2016 Distribution Conference for Financial Services

Are you trying to recruit today’s candidate with yesterday’s language and techniques? Considering that only 10 percent are attracted by an “entrepreneurial” career, this could set your recruiting success back. Learn how to transform your strategy, messaging and candidate experience to remain relevant in the war for talent — regardless of your distribution channel. Drawing on LIMRA’s Young Advisor Series this session will help you: 

• Examine today’s realities of “candidate driven” recruiting 
• Explore what motivates the Advisor of the Future 
• Learn what you can do and say to attract the most in-demand, and demanding, candidates

Explore and exchange questions, ideas and solutions with other women executives in the industry. 

For LIMRA members only.

Changing technology and consumer expectations are driving companies to revisit how they market, sell, and service. Whether it’s phone calls or click to chat, service or sales, connecting with consumers is critical. The industry is looking to use contact centers in new ways to benefit both the consumer and the business. 

• Consumer and technology trends impacting financial services 
• Examples from companies using new ways to connect with consumers 
• Key considerations in preparing for new contact center models

It’s one thing to have multiple Direct to Consumer sales channels, it’s quite another to continuously and successfully funnel sales opportunities to them. Attend this session to learn how one company: 

• Has a powerfully integrated and connected Direct Response Sales & Marketing culture 
• Balances Lead Generation, Prospect & Customer Reactivation Marketing efforts across sales channels to maximize marketing cost/sales effectiveness 
• Embed a strong sales culture within its Customer Service team 
• Views best practices of the Telesales “Rep of Today and the Future” that will cover topics including recruiting, talent acquisition, hiring, licensing, training and compensation

The insurance industry is ripe for distribution disruption. To grow in this environment, it’s important that multi-line exclusive agent companies equip their agency force for the future. Cultivating life insurance business can help increase the cross sell of other products for new and existing customers. This workshop examines what future success looks like and how we get there, including:

• What does a successful multi-line agent look like?
• What works well today that can be leveraged?
• How are some companies addressing this challenge?

People can now buy any of millions of products online at anytime from anywhere — without talking to anyone. Is that possible with life insurance? The easy answer is “yes.” But how can it be done? Learn how one small company is leveraging technology and streamlining the online buying  process to:

• Reach more underinsured consumers, where they want to buy, when they want to buy
• Meet the expectations of consumers weaned on online shopping

In this session, Mindset Digital will provide you with practical tips in how to use LinkedIn and social strategies to generate leads and increase business. They’ll walk you through the three curses that stand between your sales teams and their clients, and show you new approaches and tools for expanding your networks, building your reputation and sharing expertise. This high-energy, high-level talk will help you apply new thinking in a real-time world. Then they’ll focus on the practical, including how to: 

• create powerful and professional LinkedIn profiles
• leverage the latest platforms to strengthen relationships and drive new business
• expand thought leadership
• recruit more effectively
• demonstrate how to stand out from the crowd to amplify your professional — and personal — brand

Join us to celebrate LIMRA’s 100^th Birthday sponsored by the Miami Convention & Visitors Bureau and their Partners.  Your support and participation has helped us create a remarkable legacy – one that we want to continue for many years to come. Please join us at the breathtakingly beautiful Italian Renaissance gardens of Villa Vizcaya as we celebrate a century of service to you.

Buses Leave the Hilton at 5:45 p.m.

Buses Leave Vizcaya at 8:00 p.m. to return to the Hilton Downtown Miami.

Dress Code: The dress code is business casual. Let us emphasize for the ladies – comfortable flat shoes are strongly suggested as the grounds and stone terrace are uneven and high-heels will likely get stuck in the crevices. Wedges, flats, or non-stiletto heels are recommended for your comfort.

There has been a philosophical change in the relationship between customer service and direct sales. Once separate organizations with narrowly focused interactions, they are now increasingly integrated operations focused on serving the whole customer. This session will examine two approaches for harnessing service to help generate sales: 

• Contact center reps who leverage service to help with sales and retention
• Contact center reps who have the ability and permissions to sell

While we can debate WHAT will ultimately be passed, most agree that new DOL Fiduciary requirements WILL be passed. So how do you prepare? Led by Christopher Raham, a Principal in the Financial Services Office of EY, we are convening an industry panel of senior leaders across Distribution, Manufacturing, Technology, and Law to discuss what firms are doing now to prepare. This won’t be another review of the WHAT the specifics of the proposed DOL regulation are, but instead, these leaders will share current insights around the strategic questions the new DOL fiduciary proposal raises and what firms are doing today to prepare for that vision.

• How are firms thinking about the transformation of front-end operations and related support functions?
• How will positions on distributors’ platforms be affected?
• How are some turning this into a competitive advantage?