New for 2020! This year’s virtual format allows us to provide additional content applicable to even more people in your organization. The multiple parallel sessions will be designed to address:
Strategic themes aimed at executives
Management sessions for supervisors and sales team managers
Sales sessions for agents and advisors
Highlights
Mark your calendars and join us this October – the 2020 Latin American Conference is going VIRTUAL! This new design will allow even more people to enjoy the same great insights they have received in the past, but in a format that better suits the uncertainty of today’s business environment. Insurance professionals from throughout Latin America will be able to come together during this 3 day event to:
Receive exclusive research insights, experience sharing, and predictions for the future that you won’t be able to find anywhere else online
Access a variety of content presented in both live and on-demand formats
Connect with other leaders from throughout the region
”Meet” with sponsors to learn more about how they can help you continue improving your business
Participate in live discussion and Q&A
We are currently developing the program for this conference, so please continue to check back for additional details and updates! To view last year’s information, please click here.
Interpretation Services
This event will include presentations in Spanish and Portuguese. Interpretation between languages will be offered at no additional cost.
Chief Economic Advisor to the World Economic Forum, and Professor of Economics at Columbia University
Professor Sala-i-Martin is recognized as the world
leading expert on innovation and competitiveness.
Since 2003 he has led the Global Competitiveness Report,
which annually measures and ranks the competitiveness of all the countries in
the world and recommends strategies to their decision makers. Professor
Sala-i-Martin’s GCI is the most closely followed index on global economic and
business competitiveness in the world, as it upgraded and modernized the former
approaches to measuring competitiveness developed by Michael Porter and Jeffery
Sachs. Governments and business leaders use it to evaluate and design current
and future strategic competitiveness policies for their countries and
corporations. From 2003 to 2010 he was also a member of the Board and
President of the Economic Commission of FC Barcelona and, therefore,
contributed to the creation of what many experts have considered the best
football team of all history. In 2009, FC Barcelona won all 6 championships in
which it participated. No other team in history had ever achieved this
impressive record.
Prior to joining to Columbia University, Sala-i-Martin
taught at Yale and Harvard, and was a researcher at the Centre for Economic
Policy Research (CEPR) in London. He studied economics in Barcelona and holds a
Ph.D. from Harvard University. He has received several awards including the Rey
Juan Carlos Prize in Economics awarded by the Bank of Spain to the best
economist in Spain and Latin America, and the Arrow Prize awarded to the best
economist in the world by Health International Economics Organization.
Recently, he was awarded the Zapping Prize to the most innovative TV program ,
for his show "Economics in Colors", aired on primetime to explain
economic issues that affect our daily lives.
11:00 am - 12:00 pm: CEO Panel: The Regional Response to COVID-19
Horst Agata
Director General, Oficina de Representación en México, Gen Re
Horst Agata did his studies in Economics and Mathematics at the Universities of Duisburg and Madrid. In 1993, he joined General Reinsurance AG (Colonia) as a technical manager for Non-Life lines for all Spanish-speaking countries. From 1996 to 2000 he worked at Gen Re in Mexico as the person responsible for signing Non-Life contracts, and since April 2000 he has been the General Director of Gen Re in Mexico. During the years 2001 and 2002 he was also the General Manager of the Gen Re Office in Bogotá.
During the FIDES congress held in 2005, Horst was named by " Revista Mexicana de Seguros" as one of the 50 people who have forged insurance in Mexico and in May 2014 Revista Reactions named him the most influential person in the Latin American insurance sector. In April 2016 he was nominated for the reinsurance medal of merit in Santa Fe de Bogotá (Colombia), the highest distinction awarded by the Colombian Association of Reinsurance Technicians (ACTER). From January 2016 to August 2020 Horst Agata has been President of the Reinsurance Committee within the Mexican Association of Insurance Institutions (AMIS), and in 2018 he participated in the Editorial Board of the BUSINESS section of the Reforma Newspaper, one of the most important newspapers in Latin America.
11:00 am - 12:00 pm: CEO Panel: The Regional Response to COVID-19
Sofia Belmar
CEO, MetLife México
Con una carrera de 29 años en la industria aseguradora, Sofía Belmar es actualmente Presidente y Directora General de MetLife México, compañía de seguros mexicana líder en seguros de
personas, con más de doce millones de asegurados en todo el país.
Comenzó su carrera en MetLife en 2010 como Vicepresidenta de Mercadotecnia y se desempeñó como Vicepresidenta Ejecutiva de Desarrollo y Distribución de Negocios con la responsabilidad de promover la diversificación y el crecimiento de la Compañía hacia nuevos segmentos de mercado, incluidos los canales privados y alternativos. Actualmente preside el Consejo de Administración de MetLife México, MetLife Pensiones México y MetLife Más. También preside el Consejo de Fundación MetLife México, desde donde ha
impulsado proyectos sociales que contribuyen a una mayor inclusión y salud
financiera de las familias mexicanas de menores ingresos.
Desde abril de 2020 es Presidente de la Asociación Mexicana de Instituciones de Seguros (AMIS), siendo la primera vez en su historia que uno de los siete organismos cúpula del CCE es encabezado por
una mujer.
João Leandro Bueno is a Senior Partner at McKinsey in the São Paulo office. He has 10 years
of experience in management consulting, serving insurance companies and
financial institutions with a focus on digital, corporate strategy, new
business development, channel management, customer segmentation, organization
and operations, among other topics. João is an Industrial Engineer from the
Polytechnic School of the University of São Paulo and has an MBA from New York University.
Thad Burr has extensive business development, M&A, and business-turnaround experience. He has launched several start-up operations for companies expanding into new markets and countries. In Thad’s current role at LIMRA and LOMA, he leads the team of representatives in Latin America, the Caribbean, and English-speaking Asia responsible for delivering member benefits. Previously, he was the Partner heading Mercer’s Latin America Retirement and Pensions Practice. Before that, he worked at Aetna, Inc., to expand their business in Latin America and the Caribbean, including health and dental benefits; life and disability insurance; health care technology and analytics; and health management solutions. He joined Aetna from ACE Life, where he was Regional Division President for Latin America, and launched and managed the ACE life insurance business in nine countries in the region. Previously, he worked for MetLife, where he served in several leadership positions, including establishing and directing MetLife's Brazilian subsidiary. In his more than 20 years' experience, he has managed operations in several countries in the Americas, including Argentina, Brazil, and Mexico.
Scott is a Partner in Oliver Wyman’s Insurance practice. He has spent the past thirteen years consulting to the financial services industry, focusing primarily on life insurance clients. Scott graduated magna cum laude from the University of Pennsylvania and holds bachelors degrees in both Business and Engineering.
Executivo de Comunicação e Tecnologia, palestrante, Professor convidado do curso de pós Gradução da Escola de Comunicações e Artes da USP - Universidade de São Paulo. Atuou em grandes projetos de de transformação cultural e digital, através do Workplace from Facebook, em empresas na América Latina e Caribe. Atuou em um dos maiores projetos de implementação de Modern Workplace na América Latina, na Petrobras, conectando mais de 73 mil colaboradores. Referência em adoção de novas tecnologias e tendências para ambientes de trabalho mais produtivos e humanizados.
A Production Engineer with a Master of Business
Administration from EAFIT University, Marcela has been working for Sura
Colombia for 18 years and has comprehensive experience in different areas of
the Company: management of technology teams and leadership of strategic
projects for business transformation, processes and technology; commercial
management of large accounts generating negotiations and an important
relationship with clients. She is also responsible for the design and
development of products for partners.
Academic achievements, certifications and awards include: APS Professional Insurance Advisor, APSS Senior Insurance Professional
Advisor, CLI Certificate in Life Insurance, awarded by The American
College, LUTCF Life Underwriter Training Council Fellow, awarded by The
American College, MSP Master in Personal Insurance, MDRT Member
of the Million Dollar Round Table, Marketing Lic, ITAM Personal Finance,
and the IQA and IAP award from LIMRA.
Orlando
is a member of the MDRT (Million Dollar Round Table), an international
association based in the USA, which brings together the most prominent
producers of Life and Health insurance from around the world. He has won the
Breaking Limits Campaign for 3 consecutive years, since its inception in 2016,
a special recognition granted exclusively to GNP Directors for meeting
exceptional sales goals and proving that limits do not exist. Preparation and
professionalism are very important to Orlando, as proven by the many
certifications he has obtained throughout his career, including: APS
Professional Insurance Advisor; APSS Senior Professional Insurance Advisor; CLI
Certificate in Life Insurance, awarded by The American College; LUTCF Life
Underwriter Training Council Fellow, awarded by The American College; FSS
Financial Services Specialist, awarded by The American College; MSP Master in
Personal Insurance; and a Member of the Million Dollar Round Table MDRT.
Chief Distribution Officer, Seguros Monterrey New York Life S.A. de C.V.
Victor Feldmann joined SMNYL in 2006 as Zone Director, and spent his first 3 years with the company increasing sales and developing a solid team both within the office as well as among the sales force. In 2008, Victor was promoted to Chief Agency Officer (Personal Lines), where he continued to increase sales and overall profitability. Under his direction, SMNYL has become the company with the highest number of MDRT members (Agents) for Mexico and Latin America and Aspro – Gama associates (Promotors) for Mexico. Before joining SMNYL, Victor worked in several Financial Companies such as ING, Finamex, Consultoría Internacional and Operadora de Bolsa, and in the Telecommunication sector as well, as Executive Director of Axtel. Victor holds a Master on Business Administration (MBA) from the IPADE Business School Mexico, and studied in a Business Management Program at UCLA in Berkeley as well as Finance and Marketing Programs in UIA.
Miguel Gómez Martínez is an economist with a master's degree in International Economics and Political Science from the Institute of Political Studies in Paris as well as a doctoral candidate at the Center for Diplomatic and Strategic Studies in Paris. He has served as Manager and President of Asocolflores, Economic Advisor in the Ministry of Foreign Trade, President of Bancoldex, Dean of the Faculty of Economics of the Universidad del Rosario and professor of economics at Cesa. Additionally, he has been the ambassador of Colombia in France and representative to the Chamber of Commerce, among others.
11:00 am - 12:00 pm: CEO Panel: The Regional Response to COVID-19
Marcos Gunn
Senior Vice President, Chubb Group, Regional President, Latin America
Marcos Gunn has more than 20 years of insurance industry
experience and is currently responsible for the general management and business
results for all general insurance operations in Argentina, Brazil, Chile,
Colombia, Ecuador, Mexico, Panama, Peru, Puerto Rico, Central America and the
Caribbean. Prior to his current role he served as Division President, Northern
Latin America region, which includes Mexico, Central America and the Caribbean,
following ACE’s acquisition of Chubb in 2016 until July 2019. Mr. Gunn also
served as Chief Operating Officer for the company’s Latin America operations
from 2009 to July 2019. He was appointed Senior Vice President, Chubb Group in
August 2019. Mr. Gunn joined ACE in 2000 as a property and casualty
manager in Argentina, and has served in a variety of management roles of
increasing responsibility, including Country President of Chile and Regional
Vice President of Accident and Health in both Latin America and Asia
Pacific. Mr. Gunn holds a degree in Business Administration from the
Catholic University of Buenos Aires.
Pablo is a Partner in the global Financial Service Practice
at Oliver Wyman and leads our Practice in Latin America. Before joining
in Oliver Wyman in 2018, Pablo has spent 18 years with McKinsey & Co. where
he led the Corporate Finance and Strategy Practice. Furthermore, in the last 4
years Pablo has led different advisory work with focus in Payments, Fintech,
and Financial Services across different markets in Latin America.
Member Development Director, Mexico, LIMRA and LOMA
For more than 25 years, Carlos has worked for in the insurance and banking sectors in several positions as officer in various insurance companies; most recently as director of AXA Corporate University leading a new distribution channel, overseeing 300 direct agents in two different cities.
He was Risk Management Director in Grupo Financiero Promex Finamex, and prior to this, he was an insurance agent for Grupo Nacional Provincial, holding important positions in sales and attending Conventions every year.
He served as co-Chair of AMIS´ Distribution Channels Committee, participated as a spokesperson promoting an insurance culture in national media in programs such as Fernanda Familiar, was a columnist for Forbes Magazine and was on TV for more than 2 years in Excelsior TV with journalist Rodrigo Pacheco.
Academically, Carlos has a degree in Business Administration from La Salle University, a degree in Psychology from the University of the Valley of Mexico, a Master´s Degree in Clinical Psychology and a Ph.D. in Neuropsychoanalysis from the Intercontinental University.
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.
Álvaro
Marquez has over 25 years of experience in Strategic Management, Leadership,
and Corporate Governance, and has worked with multinationals from different
sectors of the economy in Latin America, the United States, Asia, India, Europe
and the Caribbean. His areas of experience include strategy, talent
development, customer experience and interactions and risk management. Álvaro
has worked in executive positions since 1999, leading processes of
construction, socialization and execution of high business strategies,
including agencies of individual life, and management of personal accidents,
health and alternative distribution channels in Latin America.
9:50 am - 10:45 am: What’s Next for Insurance? Insights On The Post-COVID-19 Consumer
Gaston Messineo
Insurance Leader, EY-Parthenon
Gaston is a leader in EY insurance practice with more than 20 years of advisory services and corporate leadership roles: including deep expertise in the insurance industry advising clients on organic and inorganic growth strategy, acquisition and divestiture opportunities, and operating model transformation. He works with insurance clients to navigate complexity by helping them to reimagine their eco-systems, reshape their portfolios and reinvent themselves for a better future. Prior to joining EY, Gaston was Head of Strategy and Execution for North America at one of the largest global insurance brokers, as well as a senior insurance practitioner with a global strategy consulting firm. Gaston received a MBA from The University of Chicago Booth School of Business and a B. Sc. in Accounting from Universidad Nacional del La Plata, Argentina.
11:00 am - 12:00 pm: CEO Panel: The Regional Response to COVID-19
Helder Molina
Chief Executive Officer, MAG Seguros
In 1978, Helder began his career as a managing partner at a digital scoreboard development company. In the following year, he diversified his area of activity when he joined the board of directors of Augustos Administração e Participações S / A, a company which he eventually because president of. In 1983 he assumed the position of equity director of Pessoal Cia de Seguros (the successor to Mombras). Since 1997, he has been president of Binswanger Brasil, a multinational real estate consultancy and from 2007 to 2011 he served as statutory director of the National Federation of Private Pension and Life (FenaPrevi). He is also a former board member for the Brazilian Association of Closed Private Pension Entities (Abraap) as well as LIMRA. Graduated in Electronic Engineering from Universidade Mackenzie São Paulo, with a postgraduate degree in Executive MBA from the University of São Paulo (USP) and designation LIMRA Leadership Institute Fellow (LLIF).
President, Asociación Peruana de Empresas de Seguros (APESEG)
Eduardo
Morón is the President of the Peruvian Association of Insurance Companies
(APESEG), and also a Senior Lecturer at the Universidad del Pacífico School of
Economics. Previously, he was Director of Economic Studies of the Latin
American Reserve Fund (FLAR) from 2012 to 2014. He has been Vice Minister of
Economy, Director of the Research Center and Director of the Master in Economics
at the Universidad del Pacifico. He has written books and research papers on
pensions, fiscal, monetary and foreign exchange policy. He has a PhD in
Economics from the University of California at Los Angeles (UCLA), a Master in
Economics from the Universidad del CEMA in Argentina, and a Bachelor of
Economics from the Universidad del Pacifico del Peru.
Mauricio is an IT expert with over 20 years of experience across the financial services, insurance and other industries. A client relationship expert, and software engineer graduate from La Universidad de los Andes in Bogotá, Colombia, he also holds a master’s degree in business administration from HEC Montréal, and is a certified Project Management Professional (PMP). Since joining us in 2014, Mauricio’s library of experience in software development, IT solution integration, business process improvement, project management and client relationships are indispensable to our team and customers in the Latin America and Spain region where he is dedicated to propel Equisoft’s expansion by creating new business opportunities and leading regional operations.
A computer engineer from the
Universidad Pontificia Bolivariana, with a specialist in business management
from the National University and a master's degree in commercial and market
management from ISEAD (Spain), Juan Sebastián has been working at Seguros Sura
Colombia for 14 years, being part of the risk and development teams. products
of people, in fronts of pricing, reinsurance and act and today as part of the
project of transformation of processes in solutions of people through
technological platforms.
Jimmy is a strategist who seeks to create technological environments that make brands a success story based on experimentation, observation, research and data. He has extensive experience in connecting people, creating strategies, performing data analysis and implementing business development ideas using digital tools.
Leonardo Pereira de Freitas joined the Insurance Market at Bradesco Seguros in 1994, working as office assistant. After 26 years of hard-work, going through all the positions in the hierarchy of Sales, currently holds the position of Statutory Director of Bradesco Seguros Group. He has a passion for his position and is grateful for the many learning, professional growth and networking opportunities the insurance industry has afforded him. Leonardo has a degree in Business Administration from Unileste, a postgraduate in Business Management from UNA, an MBA in Insurance Management from Ibemec Rio, and an MBA from IESE and the University of Navarra and Innovative Leadership at Harvard University.
Executive Vice President of Insurance Business, Rimac Seguros
Mario
Potesta Martinez, Administrador de Empresas de la Universidad de Piura – Lima -
Perú, con estudios de post grado en Negocios Internacionales, Gestión de
Servicios y Gestión de Proyectos en la Universidad de Ciencias Aplicadas -UPC
como en el Instituto Tecnológico de Monterrey, cuenta con diversas
especializaciones en Gestión de Riesgos y Seguros realizadas en Perú, Alemania,
Estados Unidos de Norte America Mexico, Colombia y Suiza. Experiencia de
35 años en el sector de seguros peruano donde ha desempeñado diversas
posiciones en Compañías de Seguros, se incorporó a Rimac Seguros en el año 2003
ocupando posiciones gerenciales y de dirección en las áreas de Suscripción,
Canales de Distribución, Operaciones, Siniestros y hoy ocupa el cargo de
Vicepresidente Ejecutivo de Seguros Empresariales y miembro del Directorio de
Rimac Entidad Prestado de Salud desde el año 2015.
12:15 pm - 1:15 pm: Viva la Experiencia “Trustworthy Selling” (Digno de Confianza) de Hoopis y LIMRA
Miguel Taveras, CLF, LLIF
Chief Sales Officer, Hoopis Performance Network
Miguel Taveras tiene más de dos décadas de experiencia en el área comercial y alta gerencia en el área de servicios financieros y seguros de vida, salud e invalidez. Miguel tiene las licencias de FINRA series 6,63 y 26 en el área de retiro e inversiones, así como también licencia de seguros en 50 estados de la unión americana. Ha desarrollado cientos de asesores a nivel multinacional y su trayectoria incluye trabajo en más de 300 ciudades, 40 estados de los Estados Unidos, así como varios países de Latinoamérica tales como México, Chile y la isla de Puerto Rico. A Miguel le apasiona el educar; es miembro de GAMA, LIMRA y NAIFA y ha sido el director del comité sobre la Diversidad en LIMRA, grupo de altos ejecutivos quienes discuten y ayudan a dar forma a cómo penetrar diversos mercados en EEUU. Miguel tiene un título en gerencia y la designación Chattered Leadership Fellow designation (CLF®) del Colegio Americano de Servicios Financieros en Philadelphia. Además, Miguel también tiene la designación de LIMRA Leadership Institute Fellow (LLIF).
Throughout his eight-year career as an adviser, Jiale found
that the people he met asked him similar questions. He realized the best way to
help his community was to film the answers in a series of videos so everyone
could access the knowledge and information they were requesting 24/7. Utilizing
the power of social media platforms such as Facebook, YouTube, Instagram,
LinkedIn, and TikTok he has gained thousands of followers and built a dedicated
clientele. For his relentless efforts in
using digital initiatives to enhance financial literacy he successfully built a
“pull model” business, which is now 100% powered by passive referrals and
existing clients. He continues to give back to the industry with regular new
video content and webinars to teach fellow advisers how to create the same
attraction model. In 2018 Jiale was
awarded the 2018 Digital Agent/Agency Leader of the Year, Asia and named a
finalist in the same category in 2020.
Executive Director of Distribution, Prudential Seguros México, S.A. de C.V.
Egresado del ITAM con una especialización en operaciones y sistemas de
información. Ejecutivo con casi 20 años de experiencia en el sector; ha tenido
la oportunidad de trabajar para grandes empresas en el sector asegurador como
Seguros Monterrey New York Life, MetLife y ahora Prudential.
La mayor parte de su experiencia se ha dado en la implementación de sistemas de recluta, desarrollo, gestión y supervisión de fuerza de ventas.
Executive Director of Business Lines, Risks and Sector Development, Asociación Mexicana de Instituciones de Seguros (AMIS)
Angeles es
Actuaria, Maestra en Ciencias y Doctora en Estudios de Población, cuenta con
más de 25 años de experiencia en seguros, reaseguro y banca.
Comenzó a trabajar en la Asociación Mexicana de Instituciones de Seguros (AMIS) hace 11
años como responsable de la negociación e instrumentación del proyecto de
Solvencia II, posteriormente sus responsabilidades abarcaron la agenda de
canales de distribución y de desarrollo del seguro. Fue miembro del cuarto de
inteligencia durante las recientes negociaciones del TEMEC. Actualmente es
Directora Ejecutiva en AMIS, teniendo a su cargo las líneas de negocio y de
administración de riesgos, además de la responsabilidad de planeación estratégica
y seguimiento y continuidad del Plan de Expansión del Mercado Asegurador.
Angeles fue la primera mujer presidente del Consejo Directivo del Colegio
Nacional de Actuarios (2009-2011), órgano cúpula de la profesión actuarial en
México. Es miembro académico del ITAM desde 1998, ha sido ponente en múltiples
foros nacionales e internacionales y dirigido más de 50 tesis y tesinas. En
2012 fue designada profesionista distinguida por la Comisión Técnica Consultiva
de Actuaría de la Dirección General de Profesiones de la Secretaría de
Educación Pública.
12:15 pm - 1:15 pm: Viva la Experiencia “Trustworthy Selling” (Digno de Confianza) de Hoopis y LIMRA
Meghan Wilke
Director, Advisor Development, Mutual of Omaha Advisors
Meghan Wilke is the Director of Advisor Development for
Mutual of Omaha Advisors. With the support of her teams, she focuses on
attracting talent at the leadership and advisor level, generating new org
productivity, and helping new advisors understand how to build a practice from
scratch. She has a passion for mentorship in and outside of the workplace,
holding many different volunteer roles mentoring professionals and teens in her
community. She has spent time as an advisor, recruiter & field leader, and
most recently in the home office.
Catalina joined Grupo Nacional Provincial as an insurance agent in September 1987. From 1988 to date, she has won different national and international conferences during her 33 years of insurance activity. Catalina has obtained advice 3 times and in 2019, she obtained the 12th place in individual life and the 14th place in major medical expenses in the National Provincial Group out of 10,000 agents. She has won twice the campaign Breaking the limits. A few of Catalina's accomplishments include GNP's productivity committee; GNP Producers Council; Amasfac excellence committee obtaining the #7 place in individual life nationally in the insurance sector; member of the Million Dollar Round Table for several years; IQA winner for several years; and LUTC FELLOW 4th generation.
President, AVIRA (Argentinean Life Insurance and Annuities Association)
Mauricio Zanatta has been Chairman and CEO of Prudential Seguros SA since November 2010. He joined Prudential in November 2001 as a Financial Manager and was promoted to Chief Financial Officer in April 2005, where he was responsible for the Accounting, Reporting, Tax, Investment, Treasury, Planning, Management Information System and Actuarial functions. Before joining Prudential, Mr. Zanatta held roles at Roland Berger Strategy Consultants, and was the Chief Financial Officer for Allianz Group in Argentina. He was President of the Insurance Committee in AmCham (Chamber of Commerce of the United States in Argentina) from 2008 to 2010; and has been a member of the Board since 2010. Mr. Zanatta is a Public Accountant with a degree in Business Administration, from Universidad de Belgrano (UB), and also holds a postgraduate degree in Capital Markets (UCEMA).
The COVID-19 pandemic is by no means over, but companies and consumers around the world are at least over its initial shock. People have adapted, and daily life is slowly settling into a different kind of routine. Attention is turning now to what the world might be like once this crisis is behind us. What kind of consumer needs and values will insurers be trying to serve then?
The best sales are not the ones that pay the most premiums, but the ones that are preserved over time, as they reflect an agent that has shown conviction and commitment to their clients and their career. Come and meet two of the best producers from GNP, who have been awarded with the international IQA distinction.
Certain birds fly to a certain height to see more ground, and only then will make decisions on how to act. Jimmy's presentation tries to show how to achieve this bird's eye view in business through methodologies of understanding the environment, navigating information, and creative experimentation.
President and Chief Executive Officer, LIMRA and LOMA
Scott Campion
Partner, Americas Insurance, Oliver Wyman
Pablo Haberer
Partner, Oliver Wyman
LL Global (LIMRA, LOMA, SRI) partnered with Oliver Wyman at the beginning of the year to form a Low Interest Rate Executive Task Force. The task force was comprised of over 125 senior leaders from 40 companies across the life insurance industry. In light of the outbreak of COVID-19 and the sharp decline in U.S. interest rates from the beginning of the year the task force immediately focused on company readiness. This session will cover some of the key findings of the task force including survey results on readiness topics as well as draw on parallels to the Latin American market.
Director, Advisor Development, Mutual of Omaha Advisors
Trustworthy Selling (Digno de Confianza) es un programa de entrenamiento comercial, revolucionario y fundamentado en la neurociencia; se ha comprobado que el curso impulsa los resultados de retención y productividad hasta en un 30%. Si su interés está en implementar técnicas para mejorar la fidelización de su equipo comercial e indicadores de productividad, no dude en participar en este encuentro!
En esta sesión conocerá:
Las últimas investigaciones de LIMRA y el impacto que tiene la productividad en Latinoamérica.
El currículo, los resultados de productividad y metodología de aprendizaje del programa Trustworthy Selling (Dingo de Confianza).
In this session, Jiale will share his journey on how he changed
his business model to go from “hunting” new customers to “attracting” new
customers. He will so a deep-dive into the mindset he used to create this new
model, outline the proven best practices he followed, and offer resources for
other advisers to create the same “attraction” game for their own business.
COVID-19 came at us this year as an invisible disruptor that no one could anticipate. Since its inception, we have overcome challenges that were unimaginable a few months ago, and have had to make decisions about necessary changes to continue operating. Panelists will offer a holistic vision of this situation, analyzing the different human, technological and operational elements of the value chain, and conclude with the perspectives and expectations of the coming years within what we call the new normal.
Chief Distribution Officer, Seguros Monterrey New York Life S.A. de C.V.
Leonardo Pereira de Freitas
Chief Commerical Officer, Bradesco Seguros S.A.
Mario Potestá Martínez
Executive Vice President of Insurance Business, Rimac Seguros
A conversation with top commercial leaders, sharing how they have helped their teams to adapt to today’s normal. Panelists will offer their perspectives on the modernization of our industry, the innovations that have come from the COVID-19 pandemic, and how they have implemented and automated new business processes.A conversation with top commercial leaders, sharing how they have helped their teams to adapt to today’s normal. Panelists will offer their perspectives on the modernization of our industry, the innovations that have come from the COVID-19 pandemic, and how they have implemented and automated new business processes.
Senior Vice President, Chubb Group, Regional President, Latin America
Sofia Belmar
CEO, MetLife México
Horst Agata
Director General, Oficina de Representación en México, Gen Re
Helder Molina
Chief Executive Officer, MAG Seguros
Panelists will share
what they have done so far to react and reshape their strategies in light of
the COVID-19 pandemic. The conversation will also include insights into
some of the challenges they faced and what they did to overcome them, the new
strategies and skill sets they believe are necessary to successfully move into
the future, and what their plans and predictions are for the next 12 months.
The pandemic might not have initiated the adoption of new trends and technologies in the workplace, but it has certainly accelerated it. Drawing on current and past experience with implementing major cultural and digital transformation projects, Felipe will address the urgency for companies to promote cultural and digital transformations to remain relevant and increase productivity for the new world we are living in today.
As a sales leader, you have great responsibilities and goals to meet. You must manage your time properly, attract & select the best talent, and then retain, motivate, and develop high-performing teams to generate optimal profitability in the long term. In this session you will learn about the best business leadership and management practices to attract, manage and retain talent, using LIMRA’s proven methodology.
President, Asociación Peruana de Empresas de Seguros (APESEG)
Rene Vazquez
Executive Director of Distribution, Prudential Seguros México, S.A. de C.V.
María de los Angeles Yáñez
Executive Director of Business Lines, Risks and Sector Development, Asociación Mexicana de Instituciones de Seguros (AMIS)
Mauricio Zanatta
President, AVIRA (Argentinean Life Insurance and Annuities Association)
This panel will bring together industry association leaders from throughout the region to discuss the current status of the industry and what that means to the consumer. Updates on fiduciary requirements and data trends will be shared, and attendees are encouraged to come to the session with their own questions for panelists.
Visit the virtual exhibit hall and network in chat lounges.
11:00 am - 12:00 pm
The 2021 Economy
12:00 pm
End of Day 3
Registration
Individual Registration (LIMRA and/or LOMA Member): US $300
Individual Registration (Nonmember): US $350
*Company Registration Package (LIMRA and/or LOMA Member): US $3,000
*Company Registration Package (Nonmember): US $3,500
The company registration package offers an unlimited number of passes to your organization’s employees and agents, located within a single country. Please contact Megan Schwartz at mschwartz@limra.com for more details.
*An additional $5 per person bandwidth fee will be charged for companies sending more than 100 people. (The fee will not be applied to the first 100 attendees).
All cancellations must be received in writing; email meetings@loma.org. Cancellations received by September 25, 2020, will be refunded, less a $75 processing fee. No refunds will be issued after September 25, 2020.
In the event that a scheduled meeting or event is cancelled by LIMRA for any reason, LIMRA shall refund any conference registration fees that have been paid by the registrant. Under no circumstances, however, shall LIMRA be liable to the registrant for any other expenses.