BALLOT

As a valued member of the Chicago Underwriters Association, we invite your participation in the affairs of the Association.
You will be voting for positions on the CUA Board for the 2021-2022 term and a change to the By-Laws.

The CUA Board has reviewed the Bylaws to ensure that the document reflects the best structure for the organization.
This review resulted in an amendment to the Bylaws that are being recommended to the members of CHOLHUA dba CUA. The recommendations are to add the following positions:
Webster/Webmaster (1)
Social Media Directors (2)

POSITIONS AND CANDIDATES:
PRESIDENT: Rachel Eberle (Munich Re)
VICE PRESIDENT: Tim Beauchamp (SCOR)
TREASURER: Sandra Nichols (RGA)
SECRETARY: Lisa Urban (Allstate Life)
MEMBERSHIP: Val Munchez-van der Wagt (Allstate Life)
MEMBER AT LARGE: Connie Costa (Protective)
MEMBER AT LARGE: Wally Empleo (Lincoln Financial)
SOCIAL MEDIA DIRECTOR: Debra Drayton (Protective) 
WEBSTER: Val Munchez-van der Wagt (Allstate Life)
 
Voting closes May 31st.
FOR PRESIDENT:  RACHEL EBERLE , AALU, ACS, ALMI (Munich Re) Incumbent
Rachel is an Underwriting Consultant in Munich Re's facultative underwriting team.  Rachel had worked as a direct underwriter for many years and has experience underwriting life, disability income and long term care products.  Since 2015, she held roles in both underwriting and marketing.   Rachel has been involved in the Chicago Underwriting Association for the past 4  years and looks forward to continuing to serve our members. 

FOR VICE PRESIDENT: TIM BEAUCHAMP, FALU, FLMI (SCOR Re) Incumbent
Manager, Underwriting Systems for SCOR for the past 3 years. Sr. Underwriting Consultant/Large Case Underwriter for Generali/SCOR for 5 Years. Director of International Team/Sr. Underwriting Consultant for Transamerica for 14 years. Current member of Kansas City Risk Selectors Club. Currently involved with Data Research Projects at SCOR. Manage all underwriting systems including Underwriting Manual, system improvement and troubleshoot system issues. I am pursuing the CUA board member nomination because I’m excited about continuing my involvement with the association. I feel the work the organization does for the insurance industry and underwriting profession is very important. I currently work in a team environment, where it is essential to meet deadlines and work closely with my colleagues. I love being part of the CUA Board and would like to continue my involvement to benefit the organization.

FOR TREASURER: SANDRA NICHOLS, FLMI, CLU(R), FALU (RGA)  
Sandra joined RGA as a Senior Underwriting Consultant in 2017.  Prior to that, she worked on the direct side as a life underwriter with Northwestern Mutual for over 20 years.  Sandra has a  passion for underwriting, continuous learning, networking and the opportunities our industry associations provide.  She has served two terms as President of WAHLU,  President of MUC and VP of Conference for AHOU.

FOR SECRETARY: LISA URBAN, FLMI, FALU (Allstate Life)
  Incumbent
Lisa is a Consultant in the Underwriting Policy department at Allstate. She has been underwriting for 30 years at Allstate and has transitioned to Underwriting Policy. Underwriter education is critical, especially in our current environment of rapid change. Lisa values the educational opportunities that CUA has afforded her through the years and hopes to give back by serving.


FOR MEMBERSHIP AND WEBMASTER: VAL MUNCHEZ-VAN DER WAGT, AALU, CLU (R), JD (Allstate Life) Incumbent
Val is a Chief Underwriter in the Underwriting Policy department at Allstate. During her many years in the insurance industry, underwriting Life, Disability, Health and Structured Settlements, Val has been an enthusiastic supporter of local and regional underwriting associations and especially the Chicago Underwriting Association, since 1992. She believes that an underwriter's growth includes being actively involved in increasing ones knowledge about technical underwriting, innovation, product design, customer needs and expectations. Additionally, personal growth comes from networking, attending meetings, seminars and participating in a local association. Val is a former President of CUA and VP of AHOU.

FOR BOARD MEMBER AT LARGE: CONNIE COSTA, ASC, FLMI, FALU
(Protective Life)
Incumbent
Connie has been a Senior Underwriter Consultant and Trainer at Protective Life Insurance for the last 6 years.  In her current position at Protective Life, she is involved in the training of new Underwriters as well as developing training programs to educate and enhance the current underwriting staff.  In addition to training and education, she is also part of the contestable claims team providing underwriting reviews of contestable death claims.   She has over 22 years of underwriting experience in the Broker, Captive, and Direct Market areas with all product types including term, universal, whole life, and simplified issue.   Throughout her career she has  felt that education and keeping current with industry knowledge is key to being a successful underwriter.

FOR BOARD MEMBER AT LARGE: WALLY EMPLEO, FALU, ALMI, ACS (Lincoln Financial Group)
Wally entered the insurance industry in 1990 and started underwriting in 1998.  He joined Lincoln Financial Group in 2008 and has served as a Senior Underwriting Director since 2014, leading a team of brokerage underwriters while still working on higher face amount cases.  Prior to Lincoln, Wally’s experience included managing a Policyowner Service Department, working with contestable claims, and underwriting with a Paramed company.  He was recently involved with the AHOU Education Committee and is looking to contribute toward the continued development of the underwriting profession as a member of CUA.        

FOR SOCIAL MEDIA DIRECTOR: DEBRA DRAYTON, AALU, ACS, ALMI (Protective) Incumbent
Debra is a Senior Underwriting Consultant for Protective Life. She has a broad background in group and individual life, and policy owner services. Debra has enjoyed her 20 plus year career in the insurance industry. Her career began at Allstate Life where she honed her underwriting skills. After leaving Allstate, she worked for what is now Protective Life for several years before landing at Voya Financial where she worked for twelve years. Debra also worked with Legal and General America before starting her current position at Protective Life. Throughout her career, Debra has continued to gain knowledge and expertise by asking questions and staying current in the insurance industry. Debra and her husband, Matthew, have one daughter and reside in Elgin, Illinois.

Question Title

* 1. VOTE

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* 2. Change to By-Laws:  Recognition and inclusion of three internet related positions: Two Social Directors (Facebook, Linked-In, Twitter) and a Web Master.

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Thank you for taking the time to vote.  This association exists for the sole purpose of promoting the general principle of sound underwriting practices, supporting the educational and professional development of its members, encouraging a high standard of professional conduct and providing forums for the free exchange of ideas within the underwriting community and between the underwriting community and related disciplines.

These objectives shall be pursued through educational seminars, networking activities and meetings and other methods and activities determined to be appropriate for the pursuit of these objectives by not for profit associations.

If you would like to be contacted to work on a committee or as a Social Media Director   please send your email address to CHOLHUA_INFO@AOL.COM

Visit our sites:
URL: https://chicagouw.com/
Twitter: @ChiUnderwriting
Facebook: https://www.facebook.com/ChicagoUnderwritingAssociation/
LinkedIn: https://www.linkedin.com/groups/7061493/


Thank you

Thank you for taking the time to vote.  This association exists for the sole purpose of promoting the general principle of sound underwriting practices, supporting the educational and professional development of its members, encouraging a high standard of professional conduct and providing forums for the free exchange of ideas within the underwriting community and between the underwriting community and related disciplines.<br><br>These objectives shall be pursued through educational seminars, networking activities and meetings and other methods and activities determined to be appropriate for the pursuit of these objectives by not for profit associations. <br><br>If you would like to be contacted to work on a committee or as a Social Media Director   please send your email address to CHOLHUA_INFO@AOL.COM<br><br>Visit our sites: <br>URL: <a href="https://chicagouw.com/" rel="nofollow" target="_blank">https://chicagouw.com/</a><br>Twitter: @ChiUnderwriting<br>Facebook: https://www.facebook.com/ChicagoUnderwritingAssociation/<br>LinkedIn: https://www.linkedin.com/groups/7061493/<br><br><br>Thank you

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