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This one-day LIC workshop provides you with crucial information on how to evaluate and execute new products and markets that will be profitable for your company.
Join us and learn this proven process for:
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Evaluating whether a particular program is a good fit for your company
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Identifying and coordinating the appropriate resources – both internal and external
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Implementing the new program with maximum efficiency
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Flattening the learning curve to eliminate the false starts and misaligned results that are typical of many new initiatives
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Navigating
your way through actuarial practices, administrative systems, market research and regulatory issues
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Confidently achieving and monitoring the profitable results you expect
Presenters
Frank Santa-Donato, LIMRA International (Introduction)
Mike Leary, Catholic Holy Family Society (Facilitator)
John Miller, Miller & Newburg (Actuarial)
Robert Schleyer, Schleyer Consulting (Operations & Technology)
Michael Gilliland, Lincoln Financial (Compliance)
Rick Hekeler, LIMRA International (Market Research)
Agenda
Tuesday
11/4
6:30 PM Dutch Treat Dinner
Meet at Hilton Garden Inn Hotel
Wednesday 11/5
8:00 AM Shuttle pick up at Hilton Garden Inn
8:15 AM Tour of LIMRA Information Center
8:30 AM Introduction
9:00 AM Successful Case Study (Pre-need)
10:00 AM Research Phase
11:00 AM Strategic Planning Phase
12:00 PM Execution Phase
1:30 PM Performance Management Phase
2:00 PM Wrap-up
2:15 PM Shuttle to Airport
Registration fee:
$500 Members
$650 Non-members
Group discounts for 3 or more
To register, please follow this link: https://www.seeuthere.com/register/m2625a31-4T6Z0L3YHE3P3
Nearby
Hotel Suggestion
Hilton Garden Inn Hartford North/Bradley Int'l Airport
555 Corporate Drive
Windsor, Connecticut 06095
Phone: 680-731-4113
Attire
Attire
for this meeting is business casual.
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