2022 Latin American Virtual Conference Agenda

9:30 a.m. – 1:00 p.m. Eastern Daylight Time
7:30 a.m. – 11:00 a.m. – Costa Rica, El Salvador, Guatemala, Honduras, Nicaragua
8:30 a.m. – 12:00 p.m. – Colombia, Ecuador, México, Panamá, Perú
9:30 a.m. – 1:00 p.m. – Bolivia, Puerto Rico, República Dominicana, Venezuela
10:30 a.m. – 2:00 p.m. – Argentina, Brasil, Chile, Paraguay, Uruguay

Tuesday, October 4, 2022

9:30 am - 9:40 am - WELCOME AND OPENING REMARKS

Welcome to the 2022 Latin American Virtual Conference!

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

9:40 am - 10:30 am - OPENING KEYNOTE

Opening Keynote - Prospering in a Post-COVID World

Joe Jordan’s newest presentation, Prospering in a Post-COVID World, will present an informative and inspirational outlook for our business, outlining why advisors must adapt to the new Post-COVID environment and focus on improving their client experience to be successful. Advisors will learn the importance of Purpose Driven Retirement Planning, a story-first approach, and why financial planning is more like life coaching. Joe will explain the defining issue of the 21st century and the six retirement risks clients should address in pursuing their retirement goals. Clients need a partner and a plan to be successful, and that partner is their financial advisor!

Joe Jordan - Inspirational Speaker & Behavioral Finance Expert

10:35 am - 11:05 am: CONCURRENT SESSIONS

1A. Marketing and Digital Sales in Insurance Distribution

In Motion’s Product Innovation Director, Antonio Guzman Buscemi, will be providing an overview of what insurance companies need to be aware of when it comes to the staying competitive with in the marketing and digital sales space, including:

  • Current insurance marketing and sales in trends
  • Emerging opportunities and risks in the digital space
  • Growth strategies for the modern era
  • The role of IT systems and InsurTechs

Antonio Guzman Buscemi - Product Innovation Director, In Motion

1B. Talent and Trust (Attracting and Retaining Talent)

Discussing:

  • The selection process in today’s talent search environment.
  • Differences between different generations.
  • New opportunities and value propositions.
  • Trust — a key factor from the start.
  • The model for action: Conquer, Loyalty, Empower.

Lic. Paula Culotta - Independent consultant and Training and Personal Development Specialist

11:05 am - 11:30 am - BREAK & SPEAKER Q&A

Visit the virtual exhibit hall and network in chat lounges.

11:30 am - 12:25 pm: CONCURRENT SESSIONS

2A. Executive Leadership Panel

Our panel of executives will discuss strategies and tactics for leading through disruption, as well as how they plan to position their companies for future successes in the areas of technology, talent and trust.

Carlos Eduardo Gondim - Executive Director of Life and Pensions, Porto Seguros

José S. Suquet - Chairman of the Board & CEO, Pan-American Life Insurance Group

César Rivera Wilson - General Manager, Pacífico Seguros

2B. Harness the Unlimited Power of LinkedIn Branding & Social Selling

Your personal brand is a clear indication of what you have to offer. The brand you communicate marks your career reputation. Come learn key branding and Social Selling strategies, tips and secrets you need to create a well-branded LinkedIn profile that gets results.

Terry Sullivan - Founder, BuzzPro

12:30 pm - 1:00 pm -

Reconnecting With Consumers: How to Maintain Trusted Relationships

Discussing:

  • Elements that make up the decision in insurance services
  • Consumer expectations for the category: from data to insight
  • Possible strategic paths for the industry

Claudia Mercedes Padrón Mercado - Director of Management and Knowledge Transfer, and Postgraduate Director in Consumer Psychology, Fundación Universitaria Konrad Lorenz

1:00 pm - 1:15 pm - SPEAKER Q&A

Visit the virtual exhibit hall and network in chat lounges.

Wednesday, October 5, 2022

9:30 am - 9:35 am - WELCOME BACK

9:35 am - 10:35 am: CONCURRENT SESSIONS

3A. Personalizing Insurance Products with Connected Devices

In order to meet the growing consumer demand for personalized products, insurers around the globe are investing in technology that will provide them with improved policyholder data.  Yet despite these investments, many unknowns still remain, including how to effectively leverage connected device data to enhance product offerings.  In this session ReMark, a global marketing consultancy specializing in insurance, and Plug & Play, a global innovation platform, will come together to explore best practices for utilizing connected devices in order to deliver more personalized insurance solutions.  ReMark will share the results from their annual consumer preferences study, as well as their experience using wearable technologies to deliver personalized life insurance products, and then facilitate a discussion with a panel of Plug & Play startups that specialize in connected devices and personalized insurance.

Christian Brisson - LATAM Business Development and Innovation Director, ReMark

Rajatesh Gudibande - Co-founder and CEO, GraphWear Technologies Inc.

Oren Nissim - CEO & Co-founder, Brook Health

Pratyay Poddar - Founder and CEO, DocMe

Desiree Wagner - Senior Partner Success Manager, Plug and Play

3B. The Mission and Source of Motivation for Insurance Agents

The purpose of an insurance agent is to protect individuals, families and their assets, as well as to provide financial well-being and peace of mind according to the needs of each individual. Thus, the insurance agent must focus their goals on being participants in the life projects of clients and society, before sales.  This session will reinforce the importance of the insurance agent’s purpose, and help them to use that purpose as a source of motivation to inspire agents to achieve more.

Mauricio Fonseca Valverde - Agency Director, Grupo Nacional Provincial (GNP)

10:35 am - 10:45 am - BREAK & SPEAKER Q&A

Visit the virtual exhibit hall and network in chat lounges.

10:45 am - 11:30 am: CONCURRENT SESSIONS

4A. The Fundamentals of Leadership

Join Harry Hoopis as he shares the leadership philosophy that helped build one of the largest and most successful financial services firms in the world.  Harry will also outline his formula for successful agent selection, training and development, as well how to support personal, professional and financial growth in order to improve retention and productivity.

Harry Hoopis - CEO, Hoopis Performance Network

4B. The Pulse of the Latin American Life Insurance Consumer 2022

The Pulse of the Consumer is a conducted jointly conducted research study by LIMRA and McKinsey & Company, which aims to identify the perceptions, attitudes and behaviors of Latin American consumers in six countries, including Argentina, Brazil, Chile, Colombia, Mexico and Peru. With the findings, it has been possible to identify and prioritize the financial concerns of consumers, allowing them to be related to aspects of value that influence financial decision-making and the acquisition of life insurance products. Finally, we will take a look at the journey of the customer's experience and the characteristic touchpoints associated with life products.

Gina Castañeda - Membership and Benefits Manager, Latin America & the Caribbean, LIMRA and LOMA

Salomón Spak - Partner, McKinsey & Company

11:30 am - 11:45 am - BREAK & SPEAKER Q&A

Visit the virtual exhibit hall and network in chat lounges.

11:45 am - 12:45 pm - CLOSING KEYNOTE SPEAKER

Closing Keynote Speaker

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Richardo Hausmann - Founder and Director, Harvard’s Growth Lab & Professor of the International Political Economy at Harvard Kennedy School