WEDNESDAY, May 4
8:30 AM - 9:30 AM
RISK MANAGEMENT / FRAUD / FINANCIAL track

Concurrent Session 7.5:
Underwriting Complex Financial Risks

Financial underwriting remains one of the most challenging aspects of our profession. Please join two industry experts for a case presentation pertaining to intergenerational wealth transfer, business valuations, valuating cryptocurrency as asset and the financial underwriting of foreign nationals.

Mike Happold, FALU, FLMI, AFSI, Second Vice President, Munich Re
Wally Empleo, FALU, ALMI, ACS, AVP, Associate Chief Underwriter, Lincoln Financial Group
Moderator: Jennifer Cuddeford, FALU, FLMI, Associate Chief Underwriter, Lincoln Financial Group