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LIC Webinar: Strategy Execution

Presented by Heaton Consulting

4/24/2024 2 - 3 p.m. ET
Virtual

Overview

Highlights

LIC Strategy Execution Series
Aligning Marketing, Operations, and Products
To Create a Deliverable Value Proposition
PART 1

Brand Promise + Strategy Execution = Positive Outcomes
An LIC Operations & Project Management Committee Webinar
Presented by Heaton Consulting
April 24, 2024, 2-3 p.m. Eastern

Promoting a valued brand promise to customers and agents, delivered through developed strategies and following your execution plan, will yield positive outcomes and customer loyalty for your company.

This session will present a high-level overview of holistic strategic planning and how harnessing the inter-relationships between all facets of the insurance organization will improve individual components and overall performance. Case-study examples will be provided to illustrate the processes and outcomes.

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 first 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, 2-3 pm ET
Goal:  Understand how harnessing the inter-relationships between all facets of the insurance organization will improve individual components and overall performance.
Sign up for Webinar

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 (April 23, 2024). For cancellations received after that date, registration fees will not be refunded but substitutions are allowed.

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