Cracking the Code of Today’s Insurance Consumer

Overview

Who Should Watch

LIMRA and LOMA member company executives
Sales Force Leaders
Commercial and agency managers from all channels
Corporate managers of commercial strategies and sales forces
Advisors and intermediaries from all channels

Highlights

Why does our crucial industry and key players like insurance and financial advisers not have a more positive image in the market? According to LIMRA research, it may be because a key component to managing customer relationships is often missing. This widespread problem is causing damage to our industry not only in Latin America, but around the world. In this session we will interview our expert in consumer psychology, Rick Funke, who will share insights from LIMRA research findings as well as tips on how to improve our relationships and image with clients. Carlos Islas, LIMRA LatAm Master Trainer will facilitate this session, helping to bring together LIMRA's perspectives and opinions along with those of the participants, to reach conclusions on how to “decode" and better connect with today's consumer.

This session will be presented in English with simultaneous Spanish and Portuguese interpretation.

EN: This event will take place at the following time:

9:00 am (UTC-6): Costa Rica, El Salvador, Guatemala, Honduras, Nicaragua
10:00 am (UTC-5): Colombia, Ecuador, México, Panamá, Perú
11:00 am (UTC-4): Bolivia, Chile, Paraguay, Puerto Rico, República Dominicana, Venezuela
12:00 pm (UTC-3): Argentina, Brasil, Uruguay

Presenters

Rick Funke

Assistant Vice President, Assessment and Development, LIMRA

Rick Funke

Assistant Vice President, Assessment and Development, LIMRA

Rick leads our client relations team and consults with clients to help them maximize the return on their recruiting and selection investment. In this role, he is involved with consultation, design, and delivery of recruiting and selection solutions based on individual client needs. Rick also plays an active role in product development and enhancement by serving as a liaison between customers and product development teams. Rick presents recruiting and retention best practices at conferences and company meetings worldwide.

Carlos Islas Murguía

Member Development Director, Mexico, LIMRA and LOMA

Carlos Islas Murguía

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.