Quarterly: Europe December 2012 Welcome W elcome to the fourth quarter edition of RGA Quarterly: Europe. As another year draws to a close and we look ahead to 2013, the articles in this issue also look into the future. We examine the changing distribution channel landscape and highlight the innovations that are driving these changes. We also explore innovative ways to reach consumers, and breakthroughs in the field of genetics that may cause us to reconsider our ideas about the human lifespan. Finally, we provide a summary of a few RGA events. As we have witnessed over the past few years, the digital world is having greater influence on how consumers buy insurance. Price comparison sites have become one of the largest insurance distribution channels, and now that Google is entering the market, the future of insurance distribution is poised to change yet again. The first article covers the implications of Google’s entry into world of price comparison sites for European insurance markets and life distribution in particular. Similarly, innovative mobile-based technologies are making it easier for insurers in developing countries to overcome the challenges they face. Our “Around the World with RGA” feature describes the solutions that insurance companies and banks in Tanzania have devised to take advantage of mobile-phone usage. The third article describes how electronic underwriting is changing the annuity market landscape. RGA’s AURASM solution can be a key component for insurers wanting to offer an enhanced annuity product and reach this growing market segment. As members of the life insurance industry, we deal with mortality risk issues every day. But what if advances in genetics could dramatically change human lifespan and longevity? Our fourth piece examines the implications of these advances. Finally, we wrap up the issue with a report on the topics covered at RGA events in the region. We believe that events are one way to focus on our clients’ needs. With presentations from RGA subject matter experts as well as other In This Issue thought leaders from within our industry – and the dialogue with clients and partners – these events are forums to share and discuss ideas that can advance the industry and our clients’ success. I would like to wish you a happy and healthy holiday season and best wishes for a prosperous new year. Google’s New Venture and Its Effect on Insurance Distribution 2 Around the World with RGA 5 Advances in the Annuities Market 7 Will We Live Forever? 9 RGA Events: Learn, Share and Succeed 12 Olav Cuiper Upcoming Events 15 Head of EMEA and Emerging Markets RGA International Reinsurance Company Limited 2012 Third Quarter Results 16 Contacts17 w w w . r g a r e . c o m 02 December 2012 Google’s New Venture and Its Effect on Insurance Distribution By Hein Kuiper Director, Heinsight International Ltd, United Kingdom In December Google finally entered the British insurance price comparison market with its own proposition. The move had been long anticipated following Google’s acquisition of BeatThatQuote.com (BTQ) for £37 million in March 2011. Launching with car insurance, the Google price comparison service will offer quotes from 120 different providers. In a company statement, BTQ E U R O P E want to help users find the best car insurance in the fairest and most honest Q U A R T E R LY : visibility. By occupying a space near the top of the search results but below the R G A founder John Paleomylites, now a product director at Google, said, “We Why did Google make this decision and what are the consequences? way possible while also respecting their privacy.” As could be expected from Google, the user experience has certainly been improved since the BTQ takeover, but what really makes the new Google venture stand out is its pay-per-click (PPC) AdWords Google has guaranteed itself prime web retail space. According to the independent digital marketing agency Greenlight, Google’s proposition went from 0% to 75% visibility for the key search term “car insurance” almost overnight. Following the spectacular growth of insurance aggregators between 2006 and 2010, over 60% of all new car insurance policies in the British market are now bought via a price comparison site. Moneysupermarket.com, Gocompare. com, Confused.com (owned by insurer, Admiral) and Comparethemarket.com (BGL Group Limited) account for well over 90% of the comparison market. They have grown on the back of massive advertising campaigns to educate the British public and to create brand awareness. In fact, since 2009, these four price comparison sites have outspent the whole of the rest of the British car insurance industry put together. Yet, despite this extravagance, the economics make sense. All the big-four aggregators deliver profit margins of at least 20%. With combined revenues approaching £400 million, insurance price comparison has become an attractive business, and it has turned the British car insurance market on its head. The already price-focused British consumer has found on-line insurance price comparison an irresistible proposition to the extent that the majority of switchers actually use multiple sites to compare insurance premiums. But while consumers have benefited from convenience, lower premiums and more choice, the insurers and brokers have suffered from reduced margins, higher switching propensity and increased fraud rates, all coupled with reduced customer contact. Despite this, the low acquisition costs and massive volume potential through aggregators has meant that most insurers have decided December 2012 following Google’s launch. Moneysupermarket.com media budgets accordingly. They were hooked. The earns over half of its income from car insurance, and aggregators now effectively control distribution. it is not expected to be the worst affected of the Google had a problem. It does not stand to earn much if users go straight to a branded site. So, once price comparison sites started spending massive amounts on advertising to encourage consumers to come straight to their sites, Google saw its search revenue opportunities drop. Once insurance providers also low-cost aggregator policies the writing was on the wall. Google needed to act. larger proportion of their income and profits from car insurance. Confused.com seems most likely to suffer as it has already seen its margins slide in recent years. With the arrival of a substantial additional competitor margins in the core market can only deteriorate. The race is on to bind customers and to diversify into new income streams. with the hope that it will see limited cannibalisation The extreme market upheaval caused by price of its PPC income. There is some justification for the comparison has been largely restricted to the UK to company to be optimistic about this. In consumer date. British consumers are still twice as likely to shop research carried out by the UK research firm Consumer in this way as the rest of Europe, and the rate of growth Intelligence prior to the Google launch in the UK, only outside the UK has been more pedestrian so far. This 11% of respondents said that they would replace an could all be about to change, however. existing price comparison site, with over 80% saying that they would simply add Google to the mix. Time will tell if this research data proves predictive. The British market did not really heat up until after 2006 with the arrival of two challenger brands, Gocompare.com and Comparethemarket.com. The While putting a brave face on it, the existing British resulting advertising frenzy substantially changed price comparison sites will not have welcomed consumer behaviour, resulting in a major market shift. Google’s arrival. The market leader and only Similar trends are emerging elsewhere. According to publicly quoted aggregator, MoneySupermarket. consumer research by Ernst &Young/Ipsos conducted com, immediately saw its share price dip by 10% last year, Germany is already the second-most active price comparison market in Europe. Following a takeover of the number two site in the market, now named Transpero.de, Germany’s biggest aggregator, Check24.de, has a serious challenger. Check24.de recently announced plans to increase its advertising budget by 50% (reportedly to 30 million euros). The German market looks set to heat up. Yet, it is the big-four British price comparison sites that may now become the catalysts to development in mainland Europe. Together they represent four out of the five biggest players in Europe, and they are actively looking overseas for future opportunities by leveraging their experience and stockpiles of cash. Already they have dabbled with operations in Germany, E U R O P E incremental income from its price comparison service What are the implications in other European markets? Q U A R T E R LY : So, since December, Google has gambled on gaining com and Comparethemarket.com all derive an even R G A started reducing their own media budgets in favour of big-four British players. GoCompare.com, Confused. w w w . r g a r e . c o m to play the aggregator game and cut their traditional 03 w w w . r g a r e . c o m 04 December 2012 France, Spain, Italy and the Netherlands. The arrival of Certainly the price comparison sites have not Google on their home turf serves only to heighten the encouraged large groups of consumers to proactively urgency towards overseas expansion. If the resulting start shopping for life products in the way they do competition creates a similar consumer reaction in for general insurance. Even in the advanced British other European countries, then we may well see more market the number of on-line comparisons for extreme market changes like those experienced in the protection is still tiny. UK. According to Admiral’s own data, its offspring sites Le Lynx (in France) and Rastreator (in Spain) are showing similar paths to growth that Confused.com R G A Q U A R T E R LY : E U R O P E experienced in the UK during its early growth phase. Similarly, BGL, having taken over Courtanet.com in France in 2010, has just rebranded it to Lesfurets.com and said it would spend 30 million euros on the new brand in its first year. That said, increased levels of competition in markets like the UK have caused the existing aggregators not only to look outside their borders, but also to different revenue streams. And they are well equipped. Aggregators now hold a huge amount of data on their customers, and the number of customer contacts is vast. The British aggregators alone generated a staggering 300 million visitors last year – and they In another example, the Dutch market has been long are collecting data on every visit. Most aggregators dominated by a single aggregator, Independer.nl, with leverage this data using sophisticated e-CRM systems little competitive pressure. However, following the to introduce new products like Protection, and they recent development that the second-largest Dutch are prepared to use off-line techniques, too. Confused. price comparison site (Verzekeringssite.nl) has been com created a specific Life outbound centre only last taken over by Comparethemarket.com’s owner, BGL, year. An abundance of rich customer data with multiple the market now has a credible challenger brand. With contact opportunities gives Europe’s price comparison Independer.nl itself also more cash-rich as a result of sites the potential to become Europe’s new financial new ownership, competition is likely to increase. services powerbrokers. What of Google? Insurance is Google’s biggest revenue There is more. The apparent independence of the line worldwide and hence of strategic importance. It price comparison sites coupled with large advertising keeps a very close eye on opportunities and threats, budgets and a positive customer experience create and, logically, it will focus on the largest markets with powerful brands. They have earned high levels of consumers who are the most ready to compare. To customer trust that few other financial services labels this end Google is reportedly seeking French- and can match. According to YouGov research published in German-speaking insurance specialists to join its BTQ 2011, UK consumers now see price comparison sites team in London. (No prizes for guessing its intentions.) as the destination for advice on even the more complex With Google’s penetration of the search market still well financial decisions, well ahead of independent financial over 90% in most European countries, it is certainly advisers. Unsurprising, then, that Moneysupermarket. well-placed to replicate its UK initiative elsewhere. com made a further strategic move in the direction of on-line advice by buying the biggest consumer financial What are the implications for life distribution? advice site, Moneysavingexpert.com, for £87 million To date the growth of price comparison in the UK and this year. the rest of Europe has been largely restricted to non- So, it seems the price comparison sites are well life products, especially mandatory distress purchases positioned to move from “pull” into “push” products. that have become commoditised. So the life industry Google’s arrival will only serve to accelerate their with its “push” products can rest easy, right? diversification. • December 2012 05 w w w . r g a r e . c o m Around the World with RGA R G A Q U A R T E R LY : Tanzania: Creating a market in the mobile world Product Development Actuary RGA UK Services Limited Each month we will look at the protection market of a different country or region, E U R O P E By Greg Becker examining interesting product developments, new distribution ideas, regulatory responses, industry initiatives and so on. Protection products are purchased by those who understand their protection needs. Customers then purchase the product solutions which have fulfillment options that are quick and easy to complete in terms of both time and money. For many in the third world, micro-insurance is where their protection purchasing history will start, and maybe this is where many should start in the developed world too? We take many things for granted in the first world. In the developing world, things are more challenging, and innovative solutions are developing in response. In the UK, we would not think twice about asking people to read the policy documentation, to provide their phone number and to give us their banking details. In Tanzania, adult literacy is 72.9%1, there is one landline phone for every 250 people, and 11% of people have a bank account2. This has proven to be fertile ground for innovation, and disruptive solutions that work around these perceived barriers abound. Mobile telephony (m-telephony) has flourished to the extent that there are now more than 20 million mobile phones — or one for every two people. Mobiles are used differently, although there are surprising levels of consistency among countries3. The unmet need has been the necessary impetus for m-banking, and many of the leaders in m-banking are from the developing world. In TNS’s survey of 58 countries4, Uganda had the highest level of mobile-wallet usage (36%). Tanzania was surpassed only by Uganda and some advanced countries in Asia (Hong Kong, Japan, Singapore and South Korea) that have higher levels of current mobile-wallet usage. Currently, 23% of Tanzanians use mobile-wallets, and a further 34% are interested in doing so5, which is markedly higher than usage in the UK, which currently has a penetration rate of 16%, with far fewer being interested (28%). 1 UNDP International Human Development Indicators http://hdrstats.undp.org/en/countries/profiles/TZA.html 2 http://www.finscope.co.za/tanzania.html 3 Select two countries for comparison, say Tanzania and the UK at: http://discovermobilelife.com/ 4 http://www.tnsglobal.com/mobile-life/map/global/feature/lbs/both 5 http://www.tnsglobal.com/mobile-life/country/feature/tz/ar December 2012 This level of interest in m-telephony and m-banking has free cover being a function of past airtime purchases13, been followed by m-insurance. A variety of companies and with cover increasing as a person spends more. with different strengths have combined their efforts to The sum assured varies between £80 and £400 – or a form a successful partnership, Tigo-Bima, which has led million Tanzanian shillings. The phone subscriber must to more than 220,000 subscribers signing up for a free sign-up to the programme, with this benefit acting as joint-life policy, covering more than 300,000 lives within a loyalty programme. There is strong evidence that the first year of operation. The partners include: average revenue per user (ARPU) increases, as well as Tigo6: The first mobile phone network in Tanzania, which has 30 million customers in 13 African and Latin American countries. It provided the customer E U R O P E w w w . r g a r e . c o m 06 base to target. Milvik/Bima7: A micro-insurance service provider Q U A R T E R LY : gap, helping its partners with product development, R G A that is helping mobile operators solve the protection Opportunity International, MicroEnsure was distribution, marketing and administration, and which has covered more than one million people. customer loyalty. More than 100 claims have been paid so far, and some may be astounded to note that claims are paid within three working days of the appropriate documentation being provided14. Informed customers who have had a positive insurance buying experience are perfect for on-sell and up-sell opportunities, and further initiatives are on the cards to provide more insurance products to this newly established customer base. It provided the sales, distribution and technical In Tanzania, the barriers to insurance sales are being support. overcome. Illiteracy, poverty and limited infrastructure MicroEnsure8: A subsidiary of the nonprofit founded in 2005, and its mission is to “empower the materially poor to transform their lives by insuring them against financial risk and its consequences”9, using micro-insurance to give customers a positive insurance purchasing experience as a first step. It currently covers five million people globally, and 850,000 in Tanzania10. It provided the training and insurance administration. Golden Crescent11: A Tanzanian insurance company that has underwritten the initiative. have held back traditional insurance sales but have conversely spurred on innovative alternatives. We do not have the same constraints in the UK, but we still have challenges. Carol Sergeant’s recent report on Simple Products15 noted barriers to widespread take-up of financial products include a lack of awareness, a lack of self-confidence in dealing with financial matters, mistrust of the financial industry and a feeling among consumers that they are overwhelmed and confused by the offerings available, which is compounded by entrenched distribution models, regulation and the complex processes it has led to. Some see challenges as hurdles, while others see them as opportunities to do something different. Tigo describes its strategy as The insurance is simple and free for those who spend at being “Triple A”, covering “affordability, accessibility and least 5000 TZS or £2 per month12, with the amount of availability”. Is that the way to overcome barriers?16 6 http://www.tigo.co.tz/about.php 7 http://www.bimamobile.com/ 8 http://www.microensure.com/ 9 http://www.microensure.com/resources-aboutus-vision.asp 10 http://www.microensure.com/news.asp?id=165 11 http://www.gca.co.tz/index.htm 12 http://www.dailynews.co.tz/business/?n=22655 • http://www.telecompaper.com/news/tigo-tanzania-pays-firstinsurance-claims 13 http://thecitizen.co.tz/business/13-local-business/16661-insuranceclaim 14 http://www.hm-treasury.gov.uk/d/sergeant_review_simple_financial_ products_interim_report.pdf 15 16 http://www.tigo.co.tz/about.php December 2012 07 New underwriting standards: better consumer understanding The underwritten annuity market has grown significantly in the UK in recent years, from £0.6 billion in 2006 to £2 billion for the first half of 2012, an increase of over 25% per annum. As the market has grown and become more price-competitive, technology has been used increasingly to improve customer service, and the speed and accuracy of quotations, and to collect valuable management information to refine and improve the process. w w w . r g a r e . c o m Advances in the Annuities Market By Zoe Belcher Executive Director, AURA Business Development, Europe and South Africa RGA UK Services Limited R G A The latest development is the introduction of the Origo 3.7 messaging standard, which will allow more detailed questioning, and hence, better-quality and faster Q U A R T E R LY : decisions. To understand where we have come from and where we are going, it may help to consider the rapid evolution of the auto insurance industry, with its introduction of aggregator sites and integrated quotation engines. Are annuities the next big space for a revolution? With intense competition in the UK market, the advance of technology and the consumer need to “buy now,” competitive insurance companies will need to evolve and invest in processes to stay ahead. E U R O P E What is an enhanced annuity? Enhanced or underwritten annuities are annuities that take into account any health-related risk that an applicant may have that may reduce his or her lifespan. Many conditions are considered, and they range from evidence of terminal illness to occupational and lifestyle factors that are known to affect survival (e.g., smoking and obesity). A wide variety of medical conditions can be taken into account, with the more common medical conditions being cancer, diabetes, heart attack, high blood pressure, kidney failure and stroke. Competition and complexity may necessitate higher levels of service The impaired and enhanced annuities market is becoming more populated. The number of complex medical conditions and lifestyle factors being underwritten is increasing. With the advent of Origo 3.7, options are likely to expand even further, allowing customers to search for, compare and obtain the best competitive solutions for their retirement years in a matter of seconds. Origo is the e-commerce and standards body for the UK financial services industry. It defines the language, standards and structure of the data exchanged among organizations, making it easier for portals, platforms, providers and advisers to do business with each other. With the development of the new annuity messaging structure, individuals are now able to disclose much more detailed information about their ill-health and suboptimal lifestyle. The Origo standards also make underwriting annuities electronically much easier, enabling insurance companies to receive, assess and deliver a broader range of enhanced payments in real time. R G A Q U A R T E R LY : E U R O P E w w w . r g a r e . c o m 08 December 2012 For the consumer, in most cases, this means greater accessibility to options that may provide a higher retirement pension. Electronic underwriting (with agents or clients completing medical and lifestyle questionnaires online) has been available in the auto and home insurance sectors for many years, and is widely available in the life insurance industry. It is becoming more and more expected in the annuity market to obtain the best and broadest range of enhanced annuity options for customers. The questions asked depend upon the information provided, which is also known as reflexive questioning. The decisions, or uplift, to the annuity payments are provided within seconds. post-retirement incomes? Careful consideration of this fact and ongoing analysis of disclosure should certainly be key factors. Market statistics from the Association of British Insurers Electronic underwriting is changing the annuity market landscape by allowing even those companies without medical underwriting teams to underwrite annuities. (ABI) show that sales of impaired annuities are rising. This revolution in the annuity market will dramatically Considering these ABI figures, and acknowledging affect agents. With real-time underwriting, they will that point-of-sale annuity offerings are readily available be able to take advantage of real-time decisions and customers are understanding annuities better than and discussions with their customers. Turnaround ever, one wonders if annuity providers can afford to times for quotations will be markedly reduced from offer only standard annuities much longer. current paper processes, with decisions rendered If your organization is considering making an enhanced in seconds instead of days or weeks. Prospects will annuities offering, it may be worthwhile for you to have access to these services with greater ease than consult with a reinsurer with deep annuity experience. before through the use of agent portals such as Avelo/ RGA is well-versed and experienced in the impaired exchange and aggregator websites. annuity market and is able to provide product This will become increasingly relevant in a post-Retail development ideas, pricing advice as well as support Distribution Review (RDR) world; however, it is worth in sharing in the risk. In addition, RGA has developed pausing to consider the inevitable consequence of an easy-to-use, comprehensive e-solution based on this shift. its AURA rules engine, allowing providers to have an More than 50% of the money that moves from a pension to an annuity provider is moving into enhanced annuities, compared with roughly 20% in 2008. electronic presence. Future considerations Standard annuity rates may decrease. Low interest rates and improved longevity have made standard annuity rates the lowest in years, and rates may deteriorate further for males after the Gender Directive. Will that mean that customers may begin to more aggressively seek to qualify for impaired annuities by overplaying their medical histories to improve their • AURASM is RGA’s premier automated underwriting rules engine. AURASM is flexible enough to fit into any underwriting process. It is available as a cloud-based solution (software as a service), or it can be installed. RGA has developed a number of AURA-driven client solutions to meet customer and market needs. Hosted underwritten annuities is one of these solutions. December 2012 09 Most of us do not give much thought to this question for we all accept that we have a finite lifespan even if we put the thought of our ultimate death out of our minds until we grow old. There are those though who, through the course of the centuries, have always subscribed to the cult of immortality. Some like Ko Hung (Ge Hong), a Chinese w w w . r g a r e . c o m Will We Live Forever? By Garth Lane Capital and Financial Risk Actuary RGA UK Services Limited alchemist who died in 343 AD at age 60, believed in consuming substances like pearl and gold. Others like Roger Bacon, the 13th century philosopher, who died in 1292 R G A AD at age 78, believed in a lifestyle based on extreme self-denial. The cult of immortality has not disappeared – Q U A R T E R LY : some more modern members practice the art of calorie restriction in the hope that they will extend their lives. Aubrey de Grey, the controversial theorist in the field of gerontology, believe that a structured engineering approach will be enable most people to grow older without any of the E U R O P E physical decline associated with aging. This is to say that he believes that science and medical technology will be able to eliminate or reverse Aubrey de Grey ageing and by so doing enable us to live for an arbitrarily long time. Arguably his most infamous quote is, “I think the first person to live to 1,000 might be 60 already.” I think it is far more likely that the average human lifespan and limit to life will comform, for the foreseeable future, with writings from ancient prophets who recorded an understanding of an average lifespan and limit to life that we are only now achieving once more. Jeanne Calment, who lived to 122 years and 164 days, is the exception that proves the rule. Also it is only in modern times that we are starting to see the expectation of life moving out to 80 years. Recent improvements to longevity are fueling speculation that there is no limit to life. Mortality improvements running at over 3% per annum for some age groups have led to severe problems with pension funding and indeed are straining the ability of some western societies to support their rapidly growing older-age populations. The natural tendency is then for actuaries who have got their predictions so wrong over the course of the last few decades to compensate and to extrapolate from current high rates of improvement out into the future. We are now using ever more sophisticated tools to project improvements using statistical methods. It is my view that we should pause and ask ourselves the fundamental question: What is driving these improvements? Is it medical advances that are helping us to live longer (or at least die at a higher average age), or is it in fact mean reversion to some innate R G A Q U A R T E R LY : E U R O P E w w w . r g a r e . c o m 10 December 2012 life capacity that had been repressed by squalid living mortality was first formulated in 1852. The force of conditions in the Middle Ages? mortality, ignoring mortality deceleration at extreme I believe that it is helpful to have a theory that makes ages, then can be stated as µ(x) = A + Reαx. This leads falsifiable predictions rather than believing that the future will be similar to the past. In this regard the application to the question as to how the parameters of this law of mortality have altered with time. of reliability theory by Gavrilov and Gavrilova to mortality Gavrilov et al. have studied the progression of the provides some intriguing insights. The theory simply two parameters over time in the Swedish population. requires that the living organism under consideration The graph below examines the progression of the consist of multiple subsystems connected in parallel with parameters for a 40-year-old male. binomially distributed initial defects in each subsystem. Each subsystem contains redundancies, and it turns out that the process of ageing can be mathematically described as an exhaustion of redundancy. The assumption of initial defects leads to an exponential increase in failure rates as the organism ages. The theory predicts that organisms that satisfy some simple assumptions obey a Gompertz-Makeham law of mortality. This is a nice result because this law of December 2012 The engineering solutions that he suggests require all of the mortality improvement has come from the futuristic technology and even tinkering with the human Factor A (labelled 2), which relates to accidental death, genome – for example, moving mitochondrial DNA into including infectious disease. The Factor alpha (labelled the cell nucleus to give it the greater protection afforded 3) which relates to age-dependent mortality has hardly by the nucleus against mutations. altered at all. These approaches ignore the morality and ethics of in the sense that most mortality improvement has biology. They also ignore the effects of natural selection. come from public health initiatives ensuring healthier Although nature is not perfect, it is often the case that living conditions, and of course from the discovery of certain mechanisms such as cell senescence protect antibiotics, immunization and medical treatments that us from other diseases such as cancer, because if cells make the survival of infectious disease and traumatic are allowed to survive forever they accumulate errors of accidents more likely. It seems that medical advances duplication and mutations that sometime allow them to made little or no impact on our ability to live longer reproduce rapidly in an uncontrolled fashion. except in the sense that if you eliminate accidental death more individuals will survive to encounter senescence. This brings us full circle back to Aubrey de Grey. If we E U R O P E are to hold back or eliminate ageing, we would have to do much more than just eat healthily and exercise. It would seem that in an ideal environment that our store of redundancy in our cellular subsystems would be exhausted more slowly, but in the end we would still not live beyond the capacity for life that we started out with at birth. Aubrey de Grey says, rather hubristically in my view, referring to changes to the human body as we age: “So, what are these changes? They (the ones that we have any reason to think are deleterious, anyway) are hearteningly few in number: • Cell loss (without replacement) • Oncogenic nuclear mutations and epimutations • Cell senescence • Mitochondrial mutations • Lysosomal aggregates • Extracellular aggregates • Random extracellular protein cross-linking • Immune system decline • Endocrine changes.” Q U A R T E R LY : trying to extend human life by manipulating our cell R G A This finding puts medical advances in perspective w w w . r g a r e . c o m As can be seen, over the course of almost a century, 11 I think that we should instead focus on nurturing the health of mothers and young children, thereby maximising the store of redundancy that we are endowed with rather than attempting to fix things at the end of life. So, I do not think that we will live forever and I think that we should be very wary of well-meaning attempts to fix something that may not be broken. • w w w . r g a r e . c o m 12 December 2012 RGA Events: Learn, Share and Succeed In every issue of RGA Quarterly: Europe, we provide Medical Consultant for the RGA Italy office. The event a list of upcoming RGA events. These events are drew 25 participants (underwriters and doctors) from opportunities for RGA to share our knowledge, nine client companies. experience, and expertise with clients and other members of the life insurance industry, as well as to foster communication, connection and fellowship among E U R O P E a list, however, does not really capture the nature of Q U A R T E R LY : about, this article provides a recap of a few RGA R G A our colleagues. Seeing the names of these events on directors and subject matter experts also speak at the lively discussions or the value and relevance of the Overall feedback was unanimously excellent regarding both the content and quality of the presentation as well as the format of the event. The inclusion of case studies and the voting system were especially popular with underwriters. topics that the speakers cover. To give readers a taste of what these events are underwriting events that took place this Fall. Dr. John Lefebre, Chief Regional Medical Director for Europe, South Africa, India, Middle East and Central America, RGA International Corporation, was the presenter at a number of these events, and other RGA medical client events around the globe. Italy Following the success of our underwriting events in Rome and Milan earlier this year, on 26 September RGA International Reinsurance Company Branch Office for Italy organised an underwriting breakfast in Milan. Dr. Lefebre, gave the presentation, “The Interpretation of Laboratory Tests,” which covered some of the most significant tests and relative anomalies that underwriters encounter in their day-to-day work, including haematology, renal function and liver function tests. The talk was given in English, with slides translated into Italian and a simultaneous Italian translation provided by Chief Underwriter Gabrielle (Gaby) Wood. As well as giving comprehensive descriptions of the tests themselves, the presentation included a series of case studies for each section. Participants were able to respond using the voting pads; this encouraged active participation and subsequent discussion facilitated by Dr. Emma Riva, Middle East RGA Reinsurance Company Middle East Limited held its Second Annual Underwriting Seminar for Middle East Clients on 22 October in Dubai. Underwriters from some 15 companies with experience levels ranging from five to more than 10 years in medical December 2012 organised an underwriting seminar in Amsterdam, welcomed the attendees and presented as well. with the theme, “Underwriting Update 2012!” The It was an interactive seminar, with presentations covering topics such as “Evidence-Based Underwriting” and “Underwriting Cholesterol the RGA Way.” The seminar participants expressed great enthusiasm in learning about cholesterol X HDL interaction contours and the importance of the TC/HDL ratio. Another w w w . r g a r e . c o m underwriting attended the seminar. Dr. Lefebre 13 objective of the seminar was to provide an opportunity for underwriters in the Netherlands to update their medical knowledge with the latest insights on several impairments. Seminar presentations also addressed aspects of financial underwriting that are influenced by local laws and regulations. Experts from the Netherlands and the EMEA region offered the Middle Eastern underwriters in attendance a presented at the seminar. Dr. Robert Kneepkens, new perspective on their underwriting approach. Medical Officer for Achmea, presented on the insurability R G A presentation, “Cholesterol – the Good, Bad & Ugly,” of applicants with HIV. Dr. Kneepkens is a prominent Q U A R T E R LY : figure in this area and, together with his working group, has established many countries’ guidelines for insuring HIV. Because he is also an adviser for the Dutch Association of Insurers, Dr. Kneepkens gave another talk on upcoming changes in laws, regulations and local practices that may affect insurers and influence the role E U R O P E of the underwriter. Dr. Lefebre gave a dynamic presentation on mental illnesses, complete with audiovisual techniques that optimised interactivity with the audience; moreover, the presentation encouraged the exchange of much useful information and suggestions as well as practical examples. One of the presentations, “Evidence-Based More than 30 underwriters of intermediate to advanced Underwriting,” emphasized integrating individual clinical experience levels attended the seminar, which was expertise with the best external clinical evidence from very well-rated by the attendees, making this event a systematic research. An illustration comparing young successful one. cancer survivors of different gender was a thrilling learning experience for the participants. Dr. Lefebre’s case studies on choroidal naevus and associated risk factors offered insight on morbid obesity and bariatric surgery. In addition to case studies there was a question-and-answer session. The seminar was then followed by a cocktail party, which everyone enjoyed. Netherlands On 10 September, RGA International Reinsurance Company Limited, Branch Office for the Netherlands 14 December 2012 R G A Q U A R T E R LY : E U R O P E w w w . r g a r e . c o m Poland There were two big underwriting events in Warsaw this autumn that were either organised or sponsored by the RGA International Reinsurance Company Limited Poland Branch Office: the Central and Eastern Europe (CEE) Regional Annual Underwriting Conference and the Conference of the Polish Association of Underwriters. The CEE Regional Annual Underwriting Conference took place on 25 September. There were more than 60 attendees, including underwriters and those involved in product development. The program covered underwriting topics including “Interpretation of EECG,” is a senior underwriter with RGA Poland, and an actuary, Marcin Zawistowski, also with RGA Poland. Step by step they went through the process of creating a fictional new product – female cancer – focusing on those elements of the underwriter’s input that influence pricing (scope of the cover, definitions, exclusions, content of health questionnaire). Using examples of quotes, Marcin showed the importance of the proper wording of exclusions and questions in HQ. After the presentation, a spontaneous discussion among the attendees revealed how cooperation between underwriters and actuaries is missing in some companies. presented by local medical consultant Piotr Kostrzewski, and ‘”Diving as the Risk Factor,” which was presented by diving instructor Michał Kosut. Calvin Cole, Head of Underwriting, UK and Europe, RGA UK Services Limited, explained the impact of gender neutral regulation on updates to RGA’s Global Underwriting Manual (GUM), while Nic Lempriere-Hogg, Senior Vice President, Divisional Chief Underwriter with RGA International Corporation, proved that underwriting can be key to competitive differentiation. Adriano de Matteis, Assistant Vice President, Marketing Development with RGA Italy, focused on how to survive in the post-gender directive legal environment. He also served as a moderator of a panel discussion on simplified issue products in bancassurance, with representatives from local insurers and the Polish Chamber of Insurers. Then Helmut Ziegerer, Chief Underwriter and Head of Claims with RGA International Reinsurance Company Limited German Branch Office, shared his knowledge on improving the underwriting process, using his recent experience with a German client as an example. The feedback after the conference was very positive. The Conference of the Polish Association of Underwriters, which was sponsored by RGA, featured our presentation on cooperation between underwriters and actuaries. This presentation was in the form of a dialogue between an underwriter, Katarzyna Kania, who The event was described in Dziennik Ubezpieczeniowy, an online insurance newspaper that reaches the majority of operators in the Polish insurance market. • December 2012 United Kingdom Actuarial Breakfast Date: February 2013 Location: Milan Contact: Silvia Calenic scalenic@rgare.com Underwriting Lunch & Learn Date: March 2013 Location: Warsaw Contact: Joanna Galecka jgalecka@rgare.com Actuarial Breakfast Date: March/April 2013 Location: Milan Contact: Silvia Calenic scalenic@rgare.com Death Claims Discussion Workshop Date: February 2013 Location: London Contact: Pollyanna Young pyoung@rgare.com Actuarial Seminar Date: March 2013 Location: Warsaw Contact: Joanna Galecka jgalecka@rgare.com Italy Protection Forum Date: March 2013 Location: Milan Contact: Silvia Calenic scalenic@rgare.com Annual Client Event Date: 3 April Location: Noordwijk aan Zee Contact: Nel Ros nros@rgare.com Middle East Middle East and Africa Summit Date: 14-15 January 2013 Location: Dubai Contact: Osama Alkhatib oalkhatib@rgare.com Underwriting Breakfast Date: March 2013 Location: Milan Contact: Silvia Calenic scalenic@rgare.com Academy Workshop Date: 28 February 2013 Location: Barcelona Contact: Maria José Ortiz mortiz@rgare.com Academy Workshop Date: March 2013 Location: Madrid Contact: Maria José Ortiz mortiz@rgare.com E U R O P E The Netherlands Spain Q U A R T E R LY : Italy Actuarial Breakfast Date: March 2013 Location: Warsaw Contact: Joanna Galecka jgalecka@rgare.com R G A CEE w w w . r g a r e . c o m Upcoming Events 15 R G A Q U A R T E R LY : E U R O P E w w w . r g a r e . c o m 16 December 2012 2012 Third Quarter Results On 17 October 2012, Reinsurance Group of America, “Consolidated premium growth was solid, rising eight Incorporated (NYSE: RGA) reported financial results for percent on a reported basis and over nine percent in the third quarter of 2012. original currencies. Consolidated operating income A. Greig Woodring, president and chief executive officer, commented, “Our operating earnings were depressed this quarter, primarily as a result of high claims in the U.S. and Australia, including a large claim liability increase for our Australian group business. The combined after-tax adverse effect of these items, relative to expectations, was about $0.66 per diluted share. Aside from these businesses, our other operations generally performed as expected or better during the third quarter. “In Australia, adverse individual mortality and disability claims contributed to a poor quarter. We continue to monitor that business closely. Additionally, we have performed a detailed review of our Australian group reinsurance business and, as a result of the emerging experience, strengthened Australia’s group business claim liabilities by $27.9 million. Those group contracts typically have a duration of three years. “In the U.S., both the individual mortality and group reinsurance businesses were adversely affected this quarter by higher-than-expected claims. A thorough analysis of the individual mortality experience revealed claims frequency was more prominent than severity this quarter. We expect the volatility in recent quarters to level totaled $99.9 million, or $1.35 per diluted share. Our operating effective tax rate was lower than anticipated this quarter, primarily due to tax-related adjustments for claims experience on certain treaties and other refinements of tax accruals. Book value per share increased to $91.18, including AOCI, and totaled $62.05, excluding AOCI. Our net unrealized capital gains are now $1.9 billion, up 20 percent since June 30, 2012. A relatively stronger equity market helped our assetintensive operations this quarter as well. “Annualized operating return on equity was nine percent for the quarter and 10 percent year-to-date. Both of those return levels are lower than our expected rate of return. Historically, our returns have been fairly stable, and we face some degree of headwinds from the current investment environment. Our balance sheet remains strong as does our level of deployable capital. We continue to evaluate a significant number of block and other reinsurance opportunities across the globe.” 2012 Third Quarter Financial Results: • Premiums of $1.9 billion • Total assets of $39.9 billion at 30 September 2012 out over longer horizons. Our U.S. group reinsurance business also experienced higher-than-expected claims in its disability, medical / managed care and life coverages. That business has mostly performed in line with expectations on a year-to-date basis with the exception of the medical / managed care line, which is prone to large claim volatility. © 2012 Reinsurance Group of America, Incorporated. All rights reserved. No part of this publication may be reproduced in any form without the prior permission of the publisher. For requests to reproduce in part or entirely, please contact: publications@rgare.com RGA has made all reasonable efforts to ensure that the information provided in this publication is accurate at the time of inclusion and accepts no liability for any inaccuracies or omissions. December 2012 Spain and Portugal Arkadiusz (Ark) Bandosz Managing Director RGA International Reinsurance Company Limited Branch Office for Italy Piazza San Marco, 3 20121 Milan Italy abandosz@rgare.com T +39.02.88.21.0526 France and Belgium Netherlands and Nordic Countries Rosa Alegria Managing Director RGA International Reinsurance Company Limited Sucursal en España Paseo de Recoletos 33. Planta 1 28004 Madrid Spain ralegria@rgare.com T +34.91.640.4340 Germany, Austria, Switzerland and Luxembourg Klaus Mattar Managing Director Germany and CEE RGA International Reinsurance Company Limited German Branch Office Kaiser-Wilhelm-Ring 15 50672 Cologne Germany kmattar@rgare.com T +49.221.964.998.21 Johan Tuijp General Manager RGA International Reinsurance Company Limited Branch Office for the Netherlands Gustav Mahlerlaan 50 B 1082 ME Amsterdam Netherlands jtuijp@rgare.com T +31.20.333.9003 Poland and Central and Eastern Europe Klaus Mattar Managing Director Germany and CEE RGA International Reinsurance Company Limited Poland Branch Office Deloitte House Al. Jana Pawła II 19 00-854 Warsaw Poland kmattar@rgare.com T +48.22.370.12.22 United Kingdom and Ireland Simon Wainwright Managing Director RGA International Reinsurance Company Limited, UK Branch Office 16th Floor 5 Aldermanbury Square London EC2V 7HR United Kingdom swainwright@rgare.com T +44.20.7710.6700 E U R O P E Lionel Périnel Managing Director RGA International Reinsurance Company Limited Branch Office for France 31-33 rue de la Baume, 6th Floor 75008 Paris France lperinel@rgare.com T +33.1.55.07.97.81 Q U A R T E R LY : Italy Olav Cuiper Head of EMEA and Emerging Markets RGA International Reinsurance Company Limited Gustav Mahlerlaan 50 B 1082 ME Amsterdam Netherlands ocuiper@rgare.com T +31.20.333.9000 T +44.20.7710.6704 R G A Europe w w w . r g a r e . c o m Contacts 17