2021 Latin American Virtual Conference Agenda

9:30 a.m. – 12:00 p.m. Eastern Daylight Time
7:30 a.m. – 10:00 a.m. – Costa Rica, El Salvador, Guatemala, Honduras, Nicaragua
8:30 a.m. – 11:00 a.m. – Colombia, Ecuador, Mexico, Panama, Peru
9:30 a.m. – 12:00 p.m.  – Bolivia, Puerto Rico, Dominican Republic, Venezuela
10:30 a.m. – 1:00 p.m. – Argentina, Brazil, Chile, Paraguay, Uruguay

Tuesday, October 5, 2021

9:30 am - 9:35 am - Welcome and Opening Remarks

9:35 am - 9:45 am - Welcome from LIMRA and LOMA

9:45 am - 10:45 am - Opening Keynote

Opening Keynote: The Future of Life Insurance: Winning in a Hybrid World

The life insurance industry is facing a dramatic transformation and the global pandemic has accelerated the pace of change. We will review and explore in detail the major trends and forces that are shaping the future of the industry including, the raise of digital and direct in distribution, the integration of analytics across the entire business, the disruption driven by new entrants, the growing role of ecosystems, the changes expected in the way the workforce engages, among others.

Kweilin Ellingrud - Senior Partner, McKinsey & Company

10:45 am - 11:00 am - Break

11:00 am - 12:00 pm: 1A: Managing Sales in a Hybrid World

1A: Managing Sales in a Hybrid World

As the world begins to shift back to in-person sales, the new normal of remote business expectations from both clients and agents will undoubtedly linger on.  What does this mean for the future of the professional advisor?  And how can they best prepare themselves to grow their business, lead their teams, and recruit and motivate remotely.

Mario Antonio Vela Berrondo - Chief Executive Officer, Prudential Seguros México

Ethel García Cueto - Director of Sales Development and Communications, GNP Seguros

Carlos Islas Murguía - Member Development Director, Mexico, LIMRA and LOMA

1B: Driving Digital Customer Engagement Across the Entire Insurance Value Chain

Few insurers are embracing high-impact digital transformations that revolutionize their entire IT ecosystem, from policy management systems and illustrations, to electronic applications and portals. Join this group of experts to hear how to create the right roadmap to drive digital customer engagement, including:

  • Best Solutions: The digital sales and service solutions that move the needle in customer engagement.
  • Modernization priorities: How to decide whether to modernize your policy management system or prioritize sales and service tools.
  • Accelerate transformation: Taking shortcuts on the critical path of your digital transformation.

Thad Burr - Managing Director, Latin America and the Caribbean, LIMRA and LOMA

Gaston Messineo - Insurance Leader, EY-Parthenon

Mauricio Monroy - Vice President, LATAM, Equisoft

1C: Panel: The State of the Insurance Industry in LATAM

Join this panel of experts as they lend their viewpoints on Latin America’s current and predicted future regulatory structure, as well as the challenges and potential opportunities the COVID pandemic has left in its wake.

Raúl García Valbuena - Consulting Partner for the Financial Sector, PwC México

Jorge Pohlmann Nasser - CEO, Bradesco Vida e Previdência S.A. e da Bradesco Capitalização S.A.

Norma Alicia Rosas - General Director, AMIS

12:00 pm - End of Day

Wednesday, October 6, 2021

9:30 am - 9:40 am - Welcome Back

9:45 am - 10:45 am: Concurrent Sessions

2A: The New Hybrid Sales Model

Companies and sales teams around the world are currently facing the greatest challenge of recent times: adapting to the new digital customer in a new omni-channel environment.  The sales world is now facing one of the most important paradigm shifts in recent decades, and sales consultant and trainer Sergi Ramo is known as the leading new hybrid sales model expert.  This session will explore the key to success for both hybrid sales and the new hybrid sales person, emphasizing the need for a model that adapts to new customers and allows for easy movement between channels.

Sergi Ramo - Consultant and Specialized Trainer in Hybrid Sales, groWZ Consultants

2B: What’s on the Minds of Global Executives?

This session examines the issues and trends that are keeping executives up at night. LIMRA and BCG will share the results from their 2021 global survey, which covers the biggest industry opportunities and threats. It will also include a discussion of industry trends post pandemic. This session will help you understand the evolving environment for life insurance as the business faces new challenges.

Alison Salka, Ph.D. - Senior Vice President and Director of Research, LIMRA and LOMA

Rob Sims - Managing Director and Partner, BCG Toronto

Luciano Snel Correa - CEO, Icatu

2C: Keys to a Successful Inclusion & Diversity Strategy

Diversity is a "hot topic" in today's corporate world. The promises of greater innovation and better financial results have left many companies eager to increase the diversity of their workforce, without necessarily being aware of the additional efforts that “including” that diversity implies. During the presentation we will address some key aspects that cannot be forgotten when developing a successful diversity and inclusion strategy. These aspects will determine to a high degree the level of effectiveness and sustainability of the Inclusion and Diversity strategy in an organization of any size.

Marcelo Baudino - Intercultural Consultant and Author

10:45 am - 11:00 am - Break

11:00 am - 12:00 pm - Panel: A Conversation with Executives: Attitudes and Actions for Success

This panel of executives will offer both local and regional perspectives on what they see as key success factors for organizational, leadership and distribution transformations – both now as well as over the next 3 to 5 years.

María Inés Guzzi - General Manager, Swiss Medical Seguros, Life and Retirement

Gloria María Estrada - Vice President of Risk, Suramericana S.A.

Aura Rebelo - Vice President, Marketing and Digital, Emerging Markets, Prudential International Insurance

12:00 pm - End of Day 2

Thursday, October 7, 2021

9:30 am - 9:40 am - Welcome Back

9:45 am - 10:45 am: Social Media – Amplifying your Offline Influence

3A: Social Media – Amplifying your Offline Influence

Social media helps in personal branding and branding only works when it’s authentic and honest. In short, you can’t brand what you don’t have. Prepare to roll your sleeves as Joyce brings you step-by-step to find and build your offline influence, before you upload and amplify it.

Joyce Chan - Associate Financial Services Manager, Prudential Assurance Company Singapore

3B: The office of the Future: Are you prepared?

How can you prepare for an unpredictable future? What practices can be adopted to maintain the organizational culture in a remote or hybrid work place? How do you maintain clear and organized people management processes in this new environment?  This presentation will discuss the pandemic’s impact on the world of work, worker flexibility, and the additional challenges it has created around attracting, retaining, engaging, and managing teams.

Patrícia Campos - Director of People and Management, Grupo MAG

3C: The Digital Convergence of Asset Management & Insurance

Daian Moura, Head of Insurance for XP Inc., the leading digital asset management platform that mixes investments and savings with insurance, and Rick Vargo, Managing Director, Bancassurance for DBS Bank, the recent winner of Global Finance’s “Best Integrated Consumer Banking Site” award will join with LIMRA & LOMA's Managing Director, Latin America and the Caribbean,, Thad Burr to discuss how wealth, asset management and insurance go together and how digital advancements and technologies are playing a larger role and shaping the future of insurance and bancassurance.  Together they will examine how insurers can best synergize and integrate their digital strategy with that of their bank partners, as well as how can companies best support their sales teams to also be seen as trusted wealth and asset management advisors.

Thad Burr - Managing Director, Latin America and the Caribbean, LIMRA and LOMA

Daian Moura - Head of Insurance, XP Inc.

Rick Vargo - Managing Director, Bancassurance, DBS Bank

10:45 am - 11:00 am - Break

11:00 am - 12:00 pm - Closing Keynote Speaker

Miguel Ángel Santos - Director of Applied Research, Harvard University Growth Lab & Associate Professor of Public Policy at Harvard University's John F. Kennedy School of Government

12:00 pm - End of Day 3