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.
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. " 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.
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.
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.
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.
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.
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 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.
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.
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.
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 & Markets Research, LIMRA and LOMA
Silverhart is responsible for directing select strategic research initiatives as well as implementing and managing processes to assure the quality of LIMRA and LOMA’s research program. Todd 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 and LOMA’s Customer Insight Advisory Council.
Having joined LIMRA and LOMA in 1988, Silverhart previously served in LIMRA and LOMA’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 and LOMA 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.
Professional Speaker (CSP), 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 influences them into taking action. As a professional speaker, she has spoken in 23 countries across 5 continents for the past 21 years, to more than 20,000 audience members across industries, from the world’s top MNCs such as Liberty Insurance, AIA, Google Asia Pacific, HSBC Singapore, Procter & Gamble, to Government bodies as Immigration Checkpoints Authority, British High Commission Singapore, Singapore Air Force, etc. As a voice coach, she has helped business professionals and professional speakers from 52 countries across 6 continents with their voice to speak with impact and conviction. She was personally trained by actress and former New York’s No. 1 Radio Personality Valerie Smaldone and has appeared on 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 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).
Attracting Gen Next talent and creating an energetic, dynamic and motivating workplace culture is always important for achieving a sustainable and long-term growth for organizations. Jason Chou, Chief Agency Officer of Sun Life Hong Kong, will share with you their Brighter Academy strategies:
Brighter Gen – How to attract Gen Next talent to join the financial planning business and support their early success and career advancement?
Brighter Pro – How to uplift the overall agency productivity and achieve over 20% MDRT members for a sizable agency force
Brighter Leader – Establish an efficient platform and ecosystem to drive a transformational manpower growth
Love or hate it, as more and more prospects and clients become accustomed to meeting with you virtually, it seems remote sales is the new norm that is here to stay. While the fundamentals remain the same, Alan will be highlighting some of the differences and things to take note of to gain and maintain success in this new virtual world.
When COVID-19 struck almost overnight, it forced society to change. At the height of the pandemic, everything had to be digitized. Digital skills will be as essential as language skills in the post-pandemic world. All organisation and executives talked about accelerating digital transformation. Agents and brokers themselves realized the benefits of using digital channels and technology to improve the sales process. The relationship between agent and customer remains a strength, but the interaction and medium at the point-of-sales have changed. Upskilling and reskilling are crucial and unavoidable.
Professional Speaker (CSP), TEDx Speaker, Best-Selling Author, & Voice Coach, Full Voice Consulting
As an insurance agent, your voice is critical in building trust and establishing credibility with your potential clients. Unfortunately, for most insurance agents, voice is the least developed tool. In this interactive, practical and fun session, Cynthia will help you discover your confident, credible and convincing voice so as to make your voice work for you in building rapport with your prospects, establishing trust with your prospects and inspiring your prospects to take action.
Executive Director of Financial Services, Advisors Alliance Group, AIAFA
If there's one thing to learn in the past 1 year, it's to respond, not react. Matthew will be sharing on how he has been managing his team of nearly 100 advisors in the last year, focusing on the most recent Phase 2 Heightened Alert.
In the short turnaround since the announcement of Phase 2 Heightened Alert state of emergency, Matthew and his fellow leaders devised a four-week bootcamp to keep his team engaged and effective. Understand the mindsets and processes behind an Executive Director of Financial Services, that resulted in an 87% increase of MDRT Qualifiers in 2020... despite the pandemic!
Corporate Vice President and Director, Research Quality & Markets Research, LIMRA and LOMA
The life insurance industry was not immune to the significant changes the COVID-19 pandemic forced on the manner in which companies conduct their business. While many aspects of the life business were forced to adapt, of particular interest is how the pandemic influenced the customer experience. In this presentation, LIMRA’s Todd Silverhart will highlight findings from research examining the experiences across the customer journey for individuals who purchased and managed life policies after the onset of the pandemic. In addition, insights from industry executives related to the impact of the pandemic will be discussed.
Associate Financial Services Manager, Prudential Assurance Company Singapore
Social media helps in personal branding and branding only works when it’s authentic and honest. In short, you can’t brand what you don’t have. Prepare to roll your sleeves as Joyce brings you step-by-step to find and build your offline influence, before you upload and amplify it.
Advisor, Future of Work Speaker & Founder of HRTechRadar.com
The digital maturity of business has been key to thrive during the covid-19 crisis. Where would we be if the pandemic hit when we did not have the digital support to work from anywhere? To seamlessly connect to the partners in our ecosystem? Going forward, we’ll see digital transformation accelerate and focus on building stronger, more inclusive ecosystems: a challenge for all parties involved. During this session we’ll explore solutions and best practices leading to open and innovative ecosystems.
Culture makes or breaks strategy. Studies have shown that while companies with poor people & company management protocol see as much as 80% of their transformation projects fail, companies with a healthy culture see as much as 4X more revenue growth compared to companies that do not manage their culture well. Attendees to this session will learn how to better leverage culture to deliver seamless execution and agility, while also gaining a better understanding on how to: • Use Culture to Attract, Retain And Motivate Talent • Delight Customers By Having Delighted Employees (Great EX Drives Great CX) • Improve Collaboration/Agility To Drive Efficiency & Effectiveness • Shift Mindsets To Speed Up Technology Adoption
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.
4:55 pm - 5:00 pm
Wrap Up
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.
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:
Your company name/logo displayed on the event website, with a link to your company website.
Your company name/logo displayed on all promotional materials released before the event, including event brochure and eblasts.
A personalized sponsorship page (virtual booth) on the event platform to showcase your company information, with a direct link to your company website and/or other files, videos, social networks and contact information. (See below for details)
Recognition of your sponsorship during the general session remarks, which will be captured in the event recording for future playback and on-demand viewing.
One-time use of the delegate list with the contact information (for those that have agreed to share it).
A post-event analytics report, to see how attendees interacted with your company content.
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.
