2021 LIC Preneed Forum Agenda

Tuesday, November 9, 2021

9:30 am - 10:00 am - Check-In & Conversation

Check in any time after 9:30 a.m. EST so you have a chance to troubleshoot any connection issues before the meeting starts. Bring your coffee and catch up with Jeff and Audrey!

10:00 am - 10:45 am - Welcome & Attendee Introductions

Each attendee will have a slide to introduce themselves and share their key priorities and biggest challenges.

10:45 am - 12:00 pm - Your Digital Afterlife Is Now

Daniel Sieberg, author of Digital Legacy: Take Control Of Your Online Afterlife and Co-Founder of GoodTrust


Do you know what happens to your digital stuff when you die? All those thousands of photos, videos, emails, texts, social media posts, accounts, profiles, cryptocurrencies, domain names and so much more? The average person spends 7+ hours per day online in some capacity and creates about 1.8MB of data. All those bits and bytes are now inextricably intertwined with our identity. They tell our stories. They capture our lives. Our digital selves have both real value and real meaning - and real (priceless) memories.

Daniel Sieberg, author of Digital Legacy: Take Control Of Your Online Afterlife and Co-Founder of GoodTrust, which is building the future of how to manage your digital afterlife, presents this global and personal issue in a compelling fashion with scientific fact backed up with anecdotal examples. Imagine if you could "communicate" with deceased loved ones through an AI chatbot? Already possible. Or interact with a hologram of your ancestors or famous people from history? Also possible. How should any company - especially those in life insurance - consider this ongoing challenge amidst their revenue models? Sieberg outlines how we got here, the current hurdles, and what lies ahead for businesses, technologists, ethicists, and the rest of us alike.

12:00 pm - 1:00 pm - Break

1:00 pm - 3:00 pm - Preneed Facilitated Discussion

The number-one value cited by LIC conference attendees is the ability to participate in open discussions with peers. This is your chance to share perspectives regarding all aspects of the preneed business in facilitated discussion prompted with live polling. Submit questions in advance to jshaw@limra.com. Topics from last year included:
• Effect on sales process due to COVID; how companies are reacting to selling Preneed when face-to-face interaction is limited due to the pandemic;
• Are companies investing in digital distribution due to pandemic? Are most utilizing a form of E-app? Any other major changes in operations due to pandemic? How are Funeral Homes/Directors adapting to electronic ways of doing business?
• Tele-sales – processes, sales experience, future expectations
• How to get sales back on track post-COVID

Wednesday, November 10, 2021

9:30 am - 10:00 am - Check-In & Conversation

Check in any time after 9:30 a.m. EST so you have a chance to troubleshoot any connection issues before the meeting starts. Bring your coffee and catch up with Jeff and Audrey!

10:00 am - 11:00 am - Innovation in Preneed

Steve Shaffer, FLMI, CPA, Homesteaders Life Company


Innovation is key to the future both for carriers and consumers in preneed. From the perspective of a 116 year old mutual company, hear an inspiring update on the journey in innovation and ideation.

11:00 am - 12:00 pm - How To Use Data Analytics To Sell Preneed

Janet Anderson, Head of Insurance Sales, Powerlytics


Powerlytics business data may be used to help define funeral home market share in specific geographic areas. Consumer data may also be used to conduct an analysis of their in force block of preneed policyholders to identify key variables of prospects more likely to purchase their preneed products, and build look-alike models based on their funeral home partners that have been more successful in selling their preneed product. Learn more about how Powerlytics has helped improve marketing for funeral homes – and gain insights into preneed consumers via an analysis of a carrier’s inforce block.

12:00 pm - 1:00 pm - Break

1:00 pm - 2:00 pm - LIC Preneed Survey: A Look Behind the Numbers

Jeff Shaw, CLU, ChFC, Executive Director, LIC

Discuss the findings of this year’s LIC Preneed Survey covering 2020 sales and statutory financial data. See how your company stacks up and trends in the industry.

2:00 pm - 3:00 pm - The State of a Precarious Economy: What Every Preneed Insurer Should Know

Kyle Timmermann, Director of Consulting, Parkway Advisors
Theron Holladay, CFA, President, Parkway Advisors

Learn more about the economic rebound from Covid and the lasting ramifications that this may have. This presentation will focus on inflation, monetary policy, the growing debt burden, and how to position your investment portfolios for long-term growth – including palpable guidance on investing for a pre-need insurance company. Bring your questions and join in this interactive discussion with industry experts and fellow preneed execs.