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Life Insurers Council
(LIC)
Home Service Marketing (LIC/LIMRA/SETDA Joint Meeting)
and Property & Casualty
Workshop
September 28-30, 2005
Renaissance Concourse Hotel
Atlanta, GA
Providing Solutions to Current
Home Service Challenges
Register
Online
Download Registration Form
Agenda
Registration
Information and Meeting 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.
Agenda
WEDNESDAY, SEPTEMBER 28, 2005
12:00 p.m. Registration
1:00-1:15
p.m. Welcome and Introductions
Alan W. Feagin, President & CEO, Assurant Preneed and LIC Chairman
Scott
J. Cipinko, JD, AIRC, Of Counsel, Lord, Bissell & Brook, Interim Executive
Director, Life Insurers Council
Meeting
Overview
Ray
White, CLU, LUTCF, LLIF, Regional Vice President, Monumental Life Insurance
Company, and LIC Agency Committee Chairman-Elect
1:15-2:30
p.m. Executive Panel: Remaining Successful in Home Service
Phillip
A. White, CLU, LLIF, Vice President, Field Operations, Monumental Life Insurance
Company
Bill
J. Garrison, Executive Vice President, Director of Home Service Division,
American National Insurance Company
Cameron
Draper, CLU, ChFC, Agency Vice President, Western-Southern Life Insurance
Company
Anthony
Tuminello, CLU, LUTC, Vice President & CMO, Kilpatrick Life Insurance
Company
2:30-2:45
p.m. Refreshment Break
Sponsored
by Monumental Life Insurance Company
2:45-3:45
p.m. Finding Diamonds in Your Own Backyard
Philip R. DiMartino, LLIF, Director of Marketing, LIMRA International
3:45-4:45
p.m. Compliance and Consumer Understanding
The Honorable Eleanor Kitzman, Director of Insurance, South Carolina Dept. of
Insurance
4:45-5:00
p.m. Lessons Learned & Feedback
Interactive discussion of the takeaways from the sessions of the day, and survey
completion
5:00-6:00
p.m. Reception
Sponsored
by American National Insurance Company
THURSDAY
- SEPTEMBER 29, 2005
7:45-8:30
a.m. LIC Agency Committee Meeting
8:00-8:30
a.m. Continental Breakfast
Sponsored
by Monumental Life Insurance Company
8:30-9:30
a.m. Recruiting in the 21st Century
Moderator:
Cameron Draper, CLU, ChFC, Agency Vice President & Director, Western-Southern Life
Insurance Company
--Robert
L. Grosholz, Sr., Recruiting Specialist, Monumental Life Insurance Company
--William
A. “Chip” Poppell,Jr., LUTCF, District Manager, Liberty National Life Insurance Company
--Joseph
Santos, Divisional Vice President, Western-Southern Life Insurance Company
9:30-10:15
a.m. Legal & Regulatory Issues Update
Scott
J. Cipinko, JD, AIRC, Of Counsel, Lord, Bissell & Brook, Interim Executive
Director, Life Insurers Council
10:15-10:30
a.m. Refreshment Break
Sponsored
by Unitrin Career Agency Companies (The Reliable Life, Union National Life, and United of
America)
10:30
a.m. - 12:00 noon Breakout Sessions
Two
sessions @ 45 minutes each
Share your views with other participants and see how your peers are handling
these important issues. Choose two sessions from these three options:
-
Field
Officer/RVP Panel
Ray White, CLU, LUTCF, LLIF, Regional Vice President, Monumental
Life Insurance Company
Hoyt Strickland, Jr., LUTCF, National Field Director, American National
Insurance Co.
-
Agency
Activity Management - More Than Keeping Busy
Dave Clark, FLMI, LUTCF, Director of Agencies, United Insurance
Company of America
Tommy Molpus, LUTCF, Senior District Manager, United Insurance Company of
America
-
Home
Service P&C Issues
Moderator: Michelle Simoneaux, Vice President, Operations, Security Plan Life
Insurance Company
12:15-1:30
p.m. Luncheon
Sponsored by iGate Global Solutions
Luncheon
speakers: Jonathan Miller and John Ganter, Odyssey Partners
1:30-2:30
p.m. LIMRA's Perspective
Frank Santa-Donato, CLU, LLIF, President, LIMRA Services, Inc.
2:30-3:30
p.m. Southeastern Training Directors Association (SETDA) Meeting
"Customer Service Challenges"
William Gillis, Training Director, Monumental Life Insurance
Company
3:30-3:45
p.m. Stretch Break
3:45-4:45
p.m. SETDA Session Continues
"Management Development"
Harold Johnson, CLU, ChFC, Training Director, Monumental Life
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
5:00-6:00
p.m. Reception
Sponsored
by Western-Southern Life Insurance Company
FRIDAY
- SEPTEMBER 30, 2005
7:30-8:30
a.m. Continental Breakfast
Sponsored
by Atlantic Coast, Mutual of Detroit, and Mutual Savings
7:30-8:30
a.m. LIC Property & Casualty Committee Meeting
8:30-9:30
a.m. Agent Retention Strategies
Phillip A. White, CLU, LLIF, Vice President, Field Operations, Monumental
Life Insurance Company
Richard
J. Miller, CLU, Vice President, Chief Agency Officer, Unitrin Insurance Company
9:30-10:30
a.m. Home Service from an International Perspective
Gilbert Williams, FLMI, ALHC, Vice President, British American Insurance
Company
George Williamson, Vice President and Assistant Director, American National
Insurance Company
10:30-10:45
a.m. Refreshment Break
Sponsored
by Clinical Reference Laboratory, Inc.
10:45-11:30
a.m. Exceeding the Challenges through Exceptional Customer Service
John
Cotton, President and CEO, IntegratedQSG
11:30-11:45
a.m. Lessons Learned
Interactive discussion of the takeaways from the sessions of the day
11:45
a.m. Adjourn
Registration
Information
REGISTER
BY SEPTEMBER 2 AND SAVE!
By
September 2, 2005
LIC/LOMA/LIMRA/SETDA members: $310
Non-members: $475
After
September 2, 2005
LIC/LOMA/LIMRA/SETDA members: $365
Non-members: $530
Multiple
attendee discount
LIC 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 2,
2005.
Download
registration form
Fax
Send the enclosed 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.
Register
Online
Pay by credit
card and register via LOMA's
Member's Only site.
Refund
Policy
All cancellations and refund requests must be received in writing. These
requests carry a $30 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.
Meeting
Details
Hotel
Information
The hotel rate is $119 single/double plus 15% tax. For reservations, call the Renaissance
Concourse Hotel at 1-888-391-8724 or 404-209-9999 and mention the Home
Service Marketing meeting. Space is limited and available on a first-come,
first-served basis, so please make your reservations by September 7, 2005.
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.
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LIC
pens donated by Francis & Lusky Corporate Promotions |
Contact
Information
Contact
the LIC at LOMA:
770/984-3724 (phone)
770/984-3780 (fax)
lic@loma.org
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