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John Cai
Regional Chief Executive
AIA Group Limited
John Cai is the Regional Chief Executive responsible for the Group’s businesses operating in China, Vietnam and Taiwan. Mr. Cai is a director of various companies within the Group, including AIA Company Limited and AIA International Limited. He joined the Group in July 2009. Mr. Cai has over 27 years’ experience in the insurance industry, both in Asia and the United States. Prior to becoming Regional Chief Executive, since 2009, he was Chief Executive Officer of AIA China, which became AIA’s second-largest and fastest growing business during his tenure.
Before joining AIA, Mr. Cai was Chief Executive Officer at AXA Hong Kong, having originally been appointed Chief Agency Officer in 2003. Mr. Cai graduated from Xi’an Jiaotong University in 1989. He is also a Chartered Financial Consultant (ChFC), a Chartered Life Underwriter and a Certified Financial Planner.
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John T. Baier
Chairman and Co-Founder
25 Point Systems Inc.
John has more than four decades of experience in the financial services business, including 35 years as a Managing Partner and company executive for New York Life. As a Managing Partner he grew a new, young agency from almost nothing into one of the premier agencies in the world, using the foundation for what would later become the industry-renowned 25 Point System. In 2015 John was appointed Executive Director of Seguros Monterrey New York Life where he was charged with coaching top company executives, leading the Project Retention and MDRT Program, and managing the Agency Distribution Channel. Under his leadership, SMNYL saw their retention rates increase by 75 percent, their number of MDRT Agents and Aspirants from 432 to 624 (advancing SMNYL from the 33rd position to the 14th position in MDRT Membership), and their agency sales increased by 33%. In 2013 John was inducted into the GAMA International Hall of Fame, the highest honor in the Financial Services Industry, and in 2016 he established Baier Consulting International LLC. to foster “Exponential Growth Through Proven Systems. " He is also the Chairman of 25 Point Systems Inc, featuring the mobile app Tier 25 of his 25 Point System.
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Chris Au
Regional CAO
Manulife Financial Asia, Ltd.
Chris Au started his career as an agent in 1988, immediately
after graduation from University of Hong Kong. After winning various
awards as an agency, including the Young Distinguished Salesman Award, MDRT,
Top case producer, Top AUM, and Top EB producer he made the move from agency to
staff, eventually accepting the role of CAO of New York Life Hong Kong in
1999. Throughout the course of his career he has held the position of CAO
at a variety of countries throughout Asia including Hong Kong, China, Taiwan
and Thailand, most recently serving as Regional CAO of AIA Group before
accepting his current role with Manulife Financial Asia Ltd. Chris’s
professional designations include the LLIF, CIAM, FLMI and LUTCF as well as an
Executive MBA earned in 2003.
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Hongyou Chen
Sales Head, First Regional Area
Ping An Insurance Company of China, Ltd., Shanghai Branch
Mr. Chen Hongyou entered Ping An in 1997, becoming the deputy general manager of the Beijing Branch in 2012. The following year he was transferred to the Shanghai Branch where he took on the role of head of sales for individual insurance. In this role he lead a full sales channel transformation, including a shift to the Online-to-Offline (O2O) customer management model. Under his leadership, the Shanghai Branch's individual insurance achieved substantial growth at paces far above the market average, making it the Shanghai life insurance market leader for many years. In 2017 he assumed his current role of Sales Head, First Regional Area at the Shanghai Branch, and continues to drives revenue and growth with innovation at the core of their strategy.
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James Chang, PhD RMI, ASA
Senior Vice President
AVIVA-COFCO Life Insurance Co., Ltd.
James Chang has had a broad and diverse career within the life insurance industry, holding several key roles with AVIVA-COFCO Life Insurance Co., Ltd. since first joining in 2003. Since 2012 he has held the position of Senior Vice President for AVIVA-COFCO Life Insurance Co., Ltd., where he oversees their agency, broker, and bancassurance lines of business. Prior to this, his other former positions included Deputy Chief Actuary of ACL from 2003 to 2004; Vice President, Head of Group from 2005 to 2010, and Senior Vice President, CMO from 2010 to 2011. Mr. Chang attended NanKai University where he earned a Master of Insurance Actuarial as well as a PhD in Risk Management and Insurance.
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Rick Funke
Assistant Vice President, Assessment and Development Solutions
LIMRA and LOMA
Rick Funke consults with financial services executives around the world to help them boost profitability by improving sales force effectiveness. With his help, companies maximize the return on their agent recruiting and selection investment — and grow their sales force — by applying competency-based best practices for recruiting, selecting, and retaining top performers. Rick also has extensive experience facilitating and delivering training to agency managers that helps them improve agent professionalism and productivity. Rick is a well-known industry speaker who has presented at many conferences, including GAMA’s LAMP Conference, NAIFA’s Career Conference and Annual Meeting, LIMRA’s Annual Conference, and numerous company meetings.
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Yadong Lan
Chairman
Hengqin Life Insurance Co., Ltd.
Mr. Lan has 30 years of experience in all areas of the life insurance industry, ranging from a clerk all the way up to a successful company leader. He has extensive experience in leading through times of change, and was named one of China’s top 100 most influential sales leaders when he oversaw a team of 650,000 agents. In 2016, he established Hengqin Life in the Hengqin free trade zone of south China, to begin exploring new model of success under today’s “3.0 version” of the insurance industry.
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David Levenson
President and Chief Executive Officer
LIMRA, LOMA, and LL Global, Inc.
David Levenson is responsible for leading the world’s largest association of life insurance and financial services companies, representing more than 1200 financial services companies across 60 countries. Most recently, he was a principal at Edward Jones and served on its management committee from 2015-2018. Levenson was responsible for all products distributed through its network of 17,000 advisors in the U.S. and Canada. Prior to joining Edward Jones in 2012, he was president of wealth management at The Hartford Financial Services Group, responsible for the firm’s individual annuity, individual life, mutual fund and retirement plan businesses.
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Haojian Li
Founder & CEO
TopMDRT
As the founder & CEO of TopMDRT, Mr. Li is a member of the Internet Insurance Expert Committee under the Insurance Association of China, a successful internet insurance entrepreneur, and has been recognized as one of the top five managers at AIA. In 2007 he co-founded Xiangrikui Insurance, Funaodai Insurance and Xiaobai Insurance, and following the success of these businesses he used his internet insurance industry experiences to found TopMDRT in 2015. TopMDRT now empowers agents to expand their online business through social media and micro-websites, and in just three short years it became the number one Chinese online self-insurer, with more than 5 million users and owning over 60% of market share.
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Chongwen Lin
Chairman and President
GM Financial Service
Mr. Lin entered the insurance industry in 1976 and has held a bariety of senior positions at local and multinational life insurers including deputy general manager of Taiwan's First Life Insurance, the executive deputy general manager of Taiwan Life, and president of Manulife-Sinochem Life Insurance Co., Ltd. In 2012 he founded GM Financial Service which he has built on his belief in "cultivating talents, developing teams". Using a rigorous and meticulous management style he has developed many industry elites across the Taiwan Strait, all whom embrace the values of “Respect, Integrity, Benefit Others and Thankfulness”. He is strongly dedicated to the idea of continuous education, and supports multiple public welfare and charity programs throughout the country. Mr. Lin has written two books, "Elite Team" and "Weightlifting".
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Jason Liu
CEO
Leapstack, Inc.
Graduated from Tufts University with a Master’s degree in Electrical and Computer Engineering. He used to work for Telenav Inc. in Silicon Valley, as a senior software engineer. He led the development team on big data recommendation system to provide the LBS modeling support. He returned to China in May, 2016 to found Leapstack, which focuses on healthcare insurance anti-fraud services. Based on big data technologies, AI algorithms and comprehensive system solutions, Leapstack owns the most advanced anti-fraud services for healthcare insurance and long-term care insurance products in China. Currently, Leapstack has provided services for multiple clients, including China Life, PICC, Pingan and etc. With the hands-on experience on big data technologies, anti-fraud services from Silicon Valley, Leapstack is capable of helping the insurance companies with the claim funds control, lowering the claims expense, increasing their services quality, markets competence and markets share.
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Sam Nakachi
Assistant General Manager of Marketing Planning Department
Sumitomo Life Insurance Company
Sam Nakachi joined Sumitomo Life Insurance Company in 1993, and has held roles in a variety of departments including business planning, sales, sales education, their New York Representative Office, and the WELL’s Development Department (the male sales channel). In 2014 he moved to Indonesia after Sumitomo acquired shares in BNI Life, a subsidiary of PT Bank Negara Indonesia. He returned back to Japan in 2016, and currently serves as the Assistant General Manager of the Marketing Planning Department. Sam received his MBA from Vanderbilt University in Tennessee.
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Edwin Si
Managing Director, China
LIMRA and LOMA
Mr. Edwin Si is Managing Director of LIMRA & LOMA China. Prior to joining LIMRA and LOMA, he worked for 25 years in China;s life insurance industry, responsible for training, marketing and sales of Chinese and foreign life insurance companies such as American International Assurance, Xinhua Life Insurance, Allianz, Everbright Sun Life and other subsidiaries. Edwin has extensive experience with the introduction and creation of insurance agent systems, as well as reforming and redesigning marketing systems, agent systems, and training systems.
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Xiaohong Sun
Vice President
Aeon Life Insurance Company Ltd.
Sun Xiaohong is currently the vice president of Aeon Life, in charge of individual insurance. Prior to her current role, Ms. Sun held various positions at Ping An Life, including Manager of the Hefei branch, Assistant Supervisor of Sales at Ping An Life’s headquarters, General Manager of Marketing and Sales (Zhongxi Division) and General Manager for the Ping An Life Shanxi Branch. As a 24 year industry veteran, she has extensive insurance management experience, and is well regarded for leadership and success in the areas of strategic management, performance management, corporate culture, team building, and training.
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Hugh Terry
Founder
The Digital Insurer
Hugh Terry is an experienced insurance professional with more than 20 years’ experience in the Asia Pacific region covering insurance companies, business consulting, and successful set-ups and exits from his own businesses. As the Founder of The Digital Insurer, the world’s largest knowledge community of more than 30,000 professionals interested in working together to accelerate the digital transformation of insurance, Hugh’s personal business objective is to help insurance and technology companies create and execute innovative business development strategies. Central to this is to anticipate and leverage trends in digital technologies, as these are having a profound impact on existing business models as well as opening up new opportunities. Hugh is an actuary by profession.
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Jun Wu
Founder and CEO
Shenzhen Kaopubao (KPB) Technology Development Co., Ltd.
Jun WU is an award-winning Chinese Internet insurance pioneer and Key Opinion Leader. He is the founder and CEO of Shenzhen Kaopubao (KPB) Technology Development Co., Ltd, and is a member of Third-Party Internet Insurance Expert Committee under the Insurance Association of China. With 21 years of insurance industry experience, Mr. Wu has seen first-hand how the processes of China's insurance Internet have innovated to become better equipped with the ability to handle multi-level and multi-service lines at all areas of the business. He is passionate about helping to energize insurance with a “technology + insurance” mindset, and was the originator of several innovative solutions including "Mobile Intergraded Terminal" and "Intelligent Insurance".
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Jutian Wen
Member of the 18th National Congress of the Communist Party of China, Marketing Director
China Taiping Life Insurance
Ms. Wen Jutian has previously served as Senior Manager of Pingan Insurance, then Regional GM of Taiping Life Insurance, Sichuan Branch. She is currently the Marketing Director of Taiping Life Insurance, Sichuan Branch. She has received several awards, including: “Best Practices in Asset Management,” “China Insurance Notable Person of the Year,” “May 1st National Labor Medal of the Finance Industry,” and the “Chinese Finance Industry Virtue Award.”. Ms. Wen is actively engaged in, and generously donates to the China Hong Foundation. This organization focuses on “left-behind children” who live in poverty in rural areas, usually cared for by their grandparents, when their parents migrate to cities to find work. She had also donated to a childhood education program in Sichuan and participates in an Autism support program.
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Johnny Wu
International Celebrity Magician & Speaker
Johnny Wu is a self-taught magician that has been entertaining for more than 15 years, using a combination of ancient Chinese mysticism, sleight of hand, modern technology, mind-reading, hypnotism, and telepathy. Based in Los Angeles, California he has performed for multiple celebrities as well as some of the world’s most notable brands including Tesla, Google, Rolex, Apple, Disney and BMW.
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David Yu
Chief Agency Officer
Sino-US United Metlife Insurance Company Limited
Mr. Yu Jian joined Sino-US United Metlife in July of 2018 as the head of the consulting marketing channel. Prior to joining Sino-US United Metlife, he held several other key industry roles including head of individual channel at ICBC AXA and at Aviva-Cofco, an investment consultant at Investors Group Financial Service in Canada, and General Manager of the individual insurance department at Huatai Head Quarters and Deputy General Manager at their Beijing Branch. He began his career in life insurance in 1996 at China Life Yangzhou Branch, after graduating from Nanjing University in 1992 with a bachelor's degree in applied physics.
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Ping Zhao
Chief Strategy Officer, Greater China
LIMRA LOMA
A management professional graduate, Ms. Zhao spent more than ten years in different departments at various financial news outlets including the "21st Century Business Herald". Her time spent as a financial journalist, senior journalist, senior editor, deputy director of financial content, and director, provided her with extensive experience tracking China's financial and insurance industry reforms and development trends, as well as a variety of other in-depth industry news reports.