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亞洲業務銷售通路大會

數字世界的渠道戰略

2014年11月6日 - 2014年11月7日
香格裡拉酒店, 新加坡

概覽

參加學員

亞太地區與銷售通路相關的壽險銷售通路高階主管及專家們,包括 代理通路的負責人、通路負責人、增員負責人和培訓經理們。

重點

這兩天會議將會著重展示業內領導及專家的戰略、銷售、渠道管理還有培訓方面的各種卓越知識。

分組會場使您瞭解以下領域的問題:

  • 銀行保險
  • 專職代理
  • 其他分銷

 點擊查看去年亞洲渠道會議概況

簽證要求:

有些與會人員可能需要獲得進入新加坡的簽證。在安排行程以前,請您與您所在地的新加坡大使館或領事館聯繫,以取得最新資訊。用於申請簽證的邀請函僅對已經繳費報名參加大會者發放。如果您需要簽證邀請函,請與國際壽險營銷與研究協會(LIMRA)的梅根(Megan)女士聯繫,電子信箱mschwartz@limra.com

翻譯服務:

如果請求中文普通話、韓、日、泰和越南語的口譯人數超過16人,就可以提供該語種的口譯。

登記

報名及其費用:

2014年10月10日前報名及可節省費用

2014 年 10 月 10 日以前報名:
LIMRA 和/或 LOMA 會員: 899.00美元
非會員: 1,350.00美元

2014 年 10 月 10 日以後報名:
LIMRA 和/或 LOMA 會員: 999.00美元
非會員: 1,450.00美元

通過郵件/傳真報名,請用此表.

酒店 / 地點

新加坡香格里拉大酒店
新加坡桔子園路22號 258350
電話: +65 6213 4239
傳真:+65 6737-3257
更多資訊

2014年10月24日前預訂房間:會議特價房單人間340元新幣每晚,380元新幣雙人間每晚。這個折扣將適用於2014年10月24日之前預定,會議前四晚至會議後兩晚期間,皆可享受此優惠。自助早餐每人每天另加43元新幣

入住時間:下午2:00點以後
退房時間:中午12:00點以前
以上房價需另加10%服務費和7%的銷售稅

預定酒店客房:

網上預訂訪問新加坡香格里拉酒店客房預訂頁面,使用團購代碼:LOM051114

電子郵件預訂:可發郵件或傳真至表單頂部聯繫人處。下載預定表,請 點擊此處

撥打電話:+65 6213 4239 預訂時請提醒酒店是參加LIMRA&LOMA的亞洲渠道會議或者直接報團體優惠代碼: LOMA051114

講師

Managing Director

Managing Director

Chris has a background in Product Management and as the first employee to join the founders at Hearsay Social he has led a number of key teams across Product, Customer Success & Sales. Prior to Hearsay Social Chris worked in Product Management at Intuit. Chris now leads our International activities, supporting global customers as they establish and scale social business.
Hélène Blanchette
General Manager, Marketing Innovation & Business Support APAC, Fuji Xerox Asia Pacific

Hélène Blanchette

General Manager, Marketing Innovation & Business Support APAC, Fuji Xerox Asia Pacific

A respected business leader and marketing strategist, Hélène Blanchette is an authority in the 1to1 cross-media marketing space.  In her current role she oversees the transformation, structure and implementation of the new regional digital marketing strategy in 14 countries and heads the business support of APAC for the direct operations of Fuji Xerox Asia Pacific Organisation (APO). She is known for the implementation of 1to1 cross-media marketing programs and campaigns, and is credited for having introduced the first 1to1 cross-media marketing programs in Asia Pacific under the FX Brand The 1:1 Experience.  With multiple global awards and recognitions, Hélène's innovative marketing strategies have led Fuji Xerox to be honoured with the title of Best Brand in Asia in 2013.

She is a frequent contributor to online and off-line publications as a subject matter expert, and is often invited to deliver conferences throughout Asia, Europe and North America.

Ernest Chan
President, Nan Shan Life Insurance Co. Ltd.

Ernest Chan

President, Nan Shan Life Insurance Co. Ltd.

Ernest has over 30 years of industry experience and has held a variety of accounting, risk management, and business operations leadership roles. He has been a passionate contributor to the Taiwanese insurance industry, undertaking innovative programs that integrate technology into essential operations. He was awarded the “2014 National Brand Yushan Award—Business Leader with Outstanding Performance " for his outstanding leadership and achievements. Ernest started his career as a Department Supervisor with the American Insurance Group (AIG) Internal Audit department. From there was transferred to the AIA Home Office Accounts department where he served as Chief Accountant, Senior Vice President, and Comptroller, and then was transferred to the AIA Shanghai branch as a General Manager. In 2003 he transferred to Nan Shan, a member company of AIG in Taiwan at the time, as Executive Vice President of Operations, and was promoted to his current position as President of Nan Shan in 2011
President

President

Mr. Eric Chang is currently the President of ICBC-AXA Life Assurance Co., Ltd. He has a PhD in Economics (Insurance) and is also a fellow with the Association of Chartered Certified Accountants of U.K. Mr. Chang has 36 years working experience in Hong Kong, Taiwan, China and has been with the life insurance industry for 22 years. After serving senior financial management roles in reputed companies in Hong Kong and Taiwan, he joined Winterthur Life Taiwan as CFO in 1992 and became CEO of Zurich Life Taiwan in 1999. He was subsequently recruited by Aviva Group U.K. in 2001 to set up their life joint venture in China.

In 2003, Mr. Chang was appointed the President of Aviva-Cofco Life which has developed into one of the leading foreign insurers under his leadership. He had also been acting as the Managing Director, North Asia of Aviva Group to look after their operations in Taiwan, Korea and Vietnam. In Aug. 2013, he joined ICBC-AXA Life Assurance. Mr. Chang has won "The Best Foreign Manager" title (honor began in 2006) in 2006, 2008 and 2012 as awarded by the China Insurance Marketing magazine. He should be by far the longest serving CEO among all foreign insurers in China.
Manish Chawda
Director, Risk Assurance, PwC

Manish Chawda

Director, Risk Assurance, PwC

Manish leads the PwC Information Technology Risk/Cyber Security Practice in Singapore, where he advises financial services clients on strategic and tactical solutions for information security, governance, and compliance. This includes cyber security, online fraud prevention, and data loss prevention. Manish has over 21 years of experience in multinational companies, and an in-depth knowledge of risk management involving complex technologies. He led PwC UK to achieving Payment Card Industry Qualified Security Assessor (PCI QSA) status. He has also advised the UK Government at the Centre for Protection of National Infrastructure (CPNI).
David Cook
Director & Head of Alternative Distributions, L&H Asia, Swiss Reinsurance Company Ltd

David Cook

Director & Head of Alternative Distributions, L&H Asia, Swiss Reinsurance Company Ltd

In this role David is responsible for the delivery and execution of Swiss Re's alternative distribution strategy across Asia. This role seeks to deliver thought leadership, to expand and manage markets and products as well as increasing Swiss Re's profile in the area of retail, bancassurance and alternative distribution.

David previously held the position of Vice President, Client Markets for Swiss Re's Life & Health business in Australia & New Zealand where he was responsible for the profitability and growth of Swiss Re's client portfolio, as well as the maintenance and development of long-term business relationships with clients. David's experience in the life insurance industry expands across the key areas of product, operations, marketing and distribution in both the U.K. and Australia in the primary insurance market.
Bernard Delas
Chairman and CEO of Bernard Delas Conseil Sarl
Former CEO of several leading French insurance and bancassurance groups including Groupama Assurances, CNP Assurances International, and Credit Agricole Assurances International

Bernard Delas

Chairman and CEO of Bernard Delas Conseil Sarl
Former CEO of several leading French insurance and bancassurance groups including Groupama Assurances, CNP Assurances International, and Credit Agricole Assurances International

Bernard Delas, an economist by training, has spent his career leading several French insurance and bancassurance groups. Between 1971 and 1989, he held various positions with Samda, a subsidiary of Assurances Mutuelles Agricoles, before joining Groupama Central in 1989 as Business Development Director. In 1990, he was appointed Managing Director of Groupama North East, based in Reims. In 1993, he returned to Groupama Central to take up the position of Managing Director, Insurance, France.  In July 1995, he was appointed Managing Director of Caisse Centrale Groupama and Groupama SA, and three years later he became Managing Director of Groupama-GAN. At this time he also served as Chairman of the French Federation of Mutual Insurance Companies (FFSAM) and Vice Chairman of the French Federation of Insurance Companies (FFSA).  In July 2000, after 11 years with Groupama, he left to join to CNP Assurances Group as the CEO of CNP International (Paris), and then in 2004 moved on to the position of CEO at Credit Agricole Assurances International (Paris) where he led the initiatives for international development. In 2010 he left Credit Agricole Assurances International to start Bernard Delas Conseil Sarl, where he currently serves as Chairman and CEO.
Doug Gyani
Managing Partner, Million Dollar Branders (MDB)

Doug Gyani

Managing Partner, Million Dollar Branders (MDB)

During his 15+ year career within the CTRM Industry, Doug Gyani has transformed the software and services space through innovation and a steadfast dedication to understanding the needs of his clients and prospects within the Commodity and Financial Service sector. He is both a Managing Partner as well as Executive Principle Consultant within MDB. Applying business acumen to cutting-edge software design, Doug brings pragmatic world-class digital solutions to his clients.
Jeffrey Nah
Venture Capitalist/Business Coach

Jeffrey Nah

Venture Capitalist/Business Coach

Jeffrey is passionate about sharing his experiences in strategic marketing, customer experience management, and leadership development to help companies achieve market, people, and financial leadership in this fast-evolving digital world. He previously served as CEO (Southeast Asia) with Teleperformance, where he grew a 20-person operation to over 2,000 people across Southeast Asia. Teleperformance is the largest global contact center outsourcing firm with 140,000 employees in 62 countries, and has been ranked No. 1 worldwide for several years by Gartner, IDC, Frost & Sullivan. 
Chief Executive Officer

Chief Executive Officer

John leads one of the fastest growing life insurance companies in India — and the only company to operate an exclusively bancassurance model.  It reported its maiden profit in FY 2012-13, less than five years after commencing operations, making it one of the fastest private life insurers to achieve this feat.  The company’s bancassurance business model, product mix, customer-centric practices, excellent persistency, and customer growth has won them numerous prestigious awards including "Innovation Leader for establishing Bancassurance Business Model" in 2011, "Technology Leader" in 2012, and “Life Insurance Company of the Year”, and "Excellence in Training and Development (Asia)" in 2014, just to name a few.  Prior to his current role, John was Chief Operating Officer of Hana HSBC Life Insurance in South Korea, the founding Chief Executive of HSBC Life Insurance in Taiwan, and a board member of HSBC Insurance Holdings (Asia). With his career roots in retail banking he is a bancassurance specialist in emerging markets, with a passion for professional financial planning and a 30 year career spanning both banking and insurance with the HSBC Group.
Mark Inkster
Chief Digital Officer, Aegon Asia

Mark Inkster

Chief Digital Officer, Aegon Asia

Mark has built digital businesses globally since the late 1990s. As director of international operations at Yahoo!, he led the rollout of their full suite of communication, media, and e-commerce properties around the world and built product teams in Europe, Asia, and Latin America. Mark moved to Asia in 2003 as the vice president of Yahoo!'s search business unit for Asia-Pacific. He then joined eBay as the chief product officer of eBay China, where he led the customization of eBay's technology for China, which was one of the largest development projects in eBay's history. He founded Shanghai-based travel startup Yiqilai.com.cn in 2006, and was also a founding member of AngelVest, the leading angel investment network in China. In 2009, Mark joined Microsoft's online services business as managing director of Southeast Asia, where he led MSN, Hotmail, and Bing in the region and initiated partnerships including xinMSN, which quickly became Singapore's leading portal. He led Vistaprint's business in Asia and global emerging markets from 2012-2013 as President of the Most of World business unit, and joined Aegon in August 2014. 
, FCPA, FCIA, CMC, HKRFP, BCom, MSc
Managing Director
Telos Capital & Risk Management Ltd.
&
Principal Consultant
LB Asia Consulting Ltd

, FCPA, FCIA, CMC, HKRFP, BCom, MSc

Managing Director
Telos Capital & Risk Management Ltd.
&
Principal Consultant
LB Asia Consulting Ltd

Barkis has over 25 years financial industry experience in senior management roles with his earlier career as the Financial Controller of a life insurance company (now Ageas Insurance in Hong Kong). He moved into sales management when he joined AIA in Australia as an Agency Manager responsible for providing financial planning services.

During the last 15 years, he led local and regional compliance and operational risk teams with supporting direct and indirect staff of over 200 associates in 15 Asian countries. He was the Vice President of Regional Compliance with AIA & Affiliates and the Regional Director & Head of Operational Risk Management for AIG companies in Asia. He was also the Senior Director in Risk Management with HSBC Private Bank. Prior to joining LB Asia Consulting Ltd, he was the Regional Chief Compliance Officer with Sun Life Financial Asia and MetLife for the Asia Pacific Region.

Barkis holds a Bachelor of Commerce degree in Administrative Management, a Graduate Diploma in Financial Management and a Master of Science in e-Commerce (with distinction) from universities in Canada, Australia and Hong Kong.  He is a Fellow of CPA Australia and of the Hong Kong Institute of Certified Public Accountants. He is also a Chartered Company Secretary, a Registered Financial Planner and a Certified Management Consultant by profession.

, CFP, FLMI, AIAA, ACS, MBA, LLIF
國際人才發展中心總經理

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

國際人才發展中心總經理

Andy領導著一個全球最大的壽險和金融服務業的培訓及績效發展中心, 幫助LIMRA 的會員公司正確評估當前形勢,制定戰略對策,推動不同國家、層面的多種個險及保險運營措施和策略設計、規劃構想和執行。作為一個國際化的資深壽險專業人士,他在壽險公司成長戰略、營業部產能提升、公司的盈利能力增加等方面都有著豐富的實戰經驗。在2010年加盟LIMRA之前,Andy在AIG 公司紐約總部擔任負責全球個險一線管理人員培訓的副總裁。其間開創了一系列關鍵性的個險措施和戰略,在50多個國家大幅度提升了代理人和營業部經理的產能和績效。 Andy在四個不同國家居住並工作過,這使他在AIG以及其子公司AIA亞洲區和美國本部任職期間發揮了卓越超群的領導力並積累了培養多元文化團隊的豐富經驗。
Handojo G. Kusuma
Regional Head of Sales and Distribution, Allianz Insurance Management Asia Pacific

Handojo G. Kusuma

Regional Head of Sales and Distribution, Allianz Insurance Management Asia Pacific

Handojo is responsible for the life and general insurance proprietary channel in 8 countries: China, India, Korea, Taiwan, Malaysia, Thailand, Indonesia, and Sri Lanka. He has more than 25 years of experience in the industry under various disciplinary functions: sales, marketing, training, customer service, and operations. Before assuming his current assignment, Handojo was the Deputy CEO and Chief Distribution Officer for Allianz Life Indonesia, where he played an important role transforming the insurer into one of the top 3 companies in Indonesia. He is also a former Board Member / Officer of the Life Insurance Association of Indonesia, Asosiasi Asuransi Jiwa Indonesia (AAJI), in the distribution division who served as Head of the Bancassurance Department. Handojo has earned FLMI, ACS, and AIAA designations.
Ragunath Joe Murthy
Head of Agency – Technical Advisor, FWD Life Indonesia

Ragunath Joe Murthy

Head of Agency – Technical Advisor, FWD Life Indonesia

Ragunath Joe Murthy has more than 30 years of experience in Agency Sales Management, Training and Recruitment.  He joined the Life Insurance Business during the early 1980's where he started his career as an agent and he is now the Head of Agency for FWD Life Indonesia, a start-up company in Indonesia. FWD Life Indonesia started its operations in 2014 in Jakarta, and is currently the first company in to have 100% of their Sales Force using Tablets in all areas of their business, including the selling process, the submission to payment gateway, and the digital same day policy issuances (Straight Through Process).
Amit Naik
Regional Sales Head – Asia Pacific, C2L BIZ

Amit Naik

Regional Sales Head – Asia Pacific, C2L BIZ

Amit is a founding team member of C2L BIZ, a company that focuses on providing innovative IT solutions exclusively for the insurance industry. He is responsible for helping life and health insurers throughout Asia improve business processes and technology — and transform their product distribution for digital selling. Amit has a deep insurance domain knowledge and technology expertise that comes from more than a dozen years of service to the industry.
Justine Pogroske
Creative Director, Million Dollar Branders (MDB)

Justine Pogroske

Creative Director, Million Dollar Branders (MDB)

As the founder and Creative Director of MDB, Justine brings her talents to market in an intimate boutique agency setting that allows her to serve her clients with meticulous care, thoughtfulness, and creativity. Employing her own unique brand and style, she has delivered exceptional and transforming work to clients including Coke, Dove, Nike, American Express, PwC, and Principia Consulting. Justine is a graduate of Enmore Design Centre, one of Australia's best and most renowned graphic design institutions.
Andreas Skopal
Financial Services Strategy Lead, South East Asia, PwC

Andreas Skopal

Financial Services Strategy Lead, South East Asia, PwC

Andreas focuses on customer and channel optimization, and has led more than 30 engagements to identify and deliver significant customer acquisition, retention, and cross-sell revenue growth for wealth management firms, insurers, and retail banks in Australia and the UK. He has significant experience in the business consulting and financial services industries, including 3 years in group strategy for one of the big 4 Australian banks. Andreas also has experience in customer insights and analytics, customer and channel partner segmentation, sales process, sales metrics/KPI design, lead referral, and campaign optimization. Andreas utilizes an agile approach with clients to rapidly design, prototype, test, and refine improvements in product, process and proposition design.
Mandla Shezi
Managing Director, Hollard Affinities and Direct (HAD) & Hollard Insurance, South Africa

Mandla Shezi

Managing Director, Hollard Affinities and Direct (HAD) & Hollard Insurance, South Africa

Mandla joined Hollard in February 2007 and has spent most of his time driving sales, managing commercial relationships with 26 key corporate clients, distribution channel development, managing the reduction of transactional costs and driving the innovation (product, channel, systems and corporate commercial structures) processes within HAD.  He has launched a number of new commercial relationships over the years. including a novel low cost agency force that has given the business sustained double digit growth over the last 7 years.  His most notable achievement is the growth of the above the line direct response business in South Africa and a recent successful launch of a similar business model in Indonesia in partnership with Tokio Marine Life Insurance.  Before joining Hollard, Mandla was in strategic and management consulting with Bain and Company, a process engineering with Royal Dutch Shell, and in general management and manufacturing with SABMiller.  He is the founding member of the National Society of Black Engineers – SA and has been a member of the engineering advisory board at Stellenbosch University.  

, MBA
Board Director and Chief Executive Officer

, MBA

Board Director and Chief Executive Officer

George Tan became Board Director and Chief Executive Officer of Sino-US United MetLife Insurance Company Limited (MetLife China) in November 2013, and is part of the Asia Leadership Group at MetLife Inc. He has over 23 years of progressively responsible experience in the financial services and insurance industry with extensive Greater China, U.S., and Europe exposure. Prior to his current roles, he was Regional Director for Prudential Corporation Asia as well as a Board Director and Chief Executive Office of CITIC-Prudential Life Insurance Company Limited (Prudential China). Before joining Prudential, he worked with Allianz, Aetna, and Ping An in various senior leadership positions. George graduated from the Wharton School at University of Pennsylvania with a Master of Business Administration degree.
Hugh Terry
Founder and Editor, The Digital Insurer

Hugh Terry

Founder and Editor, The Digital Insurer

Hugh is an experienced insurance professional with more than 20 years’ experience in the Asia Pacific region covering insurance companies and providing business consulting. Hugh is an actuary by profession. The Digital Insurer, www.the-digital-insurer.com, is an online forum for professionals interested in the application and impact of technology on insurance business models. The forum contains strategic articles and case studies to help people in the insurance industry plan how to use digital technology and digital thinking in their own businesses. Hugh’s personal business objective is to help insurance companies create and execute innovative business development strategies. Central to this is anticipating and leveraging digital technologies that will have a profound impact on existing business models and open up new opportunities.
高級副總裁兼國際業務總經理

高級副總裁兼國際業務總經理

Watts先生是LIMRA/LOMA國際業務的總經理,領導兩個組織幫助亞洲、拉丁美洲、非洲和中東地區會員公司的業務發展。 

在2013年加入LIMRA/LOMA之前,Watts先生擔任ACE壽險公司全球業務的首席運營官,負責公司常規業務的日常運作和新業務的開拓。在此之前,Watts先生擔任過AIG和AIA在中國和印度的首席執行官。Watts先生還有在香港、中東和拉丁美洲的工作經歷,具備充分的國際視野,並非常熟悉亞洲和中國的保險市場。Watts先生畢業于拉夫堡(Loughborough)大學,擁有商業教育理事學位。

贊助人 / 參展人

感謝2014年的贊助商:

聯絡 LIMRA 瞭解詳情:

Ms. Trish Sasso, BS, MLS

International Conference Coordinator

LIMRA and LOMA

psasso@limra.com