Program Details
Sunday, September 21, 2008
12 noon – 7:00pm
Registration
Pick up your official conference packet which includes your name badge, tour ticket, program of events and much more!
5 – 7pm
Welcome Reception – Hosted by LOMA Societies
Relax, mingle with colleagues, and network with industry leaders over drinks and hors d’oeuvres amid a lively party with a San Diego theme. All attendees are invited to discover how LOMA Societies benefit their communities and the financial services industry worldwide.
Monday, September 22, 2008
8:00am – 10:00am
Breakfast with a family-friendly performance
Registered guests and registered kids over 12 invited. (Separate room for registered small children available if needed.)
Welcome by Chair of LOMA’s Board of Directors, Susan D. Waring, CLU, ChFC
Presentation – Mike Rayburn
In his hilarious, musically amazing, motivational keynote, “What If... and Why Not?” Mike Rayburn does what no other presenter can do. Not only is Mike a world-class guitarist and stand-up comedian, he is an authority on personal development and human potential. In this energetic presentation Mike uses his guitar and comedy to teach three simple, powerful tools attendees can use immediately and forever to access their unrealized potential, to look at old things in a new way, and to leap beyond their perceived limitations.
 The POWER OF LIFE INSURANCE
Melissa Wandall, Director, Mark Wandall Foundation
Our industry has an important role to play in the lives of our clients, providing the financial advice and protection they need to achieve their goals and handle unforeseen circumstances. Wandal is proof of this. In October 2003, her husband was killed when a driver ran a red light. Hear how their financial planning not only allowed Melissa to remain in their home, but also helped her found the Mark Wandall Foundation which supports local charities, funds college scholarships, and hosts events to enrich the lives of children who have experienced loss.
10:30am – 12:00pm
Breakout sessions
1. Customer Service Best Practices: People First, Last, Always
2. Current Trends within the Life Insurance Industry.
3. What Leaders Are Saying When They Say Nothing at All! (A study about body language.)
12:00pm – 2:00pm
Lunch on your own
2:00 – 3:30pm
Breakout Sessions
1. Personal Financial Planning
2. Business Finesse: Dealing With Sticky Situations in the Workplace... or How To Keep Your Cool When Your Job Is on the Line!
3. What Market Research Tells Us about the Financial Services Industry
4. Educational Overview, Part 1
3:30pm – 5:00pm
Breakout Sessions
1. ERM Understanding Enterprise Risk Management in the Insurance Industry
2. Personal Financial Planning (repeat)
3. What Leaders Are Saying When They Say Nothing at All! (A study about body language.) (repeat)
4. Educational Overview, Part 2
Tuesday, September 23, 2008
8:00am – 10:00am
Breakfast Meeting and family-friendly presentations
(Separate room for children available if needed.)
Presentation of LOMA Insurance Education Award
Shep Hyken – Moments of Magic
Sit back and be entertained, amazed and motivated as Shep Hyken presents "Moments of Magic." In this high-energy presentation Shep mixes entertainment (humor and magic) with information. You will learn ten specific strategies that will help you succeed in life and in business. Topics include how to build stronger relationships, be exceptional, communication techniques and more. Get ready to laugh and learn!
10:30am
Excursions
Included with your registration fee for attendees, registered guests and kids.
Lunch is on your own during excursions. Choose one:
City Tour -- San Diego Land & Sea
You will begin your adventure by sightseeing San Diego's historical Gaslamp Quarter. This historic heart of downtown San Diego is the 16½ block Gaslamp Quarter, an urban, Victorian dining and entertainment district that captures the lively spirit of a bygone era. Next, discover the sparkling side of San Diego on a cruise of one of the world's greatest natural harbors. The captain steers in for a closer look at the activity surrounding our beautiful natural harbor as professional guides narrate. Highlights may include the San Diego skyline, Coronado Bridge,
and Ballast Point. After touring the highlights of our lovely city on the bay, see the highlights of “America's Finest City" by land: We’ll visit Old Town, the first commercial, political and social center of San Diego for more than half a century and the birthplace of California's first mission. Last on this tour, you'll see Balboa Park, considered one of the most beautiful, diversified and culturally enriching parks in North America. Balboa Park is home to an amazing museum complex which is unique because of its centralized arrangement and cultural diversity.
Coronado and La Jolla
Take a special tour of Coronado, one of California's most charming coastal resort towns, and learn how it grew from a shrub filled peninsula into one of the most fabled playgrounds of its time. Following the tour and time permitting, you will enjoy free time to wander the shops and beaches of this lovely island city. From there, we are headed to La Jolla, known to many as "The Jewel by the Sea," La Jolla boasts rocky cliffs, sandy coves, beautiful beaches, palm trees and brilliant flowers. It is also home to numerous boutiques, galleries and artists’ studios. Feel free to peruse the various shops or have a wonderful lunch at one of La Jolla’s many fine restaurants.
Birch Aquarium
Choose this tour and you will enjoy an afternoon of adventure at the Birch Aquarium at Scripps. This 11,000 square foot aquarium is home to fish from the waters of the Pacific Northwest all the way to the Sea of Cortez, a "kelp forest" with a host a marine life, a wonderful outdoor tide pool, computer terminals to research the animals on view, and a spectacular view of the La Jolla shoreline, inhabited by numerous local sea animals. You can explore the largest oceanographic exhibit in the US at the museum and educational center in the facility. The museum features a seismographic table, a simulated deep-sea ridge, and hands-on learning stations on topics such as seawater recycling, and global warming and earthquakes. The tour concludes with free time to explore the shops, cafes and art galleries, and spectacular views of the La Jolla shores area.
7:00pm
Conferment Banquet
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Meeting
& Hotel Details
Register
Before August 27, 2008:
|
LOMA Members |
US $680 |
|
LIMRA (not LOMA) Members |
US $800 |
|
Non-Members
|
US $920 |
| Educational
Representatives |
US $385 |
| LOMA Society Officers |
US $475 |
| Guest |
US $250 |
| Child |
US $80 (per child) |
|
Register
After August 27, 2008:
|
|
LOMA Members |
US $730 |
|
LIMRA (not LOMA) Members |
US $850 |
|
Non-Members
|
US $970 |
| Educational
Representatives |
US $385 |
| LOMA Society Officers |
US $475 |
| Guest |
US $250 |
| Child |
US $80 (per child) |
Registration
Fees include:
* Admission to all general sessions, concurrent sessions, welcome
reception, two continental breakfasts, excursion on Tuesday, and the conferment banquet.
*
Guest registration fees includes admission to all conference events
listed above. LOMA policy allows the purchase of one guest
registration per full paid registration. Guest cannot be a new
designee.
*
Children’s fee (ages 6 – 14) includes excursion ticket on Tuesday
with parent and children’s party with dinner on Tuesday evening
during the conferment banquet.
Due
to liability restrictions, we cannot accept children under the age of
six to participate in any of the events.
Refund
Policy
LOMA requires all
cancellations or refund requests be received in writing. These
requests carry a $75.00 U.S. administrative charge. Full refunds minus the administrative fee will
be granted on written requests received no later than 3 business days
before the meeting start date. No refunds will be granted if the
request is received within 3 business days of the meeting. If for any
reason a meeting is cancelled, LOMA will refund the total registration
fee. However, LOMA will not be responsible for any travel, hotel
accommodations or other costs incurred.
Hotel
Information
Manchester
Grand Hyatt San Diego
On San Diego Bay
One Market
Place
San Diego, CA 92101
Reservations: 619-232-1234 or 1-800-233-1234
| The rate
for the LOMA Annual Conference and Conferment is $230.00 per
night, single or double, plus tax.
Hotel
reservations
|
Conferment
Eligibility
To be eligible for conferment, students must complete a LOMA
designation by August 27 of that year. For example, to be conferred at
the 2008 Annual Conference & Conferment, students must complete
a LOMA designation by August 27, 2008.
Attire
The dress code for the seminar is business casual. Attire for the
banquet is coat and tie for men; cocktail attire for women.
Future
Annual Conferences
|
LOMA's
Annual Conference & Conferment
|
|
San Diego,
California — September 21-23, 2008
— Manchester Hyatt Orlando,
Florida — September 13-15, 2009 — Hyatt Regency Grand Cypress Las
Vegas, Nevada
— September 12-14, 2010
— The Mirage
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For
More Information
LOMA Meetings
Tel: 1-800-275-5662, ext. 5. / 770-984-3714
Fax: 770-984-6419
E-mail: meetings@loma.org
2007 Conference
attendees - thank you for attending the 2007 LOMA Annual
Conference and Conferment. Click
here to view the pictures from the Conference!
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