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Insurance Inspired 2021

Charting Your Next Move

7/8/2021 - 7/9/2021
Virtual Conference

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 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, staying abreast to the latest industry trends and innovations can help you better attract and retain customers, attract and retain agents/advisors, enhance channel performance, and boost your overall brand image. The planned session topics at this event will illustrate the many ways companies, executives, and top agents are innovating within sales, operations, and strategy to gain a competitive advantage following the mindset shift post-pandemic.

Planned agenda topics includes:

  • Cultivating Gen Next Advisors
  • The Workplace of the Future
  • Digital Upskilling
  • Winning Sales with your Voice
  • Engaging Remote Teams
  • COVID-19 and Life Insurance Customer Experience
  • Using Social Networks to Improve Sales
  • Challenges, Solutions, and Best Practices for Digital Transformations
  • Remote & Innovative Recruiting Approaches
  • Driving Growth through Company Culture
  • Building Your Business in a Changing Environment

Please continue to check back for additional details and updates as they are confirmed! 

6th Asia Trusted Life Agents & Advisers Awards

Prior to the conference, we also invite you to join us at the 6th Asia Trusted Life Agents & Advisers Awards, 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. 

Registration

Register by June 16:

Individual Registration: US $99

Company Registration Package:

  • 25 attendees: $2,000
  • 50 attendees: $3,000
  • Up to 200 attendees: $5,000
  • Extra groups of 100 @ $1,000

After June 16:

Individual Registration: US $149

Company Registration Package:

  • 25 attendees: $3,500
  • 50 attendees: $4,500
  • Up to 200 attendees: $7,500
  • Extra groups of 100 @ $1,500

The company registration package offers tiered pricing options to allow companies an opportunity to pay a flat fee to send multiple employees and agents, located within a single country.  Companies that purchase a group registration package will also have their logo prominently displayed in the “Supporting Organizations” recognition areas, and will be given verbal recognition from the general session platform during the event.  For more information or to register a group, please contact Jinhai Guo at GUOJ@LOMA.org or visit https://insuranceinspired.asiaadvisersnetwork.com/register to submit your interest.

Agenda

All times listed are Singapore Standard Time

Speakers

John T. Baier
GAMA International's 2013 Hall of Fame Inductee, & Co-Founder and Chairman, 25 Points Systems Inc.
  • Friday, July 9, 2021

    4:10 pm - 4:55 pm: Building Your Business in the Changing Environment

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. " He is also the Chairman of 25 Point Systems Inc, featuring the mobile app Tier 25 of his 25 Point System.
Joyce Chan
Associate Financial Services Manager, Prudential Assurance Company Singapore
  • Friday, July 9, 2021

    10:55 am - 11:45 am: Social Media – Amplifying your Offline Influence

Joyce Chan

Associate Financial Services Manager, Prudential Assurance Company Singapore

Joyce joined the Insurance profession in April 2018 and has since consecutively qualified for MDRT, with Court of Table 2021.

Her business grew exponentially when she started to digitise her prospecting and client experience processes, mainly through establishing personal branding on social media and exploring tech tools that complement her business. Despite being relatively new in the profession, she has been recognised by both her company and profession.

As a strong advocate of utilising technology and social media, Joyce has implemented digitalisation at every aspect of her business. She has also given training to thousands of fellow Financial Consultants across Asia, to help them adapt to digitalisation as a new norm.

Matthew Chew
Executive Director of Financial Services, Advisors Alliance Group, AIAFA
  • Thursday, July 8, 2021

    4:10 pm - 5:00 pm: Getting Your Sh*t Together In This Chaos

Matthew Chew

Executive Director of Financial Services, Advisors Alliance Group, AIAFA

Matthew Chew is an Executive Director of Advisors Alliance Group, AIAFA.  Starting with just two people in his team in 2013, Matthew now has nearly 100 people under his care – and he is only 35 years old this year.  Since 2017, the team has groomed its members to achieve 35 qualified Million Dollar Round Table (MDRT) and 59 International Dragon Awards (IDA) Associates.  Matthew’s vision for technological advances in the financial services industry has truly manifested during the crucial times of 2020. He spearheaded the building of a digital platform to allow for seamless financial advisory. This allowed the firm, now nearly 1000 strong, to leverage on this technology to continue providing their essential services during a time where all were ordered to stay home.

Jason Chou
Chief Agency Officer, Sun Life Hong Kong Limited
  • Thursday, July 8, 2021

    10:10 am - 10:55 am: Cultivate Gen Next Advisors – Connect in their Ways and Empower them with the Purpose

Jason Chou

Chief Agency Officer, Sun Life Hong Kong Limited

Jason has over 18 years’ experience in the insurance industry and he is now the Chief Agency Officer of Sun Life Hong Kong leading the growth and development of the agency channels, managing over 2,200 advisors and agency leaders to deliver quality agency business and manpower expansion.  He is in charge of the key business and administration functions and takes the lead to drive desirable agency behaviors and capture market opportunities.  Before this, he was the Deputy Head of Agency of Sun Life Asia responsible for strategizing and overseeing the implementation of Sun Life’s key agency initiatives in Hong Kong, the Philippines, Indonesia, Vietnam, Malaysia, India and China. 

Prior to Sun Life, he had worked in various distribution management roles of multinational insurers in both local and regional offices in Asia.  He also actively involves in industry initiatives and is currently a key member of the Club 2028 of the Hong Kong Federation of Insurers leading the drive on promotion of financial literacy as well as positive industry image.  He was awarded the Outstanding Young Professional of the Year (Corporate) Top 3 in the Hong Kong Insurance Awards 2015 and the Young Executive of the Year in the Asia Trusted Life Agents & Advisors Award 2020.

Jason is always passionate in driving distribution quality and professionalism.  He specializes in agency transformation, quality recruitment, sales promotion and distribution quality management.  At the same time, he has strong passion and believe in taking innovative and seamless utilization on technology, digital and data analytics could uplift distribution service excellence and client experience into a new next level.

Christoffer Erichsen
CEO, Human Inc
  • Friday, July 9, 2021

    3:20 pm - 4:10 pm: Accelerate your Transformation and Drive Growth Through Company Culture

Christoffer Erichsen

CEO, Human Inc

Chris is a highly sought-after international speaker who has 25+ years of experience in the fields of innovation, leadership and learning. He launched his first venture at the age of 16 & has founded multiple successful ventures since. He is extremely passionate about humanising business and the future work. In the last 2 years alone, he has impacted over 5,000 business professionals to drive customer-centric innovation. Chris is the founding partner of Human Inc, an innovation consultancy operating in Malaysia, Singapore & London. Human Inc has helped 50+ MNC's across South East Asia in every industry vertical to innovate through workshops, consultancy, and solution design labs.

Anita Lettink
Advisor, Future of Work Speaker & Founder of HRTechRadar.com
  • Friday, July 9, 2021

    11:45 am - 12:35 pm: Why Ecosystems are Driving Digital Transformation

Anita Lettink

Advisor, Future of Work Speaker & Founder of HRTechRadar.com

Anita Lettink is an international speaker and advisor on the future of work, strategy and technology with a focus on innovation (e.g.blockchain and automation).  She is also the founder of HRTechRadar, where she helps tech startups reach their full potential and evaluate the solutions for investors.  As a strategic, multilingual business leader with global experience in people and workplace technology, and in-depth knowledge of the HCM ecosystem, Anita drives a culture of innovation based on values and diversity.  She was SVP Strategy & Alliances and member of the executive team at NGA Human Resources, a market leader offering innovative HR business solutions through outsourcing, consulting and technology. She worked at NGA HR from 2001-2020 and has an in-depth understanding of the industry.  Anita also played a key role in growing NGA’s global presence through strategic selling, business development, establishing partnerships with market leading vendors and creating new offerings. She maintained close relationships with large, global customers and was the driving force behind the strategic HR2025 program.  She has lived in the United States and Germany, worked in many countries around the world and is based in the Netherlands.

Alan Ng
CEO & Co-Founder, getArrange.com

Alan Ng

CEO & Co-Founder, getArrange.com

Alan is the CEO and co-founder of getArrange.com which was founded in 2017 and is currently the leading online platform in Singapore with a mission provide quality and accessible Wills to the masses, by empowering Financial Advisers. The company won Insurtech of the Year in 2020 from the Asia Trusted Life Agents & Advisers Awards, and some noted partners include Raffles Medical Group, SATA CommHealth and JTC Kensington. The company's proprietary platform was built from countless iterations with veterans in the financial industry, employing a combination of technologies found in fintech, insurtech and legaltech startups.

Colin Ong
Founder, Advisors Clique and Executive Senior Director, Great Eastern Financial Advisers
  • Friday, July 9, 2021

    2:30 pm - 3:20 pm: Thriving in the New Normal

Colin Ong

Founder, Advisors Clique and Executive Senior Director, Great Eastern Financial Advisers

Colin Ong is the Founder of Advisors’ Clique and Executive Senior Director of Great Eastern Financial Advisers, a position he has held since 2011. A veteran in the financial services industry with more than 28 years of experience, he has achieved the Million Dollar Round Table (MDRT) 25 times since 1993, achieved the Top of the Table in 2020 and is a member of its prestigious MDRT Quarter Century Club.  Colin was a recipient of the Centennial Award by Great Eastern Life in 2008, an accolade awarded during its 100th anniversary in recognition of his contributions to the company.  He was conferred the IBF Fellow award from the Institute of Banking and Finance and was named Asia’s Inspirational Leader of the Year by the Asia Insurance Review in 2015.  Colin holds a Bachelor of Arts & Social Sciences from the National University of Singapore. He is also a Chartered Life Underwriter and Chartered Financial Consultant.

Sabrina Ong
Head of Manulife Business Academy, Manulife Asia
  • Thursday, July 8, 2021

    2:30 pm - 3:20 pm: Digital upskilling – the necessary skills for new and existing agents in a post COVID world

Sabrina Ong

Head of Manulife Business Academy, Manulife Asia

Sabrina is a seasoned corporate trainer and speaker with over 16 years of experience in management, recruitment, training and professional development for insurance agents across different levels. She has held thousands of seminars and workshops across the Asia Pacific, including countries like China, Malaysia, the Philippines, Indonesia, Thailand, Vietnam, Taiwan and Singapore.
Sabrina emphasizes the importance of infusing fun into her training sessions to allow practical and retentive learning. A certified trainer, counselor and professional coach, Sabrina is fluent in English, Mandarin, Cantonese and Bahasa Malaysia.

Todd A. Silverhart, Ph.D., LLIF
Corporate Vice President and Director, Research Quality & Performance, LIMRA
  • Friday, July 9, 2021

    10:05 am - 10:55 am: COVID-19 and Life Insurance Customer Experience

Todd A. Silverhart, Ph.D., LLIF

Corporate Vice President and Director, Research Quality & Performance, LIMRA

Silverhart is responsible for directing select strategic research initiatives as well as implementing and managing processes to assure the quality of LIMRA’s research program. In this newly created role, he oversees the development of research agendas, the practices followed in conducting research, and the procedures for assuring the quality of research deliverables.

A frequent industry speaker and author, he also serves as staff representative for LIMRA’s Customer Insight Advisory Council.

Having joined LIMRA in 1988, Silverhart previously served in LIMRA’s Assessment Solutions unit, where he conducted producer and field manager selection research, consultation, and product development. From 2000 to 2019 he managed various LIMRA research functions including Technology in Marketing and Distribution, Markets, and Insurance Research.

Silverhart is a graduate of Middlebury College and received his Ph.D. in industrial and organizational psychology from Old Dominion University.

Cynthia Zhai
TEDx Speaker, Best-Selling Author, & Voice Coach, Full Voice Consulting
  • Thursday, July 8, 2021

    3:20 pm - 4:10 pm: Winning Sales with Your Voice

Cynthia Zhai

TEDx Speaker, Best-Selling Author, & Voice Coach, Full Voice Consulting

Cynthia Zhai connects on a deeper level with audiences of various backgrounds and cultures, and influence them into taking action.  For the past 18 years she has helped business professionals and professional speakers from 46 countries across 6 continents with their voice to speak with impact and conviction, and engages and inspires people to embrace change and take action.  She has also spoken to more than 12,000 audience members across industries, from the world’s top MNCs as Google Asia Pacific, HSBC Singapore, Procter & Gamble International Operations Southeast Asia Singapore Branch, to Government bodies as British High Commission Singapore, Singapore Air Force. Her audience members vary from senior executives to sales professionals, from scientists to soldiers, from trainers, teachers to college professors, and many more.  She was personally trained by actress and former New York’s No. 1 Radio Personality Valerie Smaldone and has appeared on the Singapore Radio Program 938Live 4 times, Hong Kong Radio 3, and Malaysia Business Radio Station BFM as a guest speaker on the subject of Voice.  Cynthia was also formally trained in singing and acts as a judge for many of Singapore’s community singing competitions.

Khairul Nizam
Chief Executive Officer, Finance Accreditation Agency (FAA)
  • Thursday, July 8, 2021

    10:55 am - 11:45 am: The Workplace of the Future

Khairul Nizam

Chief Executive Officer, Finance Accreditation Agency (FAA)

Khairul Nizam is the Chief Executive Officer of Finance Accreditation Agency (FAA), based in Kuala Lumpur, Malaysia. Established and supported by Central Bank of Malaysia and Securities Commission Malaysia. FAA provides independent accreditation and quality assurance services on academic, learning and training programmes relating to finance as well as accreditation and competency assessment services for finance professionals to support human capital development for the international finance industry.

Khairul was previously Deputy Secretary General of Accounting and Auditing Organisation for Islamic Financial Institutions (AAOIFI) – the international organization responsible for development and issuance of standards on Shariah, accounting, auditing, ethics and governance for the global Islamic finance industry. Khairul served AAOIFI, based in Manama, Bahrain, for over 10 years in various positions.

Prior to AAOIFI, Khairul was with Malaysia’s largest financial services group for over 10 years and was the Head of Islamic Banking in the groups offshore banking arm. He also served in various areas of the group’s operations, including corporate banking, auditing, and international banking. Khairul Nizam graduated from the University of Nottingham, United Kingdom, and is a Certified Islamic Professional Accountant (CIPA).

Become a Sponsor or Exhibitor

Conferences like these are made possible by the generosity of our sponsors and exhibitors. Sponsorship of the 2021 Insurance Inspired will help increase name recognition, build product and service awareness, and provide valuable networking opportunities to key decision-makers in the financial services and insurance industry across Asia. All sponsorships (excluding program advertisements) include the following benefits:

For more details on the benefits of sponsorship, available packages, and how to apply to become a sponsor at the Conference, please download the Sponsorship Options here or email Ms. Megan Schwartz at mschwartz@limra.com.

Sponsors and Exhibitors

Silver Sponsor

Supporting Organizations

Contact us to learn more:

Mr. Jinhai Guo

International Conference Coordinator

LIMRA and LOMA

GUOJ@loma.org