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아시아 판매채널 컨퍼런스

미래의 영업설계사

2016년 11월 17일 목요일 - 2016년 11월 18일 금요일
로열 오키드 쉐라톤 호텔 & 타워, 방콕, 태국

개요

참석자

보험회사, 금융회사의 영업채널 전문가그룹. 개인영업부, 은행, 대체채널, 리크루팅, 교육훈련, 마케팅 책임자를 포함하고 있습니다.

Closing Keynote Speaker

Eric TianEric Tian, Director of Marketing, Nice (the “Instagram of China”)
Former Director of Marketing & Partnerships WeChat

Respected marketing executive Eric Tian recently joined Nice, where he leads marketing, public relations, sales, and trade for Nice, the most popular photo social app in China. Eric joined Nice from WeChat, where he led highly-visible marketing efforts and partnerships, including the NBA, LinkedIn, Coca-Cola, eBay, Chanel, Cisco, and the CCTV Lunar New Year’s Gala. Eric previously worked at Nike, where he led brand marketing for their basketball, Jordan, and training lines. He began his career with Li-Ning Sports Goods in Beijing before becoming a senior product manager at their office in Portland, USA.

강조

컨퍼런스 이틀동안 영업전략, 영업 노하우, 판매채널 관리, 영업 교육에 관한 선진지식을 가진 보험업계 리더와 전문가들이 발표를 할 것입니다.

아래의 제목에 대해 가장 최근의 트렌드, 리서치, 미래예측을 위하여 빨리 참가 등록하시기 바랍니다:

• Y세대 고객과의 연결고리
• 독립영업채널 (GA)의 소개 및 확장
• GA 채널의 강화
• 최고의 영업지점장 개발방안
• 소셜미디어를 통한 영업 성장전략
• 옴니채널의 영업
• 방카슈런스 협력 성공 모델
• 디지털 파괴의 포용
• 그리고 더

프로그램 안건과 발표자들이 확정되는 대로 지속적으로 상세한 정보를 보게 될 것입니다.

작년 Asia Distribution Conference 프로그램을 보시려면 여기를 클릭해 주세요

연설자

Chief Executive Officer 

Chief Executive Officer 

Scott is a passionate banking innovator with a love of helping people gain better access to their money and the tools to manage it. Along with Movenbank founder Brett King, Scott is challenging the entrenched paradigms of banking with disruptive new mobile services aimed at consumers and emerging markets. He ties the modern trends of social media and mobile services with the age-old business of banking with ease. Scott is a charismatic and knowledgeable speaker, unafraid to challenge the existing financial services industry and banking start-ups alike, and holds the rare gift of possessing technological insight and an understanding of the consumer mindset. He has presented keynote addresses throughout the world and was listed in the OboPay Influencers Report as the number one influencer on Twitter for Mobile Commerce, Mobile Banking, Mobile Payments & Mobile Money.

 마르크발롴, 마린아시아파트너

  • 2016년 11월 17일 목요일

    3:45 p.m. - 5:00 p.m.: Executive Panel: Elevating Advisor Quality and Productivity

 마르크발롴, 마린아시아파트너

마르크는 리더십 어드바이저와 서치 펌인 말린 혹, 아시아 파트너 입니다.  그는 아시아의 금융산업과 보험에 집중하여 왔습니다.  그는 또한 글로벌 회사 고객에게 질 높은 고객 서비스 경험에 대하여 자문을 하고 있습니다.  마르크는 자국인 독일뿐만 아니라, 유럽, 아시아에서 활동하고 있습니다.  그는 변화의 시기에 고객회사들이 리더십을 발휘할 수 있도록 도쿄, 싱가포르, 홍콩 지역 본부에서 함께 일을 하였습니다.   그는 여러가지 기능을 망라하는 C-suite 탤런트를 발견하였고, 미래 비즈니스 리더십에 대한 디지털 변화의 충격에 대하여 특별한 관심을 가지고 있습니다.
Chief Executive Officer, Group Agency Distribution
  • 2016년 11월 17일 목요일

    3:45 p.m. - 5:00 p.m.: Executive Panel: Elevating Advisor Quality and Productivity

Chief Executive Officer, Group Agency Distribution

Joe Cheng leads AIA Group’s agency distribution system. He formulates the overall strategy that delivers on short- and long-term business objectives. During his 28 years with AIA, Joe has held a number of important roles including General Manager for Macau, General Manager for Shenzhen, and Chief Agency Officer for AIA Hong Kong. Over the past five years, Joe has very successfully led the Premier Agency transformation for AIA Hong Kong and Macau with the launch of AIA Premier Academy, Gen Y Club, and the Revitalisation Programme. These programs have elevated recruitment quality, sales activity, and productivity — and significantly increased the number of MDRT qualifiers. Joe holds a B.A. in Industrial Relations and Economics from The University of Kent at Canterbury, UK. His commitment to others’ success includes acting as a business volunteer in Junior Achievement Hong Kong.
, FSA
Head of AIA Vitality
  • 2016년 11월 18일 금요일

    9:00 a.m. - 9:45 a.m.: Wellness Trends, Customer Engagement, and Shared Value

, FSA

Head of AIA Vitality

Terry Cummings has over 20 years of international life insurance experience covering Asia, the Middle East, Europe, and North America. He has held senior management positions including Chief Operations Officer, Chief Marketing Officer, and Chief Actuary with major multinational life insurers and consulting firms. Terry’s areas of practice include product development, distribution, marketing, operational efficiency, financial reporting, mergers, acquisitions, and distribution agreements.
, LUTCF, CLTC

 Regional Director, Agency & Broker Distribution, Asia 

  • 2016년 11월 17일 목요일

    10:30 a.m. - 11:15 a.m.: Building an Agency from the Ground Up

, LUTCF, CLTC

 Regional Director, Agency & Broker Distribution, Asia 

James DeLong has a broad range of leadership experiences in all aspects of insurance distribution, marketing, product development, and financial P&L management. This includes direct experience restructuring agency distribution and other channels, corporate business consulting, and training and development. He has held a variety of senior positions in life, retirement, and general insurance operating companies within Asia and the U.S., including Chief Commercial Officer for AIG New Zealand; Regional Director of Group & Employee Benefits, Individual Medical & Credit Life, for AIG; and Vice President, Financial Securities & Insurance Distribution, for Allstate Insurance Company. Based in Asia since 2002, James has led and developed distribution channels in numerous countries throughout the region.
Partner
  • 2016년 11월 18일 금요일

    9:45 a.m. - 10:30 a.m.: Managing the Future: Insurance Regulation

Partner

Jonathan Goacher leads the corporate insurance practice in Asia for DWF LLP, an award-wining legal business with 27 offices across four continents and 2,800+ staff. He has over fifteen years of experience at leading international law firms, advising life and non-life insurers & reinsurers, insurance brokerages & agents, loss adjusters and other insurance organizations on how to start and conduct business in Asia. His practice deals with matters such as business establishment, joint ventures, public and private mergers & acquisitions, complex corporate reorganizations, capital and solvency requirements, portfolio transfers, reinsurance, currency controls, sanctions and regulation of cross-border insurance business. Jonathan began his legal career in the United Kingdom and he is also a licensed attorney in New York.
Head of Delivery & Services

Head of Delivery & Services

John Huynh heads the Delivery and Services team for EAB Systems, a leading enterprise software company in the Asia Pacific. He and his team help companies accelerate product introductions to markets, enhance distribution capabilities, and automate administration processes. For the past decade, John has focused on business process improvements and system solution implementations for the life insurance industry. He leads business analyses and feasibility studies for large enterprise resource planning (ERP) projects that integrate applications, improve business management, and automate back office functions. He has held senior business analyst, project management, and consulting roles for CLDS, Ageas, AXA, IBM, PwC, Zurich Financial, and Suncorp.
앤디 , CFP, FLMI, AIAA, ACS, MBA, LLIF
LIMRA 영업교육 해외 팀장
  • 2016년 11월 17일 목요일

    3:45 p.m. - 5:00 p.m.: Executive Panel: Elevating Advisor Quality and Productivity

앤디 , CFP, FLMI, AIAA, ACS, MBA, LLIF
LIMRA 영업교육 해외 팀장

앤디 쿠는 회사의 성장 전략, 설계사의 생산성 향상, 그리고 회사의 수익성 성장을 이끌어 내는 국제 생명보험 전문가 입니다. LIMRA에서, 그는 생명보험과 금융기관 회사들을 위하여 세계적으로 가장 규모가 큰 트레이닝과 개발 자원을 이끌고 있습니다. 앤디는 각 회사의 상황을 평가하고, 그에 따른 전략을 개발하고, 국가의 경계를 뛰어넘어 그 지역에 맞는 수준의 교육을 실시하고 있습니다. 그는 또한, 새로운 세대의 설계사들을 유치하고 정착시키는 데 도움을 주는 LIMRA의 새로운 ‘ Y세대 세미나 시리즈’ 를 개발하였습니다. 앤디는 뉴욕에 있는 AIG 생명 미본사 직할조직에서 필드 관리와 개발 부사장으로 근무하였습니다. 그는 또한 50개가 넘는 국가의 설계사와 지점장 관리의 개선을 이끌었습니다. AIA 아시아와 AIG미국에서의 앤디의 경력은 4개 각각 다른 국가에서 일하면서 각국의 팀을 개발하고 리드하였습니다.
, MBA, MSc
Regional Director, Digital Strategy and Solutions, Asia
  • 2016년 11월 17일 목요일

    1:30 p.m. - 2:15 p.m.: A Successful Omnichannel Sales Approach

, MBA, MSc

Regional Director, Digital Strategy and Solutions, Asia

Valer Merenyi is a seasoned digital business builder and financial services executive with 20 years of experience in strategic projects and programs in retail banking, corporate banking, and insurance. He has held a number of senior positions in financial services and consulting companies across Asia and Europe, often with a significant responsibility for IT and/or change initiatives. Over the past few years Valer has led the front office transformation program of a UK bank's international wealth business, built a robo-adviser proposition for a German direct bank, and initiated and ran the Intelligent Assistant program of a Dutch retail bank. Back in Asia since May 2016, Valer is leading Ageas' digital efforts across various channels and 7 countries.
Executive Director, Regional Bancassurance

Executive Director, Regional Bancassurance

Fabian Ng recently joined DBS Group to lead all General Insurance distribution channels for Singapore, Hong Kong, Indonesia, China, India, and Taiwan. He is focused on bringing in new technologies and lead allocation models to improve productivity. Fabian’s long career in insurance and financial services began with AIA Singapore and has included senior leadership roles with AIG, its subsidiaries AIA and ALICO, Ernst & Young, Great Eastern Life, ReMark Asia Pacific, and UOB Bank. At these companies, he has led successful distribution channel startups and greatly expanded sales through existing channels, including agency, bancassurance, direct, and worksite.
CEO, RGA Korea and CMO, Asia
  • 2016년 11월 17일 목요일

    3:45 p.m. - 5:00 p.m.: Executive Panel: Elevating Advisor Quality and Productivity

CEO, RGA Korea and CMO, Asia

Michael Shin is Chief Executive Officer of RGA Reinsurance Company Korea Branch (RGA Korea), with executive oversight of all business activities in Korea. He also serves as Chief Marketing Officer, Asia, with responsibility for RGA’s Asia Pacific region. His insurance industry experience spans nearly three decades. Prior to joining RGA, he served as Executive Vice President and Chief Marketing and Distribution Officer of New York Life Korea (now ACE Life), where his responsibilities included agency distribution, marketing, product design, and oversight of Corporate Communications. He was also with Samsung Life Insurance South Korea, where he was Corporate Vice President, Channel Strategy and Planning, and Senior Vice President and Chief of Advisors and the Financial Planning Center. Earlier, Michael spent more than 15 years with Prudential Financial Insurance, where he was Managing Director for the Asian market in the United States.
FinTech Thought Leader
Spokesperson, IBM Risk and Investment Analytics

FinTech Thought Leader
Spokesperson, IBM Risk and Investment Analytics

Paolo Sironi is a recognized author of portfolio management and financial innovation. In his current role he links strategic innovation in Finance and Technology, demonstrating international expertise in Wealth and Asset Management, Risk Management, Trading and Technology. A pioneer in understanding the practical implications of AI and FinTech digitalization to manage institutional risks and personal wealth, he founded a FinTech joint-venture (2008) to integrate investment management and Goal Based Investing principles. The company became a part of IBM (2012) following the acquisition of funding partner Algorithmics, a world leader of risk management architectures. Paolo has a decade-long quantitative expertise; he was previously head of market and counterparty risk modeling at Banca Intesa Sanpaolo. Author of “FinTech Innovation: from Robo-Advisors to Goal Based Investing and Gamification”, “Modern Portfolio Management: From Markowitz to Probabilistic Scenario Optimisation”, and co-author of “The FinTech Book”. Paolo’s posts can be read on LinkedIn, Twitter @thepsironi or his personal website thepsironi.com.
Managing Director, APAC
  • 2016년 11월 18일 금요일

    11:00 a.m. - 12:30 p.m.: Panel: The Digital Advisor Journey

Managing Director, APAC

Jason is responsible for Hearsay Social’s business across Asia-Pacific where he serves the fast-growing and diverse needs of customers in the region. Jason was an early member of Hearsay Social’s Customer Success team, where he led the growth and scaling of the team globally. He also drove some of Hearsay Social’s largest deployments in partnership with its clients. Prior to joining Hearsay Social, Jason spent four years in Salesforce.com’s Customer Success organization working with clients spanning the mid-market to the Fortune 500. His background includes financial services at Royal Bank of Canada and entrepreneurial work as the co-founder of a successful online media startup in 2006. Jason is an Honours Bachelor of Commerce graduate from Queen’s University in Kingston, Ontario.
Hugh Terry
Founder and Editor, The Digital Insurer
  • 2016년 11월 18일 금요일

    11:00 a.m. - 12:30 p.m.: Panel: The Digital Advisor Journey

Hugh Terry

Founder and Editor, The Digital Insurer

Hugh is an experienced insurance professional with more than 20 years’ experience in the Asia Pacific region covering insurance companies and providing business consulting. Hugh is an actuary by profession. The Digital Insurer, www.the-digital-insurer.com, is an online forum for professionals interested in the application and impact of technology on insurance business models. The forum contains strategic articles and case studies to help people in the insurance industry plan how to use digital technology and digital thinking in their own businesses. Hugh’s personal business objective is to help insurance companies create and execute innovative business development strategies. Central to this is anticipating and leveraging digital technologies that will have a profound impact on existing business models and open up new opportunities.
Director of Marketing, Nice (the “Instagram of China”) and Former Director of Marketing & Partnerships WeChat

Director of Marketing, Nice (the “Instagram of China”) and Former Director of Marketing & Partnerships WeChat

Respected marketing executive Eric Tian recently joined Nice, where he leads marketing, public relations, sales, and trade for Nice, the most popular photo social app in China. Eric joined Nice from WeChat, where he led highly-visible marketing efforts and partnerships, including the NBA, LinkedIn, Coca-Cola, eBay, Chanel, Cisco, and the CCTV Lunar New Year’s Gala. Eric previously worked at Nike, where he led brand marketing for their basketball, Jordan, and training lines. He began his career with Li-Ning Sports Goods in Beijing before becoming a senior product manager at their office in Portland, USA.
Co-Founder and Executive Director

Co-Founder and Executive Director

Over 2+ decades of experience in Insurance domain across Asia, his expertise lies in successfully engaging with Insurers for their distribution transformation programs and digital initiatives. In recent years, he has championed various initiatives with the leading global insurers in Asia for Digital Distribution and Core Operational Process Transformations.
He has an engineering degree and is a post-graduate in management (Marketing).
As one of the Co-founder & Executive Directors of C2L BIZ, he is responsible for Sales & Marketing, Business Growth and Managing Customer Relationships. He is a speaker and thought leader in various industry fora and summits.

Senior Vice President and Managing Director, International Operations

Senior Vice President and Managing Director, International Operations

이안 왓츠씨는 LIMRA LOMA의 아시아 , 라틴 아메리카, 아프리카, 중동 지역의 총괄 책임자 입니다.   2013년 LIMRA LOMA에 조인하기 전에 그는 ACE 생명 글로벌 COO를 역임하였고, AIG, AIA의 인도와 중국의 CEO 를 역임 하였고 영국, 중동, 라틴 아메리카에서 근무하였습니다.
Senior District Director
  • 2016년 11월 17일 목요일

    11:15 a.m. - 12:00 p.m.: Developing Top Agency Managers

Senior District Director

Marcus Wong has been a financial planner for AIA since 1997. He has won numerous management awards from GAMA including their prestigious Frontline Leader Award, International Management Award, Best Growth Award, and Master Agency Award. He is a life member of MDRT and a founder and Team Builder of a “Round Table Family”, with 4 districts, 300 agents, and an average of 30 Million US Dollars FYP per year.

의제

등록

Thank you for your interest in the LIMRA and LOMA Asia Distribution Conference. Due to high demand, we have run out of seats for the conference. Registration is now closed.

We look forward to seeing you at future conferences. Please contact Ms. Megan Schwartz if you have any questions at mschwartz@limra.com

Cancellation Policy 

All cancellations and refund requests must be received in writing. These requests carry a $100.00 U.S. administrative charge. Full refunds minus the administrative fee will be granted on written requests received no later than ten business days before the meeting. No refunds will be granted if the request is received within ten business days of the meeting. If for any reason a meeting is cancelled, the Conference Organizers will refund the total registration fee. However, the Conference Organizers will not be responsible for any travel, hotel accommodations or other costs incurred. Cancellation requests should be submitted to meetings@loma.org.

호텔/장소

로열 오키드 쉐라톤 호텔 & 타워
2 Charoen Krung Road
Soi 30 Captain Bush Lane, Siphaya, Bangkok
Bangkok 10500 Thailand
전화:+66 (2) 266 0123
 

2016LIMRA-LOMA Asia Distribution Conference 참석하는분들은아래의단체할인숙박요금으로호텔을예약할있습니다:

  • Deluxe River View Room - THB 5,200 (Single) / THB 5,800 (Double)
  • Club Executive Room - THB 7,700 (Single) / THB 8,700 (Double)

 이요금은 10% 서비스요금과정부의세금을포함한가격입니다.

특별컨퍼런스단체할인요금은컨퍼런스 3일전부터 3후까지적용이되고, 아래의것을포함하고있습니다.

  • 매일조식
  • 강변
  • 초고속인터넷
  • 체크인시환영무료음료
  • 룸에환영과일과무료물음료
  • 룸에무료커피/
  • 무료사우나와사용권
  • 오후 3시이후체크인이고 12시까지체크아웃

    마감일 : 2016 10 14.   2016 10 14일이후에받는예약신청은빈자리가있을경우만가능합니다.  따라서마감일전에예약하시기바랍니다.

     온라인 : http://www.royalorchidsheraton.com/

     비자 요건:

    일부 참가자는 태국 입국 시 비자가 필요할 수 있습니다. 여행을 준비하기 전에 현지 태국 대사관 또는 영사관에 문의하여 최신 정보를 확인하시기 바랍니다. 비자 발급용 초청장은 참가비를 납부한 등록자에게만 제공됩니다. 초청장을 요청하려면 LIMRA의 Megan Schwartz에게 이메일(mschwartz@limra.com)로 문의하십시오.

    Become a Sponsor or Exhibitor

    Sponsors and Exhibitors

    2016 연차회의 스폰서 기업에 감사드립니다

    Media Partners

    더 자세한 사항을 위해 LIMRA에 문의:

    Ms. Trish Sasso, BS, MLS

    International Conference Coordinator

    LIMRA and LOMA

    psasso@limra.com