Life insurance and financial services executives and professionals who work in China or are interested in learning more about the regional and global issues affecting this market. The presentations will be appropriate for Chief Executives, General Managers, and Channel Heads (both in the home office and at the branch level), as well as individuals responsible for strategic planning, recruiting, training, and distribution channel management.
Highlights
This two-day strategic conference will feature a diverse group of international speakers discussing the trends and innovations shaping agency transformations in China, and around the world. Planned session topics will include:
Agency System Innovations
Successful, Profitable Agency Distribution Models
Fundamentals of a High Quality Recruiting Strategy
Recruiting & Selecting Today’s Top Talent
Innovations in Field Team Management
Goal Setting to Increase Retention and Productivity
Improving Persistency Rates
Using Technology to Empower Agents
AI meets Risk Intelligence: A case study of AI-powered Healthcare
Digital First Marketing - Helping Agent Sell More, and Service Their Customers Better
Creating a Quality-Driven and Customer-Centric Agency Operation.
Attendees will have the opportunity to network with other industry leaders and agency transformation experts, with ample networking opportunities to compare best practices and technologies. Please continue to check back for more details on the program agenda and speakers as they are finalized!
John Cai is the Regional Chief Executive responsible for the Group’s businesses operating in China, Vietnam and Taiwan. Mr. Cai is a director of various companies within the Group, including AIA Company Limited and AIA International Limited. He joined the Group in July 2009. Mr. Cai has over 27 years’ experience in the insurance industry, both in Asia and the United States. Prior to becoming Regional Chief Executive, since 2009, he was Chief Executive Officer of AIA China, which became AIA’s second-largest and fastest growing business during his tenure.
Before joining AIA, Mr. Cai was Chief Executive Officer at AXA Hong Kong, having originally been appointed Chief Agency Officer in 2003. Mr. Cai graduated from Xi’an Jiaotong University in 1989. He is also a Chartered Financial Consultant (ChFC), a Chartered Life Underwriter and a Certified Financial Planner.
9:30 a.m. - 10:15 a.m.: 21st Century Goal Setting to Exponentially Increase Retention and Productivity
John T. Baier
GAMA International's 2013 Hall of Fame Inductee, & Co-Founder and Chairman, 25 Points Systems Inc.
John has more than four decades of experience in the financial services business, including 35 years as a Managing Partner and company executive for New York Life. As a Managing Partner he grew a new, young agency from almost nothing into one of the premier agencies in the world, using the foundation for what would later become the industry-renowned 25 Point System. In 2015 John was appointed Executive Director of Seguros Monterrey New York Life where he was charged with coaching top company executives, leading the Project Retention and MDRT Program, and managing the Agency Distribution Channel. Under his leadership, SMNYL saw their retention rates increase by 75 percent, their number of MDRT Agents and Aspirants from 432 to 624 (advancing SMNYL from the 33rd position to the 14th position in MDRT Membership), and their agency sales increased by 33%. In 2013 John was inducted into the GAMA International Hall of Fame, the highest honor in the Financial Services Industry, and in 2016 he established Baier Consulting International LLC. to foster “Exponential Growth Through Proven Systems. " John is the author of the book “The 25 Point System for Sales Accountability and Success in any Sales Field.” He is also the Chairman of 25 Point Systems Inc, featuring the mobile app Tier 25 of his 25 Point System.
1:45 p.m. - 2:30 p.m.: From Quantity to Quality: Fundamentals of a High Quality Recruiting Strategy
Chris Au
Asia CAO, Manulife Financial Asia, Ltd.
Chris Au started his career as an agent in 1988, immediately after graduation from the University of Hong Kong. Throughout the course of his agent career he received a variety of top honors including the Young Distinguished Salesman Award, MDRT, Top Case producer, Top AUM, and Top EB producer, among many others. In 1996 he shifted his career to move from agency to staff, and in 1999 he became CAO of New York Life Hong Kong. He then worked as CAO for several other companies in Hong Kong, China, Taiwan and Thailand, and prior to accepting his current role he served as the Regional CAO of AIA Group. Chris’ professional designations include the LLIF, CIAM, FLMI and LUTCF as well as an Executive MBA.
3:45 p.m. - 4:30 p.m.: Innovations in Field Team Management
Hongyou Chen
Sales Head, First Regional Area, Ping An Insurance Company of China, Ltd., Shanghai Branch
Mr. Chen Hongyou entered Ping An in 1997, becoming the deputy general manager of the Beijing Branch in 2012. The following year he was transferred to the Shanghai Branch where he took on the role of head of sales for individual insurance. In this role he lead a full sales channel transformation, including a shift to the Online-to-Offline (O2O) customer management model. Under his leadership, the Shanghai Branch's individual insurance achieved substantial growth at paces far above the market average, making it the Shanghai life insurance market leader for many years. In 2017 he assumed his current role of Sales Head, First Regional Area at the Shanghai Branch, and continues to drives revenue and growth with innovation at the core of their strategy.
2:00 p.m. - 3:15 p.m.: CAO Panel: Creating a Quality-Driven and Customer-Centric Agency Operation
James Chang, PhD RMI, ASA
Senior Vice President, AVIVA-COFCO Life Insurance Co., Ltd.
James Chang has had a broad and diverse career within the life insurance industry, holding several key roles with AVIVA-COFCO Life Insurance Co., Ltd. since first joining in 2003. Since 2012 he has held the position of Senior Vice President for AVIVA-COFCO Life Insurance Co., Ltd., where he oversees their agency, broker, and bancassurance lines of business. Prior to this, his other former positions included Deputy Chief Actuary of ACL from 2003 to 2004; Vice President, Head of Group from 2005 to 2010, and Senior Vice President, CMO from 2010 to 2011. Mr. Chang attended NanKai University where he earned a Master of Insurance Actuarial as well as a PhD in Risk Management and Insurance.
Mr. Lan has 30 years of experience in all areas of the life insurance industry, ranging from a clerk all the way up to a successful company leader. He has extensive experience in leading through times of change, and was named one of China’s top 100 most influential sales leaders when he oversaw a team of 650,000 agents. In 2016, he established Hengqin Life in the Hengqin free trade zone of south China, to begin exploring new model of success under today’s “3.0 version” of the insurance industry.
President and Chief Executive Officer, LIMRA and LOMA
David Levenson is responsible for leading one of the world’s largest associations of life insurance and financial services companies, representing 700 member organizations across 70 countries. Most recently, Levenson was a principal at Edward Jones and served on its management committee from 2015–2018. He was responsible for all products distributed through its network of 17,000 advisors in the U.S. and Canada. Prior to 2012, Levenson was president of wealth management at The Hartford Financial Services Group, responsible for the firm’s individual annuity, individual life, mutual fund, and retirement plan businesses. He also served as president and CEO of Hartford Life, KK in Tokyo, where he was responsible for leading the largest annuity provider in Japan.
Levenson holds his Bachelor of Science from the Wharton School, University of Pennsylvania, his Master of Business Administration from Columbia Business School and a doctorate in business administration from The School of International Corporate Strategy at Hitotsubashi University in Tokyo, Japan.
11:15 a.m. - 12:30 p.m.: InsurTech Executive Panel: Using Technology to Empower Agents
Haojian Li
Founder & CEO, TopMDRT
As the founder & CEO of TopMDRT, Mr. Li is a member of the Internet Insurance Expert Committee under the Insurance Association of China, a successful internet insurance entrepreneur, and has been recognized as one of the top five managers at AIA. In 2007 he co-founded Xiangrikui Insurance, Funaodai Insurance and Xiaobai Insurance, and following the success of these businesses he used his internet insurance industry experiences to found TopMDRT in 2015. TopMDRT now empowers agents to expand their online business through social media and micro-websites, and in just three short years it became the number one Chinese online self-insurer, with more than 5 million users and owning over 60% of market share.
1:30 p.m. - 2:00 p.m.: Intermediary Transformation: The Road to High Quality Development
Chongwen Lin
Chairman and President, GM Financial Service
Mr. Lin entered the insurance industry in 1976 and has held a bariety of senior positions at local and multinational life insurers including deputy general manager of Taiwan's First Life Insurance, the executive deputy general manager of Taiwan Life, and president of Manulife-Sinochem Life Insurance Co., Ltd. In 2012 he founded GM Financial Service which he has built on his belief in "cultivating talents, developing teams". Using a rigorous and meticulous management style he has developed many industry elites across the Taiwan Strait, all whom embrace the values of “Respect, Integrity, Benefit Others and Thankfulness”. He is strongly dedicated to the idea of continuous education, and supports multiple public welfare and charity programs throughout the country. Mr. Lin has written two books, "Elite Team" and "Weightlifting".
4:30 p.m. - 5:00 p.m.: AI meets Risk Intelligence: A case study of AI-powered Healthcare
Jason Liu
CEO, Leapstack, Inc.
Graduated from Tufts University with a Master’s degree in Electrical and Computer Engineering. He used to work for Telenav Inc. in Silicon Valley, as a senior software engineer. He led the development team on big data recommendation system to provide the LBS modeling support. He returned to China in May, 2016 to found Leapstack, which focuses on healthcare insurance anti-fraud services. Based on big data technologies, AI algorithms and comprehensive system solutions, Leapstack owns the most advanced anti-fraud services for healthcare insurance and long-term care insurance products in China. Currently, Leapstack has provided services for multiple clients, including China Life, PICC, Pingan and etc. With the hands-on experience on big data technologies, anti-fraud services from Silicon Valley, Leapstack is capable of helping the insurance companies with the claim funds control, lowering the claims expense, increasing their services quality, markets competence and markets share.
11:15 a.m. - 11:45 a.m.: General Session - Successful, Profitable Agency Distribution Models – Part 2
Sam Nakachi
Assistant General Manager of Marketing Planning Department, Sumitomo Life Insurance Company
Sam Nakachi joined Sumitomo Life Insurance Company in 1993, and has held roles in a variety of departments including business planning, sales, sales education, their New York Representative Office, and the WELL’s Development Department (the male sales channel). In 2014 he moved to Indonesia after Sumitomo acquired shares in BNI Life, a subsidiary of PT Bank Negara Indonesia. He returned back to Japan in 2016, and currently serves as the Assistant General Manager of the Marketing Planning Department. Sam received his MBA from Vanderbilt University in Tennessee.
2:00 p.m. - 3:15 p.m.: CAO Panel: Creating a Quality-Driven and Customer-Centric Agency Operation
Edwin Si
Managing Director, China, LIMRA and LOMA
Mr. Edwin Si is Managing Director of LIMRA & LOMA China. Prior to joining LIMRA and LOMA, he worked for 25 years in China;s life insurance industry, responsible for training, marketing and sales of Chinese and foreign life insurance companies such as American International Assurance, Xinhua Life Insurance, Allianz, Everbright Sun Life and other subsidiaries. Edwin has extensive experience with the introduction and creation of insurance agent systems, as well as reforming and redesigning marketing systems, agent systems, and training systems.
11:45 a.m. - 12:30 p.m.: Best Practices from Taiping Life’s High Quality Team Building
Yi Shen
Vice General Manager, Taiping Life Insurance Company Ltd.
Mr. Shen is a member of the (communist ) party committee, director of human resources, chief risk officer, party secretary and general manager of Taiping Senior Living Management Co., Ltd.. He has many years of experience in the insurance industry, with a focus on the strategic planning of human resources and risk management, as well as a demonstrated commitment to improving the level of corporate administration and risk management. Mr. Shen graduated from Nankai University.
2:00 p.m. - 3:15 p.m.: CAO Panel: Creating a Quality-Driven and Customer-Centric Agency Operation
Xiaohong Sun
Vice President, Aeon Life Insurance Company Ltd.
Sun Xiaohong is currently the vice president of Aeon Life, in charge of individual insurance. Prior to her current role, Ms. Sun held various positions at Ping An Life, including Manager of the Hefei branch, Assistant Supervisor of Sales at Ping An Life’s headquarters, General Manager of Marketing and Sales (Zhongxi Division) and General Manager for the Ping An Life Shanxi Branch. As a 24 year industry veteran, she has extensive insurance management experience, and is well regarded for leadership and success in the areas of strategic management, performance management, corporate culture, team building, and training.
10:45 a.m. - 11:15 a.m.: Digital First Marketing - Helping Agents Sell More, and Service Their Customers Better
Hugh Terry
Founder, The Digital Insurer
Hugh Terry is an experienced insurance professional with more than 20 years’ experience in the Asia Pacific region covering insurance companies, business consulting, and successful set-ups and exits from his own businesses. As the Founder of The Digital Insurer, the world’s largest knowledge community of more than 30,000 professionals interested in working together to accelerate the digital transformation of insurance, Hugh’s personal business objective is to help insurance and technology companies create and execute innovative business development strategies. Central to this is to anticipate and leverage trends in digital technologies, as these are having a profound impact on existing business models as well as opening up new opportunities. Hugh is an actuary by profession.
11:15 a.m. - 12:30 p.m.: InsurTech Executive Panel: Using Technology to Empower Agents
Hongzhen Tian
Deputy General Manager, Chief Actuary, Funde Sino Life Insurance Company, Ltd.
As the deputy general manager and chief actuary at Funde Sino Life, Mr. Tian is in charge of the Life Actuarial, Product Marketing, and Asset and Liability Management Departments, as well as the E-Commerce and Tele-Marketing Centers. By advocating for an "open, innovative, and transformative" approach, he has led the team to achieve a number of groundbreaking insurance product projects, while also leading the company to explore deeper thinking into internet insurance practices. Prior to his current role, Mr. Tian served as the deputy director of the Actuarial Division of Life Insurance Department of China Insurance Regulatory Commission, the executive director of the China Association of Actuaries, the director of the life and health insurance department, and the director of the experience analysis office of CAA.
11:15 a.m. - 12:30 p.m.: InsurTech Executive Panel: Using Technology to Empower Agents
Jun Wu
Founder and CEO, Shenzhen Kaopubao (KPB) Technology Development Co., Ltd.
Jun WU is an award-winning Chinese Internet insurance pioneer and Key Opinion Leader. He is the founder and CEO of Shenzhen Kaopubao (KPB) Technology Development Co., Ltd, and is a member of Third-Party Internet Insurance Expert Committee under the Insurance Association of China. With 21 years of insurance industry experience, Mr. Wu has seen first-hand how the processes of China's insurance Internet have innovated to become better equipped with the ability to handle multi-level and multi-service lines at all areas of the business. He is passionate about helping to energize insurance with a “technology + insurance” mindset, and was the originator of several innovative solutions including "Mobile Intergraded Terminal" and "Intelligent Insurance".
3:45 p.m. - 4:45 p.m.: Transform with a Touch of Magic
Johnny Wu
International Celebrity Magician & Speaker
Johnny Wu is a self-taught magician that has been entertaining for more than 15 years, using a combination of ancient Chinese mysticism, sleight of hand, modern technology, mind-reading, hypnotism, and telepathy. Based in Los Angeles, California he has performed for multiple celebrities as well as some of the world’s most notable brands including Tesla, Google, Rolex, Apple, Disney and BMW.
11:15 a.m. - 12:30 p.m.: InsurTech Executive Panel: Using Technology to Empower Agents
Chunyuan Yang
Assistant President, Mingya Insurance Brokers
Mr. Yang has 20 years of experience in IT system design and management, 15 of which have been spent working with the life insurance industry. He is a registered Information Safety Professional (CISP) and his experiences have given him a rich knowledge of infrastructure and database development, maintenance, disaster recovery, security, algorithms, and data analysis. Throughout the course of his career, Mr. Yan has worked as the main research and development personnel for multiple information security products and systems that received certification from the Central Protecting Secret Commission Office, was the Director of the Information Center Relocation project in 2007, and the Chief Commander of the Life Insurance Core Business System Upgrade project in 2009. In 2012 he spoke at the National Architecture Conference, and he has published papers in biomedical engineering, information security, economics, and life insurance.
2:00 p.m. - 3:15 p.m.: CAO Panel: Creating a Quality-Driven and Customer-Centric Agency Operation
David Yu
Chief Agency Officer, Sino-US United Metlife Insurance Company Limited
Mr. Yu Jian joined Sino-US United Metlife in July of 2018 as the head of the consulting marketing channel. Prior to joining Sino-US United Metlife, he held several other key industry roles including head of individual channel at ICBC AXA and at Aviva-Cofco, an investment consultant at Investors Group Financial Service in Canada, and General Manager of the individual insurance department at Huatai Head Quarters and Deputy General Manager at their Beijing Branch. He began his career in life insurance in 1996 at China Life Yangzhou Branch, after graduating from Nanjing University in 1992 with a bachelor's degree in applied physics.
10:45 a.m. - 11:15 a.m.: General Session - Successful, Profitable Agency Distribution Models – Part 1
Hua Yu
Vice President, China Pacific Life Insurance Co., Ltd.
Mr. Yu joined CPIC in 1992, his previous roles include Deputy Manager of Admin Office of CPIC; Vice President of Shanghai Branch of CPIC Life, General Manager of Individual Business of CPIC Life, General Manager of Admin & HR Division of CPIC Group, HR Director of CPIC Life. Mr. Yu graduated from Department of International Economics of Peking University.
2:30 p.m. - 3:15 p.m.: Sustaining An Innovative Culture
Sidney Yuen
Chairman, HBC
With over 30 years of experience in customer and quality management, Sidney set up his own firm after working with American Express, Swire, and Andersen Business Consulting. He is a mentor for the Ping An Technology Group, providing mentoring to some of the its invested accelerators, and was instrumental in setting up the Hong Kong Management Association’s flagship HKMA Quality Award and the Best Practices Award. Most recently, Mr. Yuen has helped an Irish insurance technology company to enter into the Asia Market, and prior to that he was managing director, Greater China with NorthgateArinso and Head of Consulting, Asia with Convergys (now Concentrix).
9:00 a.m. - 9:30 a.m.: LIMRA Research Update: Agency Model Best Practices
Ping Zhao
Chief Strategy Officer, Greater China, LIMRA LOMA
A management professional graduate, Ms. Zhao spent more than ten years in different departments at various financial news outlets including the "21st Century Business Herald". Her time spent as a financial journalist, senior journalist, senior editor, deputy director of financial content, and director, provided her with extensive experience tracking China's financial and insurance industry reforms and development trends, as well as a variety of other in-depth industry news reports.
11:15 a.m. - 12:30 p.m.: InsurTech Executive Panel: Using Technology to Empower Agents
Jacky Zuo
President and CEO, Allianture Info Tech Co., Ltd.
With more than 10 years of insurance industry IT design and marketing experience, Mr. Zuo is a strong proponent of using technology to empower agents. He used this concept as the foundation for designing Allianture, a high-quality, innovative information platform that has penetrated the insurance IT market through the concept of practical innovation. Allianture allows companies to enrich their customer service experience by updating old service models and concepts to meet modern needs and expectations. They have now helped to provide advanced insurance IT solutions and products to a variety of different sales and service areas to nearly 40 insurance companies.
Drawing from his unique regional perspective and experiences, Mr. Cai will share insights on Asia’s life insurance agency channels, including the development stage of China's life insurance market and trends for future agency systems. He will also share insights into AIA Group's development strategy for their various distribution systems, and how they plan to cultivate and develop their current and future agency channel.
Vice President, China Pacific Life Insurance Co., Ltd.
This presentation will showcase a case study example on how a top Chinese insurer has created and maintained a successful, profitable agency distribution model. You will hear about the various strategic transformations they chose to undertake to remain relevant in today’s competitive landscape, the external factors that influenced these decisions, as well as the challenges and setbacks they faced along the way. Tactical examples and practical takeaways will be provided, as well as predictions on what their future agency strategy might include.
Assistant General Manager of Marketing Planning Department, Sumitomo Life Insurance Company
This presentation will showcase a case study example on how a top Japanese insurer has created and maintained a successful, profitable agency distribution model. You will hear about the various strategic transformations they chose to undertake to remain relevant in today’s competitive landscape, the external factors that influenced these decisions, as well as the challenges and setbacks they faced along the way. Tactical examples and practical takeaways will be provided, as well as predictions on what their future agency strategy might include.
Recruiting the best talent begins with knowing what to look for, and how to support it. Chris Au will share key insights on how to improve your fundamental agency platform, where to source top quality leads, and how to differentiate yourself from the competition. He will also offer suggestions on timelines and tolls to help with the selection process, as well as ideas on how to train and develop your top talent to ensure they stay with you as they grow in their career.
Sidney Yuen will share ideas on how to stay one step ahead of today’s ever-moving customer expectations, even with all of the digital tools available and competing for their attention. He will challenge attendees to consider what it really takes to be an innovative leader, what skills and mindset are needed to achieve quality, and how to create and sustain an innovative culture with your organization.
Sales Head, First Regional Area, Ping An Insurance Company of China, Ltd., Shanghai Branch
Mr. Chen Hongyou will share how Ping An’s Shanghai Branch is utilizing technology to create a customer-centric ecosystem that allows them to develop and maintain a highly productive business. Their simple, efficient approach allows them to efficiently manage customer activity in order to continue to grow both sales and revenue, while simultaneously strengthening a high quality, high performing team.
Jason Liu will share real life case study examples on how companies can us AI to improve the timeliness of health claim settlements, as well as decrease the level of fraudulent activity payouts. Attendees will also hear how the proper use of big data can help agents to match the right products to the right people, and sell more accurately priced products and services to the customers they service.
In late 2018, LIMRA launched a global research project to determine and describe the most successful agency distribution models. The project aimed to identify key agency philosophies, structures, procedures, and tools that make the best models so successful, and allow LIMRA member companies to identify which of those model characteristics are most suitable for their own growth strategy. Ms. Zhao will share some observations and data finding from this report, including descriptions of the local agent channels and an analysis of common productivity indicators such as market potential, retention, and activity rates.
GAMA International's 2013 Hall of Fame Inductee, & Co-Founder and Chairman, 25 Points Systems Inc.
John Baier, GAMA International’s 2013 Hall of Fame Inductee, will share personal case study experiences and best practices for successful agent retention and productivity results. Based on his industry-renowned 25 Point System, he will share his approach for strategic planning (from tracking daily activity to setting a long range vision), as well as how this planning technique has vastly improved with mobile technology. John will also share insights on why most goal setting fails and methods to avoid common traps – for both new and veteran advisors.
Why are digital first sales are an unstoppable trend? And how are technology solutions like microsites and multi-channel push-based marketing tools allowing agents to provide better service than ever before? Hugh will offer answers to these questions, along with multiple examples of different technology solutions that can be used to increase sales and improve client satisfaction.
Founder and CEO, Shenzhen Kaopubao (KPB) Technology Development Co., Ltd.
Hongzhen Tian
Deputy General Manager, Chief Actuary, Funde Sino Life Insurance Company, Ltd.
Chunyuan Yang
Assistant President, Mingya Insurance Brokers
Jacky Zuo
President and CEO, Allianture Info Tech Co., Ltd.
Do your agents have the tools they need to do their job in the most effective, efficient, and seamless manner? Are your agents and clients alike satisfied with the way in which they interact with each other, and with you? This group of forward-thinking InsurTech leaders and experts will share their views on what companies must do to ensure the answer to all of these questions is “yes”, for each and every transaction your agents make.
Using the combined experiences from his time at various life insurance companies and now with his own boutique brokerage firm, Mr. Lin will share his business philosophy on how to break from the conventional intermediary routine. As a true believer in the idea that quality is best differentiator, he will explain how to achieve the “three highs” of sales team management: high quality, high output and high professional standards. He will also share how he has maintained a renewal rate of 97% at their 24 branches and 36 outlets, as well as how his team provides customers with value-added experience services.
Senior Vice President, AVIVA-COFCO Life Insurance Co., Ltd.
Edwin Si
Managing Director, China, LIMRA and LOMA
Xiaohong Sun
Vice President, Aeon Life Insurance Company Ltd.
Albin Wang
General Manager Assistant, CITIC-Prudential Life Ins. Co. Ltd.
David Yu
Chief Agency Officer, Sino-US United Metlife Insurance Company Limited
Do your agents have the tools they need to portray your organization as high-quality and customer-centric? And how does your organization ensure that the customer’s best interest remains a top priority, even when it conflicts with overall company profits? Panelists will share their thoughts on these questions and others, as they discuss the best strategies and approaches for designing and maintaining a high quality agency operation that is both customer-centric and profitable.
A rational person knows magic is not real, yet the best magicians still leave people in awe by making the seemingly impossible appear as possible. The technique for doing this involves a good closing strategy: The ability to change a person’s perception and believe in something they did not previously believe in. The ability to understand a prospect’s pain and provide a solution accordingly. And the ability to provide an experience that is not offered by competitors. Johnny Wu, international magician and illusionist, will deliver a high energy, entertaining performance that combines the allure of magic with a powerful message on how any transformation is possible when looked at from the right perspective – and how embracing the mindset of a closer can help lead these transformations.
4:45 p.m.
Adjourn
Registration
Register from 5 February to 30 April LIMRA or LOMA Member - US$550 Nonmember - US$630
Register in May 2019 LIMRA or LOMA Member - US$650 Nonmember – US $730
Spouse/Guest - US$100
A registration fee of $100 is available to spouses and guests of registered attendees. Individuals in an industry-related position, co-workers, or associates do not qualify. We invite spouses/guests to participate in the event's food and social functions and ask that they wear their badge to these events. Participation in the general sessions and workshops is limited to those who have paid the full registration fee to attend the conference.
Multiple Registration Discounts Available - The more you send, the more you save! Receive 5 percent off the price of each registration when your company register 5-9 delegates, 10 percent off each registration when sending 10-19 delegates, and 20 percent off each registration when sending 20 or more! For details on how to receive the discounted group rate, please email Mr. Jinhai Guo at guoj@loma.org.
Cancellation Policy
All cancellations and refund requests must be received in writing. These requests carry a $100.00 U.S. administrative charge. Full refunds minus the administrative fee will be granted on written requests received no later than ten business days before the meeting. No refunds will be granted if the request is received within ten business days of the meeting. If for any reason a meeting is cancelled, the Conference Organizers will refund the total registration fee. However, the Conference Organizers will not be responsible for any travel, hotel accommodations or other costs incurred. Cancellation requests should be submitted to meetings@loma.org.
Hotel / Venue
Grand Kempinski Hotel Shanghai 1288 Lujiazui Ring Rd. LuJiaZui, Pudong Xinqu Shanghai , China 200120 +86 21 3867 8888
Make your room reservation at the Grand Kempinski Hotel Shanghai and mention the LIMRA & LOMA International Agency Transformation Forum to receive the discounted group rate of CNY 1,200 per night (inclusive of all tax and service charges). This special conference rate is available three days prior and three days after the meeting dates, and includes a daily buffet breakfast and in-room internet access. Check in is 14:00; check out is 12:00. Rooms at the group rate are limited and available on a first come, first-served basis, so be sure to book early for best selection and price!
LIMRA and LOMA Conferences are made possible by the generosity of our sponsors and exhibitors. Sponsorship of the 2019 LIMRA and LOMA International Agency Transformation Forum will help increase name recognition, build product and service awareness, and provide valuable networking opportunities to several hundred key decision-makers in the life insurance and financial services industries across Asia.
For details on the benefits of sponsorship, available packages, and how to apply to become a sponsor at the Conference, see our PDF form here or email Mr. Jinhai Guo at guoj@loma.org
