2023 LIC Annual Conference Agenda

Preliminary Agenda - Subject to Change

Wednesday, February 1, 2023

6:00 p.m. - 7:00 p.m. - Opening Reception & Registration

7:00 p.m. - Dinner On Your Own

Thursday, February 2, 2023

8:00 a.m. - 8:30 a.m. - Networking Breakfast

8:30 a.m. - 8:45 a.m. - Welcome from LIC's Board Chair

Francois Duguay, Executive Vice President & Chief Actuary, Optimum Life Re

8:45 a.m. - 10:00 a.m. - Are You Stuck In Business Purgatory? Escaping the Trap Between Success and Failure

David Segal, Founder of DAVIDsTEA and Mad Radish
Retail Visionary and Branding Expert

Building a successful business is amazing. Watching a business fail is hard – but honest failures can make you stronger. The worst fate in business, argues David Segal, the founder of DAVIDsTEA, is purgatory, when every day is a battle to make ends meet and gain an inch of ground.
As both an entrepreneur and an investor, David has experienced purgatory first-hand. And he’s identified three primary causes of purgatory: your product, your people and your ego.

In this compelling talk, David takes audiences through the five criteria that make for a compelling product; the most important qualities to look for in your people (hint: it’s not about skills or experience); and tips on how you can put your own ego aside to move your business forward. An energetic and passionate speaker, David brings his concepts to life with real-world examples, including tales from his own experience leading a $200 million brand.

10:00 a.m. - 10:30 a.m. - Networking Break

10:30 a.m. - 11:15 a.m. - Growing Distribution

Duane Zappitelli, FIC, Vice President, Sales and Distribution, Serenia Life Financial

A case study presentation on Duane’s experience at Serenia Life, growing their independent distribution channel to spark impressive growth through a name change, technology updates, product enhancements, and cultural changes. A remarkable story of transformation.

11:15 a.m. - 12:00 p.m. - Developing a Customer Experience Strategy

Paul Mlodzik, Marketing, Brand and CX Executive, Mlodzik Consulting

12:00 p.m. - 1:00 p.m. - Networking Luncheon

1:00 p.m. - 2:00 p.m. - Insurance CEO Case Study

Rear Admiral Brian E. Luther, USN (Ret.), President & CEO, Navy Mutual Aid Association

2:00 p.m. - 2:15 p.m. - Break

2:15 p.m. - 3:30 p.m. - Navigating Change Together: Facilitated Discussion with Live Polling

Participants set the agenda for Facilitated Discussion with live polling. This is a unique opportunity to delve into shared challenges and practical solutions with leaders of similar small-to-midsize life insurance companies. Here are some topics registrants have suggested so far:

  • New trends or concerns in new product development
  • Customer experience programs: Implementation and Management
  • Where is the industry headed over the next 10 years?
  • Economic Forecast for 2023
  • Evolution of Work from Home: stats, experiences....ideas
  • Long COVID predictions and mortality trends
  • Where is everyone with their policy admin systems?
  • Extending customer experience with digital value add services, increasing policyholder engagement.
  • Agent Support/Programs, Training
  • Effective use of Social Media in Recruiting, Marketing and Advertising
  • Pain points for small companies
  • Recession risk
  • Preneed Consumer Leads, Agent Recruiting
  • Sales Data vs Population Data
  • Profitable growth/sales
  • Underwriting Transformation

3:30 p.m. - 6:00 p.m. - Sessions Adjourn for the Day

6:00 p.m. - 6:30 p.m. - Networking Reception

6:30 p.m. - 8:30 p.m. - Annual Membership Banquet

LIC’s traditional annual banquet is a chance to enjoy fine dining, develop old and new friendships in the industry, and hear a light-hearted State of the Association address as the leadership changes from outgoing LIC Chair Francois Duguay, Executive Vice President & Chief Actuary, Optimum Life Reinsurance, to incoming 2023 Chair Steve Shaffer, President and CEO, Homesteaders Life.

Many thanks to our Banquet Sponsors: Parkway Advisors, Trilogy Actuarial Solutions, thinktum, iPipeline, ManageMy and LIDP.

Friday, February 3, 2023

8:00 a.m. - 8:30 a.m. - Networking Breakfast

8:30 a.m. - 8:45 a.m. - Welcome from LIC's Incoming Board Chair

Steve Shaffer, President and CEO, Homesteaders Life

8:45 a.m. - 10:00 a.m. - David Ben: Creativity Expert & Master Magician

David Ben inspires people to strike the word “impossible” from their vocabulary. A master problem-solver, David uses his training as a former tax lawyer, a graduate of the London School of Economics, and a world-class magician to make perplexing problems in business simply disappear.

Recognized among the world’s premier magicians, David was the sole protégé of one of the greatest sleight-of-hand artists of the 20th century, and has performed throughout North America, Mexico, England, and Japan. He has also developed special effects for theatre, film, and television productions, written six books, set up a performing arts foundation, curated a major museum exhibition, and programmed performances for an international arts festival.

Described as “one of the most influential magicians of his generation” by the Financial Post, David loves to share his passion for creativity, problem solving, innovation and mentorship. He is the author of Advantage Play: A Manager’s Guide to Creative Problem Solving.

10:00 a.m. - 10:15 a.m. - Networking Break

10:15 a.m. - 11:00 a.m. - What’s in Store for the Economy, the Markets, and Insurers’ Portfolios

Jean-Martin Aussant, Senior Vice-President, and Jan Erik Warneryd, CIO, Optimum Quantvest Corporation (OQC)

Recent economic events have made markets more uncertain than ever. This session will go over various fundamental economic indicators, discuss how to approach the markets as 2023 unfolds, and assess the consequences for insurers’ portfolios.

11:00 a.m. - Adjourn