Thursday, November 17, 2016
7:30 a.m. - 5:00 p.m. - Registration
8:30 a.m. - 9:00 a.m.: Opening Remarks
9:00 a.m. - 10:00 a.m. - The Consumer of 2023
10:00 a.m. - 10:30 a.m. - Networking Break - Sponsored by AMLAware
10:30 a.m. - 11:15 a.m. - Building an Agency from the Ground Up
11:15 a.m. - 12:00 p.m. - Developing Top Agency Managers
12:00 p.m. - 12:30 p.m. - The Shift Toward Independent Agent Models
12:30 p.m. - 1:30 p.m. - Lunch - Sponsored by Thai Life
1:30 p.m. - 2:15 p.m. - A Successful Omnichannel Sales Approach
2:15 p.m. - 3:15 p.m. - Bank-Insurer Collaboration Success Models: The Necessary “Velocity” for a Competitive Edge
3:15 p.m. - 3:45 p.m. - Networking Break
3:45 p.m. - 5:00 p.m. - Executive Panel: Elevating Advisor Quality and Productivity
5:00 p.m. - 6:30 p.m. - Join us for cocktails and a dinner cruise!
Friday, November 18, 2016
8:00 a.m. - Registration Re-Opens
8:45 a.m. - 9:00 a.m. - Welcome Back
9:00 a.m. - 9:45 a.m. - Wellness Trends, Customer Engagement, and Shared Value
9:45 a.m. - 10:30 a.m. - Managing the Future: Insurance Regulation
10:30 a.m. - 11:00 a.m. - Networking Break
11:00 a.m. - 12:30 p.m. - Panel: The Digital Advisor Journey
12:30 p.m. - 1:30 p.m. - Lunch - Sponsored by AMLAware
1:30 p.m. - 2:30 p.m. - FinTech Innovation and Cognitive Automation in Insurance
2:30 p.m. - 3:30 p.m. - Tipping Points for Digital Connections
3:30 p.m. - 3:45 p.m. - Closing