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2019 Agency Innovation Conference and Asia Trusted Life Agents & Advisers Awards Dinner

Thriving in the Digital World

7/18/2019
Centara Grand & Bangkok Convention Centre at CentralWorld, Bangkok, Thailand
REGISTER Venue Details

Overview

Who Attends

Life insurance and financial services professionals that are responsible for, or involved with, agency management and transformation, strategy, sales, and training throughout the Asia-Pacific Region. Heads of agency, distribution executives, sales managers and agents will all benefit from the content being presented and the networking opportunities available during this event!

Highlights

The life insurance industry is changing at an unprecedented rate, as employees and consumers alike continue to demand more digital friendly business models. Regardless of the insurance or financial products you are selling, having a "digital edge" on competitors can help you attract and retain customers, attract and retain agents/advisors, enhance channel performance, and more. The planned session topics at this event will illustrate the many ways companies and agents are using technology to gain a competitive advantage.

Following the conference, we also invite you to join us at the 4th annual Asia Trusted Life Agents & Advisers Awards Dinner, recognizing the achievements of individuals who have touched the lives of people in many different ways and the corporate executives, companies, associations and service providers who help agents and advisers on their path to excellence. Your ticket to this dinner is included with the price of your conference registration fee, and will be a great way to end a busy day of networking and learning!

Know Someone Great?  Nominate them for the 4th Asia Trusted Life Agents & Advisers Awards!
There is no charge or fee to take part in the Awards, and nominations for a colleague as well as self-nominations can be made in any or several of the following categories:

  • Insurance Agent of the Year
  • Financial/Bank Adviser of the Year
  • Rookie Insurance Agent of the Year
  • Insurance Agency Leader of the Year
  • Rookie Insurance Agency Leader of the Year Affinity
  • Bank Partner of the Year
  • Digital Agent/Agency Leader of the Year
  • Inspirational Agent/Leader of the Year
  • Lifetime Achievement
  • InsurTech of the Year
  • Young Executive of the Year
  • Executive Champion of the Year
  • Insurance Company of the Year for Agents

Click here to find out more!


This conference will be conducted in English. 

Registration

Your conference registration will gain you access to both the educational events taking place during the day, as well as the 4th annual Asia Trusted Life Agents & Advisers Awards dinner that evening. 

Registration Fees:

Early-Bird Rates (Register by 18 June, 2019): US$450

Standard Rates (Register after 18 June, 2019):
US$550

To register, please visit bit.ly/2ItiW7X or download the Registration Form here and email it to weeling@asiainsurancereview.com

Need Help Getting Approval?  Download our “Convince Your Boss” letter for ideas on how to get your request to attend approved!

REGISTER
 
2019 Agency Innovation Conference

Hotel/Venue

Centara Grand & Bangkok Convention Centre

999/99 Rama 1 Road
Pathumwan, Bangkok, 10330

Hotel Reservations

 If you receive any unsolicited or suspicious email or phone call about a hotel booking in conjunction with this meeting, our advice is not to click on it, but delete the email immediately. In the case of a phone call, never give out your credit card information. Our designated conference hotels will never call you unless you contact them first.

The five-star Centara Grand & Bangkok Convention Centre at CentralWorld captures the essence of modern Bangkok, combining luxurious living with exciting leisure and entertainment opportunities.  Located within Bangkok’s premier shopping district, the hotel is fully integrated with the convention centre and offers direct access via a covered skywalk to the BTS Skytrain.

A limited number of Deluxe Rooms are available at the discounted group rate of THB4900nett (single)/THB5300nett (double), inclusive of breakfast and in-room internet access.  To make reservations visit https://cgcweventsrsvn.chr.co.th/ami2019/ or contact Supatra Tantisammarak (Gob), Cluster Senior Sales Manager, at supatrata@chr.co.th

Agenda

Speakers

Benjamin Ang
Founding Editor, Asia Advisers Network
  • Thursday, July 18, 2019

    10:30 am - 11:30 am: PANEL: The Digital Advantage

Benjamin Ang

Founding Editor, Asia Advisers Network

Benjamin has over 15 years of financial services industry experience in sales, recruitment, training and communications. As an experienced journalist, he is also a proud advocate of the life insurance industry, and meets regularly with insurance regulators, heads of associations, and regional and global CEOs of (re)insurance companies to gain insights on developments and trends of the industry. He is passionate about trumpeting the underappreciated work that professional advisers do for society, and speaks actively on how life insurance advisers can continue to thrive in the years ahead. Benjamin also launched the Asia Trusted Life Agents and Advisers Awards, which was recognized and awarded by the Marketing Institute of Singapore (the national body of sales and marketing), as “Advocate of Life Insurance in Asia”. Currently, Benjamin is the Founding Editor of Asia Advisers Network (AAN), an online platform launched by Asia Insurance Review to meet the information needs of advisers and agency leaders, with the aim of helping to raise the bar and image of the industry. He holds the professional qualifications of Chartered Financial Consultant (ChFC) and Associate Estate Planning Practitioner (AEPP).
Andrew Chow
Digital Marketing Strategist
  • Thursday, July 18, 2019

    9:20 am - 10:00 am: OPENING KEYNOTE: How to Surf the Digital Transformation Wave with Ease

Andrew Chow

Digital Marketing Strategist

Andrew Chow is Digital Market Strategist based in Singapore and the best-selling author of a highly popular series of books: Social Media 247, Public Relations 247, and Personal Branding 247. Within 5 years, Andrew has spoken in over 15 countries and addressed more than 50,000 people on Digital Marketing, Personal Branding, Enneagram, and Public Relations. His clients include AIA, AXA, Prudential, Great Eastern Life and other Multi-national corporations. Since 2005, Andrew has completed more than 300 interviews and features about himself or his business in more than 40 local and regional media.

Michael Gerber
CEO, 360F (Singapore) Pte Ltd
  • Thursday, July 18, 2019

    11:30 am - 12:30 pm: PANEL: The Agent of the Future

Michael Gerber

CEO, 360F (Singapore) Pte Ltd

Michael is launching partner and CEO of the wealth advisory firm 360F.  Prior to 360F he was a Financial Services Consultant at Boston Consulting Group and CEO of Synpulse, a management consultancy firm with 400 employees around the world.  While at BCG and Synpulse, Michael focused predominantly on Wealth Management and Life Insurance, and has extensive experience in the areas of distribution, customer orientation, process optimization and platform projects.   He studied physics at Karlsruhe University in Germany, the Ecole Nationale in Grenoble in France, and the University of Sheffield in England. He holds a Master of Science, Master of Philosophy and a degree in insurance management.

Athiratt Jarnyaharn
Senior Vice President - Smart Data, FWD Life Insurance Public Company Limited
  • Thursday, July 18, 2019

    2:30 pm - 3:15 pm: CONCURRENT SESSIONS

Athiratt Jarnyaharn

Senior Vice President - Smart Data, FWD Life Insurance Public Company Limited

Athiratt is currently running the Smart Data team at FWD Life Insurance Thailand. He has extensive experience in setting-up modern big data platforms, with an expertise that lies within managing data science and engineering teams to transform business using AI / Machine-learning.  Prior to his current role he spent 7 years in Singapore as the Director of Data Science for Allianz SE Insurance Asia Pacific, working on both the Life and Non-Life Insurance businesses.  During this time at Allianz him and his team created a variety of award-winning data-driven innovation solutions.  In addition to his insurance experience, Athiratt has also spent time working in digital agencies to improve marketing, sales, service, and fraud issues using innovative data & AI solutions.

Thanathon Karnjanisakorn
Financial Advisor, AIA Thailand
  • Thursday, July 18, 2019

    10:30 am - 11:30 am: PANEL: The Digital Advantage

Thanathon Karnjanisakorn

Financial Advisor, AIA Thailand

While attending Assumption University (ABAC), majoring in finance and banking, Thanathon worked part-time in AIA Thailand’s department of unit linked products and FA. Following graduation she began working at AIA full time, and has qualified as a member of MDRT every year since then. Thanathon differentiates herself from the “typical insurance agent” by continuously working to develop her knowledge of the industry, as well as putting a strong emphasis on the use of online media. Through her Facebook Fanpage “Namfinance”, she posts financial articles to more than 10,000 followers and also hosts a financial knowledge YouTube channel that has close to 100 episodes. By utilizing these various online media platforms to share what she knows, she hopes to help more people understand the importance of financial planning and motivate them to create their own financial plans.
Calvin Lee
Financial Services Director, AXA Insurance Pte Ltd.
  • Thursday, July 18, 2019

    10:30 am - 11:30 am: PANEL: The Digital Advantage

Calvin Lee

Financial Services Director, AXA Insurance Pte Ltd.

To Calvin, life insurance is the greatest invention ever created by humankind. He is a strong advocate of life insurance and believes in empowering individuals to lead better lives through holistic financial planning. He also believes in taking full control of his professional life. After giving up a lucrative job as a Strategic Marketing Manager in a MNC in 2008, Calvin ventured into the financial planning industry. In his first year alone as a financial planner, Calvin achieved the prestigious Million Dollar Round Table (MDRT) award, making him the top 5% of financial services professionals worldwide. He went on to receive First Runner Up Top Rookie at AXA Life (2010); MDRT Qualifier (2011); Gold Club Manager (2012); Star Unit MDRT Qualifier (2013); Platinum Club Manager (2013-2015); Singapore Management Silver Award (2014-2015); and Singapore Management Bronze Award (2016-2018). During this time, he also co-founded First Adviser, a group of agency units representing AXA Insurance Pte Ltd. Believing in giving back to the financial services industry, Calvin serves as the Education Chairman (2017/2018, 2018/2019) and Honorary Secretary (2016/2017) of the Financial Services Managers Association.
Tay Kah Lok
Digital Agent of the Year 2018, finexis Advisory Pte Ltd
  • Thursday, July 18, 2019

    10:30 am - 11:30 am: PANEL: The Digital Advantage

Tay Kah Lok

Digital Agent of the Year 2018, finexis Advisory Pte Ltd

 Throughout his 7-year career as an adviser, Kah Lok found that clients and the people he met asked him similar questions. He figured the best way to help his clients and the community was to film the answers in a series of videos so that others could access the knowledge and information they required 24/7. That led to the creation of MONEYMAP, where he filmed a series of three-minute educational videos revolving around financial literacy for the benefit of the general public. As of May 2019, he produced 40 such videos. Utilising the power of social media, he has shared his videos on various platforms such as Facebook, YouTube, Instagram and LinkedIn.  Through the exposure of his content and brand online, and by regularly keeping his clients updated via channels such as WhatsApp broadcast group, he has instilled greater confidence and trust in his professionalism. The combination of initiatives focused on creating value for the community has elevated his business model from push to a client-attracting pull-model with clear measurable outcomes. He has since clocked 113 five-star recommendations on his Facebook Page and his business is now 100% powered by passive referrals and existing clients only. 

Joshua Luke
Kingsman Motivational Speaker & Personal Branding Master Trainer
  • Thursday, July 18, 2019

    2:30 pm - 3:15 pm: CONCURRENT SESSIONS

Joshua Luke

Kingsman Motivational Speaker & Personal Branding Master Trainer

Joshua Luke is a professional speaker whohas addressed tens of thousands of international audiences in his career spanning over 15 years with clients such as AIA, AXA, Prudential, Great Eastern Life, and other multinational corporations. In Asia’s banking and insurance sector, he is the go-to-guy for development in the areas of personal branding, sales communication, and leadership performance. From winning contests, to starting his own businesses and winning entrepreneurship and personal branding awards, Joshua has adopted a genuine, connective approach to addressing his audience, often inspiring them to make deep shifts in their mindset and behaviour.

Małgorzata Moderacka
Product Manager, Comarch Digital Insurance
  • Thursday, July 18, 2019

    1:30 pm - 2:15 pm: CONCURRENT SESSIONS

Małgorzata Moderacka

Product Manager, Comarch Digital Insurance

Product Manager of Comarch Digital Insurance for 4 years, Malgorzata focused on expanding the insurance front-office solution with great user experience and omnichannel customer journey build in. On a daily basis, she cooperates with the R&D team, UX specialists, implementation, consultants, account managers, marketing and analytics companies, which allows her to gain requirements and experiences from many different areas and business perspectives. She is involved in creating a software used by the insurance companies like AXA Luxembourg and UNIQA Poland. Małgorzata has a Master's degree in Economics and Management and has completed Business Analyst postgraduate studies.
Kartik Sakthivel, M.S.-IT-CIS, M.B.A.
Chief Information Officer, LIMRA and LOMA
  • Thursday, July 18, 2019

    11:30 am - 12:30 pm: PANEL: The Agent of the Future

Kartik Sakthivel, M.S.-IT-CIS, M.B.A.

Chief Information Officer, LIMRA and LOMA

As chief information officer for LIMRA and LOMA, Kartik Sakthivel is responsible for developing the information technology strategic direction for the enterprise. In this capacity, he directs and manages computing and information technology policies, programs and schedules for business and enterprise systems, and manages information services to meet LIMRA and LOMA’s corporate goals and objectives.  An industry thought leader, Kartik champions the use of technology to improve the revenue, profitability and efficiency of the organization.

Joining LIMRA and LOMA in 2017, Kartik has broad industry experience, most recently as director of technology at Liberty Mutual Insurance.  Kartik holds a Master of Science in Computer Information Systems / Information Technology, as well as a Master of Business Administration from Southern New Hampshire University.

Michael Shin
CEO, RGA Korea & CMO, RGA Asia, RGA Reinsurance Company Korea Branch
  • Thursday, July 18, 2019

    11:30 am - 12:30 pm: PANEL: The Agent of the Future

Michael Shin

CEO, RGA Korea & CMO, RGA Asia, RGA Reinsurance Company Korea Branch

Michael Shin is Chief Executive Officer, RGA Korea, and Senior Vice President, RGA Hong Kong, with executive oversight responsibility for all of RGA’s business activities in South Korea and Hong Kong. He is also Chief Marketing Officer for RGA Asia, with responsibility for all marketing activities in RGA’s Asia Pacific region.  His insurance industry experience spans nearly three decades. Prior to joining RGA in 2011, he served as Executive Vice President and Chief Marketing and Distribution Officer of New York Life Korea (now ACE Life), where his duties included being Head of Agency Distribution, Marketing, Product Design and Corporate Communication. 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 Financial Planning Center. Earlier, he spent more than 15 years with Prudential Financial Insurance, where he was Managing Director for the Asia market.  Michael received a Bachelor of Arts (B.A.) degree in economics and international business from the University of Wisconsin–Madison.

Jensen Siaw
Performance Breakthrough Coach
  • Thursday, July 18, 2019

    3:55 pm - 4:55 pm: CLOSING KEYNOTE: #HUMANfactor - The New X factor to Multiply Your Business

Jensen Siaw

Performance Breakthrough Coach

Jensen is a motivational speakerwho has extensively addressed over 250,000 live audiences since 2006. Known as a master motivator in the life insurance industry, he has coached MDRT/COT/TOT qualifiers as well as leaders of Multi-Million Dollar Agencies. He is also the creator & chief master trainer of AIA (Singapore) Breakthrough to MDRT Bootcamp from 2014 to 2019. His clientele include Fortune 500 companies and multinational corporations such as Coca-Cola, 3M, AIA, Allianz, Aviva, AXA, Prudential, Tokio Marine, Manulife and Zurich. Jensen is also the author of a life breakthrough manual, “Change Your Inner Cards, Win the Outer Game”. Effectively bilingual, he has co-hosted motivational talk shows on Singapore mandarin radio stations and delivered keynotes on mega-platforms across Asia.

Divya Tusnial
Executive Life Planner, Tata AIA Life Insurance Company LTD
  • Thursday, July 18, 2019

    1:30 pm - 2:15 pm: CONCURRENT SESSIONS

Divya Tusnial

Executive Life Planner, Tata AIA Life Insurance Company LTD

In a mere 10 years, Divya has traveled an incredible journey of transformation from ordinary homemaker in a traditional Indian family and mother of two daughters to an internationally acclaimed insurance advisor. As an agent who has gone the extra mile to protect her customer’s financial future, it certainly speaks to her mission and philosophy to be honest and sincere and give her clients the best possible advice, after understanding and analyzing their needs. The satisfaction of her client is of paramount importance and their interest her priority. Divya has had a steady stream of successes starting with graduating from the Commerce University of West Bengal. She is certified by the American College & LUTCF; IIM certified; holds 5 MDRT awards, 2 Court of Table awards & 4 Top of Table honors. She is a LIMRA International Quality Award winner; winner of the Insurance Agent of the Year at the 2nd Asia Trusted Life Agents & Advisors Awards for 2017; a Tata AIA’s Real Life Hero finalist; winner of Inspirational Agent of the Year at the 3rd Asia Trusted Life Agents and Advisers Awards 2018 edging out some 400 participants from 14 markets. The list goes on with having served on the Membership Communications Committee (MCC); Zone 4 South Asia as Company Chair for Tata AIA Life for 2016-2017; and conducting a school called “Hello Divya” to train probable MDRTs. Her motto – Success does not lie in results, but in effort; being the best is not as important as doing the best. With over 4800 satisfied client, she must be doing something right.
Nick Wilson, MCIPD
Director, LIMRA Talent Solutions International, LIMRA
  • Thursday, July 18, 2019

    1:30 pm - 2:15 pm: CONCURRENT SESSIONS

Nick Wilson, MCIPD

Director, LIMRA Talent Solutions International, LIMRA

Nick Wilson is a Learning and Development Director with a proven track record of success in the development of people in global organizations. During his career, he has focused on talent management as a key skill, developing and coaching top organizational leaders and sales people. He has directed projects with AIA, HSBC, British Telecom and Rotork Engineering on leadership and sales development initiatives designed to groom executives and to drive organizational change. Wilson is a Graduate Member of the Institute of Personnel Management (MCIPD) and has earned the Mortgage Advice Qualification (MAQ) from the Chartered Insurance Institute. His other qualifications include Business application of Neuro Linguistic Programming, Advanced Skills and Business tools DISC and Relationship Awareness Theory. He also received the Business Education Council National Award in Great Britain.

Sponsors / Exhibitors

Conferences like these are made possible by the generosity of our sponsors and exhibitors. Sponsorship of the 2019 Agency Innovation Conference will help increase name recognition, build product and service awareness, and provide valuable networking opportunities to several hundred key decision-makers in the financial services and insurance industry across Asia. All sponsorships (excluding program advertisements) include the following benefits:

  • Your company name/logo displayed in the registration brochure, onsite program, event website, onsite signage, and sponsor recognition slides.
  • A link to your company website from the event website.
  • Recognition of your sponsorship from the general session podium.
  • One-time use of the delegate list with the contact information (for those that have agreed to share it) sent via email prior to the event date.
  • Sponsor ribbons for your company’s registered attendees
  • Inclusion of one company brochure in the welcome packet given to all attendees at registration.

Applications will be accepted on a first come, first serve basis. Please email Megan Schwartz at mschwartz@limra.com for additional information.

Co-Organizers

Platinum Sponsor

Gold Sponsor

Silver Sponsors

Contact LIMRA to learn more:

Ms. Trish Sasso, BS, MLS

International Conference Coordinator

LIMRA and LOMA

+ 1 (860) 298-3963

psasso@limra.com