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Life Insurers Council
(LIC)
Pre-Need/Final Expense Forum
November 8-9, 2006
Renaissance Concourse Hotel
Atlanta, GA
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online
Download
registration form
Sponsorship
opportunities for this event
Registration
Information
Contact
information
This Forum provides
a unique opportunity to learn valuable information from industry professionals
and interact with your colleagues in the Pre-Need and Final Expense businesses. Attendees represent approximately 90 percent of the industry, and
anyone involved in any phase of Pre-Need or Final Expense can benefit.
Program
WEDNESDAY
– NOVEMBER 8, 2006
7:30
– 8:30 a.m.
Pre-Need/Final Expense Committee Meeting w/ Continental Breakfast
7:30
– 8:30 a.m.
Registration and Continental Breakfast
8:30
– 8:45 a.m.
Welcome and Introductions
Thomas E. Rattmann, Chairman, President & CEO, Columbian Financial Group
and LIC Chairman
Meeting
Overview
Katherine Scannell, Pre-Need/Final Expense Committee Chairman
8:45
– 9:45 a.m.
The LIC: The Next Century
Michael H. Sims, Executive Director, Life Insurers Council
9:45
– 10:30 a.m.
Long-Term Care Partnership Initiatives -- Status Report
Martin
Wilson, Partner, Troutman Sanders, LLP
10:30–
10:45 a.m.
Refreshment Break
Sponsored
by Vector One & GIS
10:45
– 11:30 a.m.
Update from the NFDA
John J. Hogan, Jr., CFSP, President, National Funeral Directors Association
11:30
a.m. – 12:15 p.m.
Update from the ICFA
Bob Fells, External Chief Operating Officer and General Counsel,
International Cemetery and Funeral Association
12:15
– 1:45 p.m.
Group Luncheon
1:45
- 2:45 p.m.
Who Should Sell Pre-need and Why?
Christine Reichelt-Pepper, CEO, National Funeral Directors Association
Bob Fells, External Chief Operating Officer and General Counsel, International
Cemetery Funeral Association
2:45
– 4:00 p.m.
Pre-Need and Final Expense Producer Selection Issues Forum
Moderator:
Carl Wackerle, Director, Preneed Marketing, National Guardian Life
-
Rick Dugger, President & CEO, Vector One
-
David
Bartley, Executive Vice President, GiS
-
Eric
Lippert, FLMI, ACS, AIAA, Assistant Vice President, Field Personnel &
Reporting Services, Monumental Life Insurance Company
4:00
– 4:15 p.m.
Refreshment
Break
4:15
– 5:30 p.m.
Pre-Need and Final Expense Producer Management Issues Forum
Moderator:
Michael H. Sims, Executive Director, LIC
-
Robert
Baculik, FLMI, ACS, CTFA, Assistant Vice President, Director, Preneed
Services, National Guardian Life Insurance Company
-
Lee
Mowry, CLU, CSA, Vice President, Shenandoah Life
-
Thomas
Heuer, Vice President, Customer Service, Homesteaders Life
5:
30
– 5:45 p.m.
“The Survey Says….”
Michael H. Sims, Executive Director, Life Insurers Council
6:00
p.m.
Reception
THURSDAY
– NOVEMBER 9, 2006
8:00
– 8: 30 a.m.
Continental
Breakfast
8:30
– 9:30 a.m.
Educating Funeral Directors about Selling
Edmund Kidder, CPC, Regional Sales Director, Columbian Mutual Life Insurance
Co.
Brett Gaither, Executive Vice President, Marketing, National Prearranged Services, Inc.
9:30
– 10:15 a.m.
Electronic Appointment and Contracting Issue
Mike
Snively, Director, Compliance Solutions, Kaplan Financial
10:15
– 10:30 a.m.
Refreshment Break
Sponsored
by National Guardian Life
10:30
– 11:30 a.m.
Third Party Guarantees in Pre-need
David
Hill, CLU, PMD, President, Hill Financial Advisory Services
11:30-
12:45 p.m.
Evolving Distribution of Pre-need and Final Expense
Quinn
Eagan, CLU, President, Preneed Funeral Programs (PFP)
12:45 p.m.
“The
Survey Says….”
Michael H. Sims, Executive Director, Life Insurers Council
1:00
p.m.
Adjournment
Registration
Information
By October 6, 2006
LIC/LOMA members: $305
Non-members: $465
After October 6, 2006
LIC/LOMA members: $355
Non-members: $520
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.
Online
Registration is available for this event.
Contact
Information
Contact
the LIC at LOMA:
770-984-3724 (phone)
770-984-3780 (fax)
lic@loma.org
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