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Home Service Marketing (LIC/LIMRA/SETDA Joint Meeting)
and Property & Casualty
Workshop
October 4-6, 2006
Moody Gardens Hotel
Galveston, TX
Breaking
the Barriers: Solutions to Drive Growth
Register
Online
Download Registration Form
Agenda
Registration
Information and Meeting/Hotel Details
Contact Information
Who Should Attend
VPs of Marketing, Chief Agency Officers, Presidents, Field Officers,
Marketing Support Officers, Product Actuaries, Training Directors, and Quality
Business Officers.
Meeting
Overview
This event is
designed for all companies using the "home
service" distribution system—aggressive middle or traditional market, PNO or
MDO,
career and independent, bank draft or home collection. It includes the fall meeting of
SETDA – the Southeastern Training Directors Association.
Presentations are made by member companies and industry experts on a variety of
important business topics, including marketing ideas, legal and regulatory
issues, sales, and more.
Program
WEDNESDAY, OCTOBER 4, 2006 (at
Hotel)
12:00 p.m. Registration
1:00-1:15 p.m. Welcome and Introductions
Tom Rattmann, Chairman, President & CEO, Columbian Mutual, and LIC Chairman
Richard Ferdinandtsen, President & COO, American National Insurance Company
Meeting Overview
Ray White, CLU, LUTCF, LLIF, Regional Vice President, Monumental Life Insurance
Company, and LIC Agency Committee Chairman
1:15-2:15 p.m.
Setting the Table: Breaking Through the Barriers to the Life Insurance Industry
Task Force for the Future
Henry Hagan, President & CEO, Monumental Life Insurance Company
2:15-2:30 p.m. Refreshment Break
Sponsored by Western-Southern Life Insurance Company
2:30 - 4:00 p.m. Executive Panel: Defining the
Impact of the Barriers to Our Market
Moderator: Henry Hagan, President & CEO, Monumental Life Insurance Company
Bill J. Garrison, Executive Vice President, Director of Home Service Division,
American National Insurance Company
Jim Collins, President, United Casualty Insurance Company of America
Bill Scarborough, President & CEO, Atlantic Coast Life Insurance Company
4:00 - 4:10 p.m. Stretch Break
4:10-5:10 p.m. Legislative and Regulatory
Solutions to Breaking Market Barriers
The Honorable Mike Geeslin, Insurance Commissioner, State of Texas (invited)
The Honorable Texas State Representative Craig Eiland
5:10 - 5:25 p.m. "Lessons Learned &
Feedback"
Interactive discussion of the takeaways from the sessions of the day and survey
completion.
5:30 - 6:30 p.m. Reception
Sponsored by Monumental Life Insurance Company
THURSDAY, OCTOBER 5,
2006
(American National Home Office - Shuttles to be provided)
7:30 - 8:30 a.m. LIC Agency Committee Meeting
7:30 - 8:30 a.m. Continental Breakfast
Sponsored by American National Insurance Company
8:30 - 9:30 a.m. LIMRA's Perspective
(Demographics)
Richard W. Hekeler, Ph.D., Senior Scientist, Markets Research, LIMRA
International
9:30 - 10:30 a.m. Breaking Through Current
Licensing Barriers
Michael Wheeler, Director of Training, Unitrin Career Agencies
10:30 - 10:45 a.m. Refreshment Break
Sponsored by American National Insurance Company
10:45 - 11:45 a.m. Passing the Exam: What
Companies Can Do to Raise the Passage Rate
Moderator: Ray White, Regional Vice President, Monumental Life Insurance Company
Mark Alaman, Licensing Solutions Specialist, ABLE Incorporated
11:45 - 1:30 Luncheon
Sponsored by American National Insurance Company
1:30 - 2:20 p.m. Southeastern Training
Directors Association Presentation
Session I
2:20 - 2:30 p.m. Stretch Break
2:30 - 3:20 p.m. Southeastern Training
Directors Association Presentation
Session II
3:20 - 3:30 Refreshment Break
Sponsored by American National Insurance Company
3:30 - 4:45 p.m. Home Service Premium Growth
Success Stories
Moderator: Hoyt Strickland, National Field Director, American National Insurance
Company
4:45 - 5:00 p.m. "Lessons Learned &
Feedback"
Interactive discussion of the takeaways from the sessions of the day and survey
completion.
5:30 - 6:30 p.m. Reception - Moody Gardens
Hotel
Sponsored by American National Insurance Company
FRIDAY - OCTOBER 6, 2006 (At Hotel)
7:30-8:30 a.m. Continental Breakfast
Sponsored in part by Francis & Lusky
7:30-8:30 a.m. SETDA Member Breakfast Meeting
7:30-8:30 a.m. LIC Property & Casualty
Committee Meeting
8:30 - 9:00 a.m. The LIC: The Next Century
Michael H. Sims, Executive Director, LIC
9:00 - 10:30 a.m. Breakout Sessions (2
sessions @ 45 minutes each)
I. Conservation Issues
Cameron Draper, Agency Vice President, Western-Southern Life Ins. Co.
II. Manager Development
Dave Clark, Director of Agencies, Unitrin Insurance Companies
III. Technology App Entry
10:30 - 10:45 a.m. Refreshment Break
Sponsored by Primerica Life Insurance Company
10:45 - 11:45a.m. Motivational Speaker
Speaker TBA
11:45 - Noon "Lessons Learned &
Feedback"
Interactive discussion of the takeaways from the sessions of the day and survey
completion
Registration Information
REGISTER BY SEPTEMBER 12 AND SAVE!
By September 12, 2006
LIC/LOMA/LIMRA/SETDA members: $325
Non-members: $500
After September 12, 2006
LIC/LOMA/LIMRA/SETDA members: $385
Non-members: $555
Multiple attendee discount
LIC, LOMA and LIMRA members: sixth registration is free when you pay for five. All registrations must be received at the same time, and no later than September
12, 2006.
Download registration form
Fax
Send the registration form to 770-984-6419 (requires payment by credit card)
Mail
Send the form to LOMA Meetings Dept., 2300 Windy Ridge Pkwy., Suite 600, Atlanta, GA 30339-8443.
Meeting Details
Car Rental
AVIS is the official car rental agency for LOMA. For special meeting discounts, reserve a car by calling your travel agent or AVIS at
1-800-331-1600, online at www.avis.com. Refer to meeting discount # T085399.
Attire
The dress code for this conference is business casual.
Contact
Information
Contact
the LIC at LOMA:
770/984-3724 (phone)
770/984-3780 (fax)
lic@loma.org
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