Head office chief executives and key executives of financial services companies operating in Latin America. As senior executives, they are most concerned about emerging trends and developments in marketing, distribution and corporate management.
Closing Keynote Speaker
Santiago Kovadloff, Essayist and Poet
Santiago Kovadloff is an essayist, poet, author of children’s stories and translator of Portuguese literature. In 1992 he obtained, as an essayist, the First National Prize for Literature and in 2000 was awarded the First Municipal Prize of Poetry of the City of Buenos Aires. In 2010 the Argentine Academy of Journalism awarded him his Honor Pen and as an essayist he has, on two occasions, also obtained the Kónex Platinum Prize. He is a member of the Argentine Academy of Letters, a corresponding member of the Royal Spanish Academy, and a member of the National Academy of Moral and Political Sciences, and also a permanent collaborator for the Buenos Aires newspaper, La Nación.
Highlights
Join us in Mendoza, Argentina, where we will bring together senior leaders of Latin America's life insurance and pension industries. You will benefit from:
New perspectives: Gain fresh insights from both peers and speakers on the top of mind issues that keep executives up at night.
Networking and camaraderie: Share experiences and ideas with senior leaders worldwide.
Knowledge and insight: Learn about the latest trends and issues affecting the industry in Latin America. Benefit from the insight and success strategies from leading financial services practitioners and industry experts.
Regional CEO Latin America and the Caribbean, LIMRA and LOMA
Marcelo Assunção is the Regional CEO Latin American and the Caribbean for LIMRA and LOMA. Prior to joining LIMRA and LOMA he held various industry roles, including Strategic Consultant for Aetna International, Regional Director for Icatu Seguros, Corporate Business Director for MetLife and AVP for Marsh. Marcelo has an MBA in Business Management from FGV.
2:00 p.m. - 2:45 p.m.: 21st Century Goal Setting to Exponentially Increase Retention and Productivity
John T. Baier
GAMA International's 2013 Hall of Fame Inductee, & Co-Founder and Chairman, 25 Points Systems Inc.
John has more than four decades of experience in the financial services business, including 35 years as a Managing Partner and company executive for New York Life. As a Managing Partner he grew a new, young agency from almost nothing into one of the premier agencies in the world, using the foundation for what would later become the industry-renowned 25 Point System. In 2015 John was appointed Executive Director of Seguros Monterrey New York Life where he was charged with coaching top company executives, leading the Project Retention and MDRT Program, and managing the Agency Distribution Channel. Under his leadership, SMNYL saw their retention rates increase by 75 percent, their number of MDRT Agents and Aspirants from 432 to 624 (advancing SMNYL from the 33rd position to the 14th position in MDRT Membership), and their agency sales increased by 33%. In 2013 John was inducted into the GAMA International Hall of Fame, the highest honor in the Financial Services Industry, and in 2016 he established Baier Consulting International LLC. to foster “Exponential Growth Through Proven Systems. " John is the author of the book “The 25 Point System for Sales Accountability and Success in any Sales Field.” He is also the Chairman of 25 Point Systems Inc, featuring the mobile app Tier 25 of his 25 Point System.
11:00 a.m. - 12:15 p.m.: The Pulse of Insurance and Financial Concerns: A Consumer Study by Origenes Seguros and LIMRA
Lic. Nora B I de D’Alessio
Sociologist – Specialized in Psychosociology, & Vice President, D'Alessio IROL
Nora has conducted over 2,500 projects in the areas of research, planning and service quality since 1971, and specializes in jobs for the financial, insurance, media and social and political market. She has worked to successfully integrate digital transformation initiatives at various companies, maintains a strategic alliance with Berensztein®, and represents Argentina at the IRAM for the assembly of ISO 20252, Market, Opinion and Social Research and ISO standards 25362 Access Panel. Nora is a member of the international committee for ISO standards in the banking and financial area and a frequent speaker at conferences of national and international level. She is a member of the Board of Directors of the Argentine Association of Banking Marketing and was a member of the analysis committee of the globalization of ISO standards in services.
11:45 a.m. - 1:00 p.m.: Panel: AI, Analytics, and Data Management
Hugues Bertin
CEO and Founder, Digital Insurance Latam
Hugues is CEO and Founder of Digital Insurance Latam, the first digital insurance architecture studio, with connections and expertise in the insurance industry as well as the innovative digital world and the InsurTech ecosystem. Graduate as a French Actuary in the French statistics Institute (France) and from the High Managers Program from IAE (Argentina), Hugues has a trajectory of more than 20 years in insurance in several functions (Digital Transformation Leader, Finance and Claims Director, Sales Manager, Consultant, brokerage) in 3 companies (BNP Paribas Cardiff, Mercer and PwC) and in 2 continents, Europe and Latin America. Hugues has also been Vice President of BNPP investment Partner Argentina.
11:00 a.m. - 12:15 p.m.: The Pulse of Insurance and Financial Concerns: A Consumer Study by Origenes Seguros and LIMRA
Silvia Cardarelli
CFO, Life Seguros y Origenes Seguros de Retiro – Argentina
Silvia worked for 18 years in the agribusiness and territorial development in the Ministry of Economy, Ministry of Agriculture, and Banco de la Nación Argentina, among other public entities, as well as with providing economic and financial advice to agribusiness producers and companies. She was a consultant to multilateral organizations such as the IDB and the World Bank for different countries in Latin America and has been a graduate and postgraduate teacher at the University of Buenos Aires, Universidad de Belgrano and Universidad Católica Argentina. She is the author of numerous research and publications on markets and consumer behaviors and speaks often in national and international conferences. Since 2007 she has worked in the financial services sector, currently in charge of planning and management control at Origen Seguros, a key company in Argentina’s retirement, life and general insurance market. Silvia enjoys enhancing diversity in corporate cultures, developing realistic plans and making them possible. She has a Degree in Economics, Masters in Agricultural Economics, and is a Professional Business Director as well as mentor of new generations, mother, certified diver and tireless traveler.
9:10 a.m. - 10:30 a.m.: Panel: The Customer Experience
Erick Rincón Cárdenas
President, Colombia Fintech
Erick has 20 years of experience in the field of Law and information technologies. He received his law degree from the Universidad del Rosario and a Doctor of Law from the European University of Madrid. He was an Advisor to the Legal Vice Presidency of the Chamber of Commerce of Bogotá, Secretary of the electronic commerce subcommittee of the International Chamber of Commerce of Paris, Career Director at the Faculty of Jurisprudence of the Universidad del Rosario, and also General Manager of Certicámara SA and General Manager of Legis Editores S.A. Currently Erick is currently President of Colombia Fintech and a Professor at the Universidad del Rosario. He also frequently consults on the areas of Electronic Signature, Digital Government, and Electronic Commerce of both the Organization of American States OAS, and the Inter-American Development Bank IDB.
11:00 a.m. - 12:15 p.m.: The Pulse of Insurance and Financial Concerns: A Consumer Study by Origenes Seguros and LIMRA
Isela Costantini
CEO, GST - Servicios Financieros & Former CEO of General Motors and Aerolíneas Argentinas
Isela Costantini worked for 17 years at General Motors, holding positions in the US and Brazil before becoming President for Argentina, Uruguay and Paraguay in 2012. In 2016 she assumed the presidency of Aerolíneas Argentinas and in 2017 she became President of the Financial Holding GST. In 2013 Fortune magazine listed her among the 50 most Powerful Professional Women in the world, and in 2014 she was elected president of ADEFA, and reelected in 2015. In 2015 she was awarded as CEO of the Year by Apertura Magazine and PwC, in 2016 was granted Merco Award (Clarín) for business reputation, in 2017, CEO of the Year by Ernst & Young, and in 2018 the Konex Award. She received a Bachelor in Social Communications from Universidade Católica do Paraná, Brazil and an MBA from Loyola University Chicago, USA.
Managing Director of Research, Society of Actuaries
R. Dale Hall is Managing Director of Research for the Society of Actuaries in Schaumburg, Illinois. In his role, Dale coordinates the SOA’s strategic research partnerships, oversees SOA experience studies, coordinates research across the SOA’s wide variety of actuarial practice areas, and directs the SOA’s data-driven in-house research initiatives. He is a frequent speaker at insurance and retirement industry meetings to highlight SOA research, including presentations to the actuarial task forces of the NAIC and congressional committee testimony on pension plan mortality rates. He has appeared on behalf of the SOA in a variety of media outlets including coverage on C-SPAN and National Geographic’s BREAKTHROUGH television series, and hosts the weekly Society of Actuaries Research Insights Podcast. Prior to joining the SOA, Dale spent over 20 years in the US insurance industry, primarily as Chief Actuary for the Life/Health companies of COUNTRY Financial.
Santiago Kovadloff is an essayist, poet, author of children’s stories and translator of Portuguese literature. In 1992 he obtained, as an essayist, the First National Prize for Literature and in 2000 was awarded the First Municipal Prize of Poetry of the City of Buenos Aires. In 2010 the Argentine Academy of Journalism awarded him his Honor Pen and as an essayist he has, on two occasions, also obtained the Kónex Platinum Prize. He is a member of the Argentine Academy of Letters, a corresponding member of the Royal Spanish Academy, and a member of the National Academy of Moral and Political Sciences, and also a permanent collaborator for the Buenos Aires newspaper, La Nación.
8:45 a.m. - 9:45 a.m.: Welcome and Opening Remarks
David Levenson, DBA, FSA, CFA
President and Chief Executive Officer, LIMRA and LOMA
David Levenson is responsible for leading one of the world’s largest associations of life insurance and financial services companies, representing 700 member organizations across 70 countries. Most recently, Levenson was a principal at Edward Jones and served on its management committee from 2015–2018. He was responsible for all products distributed through its network of 17,000 advisors in the U.S. and Canada. Prior to 2012, Levenson was president of wealth management at The Hartford Financial Services Group, responsible for the firm’s individual annuity, individual life, mutual fund, and retirement plan businesses. He also served as president and CEO of Hartford Life, KK in Tokyo, where he was responsible for leading the largest annuity provider in Japan.
Levenson holds his Bachelor of Science from the Wharton School, University of Pennsylvania, his Master of Business Administration from Columbia Business School and a doctorate in business administration from The School of International Corporate Strategy at Hitotsubashi University in Tokyo, Japan.
11:45 a.m. - 1:00 p.m.: Panel: AI, Analytics, and Data Management
Mauricio Monroy
Vice President, LATAM and Spain, Equisoft
Mauricio is an IT expert with over 20 years of experience across the financial services, insurance and other industries. A client relationship expert, and software engineer graduate from La Universidad de los Andes in Bogotá, Colombia, he also holds a master’s degree in business administration from HEC Montréal, and is a certified Project Management Professional (PMP). Since joining us in 2014, Mauricio’s library of experience in software development, IT solution integration, business process improvement, project management and client relationships are indispensable to our team and customers in the Latin America and Spain region where he is dedicated to propel Equisoft’s expansion by creating new business opportunities and leading regional operations.
4:15 p.m. - 5:00 p.m.: The DNA of the Professional of the Future
Lic. Gastón Morales
Director, AHA! (Ideas+Personas)
Gastón Morales es Consultor en Neurociencias aplicadas a Creatividad, Innovación, Liderazgo, Equipos de Alto desempeño, Marketing, y Ventas. Es speaker internacional, apoyándose en su experiencia de más de 15 años como Gerente de Marketing y Comercial en numerosas multinacionales como American Express, Telecom, La Caja y SAS, entre otras. En el ámbito académico, Gastón es Profesor Universitario y Coordinador del Programa “Neurociencias para Líderes” de la Univesidad de San Andrés, y en medios es columnista en FM Blue 100.7, FM Delta 90.3, El Cronista Comercial Suplementos PyMES, BAE, Multitaskers AMEX. También, como productor de música electrónica, fue ganador del Premio Carlos Gardel al Mejor Álbum de Música Electrónica (2008), y estuvo nominado por MTV como Mejor Artista Nuevo Sur.
3:00 p.m. - 6:00 p.m.: Early Bird Session: Neuroselling Training Program
Wednesday, November 6, 2019
11:00 a.m. - 11:45 a.m.: The Salesforce of the Future in Latin America
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.
9:10 a.m. - 10:30 a.m.: Panel: The Customer Experience
Flavia Nuñez
General Manager, Seguros Falabella, Argentina
Flavia Nuñez has been in charge of the General Management of the Argentine subsidiary of Seguros Falabella, a broker of the Falabella group, since March 2014. (With 25 years of experience in the insurance market, Seguros Falabella has 4.5 Million customers and 1800 employees throughout Argentina, Peru, Colombia, Chile and Mexico). Flavia has worked for more than 20 years in the financial industry, including Lloyds Bank, Itaú Bank in Argentina, the Dutch ING group in Spain, and then returning to Argentina to join the Falabella group in 2012. She is a Public Accountant from the UADE, and an Executive MBA from the Universidad Pontificia Comillas of Madrid.
9:10 a.m. - 10:30 a.m.: Panel: The Customer Experience
Candelaria Ochoa
Country Manager, Uncommon Argentina
A strategic designer, Candelaria spent nine years working in a variety of markets and industries for global luxury brands. She has created and coordinated design teams, as well as organized seminars and talks about the value of design. Her passion for design experience led her to San Francisco where she completed an MBA in Strategic Design at the California College of the Arts. To date, she has developed projects for clients such as Levi’s, Banco Galicia, BBVA Francés and BNP Paribas Cardif, through the use of methodologies such as Design Thinking, Customer Experience and Business Strategy. She currently directs the local headquarters of the global innovation consultancy Uncommon and is co-founder of Service Design Drinks Buenos Aires.
3:00 p.m. - 3:45 p.m.: The New Paradigm for Social Security in Brazil
Jorge Pohlmann Nasser
CEO, Bradesco Vida e Previdência S.A. e da Bradesco Capitalização S.A.
Mr. Nasser is currently the CEO of Bradesco Vida e Previdência and Bradesco Capitalização S.A., and President of the National Federation of Private Pension and Life (FenaPrevi). As a career professional at the Bradesco Organization, he has held various positions at Banco Bradesco, Bradesco Vida e Previdência and Bradesco Seguros, including Marketing Director at both Bradesco de Seguros Group and Banco Bradesco. Mr. Nasser graduated with a degree in Advertising and Marketing from Universidade Paulista (UNIP), and studied at the Advanced Management Program (PGA) - Bradesco, of Dom Cabral Foundation (FDC). He has also participated in a variety of international executive programs including the Advanced Management Program at the University of Pennsylvania’s Wharton School of Business, Advanced Management courses at the Stanford Graduate School of Business, Kellogg School of Management, and the Harvard Business School and Center for Creative Leadership in the United States.
2:45 p.m. - 3:00 p.m.: Remarks from the Superintendent of Insurance
Guillermo Plate
Deputy Superintendent, Superintendencia de Seguros de la Nación (Argentina)
Guillermo Plate was appointed by President Macri as Deputy Superintendent of the Argentine Superintendence of Insurance (Superintendencia de Seguros - SSN) in 2017. The SSN, reporting to the Ministry of Finance, was set up in 1938 and regulates the creation and operation of insurance and reinsurance companies. Guillermo began his career as a corporate lawyer in Argentina, working with one of the largest law firms in Buenos Aires, and gained a broad experience in international law, corporate law, tax, AML and CFT. Guillermo then joined an international trust company, where he developed tax-efficient structures for four ultra-high-net-worth clients; and worked in business development for Latin America. In August 2012, he moved from Argentina to Barbados to join the Royal Bank of Canada, as Manager of Trust Business Development. In 2015, he moved back to Argentina where he participated in the strengthening of Argentina’s National AML/CFT system and developed public policy proposals for the first 100 days in office, including legal, regulatory and institutional reforms. In 2016, Guillermo was appointed Vice President of Provincia Aseguradora de Riesgos de Trabajo S.A, the largest workers’ compensation company of Argentina, and advisor to the Board of Directors of Banco Provincia de Buenos Aires.
2:15 p.m. - 3:00 p.m.: Pension systems and voluntary savings programs to close Latin America’s pension gap
Hernán Pérez Raffo
Partner, PwC Argentina
Hernan is a partner at PwC since 1998, focusing on
the Financial and Insurance Industries. His professional experience covers
various areas, including risk management, and particularly focused on Financial
Organizations (Banks and Insurance); studies, valuations and advice on the
actuarial aspects of the Insurance and Health business, Social Security
programs and Pension Plans. He has run many projects in Latinamerica: Colombia,
Chile, Brazil, Peru, Central America and Argentina. He is a Professor of Actuarial
Theory of Retirement Funds, Pensions Plans and Health Plans and other subjects
in the actuarial area at the Universidad de Buenos Aires (UBA). He has
participated and has presented papers at various national and international
Congresses of Actuaries. He is a former Deputy-Director in the career of
Actuary in the School of Economic Sciences at the UBA; former Consejero and
current President of the Actuarial Commission for the Professional Council
in Economic Sciences for the Autonomous City of Buenos Aires. He is an Actuary
and Public Accountant (UBA) and has been an Associate of SOA since 1994.
9:45 a.m. - 10:30 a.m.: Opening Keynote Speech: The Making of Lemonade and the Future of Insurtech
Ty R. Sagalow
Founding member of Lemonade, the first fully licensed and regulated InsurTech insurance carrier in the United States
Ty Sagalow is a founding member of Lemonade. Prior to Lemonade, Mr. Sagalow held senior roles at several insurance companies, most notably at AIG where over the course of 25 years, he was Chief Underwriting Officer, General Counsel, Chief Operating Officer and Chief Innovation Officer of various divisions and subsidiaries. In addition to his board seat on Lemonade Insurance Company, Mr. Sagalow is also involved with a number of InsurTech startup companies, and is currently as Co-Founder and Chief Insurance Officer at Assurely, an Insurtech insuring the risks of crowdfunding companies. Outside of InsurTech, Mr. Sagalow is considered on the world’s experts in innovation in the insurance industry having been credited with creating various insurance products including Y2k Insurance, (Entity Cover) Directors and Officers Insurance, Cyber insurance, Reputation Insurance, Collectible Authenticity Insurance and Intellectual Property Collateral Insurance. His works include @Risk: Internet and E-Commerce Insurance and Reinsurance Legal Issues and Directors & Officers Insurance Handbook.
11:45 a.m. - 1:00 p.m.: Panel: AI, Analytics, and Data Management
Sabina Schneider
Chief Solutions Officer (CSO) - LATAM Region
, Globant
Sabina Alejandra Schneider is Chief Solution Officer for the LatAm region, leading complex ecosystems that combine technology, design, data, and culture. As a former Consulting Partner and Big Data Studio Partner at Globant, Sabina focuses on delivering transformation programs by breaking down big business challenges into actionable elements to achieve a shorter time to market with continuous delivery. She helps companies achieve their goals and build relevant relationships with end clients through data-driven, rapid, and dynamic technology solutions. Sabina is an expert in Agile methodologies, development, and big data strategies, and has spoken at several industry events including the Medellín Hackathon, the London Big Data Breakfast, the Bogotá Big Data Hackathon, and the AWS Big Data Breakfast Summit in both Sao Paulo and NYC.
Member Development Director, Mexico, LIMRA and LOMA
Did you know that more than half of the buyers of financial service products would be unable to answer 3 basic questions about the product or service that they purchase? This is because neuroscience research has shown that people make decisions with emotion, and then justify those decisions with reason. This in turn means that one of the largest deciding factors at play when it comes to purchasing an insurance policy is the sales representatives ability to empathize with the client and create a connection.
If you are interested in how personality types affect how people buy and sell, and how we can learn to use this to our advantage when positioning a product for sale, then you should not miss the opportunity to participate in this Neuroselling program!
The Neuroselling training program will include the following modules:
I. Why is what we do important? (Transform the mindset)
II. How do I achieve my commercial objective? (Acquire the toolset)
III. How do I use my skills? (Develop the Skillset)
IV. The new sales paradigm (Neuroselling)
V. How do I influence my work team? (Affective Neuroscience)
**Note: This session will be conducted in Spanish, without any interpretation.
All conference attendees are welcome and encouraged to join the Welcome Cocktail Reception at 7:00 p.m. on Monday evening at the Sheraton Mendoza Hotel. The attire for this event, and all conference sessions, is business casual.
Founding member of Lemonade, the first fully licensed and regulated InsurTech insurance carrier in the United States
Ty R. Sagalow is a founding member of Lemonade, the first fully licensed and regulated InsurTech insurance carrier in the United States, and the foundation for the multi-billion dollar InsurTech industry. Lemonade has been called the “Uber of Insurance” and issued over 250,000 policies in its first two years of operation. In his opening keynote, Mr. Sagalow will share insights on:
How Lemonade emerged from an idea on the wall to a full stacked, regulated insurance company which re-defined the industry in less than two years.
How Lemonade has changed the industry with its compelling propositions, cutting edge technology, and unique business model.
How the use of “behavioral economics” is set to dramatically change the level of Insurance Fraud.
Other emerging InsurTech industries and companies, including new products being used to insure online capital formulation and crowdfunding.
Sociologist – Specialized in Psychosociology, & Vice President, D'Alessio IROL
Silvia Cardarelli
CFO, Life Seguros y Origenes Seguros de Retiro – Argentina
Isela Costantini
CEO, GST - Servicios Financieros & Former CEO of General Motors and Aerolíneas Argentinas
En esta versión del conocido estudio de consumidores de LIMRA, se describen las preocupaciones financieras y el panorama actual de los seguros de Vida y Retiro desde la perspectiva de la conducta de los consumidores de distintas edades, ingresos. El objetivo del Pulso de los Seguros es comprender al consumidor de servicios financieros argentino y aportar con contenidos al desarrollo de su cultura aseguradora, brindando el conocimiento que las empresas y el sector público requieren para mejorar sus procesos de ventas y distribución, como para la formulación de políticas públicas por parte del ente regulador, respectivamente.
Managing Director of Research, Society of Actuaries
Latin America is going through a rapid demographic transition, with an aging population that is growing faster than ever before. To understand what this aging population trend means to the Latin American retirement market, LIMRA and the Society of Actuaries commissioned a joint consumer study to identify the current and future opportunities resulting from this demographic shift. This session will present the findings of that study, including what products, channels, marketing strategies, and technologies work best for different segments, as well as how companies can start to address the looming retirement funding (public and private) gap.
Regional CEO Latin America and the Caribbean, LIMRA and LOMA
Latin America is going through a rapid demographic transition, with an aging population that is growing faster than ever before. To understand what this aging population trend means to the Latin American retirement market, LIMRA and the Society of Actuaries commissioned a joint consumer study to identify the current and future opportunities resulting from this demographic shift. This session will present the findings of that study as they relate specifically to Argentina, including what products, channels, marketing strategies and technologies work best for different segments, as well as how companies can start to address the looming retirement funding (public and private) gap.
Social welfare programs in most Latin American countries have common characteristics due to the widespread implementation of individual capitalization account models, however between countries there are varying levels of scope, complexity, and degrees of maturity. This session will discuss the voluntary savings instruments that arose as an alternative to solve for the unresolved needs from these mandatory programs, as well as the variations that must be taken into account in each market to increase their effectiveness and remain competitive.
The most avant-garde companies – the ones achieving the best results for both their clients and for their employees - are the ones that are applying neuroscience to their day to day activities and strategy. Therefore, continuing to better understand the main brain mechanisms that maximize performance will be a key component for ensuring increased engagement and improved business results from the professional of the future. In this talk, Mr. Gastón Morales will share with the attendees a trip deep within the brain to understand the mechanisms associated with the development of individual and collective potential. Change and adaptability, decision making, motivation, capacity for effective action, creativity and innovation, productivity, dissent and cognitive diversity, will be some of the exciting topics that this exhibition will include.
No trip to Mendoza would be complete without a visit to one of the fabulous local vineyards that this region is known for. Surrounded by a unique natural landscape with vineyards and olive groves, Trapiche Winery’s beautiful setting is complemented by a Renaissance-style construction dating from 1912, and considered one of the architectural icons of Argentinian winemaking.
While at Trapiche Winery attendees will have the unforgettable experiences of sampling fine wines and enjoying dinner under the stars from an award-winning chef!
GAMA International's 2013 Hall of Fame Inductee, & Co-Founder and Chairman, 25 Points Systems Inc.
John Baier, GAMA International’s 2013 Hall of Fame Inductee, will share personal case study experiences and best practices for successful agent retention and productivity results. Based on his industry-renowned 25 Point System, he will share his approach for strategic planning (from tracking daily activity to setting a long range vision), as well as how this planning technique has vastly improved with mobile technology. John will also share insights on why most goal setting fails and methods to avoid common traps – for both new and veteran advisors.
Spouse/Guest - US$149 A registration fee of $149 is available to spouses and guests of registered attendees. Individuals in an industry-related position, co-workers, or associates do not qualify. We invite spouses/guests to participate in the event's food and social functions and ask that they wear their badge to these events. Participation in the general sessions and workshops is limited to those who have paid the full registration fee to attend the conference.
Cancellation Policy All cancellations must be received in writing. Cancellations received before October 7, 2019, will be refunded, less a $75 processing fee. Cancellations received from October 7 to October 21, 2019, will be refunded, less a $275 processing and administrative fee. No refunds will be issued after October 21, 2019. Email customer.service@limra.com or fax to +1-860-285-7792.
In the event that a scheduled meeting or event is cancelled by LIMRA for any reason, LIMRA shall refund any conference registration fees that have been paid by the registrant. Under no circumstances, however, shall LIMRA be liable to the registrant for any other expenses including, but not limited to, airfare and hotel expenses incurred by the registrant.
Hotel / Venue
Sheraton Mendoza Hotel
Primitivo de la Reta 989 Mendoza, 5500, Argentina, Argentina
reservas.mendoza@sheraton-mendoza.com
054 261 441 5509
If you receive any unsolicited or suspicious email or phone call about a hotel booking in conjunction with this meeting, our advice is not to click on it, but delete the email immediately. In the case of a phone call, never give out your credit card information. Our designated conference hotels will never call you unless you contact them first.
SHERATON MENDOZA HOTEL Primitivo de la Reta 989 Mendoza, 5500, Argentina T: 54 261 441 5503
Make your room reservation at the Sheraton Mendoza Hotel by October 7, 2019 to receive the discounted group rate of US $150, plus 21% VAT per night. (VAT exempt for foreigners). The group rate will be offered three days prior and three days after the meeting dates, and includes breakfast and internet. Check in is 15:00; check out is 12:00.
Rooms at the group rate are limited and available on a first come, first-served basis, so be sure to book early for best selection and price!
To make hotel reservations (for stays that include dates between November 1–7 ONLY):
Note: If you wish to arrive to the hotel BEFORE 1 November, and/or depart AFTER 7 November, please email the hotel directly at reservas.mendoza@sheraton-mendoza.com to make your reservations at the discounted group rate.
Airport Transfers and Onsite Activities: Once you have made your flight arrangements you can book airport transfers by emailing Jessica Luna at jessica-luna@condortravel.com. Jessica will also be able to assist with booking extracurricular activities during your stay in Mendoza.
Become a Sponsor or Exhibitor
LIMRA and LOMA Conferences are made possible by the generosity of our sponsors and exhibitors. Sponsorship of the LIMRA LOMA Latin American Conference will help increase name recognition, build product and service awareness, and provide valuable networking opportunities to several hundred key decision-makers in the life insurance and financial services industries across Latin America. All sponsorships (excluding program advertisements) include the following benefits:
Your company name/logo displayed in the registration brochure, onsite program, event website, onsite signage, sponsor recognition slides, and the mobile app.
A link to your company website from the event website and mobile app.
Recognition of your sponsorship from the general session podium.
One-time use of the delegate list with the contact information (for those that have agreed to share it) sent via email prior to the event.
Sponsor ribbons for your company’s registered attendees
Inclusion of one company brochure in the welcome packet given to all attendees at registration.
For details on the benefits of sponsorship, available packages, and how to apply to become a sponsor at the Latin American Conference, see our PDF form here, or email Megan Schwartz at mschwartz@limra.com for more details.
