2015 LIMRA-LOMA Latin American Conference Agenda

Saturday, August 8, 2015

2:00 pm - 4:00 pm - Registration

Sunday, August 9, 2015

9:00 am - 5:00 pm - Optional Tours

4:00 pm - 6:30 pm - Registration

7:00 pm - Welcome Reception

Monday, August 10, 2015

7:30 am - 5:00 pm - Registration

8:30 am - 9:15 am - Welcome & Opening Remarks

9:15 am - 10:15 am - Industry Trends: Current Successes, Future Opportunities

LIMRA and LOMA CEO Bob Kerzner will offer his perspective on the current state of the industry, providing insights on some innovative practices taking place throughout the industry in Latin American and across the globe leveraging technology, big data, predictive analytics and social media.

Robert A. Kerzner, CLU®, ChFC® - President and Chief Executive Officer, LIMRA, LOMA, and LL Global, Inc.

10:15 am - 10:45 am - Networking Break

10:45 am - 11:45 am - Moving Insurance Giants to the Forefront of Digital Technology

Building from his experience working at some of the most recognizable brand name companies, Rohit will outline how large, legacy insurance businesses can stay ahead of the latest digital technology trends. His session will include strategic approaches on how to best adopt and embrace this new channel, as well as how to turn implementation challenges into agile opportunities.

Rohit G. Mull - Head of Digital, Global Consumer Insurance, AIG Personal Insurance

11:45 am - 12:45 pm - Unleashed Leadership

Why creating a culture that encourages boldness will ultimately reap tremendous rewards for you

Leadership has always been a buzzword in management circles and executive boardrooms. That being said, the definition and style of leadership is shifting in the 21st century. Leaders today must be collaborative, be able to communicate, and be able to build a culture that enhances morale, improves production, and assures sustainability and growth. Unleashed Leadership is focused on “unleashing” the potential of your people to maximize their talents and in turn help the organization thrive. This program will give you the strategy and tactics; the art and the science; of doing that quickly, effectively, and with remarkable results.

Dan Weedin - Toro Consulting, Inc.

12:45 pm - 1:00 pm - Top Agents Awards

The best way to reward your managers, directors and producers is to give them the opportunity to qualify to participate in this premier industry event. The conference will include a special recognition program for top agents, with participation of Bob Kerzner, Chairman and CEO of LIMRA, LOMA and LL Global, Inc, to recognize your top sales teams for striving for excellence and achieving their goals. And, if you include us in your incentive plans, you will receive a free registration for every 5 paid entries to the event.

1:00 pm - 2:15 pm - Lunch

2:15 pm - 3:15 pm - The Elements of a Successful Life Insurance Career

In this presentation, Mark Wallis will address the fundamental habits that lead to a successful Life Insurance Career.  Drawing on over 30 years of industry experience from around the globe, Mark’s tried and true methods will help both old and new agents alike to focus on the key aspects that lead to a successful career.  Elements of the session will include:

  •  Being a Winner
  •  Habits - the common denominator of success
  •  In Business for yourself not by yourself
  •  Prospecting
  •  Cross selling Your book of Business
  •  Annual reviews
  •  Annual planning
  •  Goal setting
  •  Ten Principles of Success

Mark S. Wallis - Managing Director International Business Development, LIMRA & LOMA

3:15 pm - 3:45 pm - Networking Break

3:45 pm - 4:45 pm - Latin American Consumers and their Perception of the Life Insurance Market

Following the recent completion of the Latin American Life Market Assessment study (jointly commissioned by LIMRA and Fasecolda), Hernan will outline strategic and tactical recommendations on future product strategy for the Latin American market.  

Hernán Poblete Miranda - Associate Research Director, International Research, LIMRA and LOMA

Tuesday, August 11, 2015

8:45 am - 9:00 am - Welcome Back

9:00 am - 10:00 am - Motivation through Coaching, Art and Humor

Staying true to his style, Luis will deliver an upbeat session that outlines notable factors for motivating teams and helping to create a sense of belonging.  Using examples from music, poetry and painting, Luis will illustrate how these key factors can be influenced through art, leading to better teamwork, more participation, and a reinforcement of core values.

Luis Gumucio - Subgerente de Recursos Humanos, Ohio National Seguros de Vida S.A. Chile

10:00 am - 11:00 am - Pensions and Annuities in the Latin American Market

The aging population of Latin America brings with it both risks and opportunities to insurance companies in the region. In addition to identifying where these opportunities and risks lie, this session will also offer ideas for potential new product offerings to complement current pension plans, as well as offer suggestions on ways to help improve the quality of life for retirees.

Jorge Claude Bourdel - Executive Vice President, Asociación de Aseguradores de Chile A.G.

11:00 am - 11:30 am - Networking Break

11:30 am - 12:30 pm - Tele-Underwriting and Automated Underwriting Systems: A New Age for Life Insurance

Tele-Underwriting processes are now widely used in many countries all over the world due to their advantages, but these techniques are evolving continuously. The use of newest technology and the Big Data offer to insurance companies new opportunities to create products and optimize internal procedures.  The most advanced companies are re-positioning the underwriting function as part of the marketing/commercial area to better know and serve their customers.

Jose Luis Hornos - Chief Executive Officer, Scor TELEMED

12:30 pm - 1:45 pm - Lunch

1:45 pm - 2:45 pm - Raising the Bar on Data Analytics Programs

Assessing your data analytics program can be a confusing and difficult task. However, LIMRA has developed a multi-dimensional framework that will help you assess your analytics program. Come and discover how this framework was developed and how you can use it to get your program to the next level.

2:45 pm - 3:45 pm - A Tradition of Innovation: Mongeral Aegon’s Digital Story

Mongeral Aegon´s entrepreneurial spirit and mission has gained them recognition as a market leader in innovation and technology.  In September of 2013 this forward thinking initiative lead them to launch the first Brazilian online store for life insurance and pension plans where the entire shopping process is completed entirely online.  Their strategy has since expanded to help integrate more traditional channels into this digital reality, helping to create a strong synergy throughout the company.  This session will outline how they were able to build up their multi-channel model to have an all encompassing digital inclusion without any channel competition.

Nuno David - Diretor de Marketing/Chief Marketing Officer, Mongeral Aegon Seguros e Previdência S.A.

3:45 pm - 4:00 pm - Networking Break

4:00 pm - 5:00 pm - Closing Keynote Speaker

Renowned Colombian economist José Antonio Ocampo combines a rare mix of skills and experience in both academia and high-level political responsibilities at global, regional and national levels.  José Antonio Ocampo has served as Minister of Finance and Public Credit of Colombia, Minister of Agriculture, Director of the National Planning Department, Director of Colombia's main think-tanks on economic issues Fedesarrollo and the Center for Economic Development Studies CEDE, Professor of Economics at Universidad de los Andes, and Professor of Economic History at Universidad Nacional.  From 2003 – 2007 José Antonio Ocampo also served as the United Nations' Undersecretary-General for Economic and Social Affairs, producing a wide range of research and analytical work on development issues, leading the follow-up to major summits and conferences and providing substantive and organizational support to the United Nation's Economic and Social Council ECOSOC and General Assembly. 

José Antonio Ocampo -  Former Undersecretary for Economic and Social Affairs (2003 - 2007)

7:30 pm - Closing Party

Sponsored by the Organizing Committee

Celebrate a successful conference with our closing party on Tuesday night!  We will start the night aboard a ‘chiva,’ a typical wooden bus painted in tropical colors that has served as typical transportation in rural Colombia.  While onboard you can enjoy live music, drinks and snacks as we drive away from Las Americas Hotel, through the traditional neighborhoods of Cartagena, and ending at San Francisco Javier Bastion.  And the night doesn’t end there – the celebration will continue with dinner, entertainment and dancing before finally heading back to the hotel.