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2023 LIC Preneed Forum

Succeeding in Preneed

11/15/2023 CST - 11/16/2023 CST
Hosted by National Guardian Life, Madison, WI

Overview

Who Attends

All senior management executives involved in or interested in preneed should attend this one-of-a-kind networking and educational meeting.

Highlights

The itinerary includes meeting sessions 8:00 a.m. to 4:00 p.m. on Wednesday, November 15, followed by a networking reception, and meeting sessions 8:00 a.m. to 12:00 p.m. on Thursday, November 16, 2023.

The program features thought-provoking keynotes, preneed case studies, preneed industry research, marketplace and product updates, and open discussion with peers in the business. Gain insight and practical ideas on:

  • Strategies for profitability in the current economic environment
  • The future of funerals and preneed insurance
  • Digital innovations for preneed
  • Recruiting and prospecting strategies

Here is what past attendees said of the LIC Preneed Forum:

“I like the fact that the attendance is generally limited to C level employees. This adds a unique dimension and candor that normally can't be found at other gatherings.”

“It is a good opportunity to collaborate with others in the business about the business. If you are in preneed…you should attend. I represent one of the insurance companies and it was good to have my competitors participating.”

“It is well worth the time and expense.”

Speakers

Sheldon Bernard
Founder, A440 Management LLC

  • Thursday, November 16, 2023

    9:15 am - 10:00 am: GENERAL SESSION

Sheldon Bernard

Founder, A440 Management LLC

Sheldon Bernard, founder of A440 Management LLC, is a pioneer in applied decision sciences, specializing in confronting complex issues and uncertainty. He has pioneered the DIRECT™ framework to enable organizations to make better decisions under uncertainty. With 15+ years of expertise, he has led innovative ‘special projects’ for Fortune 100 executives, leveraging the decision sciences and Bayesian methods in strategic decision-making. Sheldon’s experience includes successful undertakings in special situations, venture development, M&A, and corporate strategy. Sheldon chairs the Knowledge Sharing Council of the Society of Decision Professionals, where he extends decision science into non-traditional domains. He earned a Business degree from Wayne State University and his MBA from the University of North Carolina at Chapel Hill.

Kenneth W. Gronbach
KGC Direct, LLC

  • Wednesday, November 15, 2023

    11:00 am - 12:00 pm: GENERAL SESSION

Kenneth W. Gronbach

KGC Direct, LLC

Kenneth W. Gronbach is predicting that the United States and the Americas, because of their superior demographics over any other continent, will excel culturally and economically in these uncertain times.

Ken is president of KGC Direct, LLC and is an internationally respected demographer who has been able to forecast societal, commercial, economic, cultural, and political phenomena with uncanny accuracy. Ken’s unusual blend of marketing savvy and common-sense demography, based on over twenty-five years of proprietary demographic study, sets him apart. Ken keynotes all over the United States and the world. His company does high value customized demographic research. You will find that Ken’s steadfast position, that the United States is the best nation on earth and his firm belief that the country’s best days are ahead, season his spirited presentations with an unmistakable pro-American enthusiasm.

Ken is the author of the best-selling book The Age Curve: How To Profit from the Coming Demographic Storm. His first book, Common Census, the Counter-Intuitive Guide to Generational Marketing, was released in 2005. Ken’s 2011 book Decades of Differences: Making it Work is a comprehensive guide to coping with three generations in the workforce. Ken’s book, Upside: Profiting from the Profound Demographic Shifts Ahead, was published in April of 2017.

Come explore the common-sense, but very counterintuitive and fascinating realm of demography. Let Ken Gronbach bring you into his world of counting people. What nations are demographically doomed and which ones will dramatically prosper? How will the workforces change? Why is a nation’s demographic dependency ratio so important? Exactly what is a demographic dividend? Why is fertility becoming a major international issue and concern? Learn this and more from Ken Gronbach’s presentation!

Steve Shaffer, FLMI, CPA
Board Chair, President and CEO, Homesteaders Life Company

  • Wednesday, November 15, 2023

    1:00 pm - 2:30 pm: GENERAL SESSION

Steve Shaffer, FLMI, CPA

Board Chair, President and CEO, Homesteaders Life Company

Steve Shaffer, Board Chair, President and CEO of Homesteaders Life Company, is a well-known and influential executive in the funeral and cemetery business. Prior to joining Homesteaders, he co-founded and served as President-CEO of Foundation Partners Group, LLC. He led an organization created to combine the best aspects of conventional end-of-life care with new ideas and technologies. Steve also co-founded and served as CFO and Executive Vice President for Keystone Group Holdings from 1996 through 2010. He has completed two three-year terms as a Funeral Service Foundation Trustee and served as the Chair of that organization in 2015.

Steve’s experience in and commitment to the funeral service profession helps ensure Homesteaders is well-positioned to continue its strong tradition of growth, profitability and financial strength.

Agenda

Registration

Early Registration Fee:
LIC Members: $950

LOMA/LIMRA Members: $1,050
Non-members: $1,150

Standard Registration Fee (after 10/23 cutoff date):
LIC Members: $1,150
LOMA/LIMRA Members: $1,250
Non-members: $1,350

Group Discount (insurance companies and fraternals only):
After the first two paid registrations, additional registrations from your company are 75% off using the promo code GRP75.

Fraternal Discount:
The American Fraternal Alliance is sponsoring $100 off registration for its fraternal leaders: register at the AFA Website.

Cancellation Policy:
All cancellations and refund requests must be received in writing — please submit your request to customer.service@limra.com. A full refund is available until November 3, 2023. Cancellations received after the deadline will be charged a $100 (US) administrative fee. If the meeting is cancelled (not even held virtually), LIC will refund the total registration fee. However, LIC will not be responsible for any travel, hotel, or other costs incurred. Registrants are responsible for canceling their travel reservations.

Hotel / Venue

The Edgewater Hotel

1001 Wisconsin Pl
Madison, WI, USA, 53703

(608) 535-8200

To book your hotel reservation at the group rate of $219 (plus applicable taxes), please call Collin Ydunate at 608-535-8172. Be sure to mention that you are attending the LIC Preneed Forum.

The Edgewater Hotel is a 2-minute walk from the meeting at National Guardian Life. The hotel offers valet and self-parking and shuttle transportation to Dane County Regional Airport (MSN). It’s about 1.5 hours’ drive from Milwaukee’s General Mitchell International Airport (MKE) and about 2 hours from O’Hare International Airport in Chicago (ORD).

Meeting Location:
The meeting will be held at the office of National Guardian Life, 2 E Gilman Street, Madison, WI 53703.

Become a Sponsor

There’s no event in the industry more targeted to preneed carriers, and there’s no better way to demonstrate your support of the meeting and this market than to become a sponsor. Your sponsorship will provide maximum visibility and marketing exposure at the meeting and includes one registration. Reserve your sponsorship today!

Thank You To The Following Sponsors

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