中華圏生命保険シンポジウム

, Ph.D

Partner, Advisory, PwC China / Hong Kong

The Chinese life insurance industry is undergoing at least the following four significant changes from the market and business model perspective. 

1. Shift of insurance responsibility from the government to the market. 
2. Rate liberalization of the interest rate in the banking industry impacting the wealth management focused products, leading to insurers returning to protection products. 
3. Product and fee liberalization from the regulator. 
4. Digital impact and disruptive penetration from the internet companies. The internet disruption has far profound impact in China than in many other global markets.&

Head of Life & Health Client Markets

Protection products are becoming more comprehensive and complex in Greater China as the market develops. And consumer behaviors are becoming more diverse. Is traditional underwriting the only way to assess risk? How can we leverage the data we collect to better select risk? And how can we actively change consumer behaviors by using more sophisticated approaches, such as behavioral economics?

Managing Director, APAC

The world has gone digital. Social and mobile technology have changed how consumers live and what they expect from your company. As wealth continues to change hands from demographic to demographic, how are your advisors adapting to this shifting landscape? And how can you supercharge their productivity with big data and relationship-building tools even as they face the threat of robo-advisors and other channels?

, CFP, FLMI, AIAA, ACS, MBA, LLIF

Managing Director, LIMRA Talent Solutions International

Insurers around the world are facing the same troubling problem: they are struggling to attract today’s young sales talent. Millennials are being wooed by new industries and seeking out jobs with high-profile consumer brands. They seem indifferent to our industry at a time when so many of our best agents are nearing retirement. Andy Khoo will share key LIMRA research findings about today’s recruits and the best practices for recruiting, developing, and retaining them.

Life and health insurers can significantly improve their profitability through by rethinking their approach to developing and implementing digital strategies. Neil Katkov will discuss how digital strategies must differ from conventional strategies, and examine how enablers of digital strategy implementation are quickly changing. Her presentation will help you identify how to develop and set a digital strategy that achieves results.

How well do you know your customers? Can you optimize their experience in this cacophonous age of e-business, m-business, social media, and big data? Can you deliver the right message at the right time in the right format to the right person even as you grow the number and size of your communication and sales channels? It’s a challenge we all face. Enda Kavanagh will show you how your company can effectively use technology and the data it collects to achieve consistent, measurable results across channels — and increase your ROI.

Partner, Management Consulting, Shanghai

In today’s hyper-connected, technology-enabled world, digital is transforming consumer demands and expectations for every industry, including life insurance. Is your company able to collect, analyze, and leverage key consumer data to reap profitable growth? Is your company ready to make the complex choices caused by disruptive, game-changing technologies and surge ahead of competitors? Matthew Ding will examine today’s crucial data opportunities in China and around the world — and explore opportunities that may lie ahead.

CEO and President

, Ph.D.

Director and General Manager

, MBA

Board Director and Chief Executive Officer

In a candid panel session focused on the need to continually innovate to stay ahead of the competition, these company leaders will discuss past, current and future strategies for running a profitable company. The discussion will focus on a variety of key areas that have proven to be critical to continued success, including channel management, operational efficiencies, the importance of customer centricity, navigating regulatory hurdles, and the shift towards a digital mindset.

Robert A. Kerzner, CLU®, ChFC®

President and Chief Executive Officer, LIMRA, LOMA, and LL Global, Inc.

Bob Kerzner will share his inside knowledge of the industry to provide insights on innovative strategies and practices that companies in China and around the world to grow profitably. You will hear how companies are using new technologies, big data, predictive analytics, social media, and more to pursue new and emerging business opportunities. 

Chief Investment Officer

In his discussion, Mr. Jing will discuss the evolution and methods of important types of asset allocations. He will outline the models and methods his company currently adopts when dealing with risk and budget management, and describe how to apply these models and methods to insurance funds and solvency management.

Lu Rongyan

Dean, The Insurance Business Research Institute
CEO, Shenzhen Palm Business Mobile Technology Development Co., Ltd.

Mr. Lu, a founder of mobile marketing and sales in China’s life insurance industry, will join us to outline the newest mobile internet trends affecting the region and impacting the insurance and financial services industry. He will take attendees through the process of online sales and marketing, and share his views on the best ways to utilize mobile channels going forward.

Andrew Dart

Insurance Industry Strategist, CSC

Andrew Dart will discuss how life and health insurers are incorporating data from wearable devices into their risk management and customer engagement programs — and the benefits early adopters have received. He will also delve into the biggest hurdles companies face when launching these programs.

LIMRA and the Society of Actuaries teamed to explore the retirement perceptions of urban and rural Chinese consumers. Using face-to-face and online interviewing, we explored what Chinese consumers think about their retirement needs, preparations, and challenges. Jing Xu will present key findings and provide insights into the retirement market potential in a presentation featuring “the voice of the consumer.”