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LIC Webinar: Operations and Innovation

Presented by Heaton Consulting

9/24/2024 3 - 4 p.m. ET
Virtual

Overview

Highlights

LIC Strategy Execution Series
Aligning Marketing, Operations, and Products
To Create a Deliverable Value Proposition
PART 3

Operations & Innovation: Harnessing Internal Assets to Increase Revenue as the Result of Innovation and Operational Planning 
An LIC Operations Committee Webinar/Presentation
Presented by Heaton Consulting
September 24, 2024, 3-4 p.m. Eastern*

Technology and customer expectations are continually evolving. To maintain or grow market share, you will at some point be facing decisions on big operational investments. What role does the brand promises, company long-term strategy, external stakeholder feedback and customer value, among other items, weigh on these major decisions? Understand how to improve decision-making and outcomes when pursuing large operational investments.

*This webinar/presentation will be part of the 2024 LIC Operations Committee Meeting in Baltimore, September 24-25, 2024 (www.loma.org/LICOPS). If you're planning to attend the meeting your registration will automatically include this session. Participants not planning to attend the full meeting are welcome to register here to attend the webinar online. Please note that the session time may change as plans for the full meeting are completed. Questions? Contact lic@loma.org.

Who Should Attend

This webinar will be valuable for CEOs, COOs, CMOs, project management executives and other senior management of small-to-midsize life and annuity companies and fraternal organizations.

LIC Strategy Execution Series

This is the third of a three-part series presented by Heaton Consulting for LIC members, on how aligning marketing, operations, and products will create a deliverable value proposition to agents and consumers. 

Part 1: Brand Promise + Strategy Execution = Positive Outcomes
An LIC Operations/Project Management Committee Webinar, April 24, 2024
Goal:  Understand how harnessing the inter-relationships between all facets of the insurance organization will improve individual components and overall performance. View Recording

Part 2: Brand, Marketing and Sales Impact
To be presented at the LIC Marketing & Distribution Virtual Meeting, July 25, 2024, 2:30-4 pm ET
Goal: Understand how customer assessments (customer preferences, segmentation, buyer personas, and prospect profiling) coordinated with corporate planning creates stronger internal alignment – enhancing performance and strengthening the brand promise with external stakeholders. 
Sign up for Webinar Only  |  Sign up for entire LIC Marketing & Distribution Virtual Meeting

Part 3: Operations and Innovation
To be presented at the LIC Operations Committee Meeting, September 24, 2024, 3-4 pm ET
Goal: Understand how to improve decision-making and outcomes when pursuing large operational investments. 
Sign up for Webinar Only  |  Sign up for entire LIC Operations Committee Meeting

Presenters

Tim Heaton
Managing Member, Heaton Consulting

Tim Heaton

Managing Member, Heaton Consulting

Tim Heaton is Managing Member of Heaton Consulting, LLC. Tim is a highly accomplished leader, renowned for his proactive and results-driven approach. He has consistently guided insurance organizations to attain their revenue, profit, and business growth objectives. Tim collaborates with company leadership to drive growth through sound strategic development and execution. His career highlights include successfully leading a company through a dramatic turnaround, managing system installations and conversions, cultivating strategic partnerships, and innovative new life and health insurance products. He was responsible for corporate planning at three companies; coordinating planning, communication and execution company wide.  He also held top Actuarial officer positions and product line of business responsibilities at life and health insurance companies. 

Mark Rothwell
President, The Brand Matters

Mark Rothwell

President, The Brand Matters

Mark Rothwell is President of The Brand Matters. He is an entrepreneurial minded executive with extensive management, strategic marketing, and brand transformation experience, that has successfully inspired consumer engagement efforts with great brands across multiple industries.  He has over 25+ years of marketing leadership with Oscar Mayer, The Coca-Cola Company, Miller Brewing Company, Famous Footwear, Dean Health System, American Family Insurance and WPS Health Solutions.  Under his leadership, he helped deliver significant improvements in key brand health metrics, consumer satisfaction and overall business results (market share, revenue and profitability). 

Registration

This LIC Webinar is open to all registrants. Access instructions will be provided in your registration confirmation email.

  • LIC Member: $30
  • Nonmember: $45
  • Group Discount: After two paid registrations, use code GRPCOMP for the third and additional attendees to attend for free.
  • Fraternals: AFA Member Societies registration is fully sponsored - register at the AFA Website. 

Cancellation Policy

All cancellations/substitutions and refund requests must be received in writing - please submit your request to customer.service@limra.com. A full refund is available until one day before the meeting (July 24, 2024). For cancellations received after that date, registration fees will not be refunded but substitutions are allowed.

Register

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