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From recruitment, to training -- from prospecting to maximizing the use of technology -- no matter how your products are distributed, this year’s LIC Marketing Conference is exploding with opportunity and new ideas for you.
The LIC Marketing Conference will provide you with practical examples of how other companies are dealing with similar
challenges, and is intended to address common problems that plague all types of distribution systems.
In addition, there will be opportunities for you to network and meet other
senior level professionals in the insurance industry.
Program
Highlights
Robert A. Kerzner, President & CEO, LIMRA, LOMA & LL Global Inc.
The Future: Finding Success Together
The life insurance business is evolving—creating tremendous opportunities for specialty companies. The trick is knowing where the demand will be and understanding what will it will take to be successful. For many companies--large and small--capitalizing on these opportunities will require change. Bob Kerzner will talk about what he sees in the future of the industry as a whole and how this will impact the specialty companies. He will share how LIMRA and LOMA are changing as they integrate to better meet the needs of their members and the innovative research and tools that LIMRA and LOMA have developed to help their members take full advantage of their market and prepare for the future generations.
Scott Burrows, Author, Motivational speaker, Entrepreneur
Vision, Mindset, and Grit
This former college football star and #1 ranked kick-boxer became an MDRT qualifier and international business entrepreneur after a tragic auto accident left him paralyzed from the chest down. Scott’s story will inspire you to new possibilities for your company and in your own life.
Agenda
-- planning in progress. Check back often for updates.
MONDAY, SEPTEMBER 15, 2008
12:00 pm
Registration
1:00-1:10 pm
Welcome
Dave Clark, FLMI, LUTCF, Vice President, Director of Agencies, United Insurance Company of America and LIC Marketing Committee Chairman
Henry G. Hagan, FLMI, CLU, LLIF, President & CEO, Monumental Life Insurance Company
1:10-2:00 pm
The Future: Finding Success Together
Robert Kerzner, President & CEO, LIMRA International
2:00-2:30 pm
Mission of the LIC
Jeffrey S. Shaw, CLU, ChFC, Executive Director, Life Insurers Council
2:30-2:45 pm
Break
2:45-4:00 pm
Recognizing Opportunity
Tom Noonan, President & CEO, Baltimore Area Convention & Visitors Association
C. William “Bill” Struever, Partner, CEO & President, Struever Bros. Eccles & Rouse
4:00-5:00 pm
Market Research
Cheryl Retzloff, ACS, Senior Research Director, Markets Research, LIMRA International
5:30-6:30pm
Reception at Monumental Life Insurance Company
Sponsored by Monumental Life Insurance Company
6:30 pm
Dinner on Your Own
TUESDAY, SEPTEMBER 16, 2008
7:30-8:30 am
Pre-Need/Final Expense Committee Breakfast Meeting
7:30-8:30 am
Continental Breakfast
8:30-9:30 am
Keynote Speaker -- Stand Up to Your Challenges
Scott Burrows
9:30-10:30 am
Direct Prospecting
Referrals: Billy Holt, Regional Manager, Lincoln Financial Group
Door to Door: Sonny Weems, District Manager, United Insurance Company of America
Family Reviews: Frank Rosiere, Director of Agencies, Reliable Life Insurance Company/Unitrin
10:30-10:45 am
Break
10:45-11:45 am
Indirect Prospecting
Data Mining: Nick Nunez, District Manager, American National Insurance Company
Purchased Leads: Richard Bufkin, Vice President, Senior-Direct
12:00-1:00 pm
Luncheon at the Hotel
1:15-2:30 pm
Sales Presentations -- Career, Pre Need, Fraternal, Worksite
Career: David White, Sales Representative, Monumental Life Insurance Company
Pre Need: Jack Stepanek, Vice President, Sales, Homesteaders Life Company
Fraternal: Steve Brockwell, Vice President, Marketing, Loyal Christian Benefit Association
2:30-2:45 pm
Break
2:45-4:15 pm
The Sales Force of the Future: Recruiting Agents
Mary Demanss, Career Counselor, Loyola College
Michael Knotts, 2nd Vice President, Sales Development, Monumental Life Insurance Company
4:15-5:15 pm
Training
Sandy Campbell, FLMI, ACS, 2nd Vice President, Field Technology and Administration, Monumental Life Insurance Company
5:30-6:30 pm
Reception at the Hotel
7:00pm
Dine Around
(meet in the hotel lobby at 6:45 pm)
What better way to network with other conference attendees than to dine at a local inner-harbor restaurant without the bother of making the reservations? LIC will mange the reservations for small groups. Restaurant sign-up sheets will be available at the Registration desk.
WEDNESDAY, SEPTEMBER 17, 2008
7:30-8:30 am
Marketing Committee Breakfast Meeting
7:30-8:30 am
Continental Breakfast
8:30-9:45 am
Technology Websites
Jacqueline Douglas, Director of Marketing and Sales, Teachers Life Insurance Society
Amanda Wilson, Director of Business Development, Pinpoint Global Communications
9:45-10:00 am
Break
10:00-10:45 am
Marketing in Challenging Times
Dr. Darlene Smith, Dean, Merrick School of Business, University of Baltimore
10:45-11:00 am
LIC Chairman Handoff
2009 Site Presentation
St. Louis Site Feedback
11:00 am
Adjourn Meeting
Registration
Information
Registration Fee:
By August 22, 2008
LIC/LOMA members: $425
LIMRA members: $475
Non-member: $525
After August 22, 2008
LIC/LOMA members: $525
LIMRA members: $575
Non-members: $625
Discount/rebate available for companies sending five or more attendees. Please email
lic@loma.org for details.
Hotel
Baltimore Marriott Inner Harbor at Camden Yards
110 South Eutaw Street
Baltimore, Maryland 21201 USA
Phone: 1-410-962-0202
Fax: 1-410-625-7892
Toll-free: 1-800-228-9290
Contact
Information
Contact
the LIC at LOMA:
770/984-3724 (phone)
770/984-3780 (fax)
lic@loma.org
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