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Visit the official 2009 Conference Web site and register online by clicking here.

If you would like to receive more information about this Conference, please contact us at intl@loma.org.

Quick Reference
Meeting Overview

View 2008 Program Information

2009 Hotel Information

Sponsorship Opportunities

For More Information

______________________________________________________________

Meeting Overview

The 2009 Caribbean Insurance Conference will be held in exciting San Juan, Puerto Rico, and features a mix of general sessions, breakouts, panel discussions and excellent networking opportunities. Attendees include senior level executives, administration executives, heads of marketing, distribution, and information technology, along with top regional producers.

The Caribbean Insurance Conference, the premier conference for professionals in the Insurance Industry will be held at the El Conquistador Hotel, Puerto Rico, June 7-9, 2009 under the theme “Weathering the Storm!”. Following the resounding success of the 28th Annual Conference in Curacao, which had a delegate attendee list of over 600 persons, the 29th Annual Conference is expected to be even bigger and better, delivering a wealth of valuable information for future thinking insurance professionals.

Hotel Information -- Outstanding Venue!

El Conquistador Hotel, Puerto Rico
1000 El Conquistador Avenue
Fajardo 00738, Puerto Rico
Tel: 866-317-8932
Tel:
787-863-6500
  • Located on the northeastern tip of Puerto Rico, near El Yunque Rain Forest
  • Four miles from the stores and attractions of downtown Fajardo and Las Croabas
  • On-site world-class golf, spa, casino, water park, wind surfing, scuba diving, and fishing
  • An 8-minute boat ride from the private Palomino Island
  • 31 miles from San Juan and Luis Muñoz Marin International Airport (SJU)
  • Meetings and events encourage creativity and provide inspiration


2009 Program

Saturday, June 6, 2009

12:00–4:00 p.m.
Registration

 

Sunday, June 7

8:00 a.m. – 12:00 p.m.
Golf Tournament

 

9:00 a.m. – 3:00 p.m.
Registration

 

12:00 p.m.
Booths open

 

7:00–8:00 p.m.
Opening Ceremony
Guest Speaker – TBA

 

8:00–10:00 p.m.
Cocktail Reception

Monday, June 8

9:00–10:00 a.m.
Featured Address
Ewart Williams,
Governor of the Central Bank of Trinidad and Tobago

 

10:00–11:00
Cindy Solomon

 

11:00–11:15
COFFEE BREAK

 

11:15 a.m.–12:15 p.m.
Ramon Cruz, Puerto Rico Commissioner of Insurance

 

12.15 p.m.
LUNCH


2:00– 3:00 p.m.

Afternoon Session

 

Simple vs. Appropriate:  Why offering multiple, simple life insurance products is the right decision for many institutions”

Mr. Craig Simms, Senior Vice President, VantisLife Insurance Company

 

3:00 p.m. – 4:00 p.m.

Panel - “Best Practices in Customer Services Strategies, are we being Cost Effective – Companies are investing a lot on their Costumer Services areas, learn about their best practices, their mission / vision, new products.  Each one.”

 

Miss Jacqueline McLeod Assistant Vice President, Customer Service, Guardian Life Jamaica Limited

 

Liliam Ortega, AVP – Costumer Service, Universal Life – PR

 

Moderator: Luis Freire, Director of Operations, Latin America & the Caribbean, LOMA

 

4:00 p.m. – 5:00 p.m.   

Provider Workshops

 

Session A   

INSURANCE:  Driving Business Efficiency through technology and innovation

Weathering the storm…..Budgets have changed. So have your priorities.

 

Insurance executives still have important work to get done and on top of everything else, now it is necessary for them to find out ways to do more with less.  In turbulent times, the insurance industry will continue to be a highly regulated and extremely competitive market.  The keys to success are to control operating expenses, increase efficiency and, above all else, provide the high level of customer service required to retain customers.  To be among those still standing at the end of the storm, companies must focus on ways to manage these core competencies. Discover how insurance companies, brokers and agencies utilize enterprise content management solutions to operate within these difficult times by more effective and efficient methods to manage and deliver their products. 

 

Ms. Ruth Fisk, Industry Manager International Insurance Solutions, Hyland Software, Inc.

 

Session B

Surgical Quality & Safety: Focus of the World Health Organization and the Obama Health Plan

Dr. Martin A. Makary M.D., M.P.H., JHU-Dept. of Surgery

7:00 p.m.

Puerto Rico Cultural Night   

 

Tuesday, June 9, 2009


9:00–10:00 a.m.

“Beauty Amidst the Beasts”

Mr. Andy Castaldi, Swiss Re

10:00–11:00 a.m.

Topic: TBA

Mr. Angus Smith, Executive Director, The Grenada Authority for the Regulator of,  Financial Institutions

 

11:00–11:15 a.m.
COFFEE BREAK

 

11:15 a.m.–12:15 p.m.

“Recall Management – Investigate, Deliminate, Eliminate or How to Weather the Storm”

Mr. Sylvain Goulet/ Mr.Richard Letarte

 

1:45– 3:00 p.m.

Afternoon Session

CEO Panel – “A view from the top – “Looking Beyond the Horizon"

Moderator: Mr. John King-Beckles, Nationwide Financial, Associate Vice President, Firm Relations

 

Mr. Arturo Carrion, CEO, Triple SSS – Vida

 

Mr. Jeffrey Mack, CEO, Guardian Life

 

Mr. John Wight, President and Chief Executive Officer, BF&M Life Insurance Company Limited

 

As companies look at the past in order to chart their next move, they also have to look into the future to predict what issues and opportunities they will face in the market. This session will bring together a panel of CEOs from across the region, to look to the horizon and discuss what they see as upcoming issues in the regulatory environment, technology, and demographic changes (e.g., aging populations). While discussing the issues, they will also show how their companies anticipate changes and prepare a response in order to gain or retain their competitive edge.

 

 

3:00– 4:00 p.m.

CONCURRENT SESSIONS

 

Session A

Are you in Compliance?

Ms. Jennifer Berlin, LLIF, Corporate Vice President and Director, International Research, LIMRA

As markets mature, products become more complicated and regulations begin to develop in response to misselling. When a company conforms to the rules and regulations that govern the sale of life insurance then that company is in compliance. Are you? Market conduct and compliance are ultimately tied up with your financial advisors’ behavior. Professionalism, responsibility and integrity are key values to ensure you have the best interest of the consumer. Hear how to avoid some of the regulation pitfalls experienced by mature markets.

 

 

Session B

Learning 2.0: Strategies for a New Generation of Learners  

Ms. Katherine C. Milligan, FLMI, ACS, ALHC, Vice President, LOMA Education and Training  

 

The Millennials are steadily joining the workforce as the Boomers retire. What does this mean for your approach to organizational learning and development? Milligan explores characteristics of the new breed of learners and gives insights into the ways North American companies are shifting their learning infrastructures and using new technologies and approaches to make learning a vital part of the business process.

                  

 

4:00–4:45 p.m.

Financial Risk in the Caribbean : Exposures of D&O, E&O, Crime and Surety in Economic Sectors Such as Offshore and Private Banking, Tourism & Hotel, Among Others

Mr. Marc J. Poliquin, CRM/ARM, Chief Underwriting Officer, ACE Seguradora SA Brazil

 

5:15 p.m.

Annual General Meeting of the IAC

 

8:00 p.m.

CIC Closing Ceremony and Awards

Sponsorship Opportunities
For Sponsorship and Exhibitor information, contact:

LOMA
Luis V. Freire, FLMI, PFSL, LCIC, ACS, UND
Operations Director
– Latin America and Caribbean
LOMA/LIMRA
Freirel@loma.org
770-984-7556

For More Information

LIMRA

Megan Schwartz
International Operations Coordinator – International Sales
Mschwartz@limra.com 
www.limra.com
860-298-3929

Bolivar Arosemena 
Assistant Vice-President Latin America – Caribbean Region - International Sales
Barosemena@limra.com 
www.limra.com
860-593-7815

LOMA

Luis V. Freire, FLMI, PFSL, LCIC, ACS, UND
Operations Director – Latin America and Caribbean
LOMA/LIMRA
Freirel@loma.org
www.loma.org
770-984-7556

IAC

Janelle Thompson (B.Sc., Postgrad. Dip., M.Sc.) 
Marketing and Communications Specialist 
Insurance Association of the Caribbean, Inc (IAC) 
janelle@iac-caribbean.com 
www.iac-caribbean.com
246-427-5608 

 

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