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LICPreneed19-938

2019 LIC Preneed Forum

Succeeding in Today's Preneed Market

November 19, 2019 – November 20, 2019
Hosted by Troutman Sanders, Atlanta, GA


TUESDAY, NOVEMBER 19, 2019
 

8:00 am - 8:30 am

Networking & Continental Breakfast Hosted by Troutman Sanders

8:30 am - 9:00 am

Introductions & Welcome

Jeffrey S. Shaw, CLU, ChFC, Executive Director, LIC

9:00 am - 10:00 am

Branding and Social Media Strategies

Ryan Thogmartin, Disrupt Media
 

10:00 am - 10:30 am

Networking Break

10:30 am - 12:00 pm

Distribution Roundtable: Methods & Strategies of Different Types of Preneed Distribution

Chris Meredith, National Vice President, American Benefit Life
Dan Lodermeier, VP-Field Sales, Homesteaders Life
Cameron Black, Regional Vice President, National Guardian Life
This panel highlights three very different approaches to preneed distribution with some lively give and take about some of the benefits and challenges that come with each strategy.
 

12:00 pm - 1:00 pm

Networking Luncheon Hosted by Troutman Sanders

1:00 pm - 2:00 pm

Digital Transformation Presentation

David Shively, Vice President, ExlService, Inc.

Thomas Organ, FLMI, ACS, Vice President, Life and Annuities, ExlService, Inc.

 

2:00 pm - 2:30 pm

Networking Break

2:30 pm - 4:00 pm

Facilitated Open Discussion on Pre-Suggested Topics

Jeffrey S. Shaw, CLU, ChFC, Executive Director, LIC
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 (send them in advance to lic@loma.org). You’ll hear about everything you always wanted to know about preneed but never had the opportunity to ask!
 

4:00 pm

Sessions Adjourn for the Day
 

6:00 pm - 7:00 pm

Networking Cocktail Reception
Mitchell Ballroom at The Georgian Terrace, 659 Peachtree St NE, Atlanta, GA 30308
 

7:30 pm

Dinner on Your Own
Early reservations are strongly recommended!
WEDNESDAY, NOVEMBER 20, 2019
 

8:00 am - 8:30 am

Continental Networking Breakfast Hosted by Troutman Sanders

8:30 am - 9:15 am

Developing a First Class Customer Experience

Jessica Grann, Director of Corporate Communications, National Guardian Life

9:15 am - 10:00 am

Preneed Company Strategies for Low Interest Rates

Theron Holladay, CFA, President, Parkway Advisors
Although interest rates aren’t showing much sign of improvement, there are still a number of strategies preneed companies can employ through risk mitigation, investment strategies, and creative product designs.
 

10:00 am - 10:15 am

Networking Break

10:15 am - 11:00 am

Preneed Statutory Financial Analysis

Jeffrey S. Shaw, CLU, ChFC, Executive Director, LIC
Although interest rates aren’t showing much sign of improvement, there are still a number of strategies preneed companies can employ through risk mitigation, investment strategies, and creative product designs.
 

11:00 am

Adjourn