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LIC AM and MC 938

2018 LIC Annual Meeting and Marketing Conference

Execution in Flight

February 7, 2018 – February 9, 2018
Mountain Shadows, Paradise Valley, AZ


6:30 pm - 7:30 pm

Welcome Networking Reception & Registration

Pick up your name badge and enjoy a cocktail hour with old—and new—LIC friends and colleagues. Dinner is on your own.

7:30 pm

Dinner On Your Own

8:00 am - 8:30 am


8:30 am - 9:00 am

Welcome from LIC’s 2017 Chairman & Attendee Introductions

Doug Tuttle, FLMI, FICF, ACS, ALHC, President & CEO, Loyal Christian Benefit Association

9:00 am - 2:00 pm


The difference between mediocre companies and outstanding companies is less often defined by brilliant ideas or creative policies and more often by companies merely doing the things that we all know good companies should do. Things like listening to your customers, empowering your employees to make good decisions, and keeping focused on doing the most important things without getting distracted or overwhelmed by things that don’t advance the primary mission.

Creating a culture of execution can be extremely difficult. We offer a number of real life examples from companies.

9:00 am - 10:15 am

Building a Power Culture

Doug Buce, President, Boing Dynamics, Inc.

Escape the status quo! Imagine if the people in your organization had the thinking skills and behavioral tools to align and execute with excellence every day. The key to the future is not always “better, faster, cheaper.” The key to the future lies in the weight bearing pillars of a powerful business culture. You will learn: how the paradoxical blend of personal humility and professional drive in leaders impacts associate performance; how what you think and your attitude about complexity drives the bottom line; and how to accomplish big hairy audacious goals by asking yourself one question every day.

As the founder and Chief Learning Officer of Boing Dynamics, Inc., Doug Buce works with companies in securities, insurance, healthcare, technology, and engineering to help them launch ambitious initiatives. Doug was previously the Chief Learning Officer of Wells Real Estate Funds and President of Wells University. While directing the professional development of all employees, he was instrumental in pioneering an educational sales model which impacted over 10,000 financial professionals accounting for over $7 billion in funds raised. For the past 18 years, Doug has delivered keynotes and customized workshops in the areas of sales, leadership, personal and organizational brand development, innovation, and business culture.


10:15 am - 10:45 am

Refreshment Break

10:45 am - 12:00 pm

Creating a Culture of Execution

Donna Brighton, Chief Ideas Officer, Brighton Leadership Group
As a culture change strategist and business author, Donna Brighton has seen the words culture change, and leadership defined numerous ways over the years. Is it charisma and positive thinking? Pinstripes and red power ties? Decisiveness? Is it all about the situation? Is it meant only for the chosen few who rise to the top? Or, is there a different story?  With over two decades of executive coaching, speaking, and most importantly, real-life, in-the-trenches business experience, Donna has a radically different view. She will explain how leadership is an action and not about title, tenure, or position. Change is a force to be reckoned with, and culture is a leverage point that costs nothing but changes the game completely.

12:00 pm - 1:00 pm

Networking Luncheon

1:00 pm - 1:45 pm

Case Study: Execution through Rapid Growth

Ron Powell, President, Senior Life Insurance Company
Hear about the challenges and successes experienced as Senior Life grew from a shell company to over 200 employees in a 15-year period.

1:45 pm - 2:30 pm

Case Study: Execution of Innovative Vision

Mark Duffey, CEO, Everest Funeral Package, LLC
The fascinating story of how this company executed their vision to transform the funeral planning process.

2:30 pm - 3:00 pm

Refreshment Break

3:00 pm - 4:00 pm

CEO Breakout: Update from Kroll Bond Rating Agency

Andrew Edelsberg, CPA, FLMI, Managing Director, Insurance, Kroll Bond Rating Agency, Inc.

For CEOs and other senior management, this session runs concurrently with the LIC Marketing Committee meeting.

3:00 pm - 5:30 pm

Marketing Breakout LIC Marketing Committee: Activity Reports & Open Discussion

This session is one of two Marketing Committee meetings LIC holds annually. Insurance company CMOs share information, ideas, and practical solutions to the marketing issues many smaller companies have in common.

6:30 pm - 7:00 pm

Networking Reception

7:00 pm - 9:00 pm

Annual Membership Banquet

LIC’s traditional annual banquet brings members together for a celebration of the association and its mission of helping small/midsize life insurance companies. 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 Chairman Doug Tuttle, Loyal Christian Benefit Association, to Tammy Schultz, Assurant.

7:30 am - 8:00 am


8:00 am - 8:15 am

Welcome from LIC’s Incoming Chairwoman

Tammy Schultz, FLMI, Executive Vice President - President of Global Preneed Business, Assurant/American Memorial Life Insurance Company

8:15 am - 9:15 am

SEO Optimization and Analytics

Jeff Shaver, Corporate Communications - Marketing Manager, Government Personnel Mutual Life Insurance Company

9:15 am - 10:00 am

The Power of the Pivot

Kevin Netterfield, CLU, President, illustrate inc.

Changes to products, technologies and demographics have caused a shift in the entire insurance industry. Join illustrate inc. President Kevin Netterfield on his personal journey of first-hand insight into an industry-wide evolution and transformation. Kevin’s journey of self-discovery follows the industry from where it began to where it’s going – the evolution from the world of three-part memos to the new world of mobile-first technology and the rapid deployment model.

Let Kevin share with you his insider observations on trends, obstacles and opportunities and learn how the right technology, configured the right way, with the right usability interface can engage the customer and empower the rep. Discover why now is the right time to take


10:00 am - 10:15 am

Refreshment Break

10:15 am - 11:00 am

Mental Models to Counteract Cognitive Bias

Jeffrey S. Shaw, CLU, ChFC, Executive Director, LIC
Research demonstrates that cognitive bias can influence decision-making even when you believe you’re completely objective. Learn to recognize cognitive bias in the context of decision-making, become more aware of your potential biases, and learn how mental models can help counteract their influence.

11:00 am