2023 LIC Preneed Forum Agenda
Wednesday, November 15, 2023
7:45 a.m. - 5:30 p.m. - REGISTRATION
8:00 a.m. - 8:30 a.m. - CONTINENTAL BREAKFAST
Hosted by National Guardian Life
8:30 a.m. - 9:15 a.m. - WELCOME & INTRODUCTIONS
DEAN LAMBERT
Executive Director
LIC
KIM SHAUL
Interim CEO
National Guardian Life (Invited)
Hosted by National Guardian Life
9:15 a.m. - 10:30 a.m. - GENERAL SESSION
JEREMY RAGSDALE
EVP, Chief Marketing Officer
National Guardian Life Insurance Company
ANDREA ROULEAU, FSA, MAAA
VP, Actuary
National Guardian Life Insurance Company
Hosted by National Guardian Life
10:30 a.m. - 11:00 a.m. - NETWORKING BREAk
11:00 a.m. - 12:00 p.m. - GENERAL SESSION
Why is demography important? As waves of generations are born and age, our fortunes and futures are determined. Nationally recognized demographer, futurist, and author Ken Gronbach makes clear how America’s Baby Boomers, Generation X, Generation Y and other countries’ age curves interact to create the opportunities and challenges of the world we live in today, and what the future will bring for people, profits and the planet.
Kenneth W. Gronbach - KGC Direct, LLC
12:00 p.m. - 1:00 p.m. - NETWORKING LUNCHEON
Hosted by National Guardian Life
1:00 p.m. - 2:30 p.m. - GENERAL SESSION
What’s happening in the preneed industry and what the future looks like.
Steve Shaffer, FLMI, CPA - Board Chair, President and CEO, Homesteaders Life Company
2:30 p.m. - 3:30 p.m. - GENERAL SESSION
The number-one value cited by LIC conference attendees is the ability to participate in open discussions with peers. We’ll use a real-time polling app to report live feedback on your most pressing questions – everything you’d like to ask your peers in the preneed business!
3:30 p.m. - 4:30 p.m. - GENERAL SESSION
See and learn about NGL’s new art installation embodying the company’s core values of diversity, equity and inclusion.
Afterward, join us to make a positive impact in the community where we’re meeting. We’ve selected a local charity that NGL partners with and will be supporting the Agrace Dori Bears Program. Agrace provides supportive care, hospice care and grief support to people who are aging, seriously ill, dying, or grieving. Preneed Forum attendees will be wrapping and tagging teddy bears donated by LIC and NGL, for Agrace to give out to hospice patients and family members. #MeetingsThatMatter
4:30 p.m. - 5:30 p.m. - BREAK
5:30 p.m. - 6:30 p.m. - RECEPTION IN THE SKY BAR AT EDGEWATER HOTEL
6:45 p.m. - 9:00 p.m. - NETWORKING DINNER
Hosted by National Guardian Life at Eno Veno Downtown
Thursday, November 16, 2023
8:00 a.m. - 8:30 a.m. - CONTINENTAL BREAKFAST
Hosted by National Guardian Life
8:30 a.m. - 9:15 a.m. - GENERAL SESSION
What’s going on with funeral home consolidation? Let’s talk about how this is affecting the industry and how preneed insurers can help deal with the resulting shock waves.
9:15 a.m. - 10:00 a.m. - GENERAL SESSION
Sheldon Bernard has helped hundreds of company leaders confront complex issues and make better decisions in uncertain times. A pioneer in applied decision sciences, Mr. Bernard will share practical tools for leveraging decision sciences and methods in strategic decision-making.
Sheldon Bernard - Founder, A440 Management LLC
10:00 a.m. - 10:15 a.m. - NETWORKING BREAK
10:15 a.m. - 11:00 a.m. - GENERAL SESSION
Discuss insights from the latest LIC Preneed Survey and provide input for future research.