the subject matter. Therefore, healthcare professionals and other individuals should review and consider other publications and materials on the subject matter before relying solely upon the information contained within this education activity.

Jointly provided by Dannemiller and the Americal Academy of Insurance Medicine.

Evaluations In order to certify that you have participated in this CME activity and receive the certificate of attendance, you must complete a conference evaluation.

Please visit www.dannemiller.com/aaim2015 to create your account and start filling out the evaluation. You can either complete a section at a time and save your progress, or you can wait until after the conference to complete the full evaluation in one sitting. Your certificate of attendance will be generated automatically when you submit your online evaluation.

8

9

PRE-CONFERENCE WORKSHOPS SUNDAY, OCTOBER 18

Electrocardiography Interpretation 12:45 pm - 2:15 pm

Cliff Hale, MD, MBA, FACP, DBIM Associate Medical Director, State Farm, Bloomington, Illinois

This course is designed as an introductory workshop on the basic principles of ECG interpretation for Insurance Medicine. Emphasis will be on ECG abnormalities seen in the Insurance Medicine setting, which may reasonably be expected to appear on the Insurance Medicine Board Certification Examination.

•Theprimaryobjectiveforthe2015ECGWorkshopistointroducetheelectrocardiographicelementsforeachof the ECG abnormalities candidates are expected to be familiar with preparation for the American Board of Insurance Medicine certification exam.

•Wewilldescribeandillustratethevarioustechnicalerrors,suchasleadswitches,artifacts,andinterferencethat are commonly encountered by insurance medicine medical directors.

•WewillbrieflydiscussmortalityimplicationsforselectedECGabnormalities.

•WewillcorrelateanddiscussMIBcodeapplicationforECGabnormalitiesforwhichcodesexist.

Introduction to MIB 2:15 pm - 2:45 pm

Joel Weiner, MD, FACP, FLMI, DBIM Medical Director, Northwestern Mutual, Milwaukee, Wisconsin

•ReviewthehistoryofMedicalInformationBureau(MIB)anditsroleinfrauddetection.

•ReviewtheservicesprovidedbytheMIB.

•DiscussobligationsandproceduresforaccessingandreportinginformationtotheMIB.

•DiscussresponsibilitiesandproceduresforaddressingdisputedandinaccurateinformationonrecordattheMIB.

Refreshment Break 2:45 pm - 3:00 pm

Debits, credits and flats: what do they mean? 3:00 pm - 4:00 pm

Mike Fulks, MD, DBIM Consulting Medical Director, Jackson, California

•Discussthemortalitypatternscommontovariousimpairments.

•Definetableratings,permanentandflatextrasandexplaintheirutilityandlimitationsincoveringexcessmortality for impairments across age.

•Discusshowtoavoidratingsthatleadtoinsufficientorunfairpremiums.

•Discusstheuseandrisksofcredits.

•Providecaseexamplesfortheaudiencetoselectthemostappropriateratingapproachandidentifypitfalls.

Introduction to Disability Insurance 4:00 pm - 5:00 pm

Joel Weiner, MD, FACP, FLMI, DBIM Medical Director, Northwestern Mutual, Milwaukee, Wisconsin

Disability Underwriting

•Discusshowdisabilityunderwritingdiffersfromlifeunderwriting.

•Identifythesourcesofinformationusedintheunderwritingprocessandhowthesesourcescanbeusedtoclarify discrepant or unclear information.

•Illustratetheappropriateuseofamedicalexclusionrider.

•Illustratetheappropriateuseofratings,withandwithoutlimitedbenefitperiods.

•Illustratetheconceptofreconsiderationonrated/rideredpolicies.

Disability Claims

•Distinguishrestrictionsfromlimitationsandhighlightthesignificanceofthisdistinctioninclaimsmanagement.

•Identifythesourcesofinformation/toolsusedtoassessadisabilityclaim.

•Illustratethestrategicapproachusedtoevaluatecommonclaimpatternsofdisease,i.e.:organicvs.functionaldisorders.

•Illustratetheconceptthatdisabilityis“contextual”,i.e.:itmustbeassessedinthecontextoftheindividual’sprincipal job duties.

10

AAIM 124TH ANNUAL MEETING SCIENTIFIC PROGRAM Daily schedule as of October 1, 2015. Times, topics and speakers are subject to change.

MONDAY, OCTOBER 19

Welcome Remarks 7:45 am - 8:00 am

Cliff Titcomb, MD, DBIM AAIM President; Vice President and Chief Medical Director, Hannover Life Reassurance Company of America, Denver, Colorado

Empirical Data on the Path to Genomic Medicine 8:00 am - 9:00 am

Robert C. Green, MD, MPH Director, G2P Research Program; Associate Director for Research, Partners Personalized Medicine; Division of Genetics, Dept. of Medicine, Brigham and Women’s Hospital, Broad Institute and Harvard Medical School, Boston, Massachusetts

•Reviewthecurrentstateoftheartofgenetictesting.

•Discussthevalueofgenome-wideassociationstudies.

•Understandthecurrentroleofgenetictestinginclinicalmedicine.

•Discusstheimpactofdirecttoconsumergenetictesting.

•Discussthecurrentdirectionofgeneticresearch.

•Discusshowgeneticswillinfluencemedicalcareoverthenext5-10years.

Genetic Testing and Insurance – Panel Discussion 9:00 am - 10:30 am

Martin Engman, MD, DBIM Chief Medical Director, Legal and General America, Fort Wayne, Indiana

Robert C. Green, MD, MPH Director, G2P Research Program; Associate Director for Research, Partners Personalized Medicine; Division of Genetics, Dept. of Medicine, Brigham and Women’s Hospital, Broad Institute and Harvard Medical School, Boston, Massachusetts

Bruce Margolis, DO, MBA, CHIE Vice President and Medical Director, Genworth Financial, Richmond, Virgina

•Discussthefrequencyofgeneticinformationfoundinmedicalrecordsandthetrend.

•Providealifeinsurancemedicaldirectorperspectiveofgenetictestingresultsandmortalityassessment.

•ReviewthecurrentstatusofUSandinternationalgenetictestinglawsapplicabletolifeinsurers.

•DiscussthecurrentUSlifeinsuranceindustryperspectiveonunderwritingregulations.

•Discussthechallengesandconcernsresearchershaveinsecuringparticipantsforgeneticresearch.

•Provideaclinician/researcherperspectiveinbalancingconcernsfromstakeholders–researchers,clinicians,patients, insurers, regulators.

11

MONDAY, OCTOBER 19

Topics in Disability 9:00 am - 10:30 am

Ronald Fraback, MD, FACP Medical Director, Standard Insurance Company, Portland, Oregon

Joel Weiner, MD, FACP, FLMI, DBIM Medical Director, Standard Insurance Company, Portland, Oregon

•Illustratethecoreprinciplesofmedicalclaimsmanagementusingcasevignettes.

•Highlightclaiminconsistenciesandgapsusingcasevignettes.

•Illustratethetoolsthatcanbeusedtodevelopinformationandaddressclaiminconsistencies.

•Illustrateusefulapproachestoassesslimitationsandrestrictionsforself-reportedimpairments.

Using Mortality Studies 9:00 am - 10:30 am


•Providebriefreviewofmatchingratingstorisk

a. Relative and absolute risk

b. Table rating and flat extras, when to use each based on impairment and life expectancy

c. Using credits

•Improveunderstandingofresearchresults

a.Determinationofmortalityand“expectedmortality”

b. Life table and Kaplan Meier

c. Cox analysis (common example of regression and survival analysis)

i. Why has it become so common?

ii.“Multivariate”-whatdoesitdoandfailtodo?

iii. Hazard ratio - what compared to what?

iv. Confidence intervals - what they tell you

d. ROC (receiver operating characteristics curve)

i.AUC(areaunderthecurve)or“cstatistic”

ii. Using it to identify where to set a cut-off value

iii. Using it to determine which test is more predictive of disease or death

e. Provide research examples for audience discussion - what do they tell us; what are the limitations?

12

MONDAY, OCTOBER 19

REFRESHMENT BREAK 10:30 am - 10:45 am

Indolent Lymphoid Disorders 10:45 am – 11:45 am

Michael Tees, MD, MPH Hematologist / Oncologist, Colorado Blood Cancer Institute, Denver, Colorado

•UnderstandthemortalityimplicationsofthemoreindolentformsofNon-Hodgkin’slymphomadependingon age, treatment, and other prognostic factors, and including the long-term outcomes after undergoing a stem cell transplant.

DELEGATE LUNCH 11:45 am - 1:00 pm

Rheumatology Review 1:00 pm - 2:30 pm


•Reviewpathophysiologyandriskfactorsformortalityofrheumatologicdisorderscommonlyencounteredinlifeinsurance underwriting, including:

- Rheumatoid arthritis- Systemic Lupus erythematosis- Systemic Sclerosis- Spondyloarthropathies- Polymyositis- Marfan syndrome

•Reviewmortalityriskassociatedwiththeuseofdiseasemodifyingbiologicalagents.

Living Benefits Products 1:00 pm - 2:30 pm

Tony Laudato, FSA, MAAA VP, Mortality Solutions Marketing, Hannover Life Reassurance Company of America, Orlando, Florida

Stephen K. Holland, MD Chief Medical Officer, LTCG, Natick, Massachusetts

Steve Rowley Vice President, Gen Re, Stamford, Connecticut

•Discussthecurrentbreadthoflivingbenefitproductsandhowtheyaremarketed.

•Presentabasicunderstandingoftheactuarialriskofhybridproductsandtheneedforfinancialmanagementofsuch products.

•Reviewthedifferencesbetweenlifeandlong-termcareinsuranceunderwriting:mortalityversusmorbidityrisk.

•Discusstheriskmanagementofhybridproductsasrelatedtounderwritingandclaimmanagement.

13

MONDAY, OCTOBER 19

Using Mortality Studies (repeat) 1:00 pm - 2:30 pm


REFRESHMENT BREAK 2:30 pm - 2:45 pm

Scientific Workshops 2:45 pm - 4:45 pm

TUESDAY, OCTOBER 20

Trends in Hepatitis B and C 8:00 am - 9:00 am

Amanda Wieland, MD Assistant Professor, Medicine-Gastroenterology, University of Colorado Denver, Anschutz Medical Campus, Aurora, Colorado

•ReviewcurrentunderstandingofthenaturalhistoryofviralhepatitisBandCinfections.

•Discussoptimalmedicaltreatmentsandeffectofthosetreatmentsonprognosis,withemphasis on mortality impact.

•Brieflydescribetreatmentsforcomplicationssuchashepatocellularcarcinomaandcirrhosis, including prognosis following liver transplantation.

Insurability of HIV - Panel Discussion 9:00 am - 10:30 am

James Goral, MD, FACP, FLMI, DBIM Vice President and Medical Director, USAA Life Insurance Company, San Antonio, Texas

Urs Widmer, MD, DBIM Senior Medical Officer, Swiss Re, Life Products Europe, Zurich, Switzerland

Daniel Zimmerman, MD, DBIM Vice President & Medical Director, Reinsurance Group of America (RGA), Chesterfield, Missouri

Brad Heltemes, MD, DBIM (moderator) Vice President and Chief Medical Director, Voya, Minneapolis, Minnesota

A moderated panel discussion with audience participation will provide attendees with a better understanding of the following:

•HistoricalaspectsofHIVandlifeinsurance

•Currentmortalitydataandtheirlimitations

•Long-termmorbidityissuesassociatedwiththeagingindividualwithHIVandthepotentialimpactonmortality

•ExperienceandobservationsfromregionswhereHIVisalreadybeingcovered

•Challengesgoingforwardformedicaldirectorsandtheinsuranceindustry

14

TUESDAY, OCTOBER 20


Neurological Risk at Younger Ages 10:45 am - 12:15 pm

Paul J. Nittoli, MD, DBIM Medical Director, MassMutual Financial Group, Springfield, Massachusetts

Describe two common neurologic impairments with onset prior to middle age: Seizure Disorders and Multiple Sclerosis.

Seizure Disorders

•Definethecharacteristicsofcommonlyunderwrittentypesofseizuredisorders.

•Discussfactorsusefulinassessingandstratifyingdisabilityandmortalityrisk:

- Clinical features

- Diagnostic testing

- Treatment options (pharmacologic and nonpharmacologic)

- Occupational and lifestyle impact

•Reviewpopulation-basedmortalitydatafromtheliterature.

Multiple Sclerosis

•DefinetheclinicalcharacteristicsofMS.

•Discussfactorsusefulinassessingandstratifyingdisabilityandmortalityrisk:

- Clinical features

- Diagnostic testing with emphasis on the role of MRI

- Treatment with emphasis on disease-modifying medications:

•Timingofinitiation

•Implicationsofmedicationchoice

“BIRDS OF A FEATHER” LUNCH 12:15 pm - 1:15 pm




15

WEDNESDAY, OCTOBER 21

Scientific Workshops 8:00 am - 10:00 am


Scientific Workshops 10:15 am - 12:15 pm

THURSDAY, OCTOBER 22

Rheumatology Review (repeat) 8:00 am - 9:30 am


Major Arterial Diseases 8:00 am - 9:30 am

Dave Duddleston, MD, DBIM Vice President and Medical Director, Southern Farm Bureau Life Insurance Company, Jackson, Mississippi

Robert Lund, MD, DBIM Vice President and Medical Director, Munich American Reassurance Company, Atlanta, Georgia

•Addressthelifeunderwritingsignificanceofvasculardiseaseandincludebotharterialandvenousdisease.

•Provideariskassessmentapproachforcarotidarterydisease,includingdiscussionofvarioustreatments.

•Discussmortalityriskassociatedwithrenovasculardisease.

•Describetheepidemiologyofabdominalaorticaneurysm,discusstreatmentoptionsandmortalityriskassociated with abdominal aortic aneurysms, including mesenteric aneurysms.

•Provideanoverviewofthecorrelationbetweenperipheralarterydiseaseandcardiovasculardisease, the role of ankle-brachial index testing, and diagnostic and interventional angiography.

•Provideariskselectionapproachtodeepvenousthrombosisandvenousstasis.

ECGs – Normals and Normal Variants 8:00 am - 9:30 am

Michael Clark, MD, FACC, FLMI, DBIM Senior VP & Chief Medical Director, Swiss Re Life & Health, Armonk, New York

Valerie Kaufman, MD, FACC, DBIM VP & Medical Director, RGA, Chesterfield, Missouri

•PresentchallengingECGsinanopenworkshopformatanddefinetheunderlyingmortalityandmorbidity.


16

THURSDAY, OCTOBER 22

50 Shades of Insurance Medicine 9:45 am - 11:15 am

Linda Goodwin, MD, FACP, DBIM President, Creative Risk Analysis, Inc., Concord, North Carolina

Paul Quartararo, MD, DBIM Vice President and Chief Medical Director, New York Life Insurance Corporation, New York, New York

Sue Sokoloski, MD, DBIM Medical Director, AXA, Farmington, Connecticut

Marianne Cumming, MSc, MD, FALU, DBIM (moderator) Vice President, Medical Director, Swiss Re America, Fort Wayne, Indiana

•DiscussdifferentcareerpathsinInsuranceMedicine,includingvariousrolesforMedicalDirectorsasemployees of life insurance companies or independent consultants.

•DescribechallengesofdifferentstagesofanInsuranceMedicinecareer,includingtransitioningfromclinicalmedicine to insurance medicine, advancing in one’s career, and transitioning to part-time role or retirement.

•Discussadvantagesanddisadvantagesofworkingremotely.

•Sharetipsforsuccessfulcareermanagement.

Major Arterial Diseases (repeat) 9:45 am - 11:15 am

Dave Duddleston, MD, DBIM Vice President and Medical Director, Southern Farm Bureau Life Insurance Company, Jackson, Mississippi

Robert Lund, MD, DBIM Vice President and Medical Director, Munich American Reassurance Company, Atlanta, Georgia

ECGs – Normals and Normal Variants (repeat) 9:45 am - 11:15 am



AAIM BUSINESS MEETING AND LUNCH 11:15 am - 12:45 pm




17

FRIDAY, OCTOBER 23

Congenital Heart Disease Update 8:00 am - 9:00 am

Joseph D. Kay, MD Associate Professor of Medicine and Pediatrics, University of Colorado Denver, Aurora, Colorado

•Describethestableincidencebutchangingprevalenceinthepopulationofadultcongenitalheartdisease(ACHD) from epidemiologic studies (understanding increasing importance).

•DescribethecommonlyencounteredformsofACHD,includingthosethatmaybeinitiallydetectedinadulthood.

•Discussappropriatefollow-upcareforadultswithCHD,includingoptimalstudiesforfollowingadultpatients.

•Describelatecomplicationsandlong-termmorbidityandmortalityrisks,andhowtobestdetect/prevent such occurrences.

•Residualmortalityrisksaftercompletestructural/hemodynamiccorrection.

•Discussrisksofre-operationandco-morbidheartconditions(hypertensiveheartdisease,coronaryarterydisease) in adult CHD patients.

Lung Cancer 2015 9:00 am - 10:00 am

James R. Jett, MD Professor of Medicine, National Jewish Health, Denver, Colorado

•Discussthecurrentstatusofinnovativelungcancerdiagnostics(e.g.:genetictesting)andtreatmentsandtheimpact on survival.

•Evaluationofsolitarylungnodulesandriskofcancer.

•Updateonlungcancerscreeningstudiesandreviewcurrentrecommendationsfromauthoritativeorganizations.


Underwriting Neurologic Diseases in Older Age Applicants 10:15 am - 11:45 am

Dave Rengachary, MD Vice President and Medical Director, RGA, Chesterfield, Missouri

A review of common neurologic conditions in older age applicants centered on Alzheimer’s Disease and other dementias, Cerebrovascular Disease, and Parkinson’s Disease including:

•Reviewofperilsandpitfallsininterpretingthemostcommoncognitivescreensutilizedintheinsurancesetting.

•Basicprinciples(anddatatosupportthem)inpredictingbothmortalityanddisabilitywiththeseconditions.

•Updateonnewdiagnosticmodalitiesincludingcerebrospinalfluidtesting,amyloidimagingandDaTscan.

•Therapeuticsreviewincludingupdateonendovasculartreatmentofstroke,surgicalinterventioninParkinson’sand recent monoclonal antibody trials in Alzheimer’s.

18

WORKSHOPS Please consult the personalized schedule on the back of your name badge.

WORKSHOP A

Atherosclerotic Heart Disease, Conduction Disturbances & Arrhythmias 2 Hours

Judy Finney, MD, FACC Associate Medical Director, Allstate Financial, Scottsdale, Arizona

Cliff Hale, MD, MBA, FACP, DBIM Associate Medical Director, State Farm, Bloomington, Illinois

This workshop will present cases of coronary artery disease, arrhythmias and aortic root dilation and aortic aneurysm.

•Discusscasesofcoronaryarterydiseaseandtheclinicalandtestfindings,consideringcomorbidities, pre-test likelihood of disease, extent of disease and LV function – with a focus on how these affect mortality risk selection.

•Discussmortalityriskclassificationimplicationsofelevatedcoronarycalciumscoresandhowtheresultsofexercise stress testing, coronary CT angiography (CCTA) and invasive coronary angiography may modify mortality risk classification.

•Discusstheeffectsofinterventionssuchascoronaryarteryangioplasty/stentsandCABGproceduresonthemortality risk classification of cases of coronary artery disease.

•Discussthemortalityriskclassificationimplicationsofcommonlyencounteredcardiacarrhythmiasincludingatrial fibrillation and flutter, ventricular arrhythmias and bundle branch blocks, as well as clinical and test findings that may increase or decrease mortality risk.

•Discussmorbidityaswellasselectdisabilityriskclassificationandclaimassessmentissues.

WORKSHOP B

Structural Heart Disease 2 Hours



Challenging yet commonly encountered scenarios of non-atherosclerotic cardiac disease will be discussed, emphasizing use of echocardiographic and clinical data to guide mortality and morbidity risk classification. Topics include cardiomyopathy, athletic heart, diastolic dysfunction and valvular heart disease.

Through a series of echocardiogram-based case studies participants will:

•Discusstheechocardiographic,clinicalandgeneticfeaturesofhypertrophicanddilatedcardiomyopathythat are useful in mortality and morbidity risk classification.

•Discussthefindingsthatdistinguishathleticheartfrompathologiccardiacfindings.

•Discusstheechocardiographicandclinicalfeaturesofdiastolicfunctionanddysfunction(includingheartfailureand preserved ejection fraction) that are useful in mortality and morbidity risk classification.

•Discusstheclinicalandechocardiographicfeatures(includingsemi-quantitativeandqualitativemeasurements)that are useful for mortality and morbidity risk classification in mitral regurgitation, aortic stenosis and aortic insufficiency.

•Discusstechnicalissuesrelatedtoechocardiographythatmayleadtolessreliablereports,includingmeasurements of dimensions, gradients, visualization of the right side of the heart, and pulmonary artery pressure. Discuss the evolving role of cardiac MRI in cardiac risk assessment.

19

WORKSHOP C

Solid Tumors 2 Hours

Brad Heltemes, MD, DBIM Vice President and Chief Medical Director, Voya Financial, Minneapolis, Minnesota

Jack Swanson, MD, DBIM Consulting Medical Director to National Financial Partners, Windsor Insurance; Clinical Assistant Professor, University of Minnesota, Edina, Minnesota

•Identifyanddiscussthemortalityimplicationsofthestagesandgradesandotherprognosticfactorsofthefollowing malignant neoplasms: breast, prostate, colorectal and melanoma.

•Discussthebest/acceptedtreatmentsofthesecancers,includingactivesurveillanceasatreatmentoption for prostate cancer.

•Discusstheimplicationsoffamilyhistoryand/orgenetictestingforthesecancersandofassociated premalignant lesions.

•Discusstestingforanddiagnosisofbreastandprostatecancer.

•Discusstheappropriatefollow-upofthesecancersandtheriskfactorsforasecondprimarydevelopmentaftermelanoma, breast and colon cancer.

WORKSHOP D

Renal and Urologic Impairments 2 Hours

Karen Blackstone, MD, DBIM VP & Chief Medical Director, Ameriprise Financial, Minneapolis, Minnesota

Charlotte Lee, MD, FLMI, DBIM President and Owner, Charlotte A. Lee, MD, PA, Coronado, California

The following topics will be addressed and risk stratification discussed in a case study format:

•Proteinuria,microalbuminuria,protein/creatinineratio(PCR)

•Hematuria

•eGFRandchronickidneydisease

•Interpretationofkidneyfunctiontests

•Incidentalrenalmasses

•Bladdercancerandrenalcellcarcinoma

20

WORKSHOP E

Pulmonary Impairments 1 Hour

Lisa Papazian, MD, DBIM Medical Director, SunLife Financial, Wellesley Hills, Massachusetts

Rodney Richie, MD, FACP, FCCP, DBIM Medical Director, Texas Life Insurance Company and EMSI, Waco, Texas

Using case studies, this workshop will address a variety of pulmonary topics relevant to life underwriting. These include focused interpretation of pulmonary function tests and chest x-rays in the context of obstructive and restrictive lung diseases, sleep apnea and the incidentally discovered solitary pulmonary nodule. The medical director needs to remain attuned to the natural history of the disease processes, and how co-morbid illnesses and the applicant’s age affect the medical director’s final opinion.

•Describetheunderwritingapproachforassessingthemortalityriskofobstructivelungdiseaseutilizingclinicalpresentation, pulmonary function testing and chest x-ray findings.

•Describetheunderwritingapproachforassessingthemortalityriskofrestrictivelungdiseaseutilizingclinicalpresentation, differential diagnosis, pulmonary function testing, chest x-ray and laboratory findings.

•Describetheproperevaluationandriskassessmentofincidentallyidentifiedpulmonarynodule(s).

•Reviewtheriskclassificationofsleepapneabyapnea-hypopneaindexandoxygendesaturationanddefinethemortality risk associated with obstructive and central sleep apnea and the effectiveness of various treatment modalities.

WORKSHOP F

Diabetes 1 Hour

Richard Braun, MD, FLMI, DBIM Vice President and Chief Medical Officer, SCOR Global Life USA Reinsurance Company, Leawood, Kansas

John Kirkpatrick, MA, MD, DBIM Vice President and Chief Medical Director, Thrivent Financial for Lutherans, Appleton, Wisconsin

A Life Company Medical Director advises on diabetic cases every day. Understanding the features that drive mortality risk in this disease is a crucial skill. The goals of the workshop are:

•Understandmortalityimpactofglucosecontrol(incrementalglucosecontrolandglucosevariability)onagivenindividual with type 2 diabetes.

•Analyzethemortalityriskofadditionalriskfactorssuchashypertension,lipidabnormalitiesinanindividualwithtype 2 diabetes.

•Analyzemortalityimpactofestablishedcomplicationssuchasmicroalbuminurianephropathyandneuropathyondiabetic lives.

•Understandthemortalityriskassociatedwithgestationaldiabetesandpre-diabetes.

•Discusstheshortandlong-termmortalityandmorbidityrisksassociatedwithtype1diabetesanditscomplications.

•Appreciatemoderntrendsindiabetes,particularlytheincreasingincidenceoftype2diabetesintheyoungandnewer forms of pharmacological treatment and monitoring.

21

WORKSHOP G

Gastrointestinal Impairments 1 Hour

Cliff Titcomb, MD, DBIM Vice President and Chief Medical Director, Hannover Life Reassurance Company of America, Fort Wayne, Indiana

Daniel Zimmerman, MD, DBIM Vice President & Medical Director, Reinsurance Group of America (RGA), Chesterfield, Missouri

The following topics will be addressed and risk stratification discussed in a case study format:

•Liverfunction/enzymeabnormalities

•Inflammatoryboweldisease–Crohn’sdiseaseandulcerativecolitis

•Non-alcoholicfattyliverdisease(NAFLD)

•Barrett’sesophagus

WORKSHOP H

Older Age Risk Assessment 1 Hour

Craig Davidson, MD, DBIM, CLU Vice President, Lead Medical Director, Prudential, Plymouth, Minnesota

Marjorie Keymer, MD, DBIM Vice President & Medical Director, Genworth Financial, Lynchburg, Virgina

Using case studies, the risk selection assessment of older age insurance applicants will be reviewed focusing on:

•Thepredictorsofmortalityandmorbidityinolderapplicants

•Theheterogeneityofolderapplicantsandtheimpactonunderwritingandriskclassification

•Thedifferencesinassessingbuildandlabchemistriesinoldervs.youngerages

•Screeningforsuccessfulagingandearlymortalityrisksusingtheconceptsof:

- The frailty phenotype, failure to thrive (weight loss) and co-morbidity

- The tools available to assess functionality and cognition and their relationship to mortality and morbidity

- Applying the data from recent studies

22

WORKSHOP I

Psychiatric Impairments 1 Hour

Marianne Cumming, MSc, MD, FALU, DBIM Vice President, Medical Director, Swiss Re America, Fort Wayne, Indiana

Dennis Lee, MD, DBIM Medical Director, Securian Financial Group, Inc., Saint Paul, Minnesota

Mortality and morbidity risk assessment of psychiatric impairments may be challenging for the insurance medical professional. This workshop will provide a medical underwriting approach to common psychiatric impairments in a practical case-based format. The prognostic importance of co-existing psychiatric diagnoses will be discussed.

•Provideariskselectionapproachtodepression.Suggestfeaturesconsistentwithhigherandlowerrisk.

•Discusslateonsetdepression.Considermedicationchoices(particularlytheatypicalanti-psychotics)inrelationto risk classification. Distinguish between major depression, dysthymia and grief reaction.

•Provideariskselectionapproachtobipolardisorder.Comparewithmajordepression.Considersuiciderisk.Discuss diagnostic labeling for mood disorders in the context of disease and risk severity.

•Provideariskselectionapproachtoanxietydisorders,particularlypanicdisorderandpost-traumaticstressdisorder.

•Discussthesignificanceofsubstanceabuseasco-morbiditywithdepressionandanxietydisorders.

WORKSHOP J

Alcohol and Substance Misuse 1 Hour

Marianne Cumming, MSc, MD, FALU, DBIM Vice President, Medical Director, Swiss Re America, Fort Wayne, Indiana

Dennis Lee, MD, DBIM Medical Director, Securian Financial Group, Inc., Saint Paul, Minnesota

Detection and mortality risk assessment of alcohol or substance use or misuse may be challenging for the insurance medical professional. This workshop will provide a medical underwriting approach to alcohol use and substance use in a case-based format. The advantages, short-comings and challenges of insurance laboratory testing for substances will also be addressed.

•Provideariskselectionapproachforchronicandbingealcoholuse.Discusstheroleoflabtestsincludingalcohol markers, MVRs and alcohol/drug questionnaires in risk classification.

•Provideariskselectionapproachtorecreationalormedicalmarijuanauseforlifeinsurance,livingbenefitproducts and claims assessment.

•Provideanapproachtotheevaluationofpositivelaboratorytestresultsforcocaineandcotinine,includingtechnical limitations, collection procedures and characteristics of the tests currently available.

•Provideariskselectionapproachtouseofprescriptionmedications,includingopioids,performance-enhancingdrugs and anti-aging supplements.

23

24

THANK YOUThe 2015 Program Committee is a passionate and enthusiastic team of Medical Directors. They have volunteered their time, energy and expertise to provide you with a curriculum that exemplifies the best characteristics of our profession. I extend my deepest appreciation and thanks to each person on the Committee – you made my role easy and enjoyable. I am honored to have served with you!

Marianne Cumming, MD VP & Medical Director Swiss Re Life & Health North America

Fort Wayne, Indiana

Clayton Hauser, MD Independent Consultant Saint Petersburg, Florida

Brad Heltemes, MD VP & Chief Medical Director Voya Financial

Minneapolis, Minnesota

Bruce Margolis, DO VP & Medical DirectorGenworth Financial

Richmond, Virginia

Steven Rigatti, MD AVP & Medical Director MassMutual

Glastonbury, Connecticut

Sue Sokoloski, MD Medical DirectorAXA

Farmington, Connecticut

Cliff Titcomb, MD Vice President and Chief Medical Director Hannover Life Reassurance Company of America

Fort Wayne, Indiana

Laura Vecchione, MD Medical Director, 2nd Vice President Gen Re

Stamford, Connecticut

Daniel Zimmerman, MD VP & Medical Director Reinsurance Group of America (RGA)

Chesterfield, Missouri

Brian E. Abie Project ManagerDannemiller

San Antonio, Texas

Paul Quartararo, MD

Vice President and Chief Medical Director, New York Life Insurance Corporation, New York, New YorkChair, AAIM 124th Annual Meeting Scientific Program Committee

2014-2015 AAIM OFFICERS, CHAIRPERSONS, DELEGATES AND EXECUTIVE COUNCIL MEMBERS

OFFICERS

President Cliff Titcomb [email protected]

President-Elect Karen Blackstone [email protected]

Vice President Michael Moore [email protected]

Secretary Treasurer James Goral [email protected]

Education VP Robert M. Feingold [email protected]

Finance VP Robert Watson [email protected]

Editor, Journal of Ins. Medicine Ross MacKenzie [email protected]

Immediate Past President Ken Krause [email protected]

CHAIRPERSONS OF STANDING COMMITTEES

Membership Paul Higgins [email protected]

Mortality/Morbidity Steven Rigatti [email protected]

Professional & Public Relations Clifford S. Hale [email protected]

Finance Robert Watson [email protected]

Board of Insurance Medicine Sheila MacDonnell [email protected]

Program Chair 2015 Meeting Paul Quartararo [email protected]

OTHER MEMBERS OF EXECUTIVE COUNCIL

Past Presidents Gina Guzman [email protected]

Brad Heltemes [email protected]

Clifford S. Hale [email protected]

CHAIRPERSONS OF OTHER COMMITTEES AND DELEGATES(non-voting representatives to the Executive Council)

AMA Delegate Deborah Smart [email protected]

AMA Alternate Delegate Dan George [email protected]

ICLAM Delegate Michael Clark [email protected]

ELECTED MEMBERS OF EXECTUTIVE COUNCIL

Term through 2015 Tom Ashley [email protected]

Marianne Cumming [email protected]

Sue Sokoloski [email protected]

Term through 2016 Keith Clark [email protected]

Sheila MacDonnell [email protected]

Kevin Somerville [email protected]

Term through 2017 John LoCascio [email protected]

Ken Smith [email protected]

Jeffrey Grubbe [email protected]

25

26

SPEAKER BIOGRAPHIES

Karen Blackstone, MD, DBIMDr. Blackstone is a new faculty member to the Triennial. She is Board certified in Insurance Medicine and practiced medicine for nine years as a Board certified internist. She joined the insurance industry in 1998 and currently serves as the Chief Medical Director and Vice President for RiverSource Life Insurance Company, a subsidiary of Ameriprise Financial. Dr. Blackstone has experience in life and disability underwriting and claims, LTC underwriting, Life-LTC hybrid product underwriting and manual development. Dr. Blackstone has served on multiple program committees for AAIM, is on the Board of Insurance Medicine, is a Past President of the Midwestern Medical Directors Association and is the incoming AAIM President for 2015-2016. She has spoken at various industry meetings, including AHOU, TCHOUA, and MMDA. She lives west of Minneapolis and is an avid equestrian, training in dressage.

Richard Braun, MD, FLMI, DBIMDr. Braun has been in the industry for over 30 years, starting at Life of Virginia and later moving to Lincoln Re. He was Medical Director for ExamOne before joining Generali USA Life Re which was acquired by SCOR Global Life. He is a past president of the American Academy of Insurance Medicine and currently serves on the Executive committee of the ACLI Medical Section as the Program Chair for the 2016 meeting. He has written and spoken on mortality and underwriting topics on numerous occasions. He is trained in Internal Medicine and Board certified in Insurance Medicine. He currently serves as Vice President and Chief Medical Director for SCOR Global Life Americas.

Michael Clark, MD, FACC, FLMI, DBIMDr. Clark is a graduate of a six-year accelerated Bachelor of Science – MD program at Renssalaer Polytechnic Institute (RPI) and Albany Medical College. Following general medical and cardiology training, he went on to specialty training in echocardiography at Columbia Presbyterian Hospital. He has worked at MetLife, Life Re and Swiss Re, is Past-President of the American Academy of Insurance Medicine and past-Chair of the ACLI Medical Section. Dr. Clark is Board-certified in Internal Medicine, Cardiology and Insurance Medicine.

Marianne Cumming, MSc, MD, FALU, DBIMDr. Cumming is Vice President, Medical Director with Swiss Re Life & Health America in Fort Wayne, Indiana. She was the Program Chair for the 2012 AAIM Annual Meeting and Triennial Course, has been a faculty member for 4 Triennials, 2006 to present, and was a co-instructor for the Basic Mortality Course (2003). She presently serves on the AAIM Executive Council and the Board of Insurance Medicine, is Past Chair of the American Council of Life Insurers Medical Section and a Past President of the Midwestern Medical Directors Association. She was the recipient of the AAIM President’s Award in 2012. Her background is in family medicine and she received her Bachelor of Science in Pharmacy, Master of Science in Pharmacology (thesis on alcohol pharmacokinetics) and Doctor of Medicine, all from the University of Manitoba.

Craig Davidson, MD, DBIM, CLUDr. Davidson is a Vice President & Lead Medical Director at Prudential Insurance in Minneapolis. Prior to joining Prudential in January, 2013, He was a Medical Director at Hartford Life for 14 years. His prior practice experience was in Internal Medicine as a primary care physician and hospitalist in a local multi-specialty group. His medical insurance underwriting interests include elderly underwriting, prostate cancer and diabetes.

In the insurance industry, Dr. Davidson has presented at ALU, Twin City AHOU and Midwestern Medical (MMDA) meetings. He is past president of the American Academy of Insurance Medical Directors (AAIM), former chairman of the AAIM Membership committee, and past president of the MMDA. He has served on several AAIM scientific program committees and been an education coordinator for Twin City Medical Directors. He has also been a member of ACLI’s Medical Risks and Classification Committee working on travel legislation.

SPEAKER BIOGRAPHIES

Dave Duddleston, MD, DBIMDr. Duddleston is Vice President and Medical Director for Southern Farm Bureau Life in Jackson, Mississippi. He is Board certified in Internal Medicine and Insurance Medicine and has been awarded a listing as one of the “BestDoctorsinAmerica”.Heisalsoapart-timehospitalistforBaptistHospitalinJackson.

He received his undergraduate degree from the University of Mississippi in Chemistry and Zoology, with a minor in Psychology and his medical degree from the University of Mississippi School of Medicine. His post-graduate training in internal medicine was at the University of Texas Medical Branch in Galveston. Dr. Duddleston is a member of the American Academy of Insurance Medicine and the American College of Physicians. He is married and lives in Madison, Mississippi and enjoys outdoor sports and cooking.

Martin Engman, MD, DBIMDr. Engman has over 25 years’ experience in the insurance industry. He received his doctorate in medicine from the University of Minnesota. He is Board certified in internal medicine, pulmonary disease, critical care medicine, sleep disorders and insurance medicine. Before joining the insurance industry, he practiced clinical medicine for over 10 years and was the medical director of the Wisconsin Sleep Disorders Center and on the teaching staff of the Gundersen Clinic.

Dr. Engman is Chief Medical Director at Legal and General America. He is one of the principals of International Medical Risk Consultants, Inc., a firm providing consultative services to the life settlement industry and legal profession. Dr. Engman teaches the American Academy of Insurance Medicine’s Mortality Methodology Course as well as their Introductory Course on Mortality Analysis. He has served on the Executive Council of the American Academy of Insurance Medicine (AAIM) and has been repeatedly on the faculty of AAIM’s Triennial Insurance Medicine Board Review Course.

Judy Finney, MD, FACCDr. Finney attended Michigan State University College of Human Medicine and went on for training in Michigan in Internal Medicine, Cardiology and Interventional Cardiology, becoming Board certified in all three fields. She started her own private practice cardiology group and served primarily in Scottsdale, Arizona, for 27 years and was the president of the medical staff at Scottsdale Memorial Osborn hospital, as well as a president of the local Phoenix chapter of the American Heart Association. She joined Allstate in Chicago in 2012 to start a new career in life insurance medicine.

Ronald Fraback, MD, FACPDr. Fraback is Medical Director at Standard Insurance Company. He holds a B.S. degree from the University of Oregon, received his MD from Oregon Health Sciences University and did his residency and fellowship at Harbor-UDLA Medical Center in Los Angeles. He is Board certified in geriatrics, internal medicine and rheumatology and is a fellow in the American College of Rheumatology and American College of Physicians. He is the founder of Northwest Rheumatology Associates and has been in private practice since 1979.

27

28

SPEAKER BIOGRAPHIES

Mike Fulks, MD, DBIMDr. Fulks is board certified in Internal and Insurance Medicine, receiving his MD from UC Davis and completing his residency at UW Madison. After 8 years of practice, he became a full-time medical director, including writing or editing the underwriting manuals of three life companies and developing preferred programs. He served on the faculty of the past five AAIM Triennials, speaking on a variety of topics including mortality and research results and helped to develop AAIM educational programs.

For the past 9 years, he has been an independent consultant working with Clinical Reference Laboratory on mortality research covering laboratory tests, BP and build and the use of those results to evaluate applicants’ risk. Based on that work, he has been co-authoring an ongoing series of articles in the Journal of Insurance Medicine and On the Risk regarding use of screening test results to predict age- and sex-specific relative mortality.

Linda Goodwin, MD, FACP, DBIMDr. Goodwin graduated from medical school and completed her residency in Internal Medicine and her fellowship in Geriatric Medicine at the University of Nebraska Medical Center in Omaha, Nebraska. For the past twenty years she has worked in the field of mortality and morbidity risk assessment and life expectancy determination. Areas of particular interest include factors associated with healthy vs. non-healthy aging and the effects of diet on health, chronic disease and longevity. Dr. Goodwin is currently the president of Creative Risk Analysis, Inc. in Concord, North Carolina.

James Goral, MD, FACP, DBIM, FLMI Dr. Goral is Vice President, Medical Director of USAA Life Company with FASG. He originally joined USAA in 1998 as Vice President and Medical Director of Life and Health Underwriting. His prior experience includes over 13 years as a Medical Consultant to the life insurance industry. Before joining USAA, he was in private practice of Internal Medicine and Clinical Assistant Professor of Medicine at the University of Texas Health Science Center in San Antonio, Texas.

Dr. Goral achieved a Bachelor of Science degree in Chemistry and Master of Science degree in Biochemistry at the University of Rochester, Rochester, New York. His Doctorate in Medicine was attained at the University of Rochester School of Medicine and Dentistry with Distinction in Research. He holds several professional designations including Diplomates in Internal Medicine and Life Insurance Medicine (DBIM). In 1994, he was named a Fellow of the American College of Physicians (FACP). His insurance designations also include FLMI.

Robert C. Green, MD, MPHDr. Green is a medical geneticist and physician-scientist who directs the G2P Research Program in translational genomics and health outcomes in the Division of Genetics at Brigham and Women’s Hospital and Harvard Medical School.

Dr. Green is principal investigator of the NIH-funded REVEAL Study, in which a cross-disciplinary team has conducted four separate multi-center randomized clinical trials since 2000, collectively enrolling 1100 individuals in order to explore emerging themes in translational genomics. Dr. Green also co-directs the NIH-funded PGen Study, one of the first prospective studies of direct-to-consumer genetic testing services. He is principal investigator of the MedSeq Project, the first NIH-funded randomized trial to explore the use of whole genome sequencing in the clinical practice of medicine and co-directs the BabySeq Project, the first NIH-funded trial of sequencing in newborns.

Dr. Green is currently Associate Director for Research of the Partners Center for Personalized Genetic Medicine, a Board Member of the Council for Responsible Genetics and a member of the Informed Cohort Oversight Boards for both the Children’s Hospital Boston Gene Partnership Program and the Coriell Personalized Medicine Collaborative. He was the lead author of the recently published recommendations from the American College of Medical Genetics and Genomics for management of incidental findings in clinical sequencing.

SPEAKER BIOGRAPHIES

Cliff Hale, MD, MBA, FACP, DBIMDr. Hale received his MD and MBA degrees from Michigan State University. He is Board certified in internal medicine and insurance medicine, a Fellow of the American College of Physicians, and a Clinical Professor at Michigan State University. In 2001, after practicing internal medicine for twenty years, Dr. Hale became a full-time medical director at Jackson National. In 2013 he left Jackson for State Farm where he is an Associate Medical Director. He is a frequent speaker at underwriting and medical director conferences, has written for On the Risk and the Journal of Insurance Medicine, and is a past-president of the both AAIM and MMDA.

Brad Heltemes, MD, DBIMDr. Heltemes is a graduate of the University of Minnesota Medical School and completed his residency in internal medicine at Abbott-Northwestern Hospital in Minneapolis. He has over 20 years of insurance medicine experience having begun doing consultative work while in private practice, later joining ING, now Voya Financial, and currently serving as VP and Chief Medical Director at Voya. He is board certified in Internal Medicine and in Insurance Medicine.

In addition to providing medical underwriting consultation, Brad is active in underwriter education and is involved in mortality research. He has made a number of professional presentations at underwriter and medical association meetings, including as an instructor for the at the last three AAIM Triennial meetings. He is a Past President of AAIM, a current member of the Morbidity and Mortality Committee, and a member of the Program Committee for this meeting.

Stephen K. Holland, MDDr. Holland serves as Chief Medical Officer for LTCG and brings more than 25 years of long-term care and managed care leadership experience. As the clinical leader at LTCG, Dr. Holland has played an integral role in building the country’s largest full service LTC Insurance Administrator. Dr. Holland is the lead author of LTCG’s Guide to Long Term Care Underwriting, now in its 13th edition and he has led the development of LTCG’s LTC Claims protocols and practices. In addition, Dr. Holland leads LTCG’s efforts to understand and improve the provision of long term care services, recovery rates and independence for those with functional and cognitive deficits and dependencies. Dr. Holland and a staff of experienced clinicians and claims specialists have pioneered the practices of Active Claims Management in LTC Insurance, which focuses on changing the claims curve by promoting recovery, independence and the lowest possible level of care.

Dr. Holland holds a Doctorate of Medicine from the Case Western Reserve University School of Medicine and completed his postgraduate medical training in Internal Medicine at the University of Washington. He completed a fellowship in health care policy as a Robert Wood Johnson Clinical Scholar at the University of Washington, School of Medicine and received his Board Certification in Internal Medicine from the American College of Physicians.

29

30

SPEAKER BIOGRAPHIES

James R. Jett, MDDr. Jett’s research interests focus on the screening and early detection of lung cancer (also the treatment of mediastinal tumors and bronchial carcinoid tumors). As a principal investigator, co-investigator and consultant, Dr. Jett’s research has been funded by the National Institutes of Health and the National Cancer Institute, among other organizations. He was part of a research team that discovered how CT screening can be an effective tool to detect lung cancer early in high-risk patients.

Dr. Jett is Board certified in internal medicine and pulmonary medicine, and he completed his medical degree at the University of Missouri, Columbia. He completed a residency in internal medicine and a fellowship in thoracic diseases at Mayo Graduate School of Medicine and a research fellowship at the National Cancer Institute, National Institutes of Health. He was on the consulting staff of Mayo Clinic for 28 years before moving to National Jewish Health in 2010.

Dr. Jett was rated as one of America’s Top Doctors in 2015 by Castle Connolly. He has held professional memberships with numerous organizations such as the American Thoracic Society, International Association for the Study of Lung Cancer, American Society of Clinical Oncology, North Central Cancer Treatment Group and the American College of Chest Physicians. He is on the Scientific Advisory Committee for the American Lung Association and was an External Review Chair for the Terry Fox Research Institute, Lung Cancer Grant.

Dr. Jett has served in journal review and editorial activities for many medical publications, including the American Journal of Respiratory and Critical Care Medicine, American Journal of the Medical Sciences, Cancer, Chest, International Journal of Cancer, Lung Cancer, and The New England Journal of Medicine. Dr. Jett was editor-in-chief of the Journal of Thoracic Oncology from 2006 to 2012. He is currently the co-editor of the Lung Cancer Section of the electronic textbook.

Marjorie Keymer, MD, DBIMDr. Keymer is currently VP and Medical Director of Genworth Financial - Claims. Her career spans more than three decades with in depth experiences in geriatric medical practice, insurance medicine and health care planning in both Canada and USA. She has expertise in risk selection, claims evaluation, mortality analysis and product design.

Throughout her career, Dr. Keymer has honed her communications skills as a teacher, columnist and speaker. Critical Illness insurance and insurance matters pertaining to older ages are her special insurance interests. She is frequently invited to speak to insurance audiences and has contributed to insurance industry publications.

Dr. Keymer is Board certified in Family Medicine and Insurance Medicine and has held leadership roles in the Canadian Life Insurance Medical Officer’s Association, the American Academy of Insurance Medicine, the Board of Insurance Medicine and the ACLI Medical Section.

John Kirkpatrick, MA, MD, DBIMDr. Kirkpatrick is a graduate of the Medical College of Wisconsin. He completed his Internal Medicine Residency at Gundersen Clinic/Lutheran Hospital in LaCrosse, Wisconsin. He also has a Masters of Arts in Religion. He is Chief Medical Director and Vice President at Thrivent Financial in Appleton, Wisconsin, and has been in the insurance industry for over twenty years. He has been past faculty of the Triennials and has been a literature reviewer for the Journal of Insurance Medicine for many years. He is Board certified in Internal Medicine and Insurance Medicine.

SPEAKER BIOGRAPHIES

Tony Laudato, FSA, MAAATony Laudato joined Hannover Re Group in July 2012 and was initially responsible for directing the pricing and consultive activities related to the various markets in the Mortality Solutions business unit. Tony currently maintains product ownership of Hannover Re Groups’ LTD/Life Hybrid product, including managing strategic alliances being developed with outside parties. Additionally, his marketing responsibilities include maintaining relationships with a number of key Mortality Solutions’ clients. With more than twenty years in the insurance industry, Tony has a varied background in product development, pricing, risk management, consulting and strategic planning.

Prior to joining Hannover Re Group, Tony served as the lead pricing actuary for Lincoln Financial Group’s MoneyGuard (LTC/Life/Annuity Hybrid) product. His additional industry experience includes roles such as Chief Actuary of Lincoln Financial’s Executive Benefits business, Chief Actuary for The Newport Group and Chief Product Officer for Clark Consulting, a division of Aegon.

Tony graduated from the University of Hartford with a Bachelor of Science in Applied Mathematics and later taught Applied Risk Theory as part of the university’s actuarial science program. He is a Fellow of the Society of Actuaries (FSA) as well as a member of the American Academy of Actuaries (MAAA).

Charlotte Lee, MD, FLMI, DBIMDr. Lee received her MD degree from Indiana University Medical School. She did an internship in Internal Medicine at St. Joseph’s Medical Center, Phoenix, Arizona, and a Residency in Internal Medicine at Maricopa County Medical Center, also in Phoenix. She then completed a Fellowship in Clinical Cardiology at the University of Minnesota, Minneapolis, Minnesota.

Her professional career includes, in addition to private practice, teaching at the University of Minnesota Medical School and many years as Medical Director of several insurance companies in the Minneapolis area. She is past Sr. Vice President and Medical Director for Osborn Laboratories. Dr. Lee is currently a consultant for several companies, including Transamerica Life Insurance Company, Kansas City Life Insurance Company, Zurich NA Insurance Co., National Life Group, Sons of Norway, Catholic United Financial, Degree of Honor, Patriot Life, Royal Neighbors, 21st Services, The M Group and Life Mark.

Dr. Lee holds a Fellowship of Life Management Institute and is Board certified in Insurance Medicine. She is a member of the American Academy of Insurance Medicine and the International Congress of Life Assurance Medicine.

She is proud to be a sustaining member of the Humane Society of the United States and the ASPCA.

Dennis Lee, MD, DBIMDr. Lee is Board certified in the specialty of Insurance Medicine and an ABIM diplomate certified in the specialty of Internal Medicine. He began his career at Minnesota Life in 1989 with Board Certification Medical Director status in 1994. His work involves underwriting and claims consultation for life, disability, teaching and training. He has been active in research and development for Securian Minnesota Life specific underwriting guidelines for the past twenty years. He has the Associate Life and Health Claims designation, having completed the ICA education program with distinction. His personal interests include running, bicycling and family life.

31

32

SPEAKER BIOGRAPHIES

Robert Lund, MD, DBIMDr. Lund received his doctoral degree from Emory University School of Medicine in Atlanta, Geogia, and completed his post-doctoral training in internal medicine in the Emory University Affiliated Hospital System. He is Board certified in both internal medicine and insurance medicine. After 16 years of private practice in Atlanta, he became a full- time insurance medical director in 1994. He joined Munich Re in 1999 and has been active in insurance medicine for over 24 years.

Dr. Lund has served on the Executive Councils of both the American Academy of Insurance Medicine (AAIM) and the Canadian Life Insurance Medical Officer’s Association (CLIMOA) and has been a speaker at various industry events. He has completed the advanced mortality methodology course given by AAIM and is involved in research and underwriting manual development at Munich Re. He is a published author in the Journal of Insurance Medicine.

Bruce Margolis, DO, MBA, CHIEDr. Margolis is the VP, Chief Medical Director, Underwriting at Genworth Financial. He is Board certified in internal medicine, pulmonary medicine and insurance medicine. He has been in the insurance industry since 1996 and has been involved with life, health, disability and long-term care products. He came to Genworth twelve years ago after having served as the Chief Medical Director for MetLife. Prior to that, he was in private pulmonary practice in Philadelphia.

In 2003, Dr. Margolis earned his MBA from Eastern University in Pennsylvania. He is a Fellow of the American College of Osteopathic Internists and a Fellow of the American College of Chest Physicians. He has earned his Long Term Care Professional (LTCP) and Certified Health Insurance Executive (CHIE) designations from America’s Health Insurance Plans (AHIP). He is the current Chair of ACLI’s Risk Classification Committee and serves as Co-Chair of the ACLI Genetic Testing Task Force. His special interests include genetic testing, cognitive impairment and the determinants of healthy longevity.

Paul J. Nittoli, MD, DBIMDr. Nittoli is a Medical Director at MassMutual Life Insurance Company and has worked in the industry since November 2003. He is Board certified in Physical Medicine & Rehabilitation and Insurance Medicine. He was a presenter at the 2006 and 2012 AAIM Triennial Meetings and currently serves on the AAIM Education Committee. During his ten years of clinical experience, he had niche practices in neurorehabilitation, IMEs and electrodiagnosis.

Lisa Papazian, MD, DBIMDr. Papazian is currently a Medical Director at Sun Life Financial. She completed medical school at Albert Einstein College of Medicine in New York, medical training in Internal Medicine at Mount Sinai Medical Center in New York, and Fellowships in Pulmonary Medicine at the Brown University Affiliated Hospitals in Rhode Island and in Sleep Disorders at SUNY at Stony Brook University Hospital in New York. She is currently Board certified in Insurance Medicine, Internal Medicine and Sleep Disorders.

SPEAKER BIOGRAPHIES

Paul Quartararo, MD, DBIMDr. Quartararo is Chief Medical Director and Vice President at New York Life Insurance Company, and serves as the program chair for this year’s Triennial Meeting. He joined New York Life in 2003 and was named Chief Medical Director in 2013; he currently leads a team of eight physicians. He is Board certified in Insurance Medicine. He has previously served as President of the ACLI Medical Section, as well as Program Chair for the ACLI Medical Section Annual Meeting.

A native of Long Island, New York, Dr. Quartararo attended Columbia College of Columbia University and the Albert Einstein College of Medicine. He served his Internal Medicine Internship and residency at the University of Cincinnati, and his Pulmonary and Critical Care fellowship at Brown University. He practiced Internal Medicine in Stamford, Connecticut for ten years prior to joining New York Life.

Dave Rengachary, MDDr. Rengachary is Vice President and Medical Director at RGA Reinsurance Company. Previously, he was a general neurologist in practice at Missouri Baptist Medical Center where he also served as medical director for their Primary Stroke Center. He attended the Honors Program in Medical Education at Northwestern University. He then completed an adult neurology residency at Washington University followed by a fellowship in Clinical Neurophysiology and Board certification. He is the primary author and editor of the Washington University Neurology Survival Guide. He serves on the board of directors of the ABC Brigade, a St. Louis-based group of stroke survivors and health professionals dedicated to stroke prevention and education. Dr. Rengachary is a member of the Educational Committee of the American Academy of Insurance Medicine and serves on the Executive Council of the Midwestern Medical Directors Association.

Rodney Richie, MD, FACP, FCCP, DBIMDr. Richie has been active in Life Insurance Medicine for almost 30 years, having received his DBIM certification in 1993. He is Medical Director of Texas Life Insurance and EMSI. He is also in full-time clinical practice as medical director of a 30-bed ICU and head of a 5-physician and 1-mid-level consultative practice in Pulmonary and Critical Care Medicine at Providence Health Center in Waco, Texas.

Dr. Richie’s life-long interest has been in medical teaching, and he is Clinical Associate Professor of Community Medicine with University of Texas Southwestern Medical School actively teaching in their Waco Family Practice Program. He was course co-director of AAIM’s Triennial Course in 2000, and he’s been a long-serving member of the Board of Insurance Medicine and was their Vice-Chairman from 2008 to 2010. He has served as co-presenter of the Triennial Pulmonary Workshop for years beyond counting, has presented main-stage presentations to AAIM’s annual meetings, has co-authored the Respoiratory Disorders in the Medical Section of Life Risks 4th Edition, and has authored or co-authored eight articles in the Journal of Insurance Medicine.

33

34

SPEAKER BIOGRAPHIES

Steve RowleySteve Rowley is a Senior Account Executive and Vice President in Gen Re’s Life/Health division in Stamford. His primary responsibilities are developing and maintaining Gen Re’s reinsurance relationships for Individual Life and Critical Illness products.

Sue Sokoloski, MD, DBIMDr. Sokoloski has over 25 years of experience in Insurance Medicine, as a home office Medical Director for Cigna, Aetna, Legal & General America and AXA. She has also worked as an independent consultant to both direct and life reinsurance companies, and served as The Marketing Alliance’s Consulting Medical Director from 1999 to 2003. Dr. Sokoloski is a graduate of Mount Holyoke College and the University of Connecticut School of Medicine. After completeing an Internship in Pediatrics, she trained in Anatomic and Clinical Pathology. She is Board certified in Insurance Medicine, and served on the Board of Insurance Medicine from 1996 to 2002. She has published articles in trade journals, given presentations to underwriter and medical director groups, and served as an instructor at the Triennial Course for Insurance Medical Directors. Sue lives in Glastonbury, Connecticut, and in her spare time enjoys sailing the New England coastline with her husband Tom, and agen with New York Life.

Jack Swanson, MD, DBIMDr. Swanson received his BA magna cum laude from Augustana College and his MD as valedictorian from the University of Iowa College of Medicine. After active duty with the United States Army, Dr. Swanson completed a residency in Pathology and Internal Medicine under Dr. Donald Gleason at the VA Hospital, Minneapolis, Minnesota. He has Board certifications in Anatomic Pathology, Clinical Pathology and Insurance Medicine.

Dr. Swanson was Pathologist/Director of the Clinical Laboratory at Swedish Hospital/Metropolitan Medical Center, Minneapolis, for 24 years. He then served as Medical Director of Lutheran Brotherhood/Thrivent Financial for Lutherans for 20 years. He is currently a medical consultant for National Financial Partners. He has also served as Clinical Assistant Professor of Laboratory Medicine at the University of Minnesota for over 40 years.

Dr. Swanson has been on the faculty of the Board of Insurance Medicine since 1985. He has also written articles for the Journal of Insurance Medicine and for other medical journals. In 2001, he received the Distinguished Physician Award from the American Academy of Insurance Medicine. In 2010, He received the American Academy of Insurance Medicine President’s Award in recognition for exceptional service to the Academy and its programs.

Michael Tees, MD, MPHDr. Tees recently joined the team at Colorado Blood Cancer Institute as a transplant hematologist. After receiving his MD and Masters in Public Health in epidemiology from Tulane University, he completed his Internal Medicine residency at New York University. He went on to complete a fellowship in Hematology/Oncology at the Moffitt Cancer Center and Research Institute in Tampa, Florida, where he obtained additional training in blood and marrow transplantation.

Dr. Tees’s research interests have focused on post-transplant immune reconstitution and the association with early lymphocyte recovery on outcomes. He has also investigated the unique HLA interactions in double unit cord blood transplants, which remain a viable alternative stem cell source. With CBCI, he continues active clinical investigation in using novel therapies to treat hematologic malignancies. While experienced in treating all hematologic disorders, Dr. Tees has a particular interest in the lymphoid malignancies (i.e.: Hodgkin lymphoma, mature B- and T-cell lymphomas, etc.).

SPEAKER BIOGRAPHIES

Cliff Titcomb, MD, DBIMWith twenty-seven years in the insurance industry, Dr. Titcomb has extensive experience in risk assessment. He has worked at both Lincoln Re and ING Re where he was heavily involved in the development of their respective underwriting manuals. He has also written extensively for insurance publications and spoken often at industry meetings. He is Board certified in Internal Medicine and Insurance Medicine.

A graduate of the Georgetown University School of Medicine, Dr. Titcomb completed his internship and residency at the Medical College of Wisconsin. He has served as the chairman of the Morbidity and Mortality Committee of the American Academy of Insurance Medicine (AAIM), Chairman of the Morbidity and Mortality Liaison Committee (MMLC) and as the primary instructor for the AAIM Basic Mortality Methodology Course. He is the author of the Academy of Life Underwriting chapter on Four Cancers. He has served on the faculty of the AAIM Triennial review course for medical directors multiple times. He is the recipient of the 2001 President’s Award from the American Academy of Insurance Medicine and, at present, is serving as the President of that organization.

Dr. Titcomb is currently the Vice President and Chief Medical Director at Hannover Life Reassurance Company of America where he is involved in case underwriting, research, underwriter education and the development and revision of the ASCENT underwriting manual.

Joel Weiner, MD, FACP, FLMI, DBIMDr. Weiner is a Medical Director at Northwestern Mutual in Milwaukee, Wisconsin. He has been with Northwestern Mutual since 1998. He consults on Life, Disability and LTC products and also reviews Disability and LTC claims. Northwestern Mutual maintains their own underwriting standards and he oversees the entire standards development and revision process.

Prior to joining Northwestern Mutual, Dr. Weiner practiced Internal Medicine at Evanston Hospital in Evanston, Illinois. He received his medical degree from Rush University in Chicago in 1993. His Internal Medicine residency was completed at the Evanston and Northwestern Hospital System. He is Board-certified in both Internal Medicine and Insurance Medicine and also holds FLMI and FACP designations. He has presented on a variety of topics at numerous physician and underwriter industry conferences. He is a member of the American Academy of Insurance Medicine and the Midwestern Medical Director’s Association.

Urs Widmer, MD, DBIMDr. Widmer is Senior Medical Director & Vice President at SwissRe headquarters in Zurich, Switzerland. His insurance career started with Swiss Re ten years ago, after many years as an internist and consultant in clinical immunology at Zurich University Hospital. Dr. Widmer graduated from Zurich University Medical School in 1979. He did postgraduate work in experimental medicine on insulin-like growth factor at Zurich University and on the cloning of novel chemokines in the Laboratory of Medical Biochemistry at The Rockefeller University, New York. Dr. Widmer is serving as treasurer for ICLAM. He is Board certified in Internal Medicine and Insurance Medicine.

35

36

SPEAKER BIOGRAPHIES

Amanda Wieland, MDDr. Wieland was born in Dallas, Texas. She attended Duke University and obtained a Bachelor of Science degree in biology. She received her medical degree from the University of Texas Southwestern Medical School in 2006. She completed her internal medicine residency training at Barnes-Jewish Hospital in Saint Louis, Missouri. She completed fellowship training in Gastroenterology from 2010 to 2013 at the University of Colorado, and then she stayed in Colorado to complete a year of advanced training in liver transplantation. She has been on faculty as an Assistant Professor at the University of Colorado since 2014. Her current research interests include Hepatitis C treatment, non-invasive assessments of liver fibrosis, as well as long-term outcomes in post-HCV patients who obtain sustained viral response.

Dan Zimmerman, MD, DBIMDr. Zimmerman, VP and Medical Director, is a member of RGA’s Global Support Team where he is responsible for case consultation, product development, internal and external education, client support, and representation to key industry professional organizations. He has held leadership positions with the American Council of Life Insurers (ACLI) and participated in leadership committees of the American Academy of Insurance Medicine (AAIM). Prior to joining RGA, Dr. Zimmerman served on the scientific advisory committee for the RGA-sponsored Longer Life Foundation, and he continues in that capacity currently. Dr. Zimmerman joined RGA in 2014 after previous career experience in clinical medicine and serving as a medical director for a large, direct life insurance carrier in the USA.

Dr. Zimmerman’s educational background includes a Bachelor of Science degree in molecular biology and medical microbiology and a Medical Doctorate from the University of Wisconsin - Madison, Wisconsin. He completed formal training in both internal medicine and pediatrics at the University of Minnesota - Minneapolis, Minnesota. He maintains Board certification by the American Board of Internal Medicine and American Board of Pediatrics as well as the American Board of Insurance Medicine.

Professional interests of Dr. Zimmerman include studying infectious diseases and their global impact on mortality and morbidity, assessing long-term risk in juveniles, public speaking and education, and protecting the ability of insurers to utilize all medical information in the course of underwriting. He also enjoys research and writing and has contributed several articles to the Journal of Insurance Medicine.

37

NOTES

38

NOTES

THANK YOU TO OUR SUPPORTERS

Frontier Medical and Professional Services

Documents

Program Guide and Information - AAIM · 2015. 10. 15. · AAIM 124TH ANNUAL MEETING SCIENTIFIC PROGRAM OVERVIEW Schedule as of October 1, 2015. Times, topics and speakers subject