Multiple parallel sessions will be designed to address:
Strategic themes for head office chief executives of financial services companies operating in Latin America.
Management sessions for supervisors and sales team managers
Sales sessions for agents and advisors
This event will includes presentations in Spanish and Portuguese. Interpretation between languages will be offered at no additional cost.
Highlights
Mark your calendars and join us this October at the 2021 Latin American Virtual Conference! Insurance professionals from throughout Latin America will be able to come together during this 3 day event to:
Receive insights, predictions and recommendations for enhancing your company strategy and positioning yourself for success in this new hybrid world.
Access a variety of content presented in both live and on-demand formats
Connect with other leaders from throughout the region
”Meet” with sponsors to learn more about how they can help you continue improving your business
Participate in live discussion and Q&A
We are currently developing the program for this conference, so please continue to check back for additional details and updates! To view last year’s information, please click here.
Closing Keynote Speaker:
Miguel Ángel Santos, Director of Applied Research, Harvard University Growth Lab & Associate Professor of Public Policy at Harvard University's John F. Kennedy School of Government
Miguel Ángel Santos is one of the most prominent economists in Latin America.
Marcelo is an expert in developing strategies to manage diversity and foster a culture of inclusion. Since the founding of Iceberg Intelligence Cultural in 2009, Marcelo has trained executives, global leaders, expatriates and multicultural teams in different international organizations in more than 10 countries in Latin America.
9:30 a.m. - 9:35 a.m.: Welcome and Opening Remarks
Thursday, October 7, 2021
9:30 a.m. - 9:40 a.m.: Welcome Back
9:45 a.m. - 10:45 a.m.: 3C: The Digital Convergence of Asset Management & Insurance
Thad Burr
Managing Director, Latin America and the Caribbean, LIMRA and LOMA
Thad Burr has extensive business development, M&A, and business-turnaround experience. He has launched several start-up operations for companies expanding into new markets and countries. In Thad’s current role at LIMRA and LOMA, he leads the team of representatives in Latin America and the Caribbean, responsible for delivering member benefits. Previously, he was the Partner heading Mercer’s Latin America Retirement and Pensions Practice. Before that, he worked at Aetna, Inc., to expand their business in Latin America and the Caribbean, including health and dental benefits; life and disability insurance; health care technology and analytics; and health management solutions.
He joined Aetna from ACE Life, where he was Regional Division President for Latin America, and launched and managed the ACE life insurance business in nine countries in the region. Previously, he worked for MetLife, where he served in several leadership positions, including establishing and directing MetLife's Brazilian subsidiary.
9:45 a.m. - 10:45 a.m.: 3B: The office of the Future: Are you prepared?
Patrícia Campos
Director of People and Management, Grupo MAG
Patricia Campos is a psychologist specializing in organizational psychology, as well as a specialist in corporate education management with training in the fields of neurolinguistics and coaching. She holds a master's degree in Business and Personnel Administration as well as various certifications for participation at international industry conferences and trainings through LIMRA LOMA and GAMA International, and has accumulated more than 20 years of experience in this sector as well as in Human Resources. She is currently the Director of People and Management at Grupo MAG and co-author of the book Mulheres no Seguro.
9:45 a.m. - 10:45 a.m.: Social Media – Amplifying your Offline Influence
Joyce Chan
Associate Financial Services Manager, Prudential Assurance Company Singapore
Joyce joined the Insurance profession in April 2018 and has since consecutively qualified for MDRT, with Court of Table 2021.
Her business grew exponentially when she started to digitise her prospecting and client experience processes, mainly through establishing personal branding on social media and exploring tech tools that complement her business. Despite being relatively new in the profession, she has been recognised by both her company and profession.
As a strong advocate of utilising technology and social media, Joyce has implemented digitalisation at every aspect of her business. She has also given training to thousands of fellow Financial Consultants across Asia, to help them adapt to digitalisation as a new norm.
Kweilin Ellingrud is a Senior Partner and leads McKinsey’s Life Insurance and Annuities practice in North America. Since joining McKinsey 22 years ago, Kweilin has led multiple global insurance transformations, integrating both operations and strategy to empower employees, better deliver for customers, and improve efficiency and effectiveness. She was selected as a member of the McKinsey Global Institute Council, where she has led numerous research efforts including on the Future of Work post COVID-19, the impact of COVID-19 on jobs, and gender equality. Kweilin has an MBA from Harvard Business School and a B.A. in Economics and Political Science, magna cum laude, from Harvard University.
11:00 a.m. - 12:00 p.m.: Panel: A Conversation with Executives: Attitudes and Actions for Success
Gloria María Estrada
Vice President of Risk, Suramericana S.A.
Gloria is a Civil Engineer from the School of Engineering of Antioquia and a Specialist in Environmental Engineering from the Universidad Pontificia Bolivariana and in Earthquake Resistant Engineering from Universidad Eafit. She holds a Master's degree in Earthquake Resistant Engineering from the same university. She joined Suramericana S.A. in 2004 and has since held the positions of Executive and Director of Business Businesses, Underwriting Manager, Property Manager, and Geosciences Manager. Previously, she worked as a Design Engineer and Director of the Geotechnics Department and Risk Management Department at Integral S.A. Currently, Gloria is a member of several Committees of the Colombian Association of Seismic Engineering (AIS) for the update of the Colombian Regulation of Earthquake Resistant Construction. Likewise, she has experience as a teacher and has participated in research projects with Universidad Eafit, Colciencias and Suramericana. In addition, she has made multiple technical publications from 1997 to date.
11:00 a.m. - 12:00 p.m.: 1A: Managing Sales in a Hybrid World
Ethel García Cueto
Director of Sales Development and Communications, GNP Seguros
Ethel García Cueto has a passion for the development and implementation of new and challenging projects that allow her to use creative new solutions to build high-performance teams. She began her career at Grupo Nacional Provincial in 1980, where she spent ten years working with recruitment, selection, training and development of both administrative and sales force personnel. In 1991 she became General Director of the Instituto Mexicano Educativo de Seguros y Finanzas, a position she held until 2011 before returning GNP as the Deputy Director of Sales Development and Communications. She holds a Bachelor's Degree in Clinical Psychology and a Master's Degree in Human Development from the Ibero-American University, and has done post-graduate work at the Mexico Autonomous Institute of Technology in the area of Human Resources, Training and Organizational Development. She is also a graduate of the American College where she earned her LUTCF and CLI designations and is certified by the ROI International Institute as a Consultant in Evaluation and Measurement of Training Programs.
11:00 a.m. - 12:00 p.m.: Panel: The State of the Insurance Industry in LATAM
Raúl García Valbuena
Consulting Partner for the Financial Sector, PwC México
Raúl García is a Financial Sector Consulting Partner at PwC México. He has 20 years of experience supporting clients in Spain and Latin America with their digital transformation programs, business strategy and technology architecture, data governance and operating model design. Raúl is an Industrial Engineer from the University of Valladolid, Spain, with a specialization in Electronics and Automation.
11:00 a.m. - 12:00 p.m.: Panel: A Conversation with Executives: Attitudes and Actions for Success
María Inés Guzzi
General Manager, Swiss Medical Seguros, Life and Retirement
María Inés has 30 years of experience in the insurance industry. She received her degree as Professor of Mathematics and Physics and then studied Marketing at UCES. Throughout this time she has also continued with various Management and Insurance training from different institutions such as the UTDT and LIMRA and LOMA. She began her career in 1991 as an insurance administrator at a local AIG company and in 1996 was appointed Regional Head of Mass Business Underwriting for LATAM, working from AIG headquarters in NY. In 1997 she took on the challenge of assembling, from scratch, Mass Life insurance company in Argentina (of Mass Mutual), later assuming the position of Technical Manager. In 2003 the company was acquired by Swiss Medical Group and in 2010 she was appointed to her current position as General Manager of Swiss Medical Insurance, Life and Retirement. Since 2013 she has also been Director of the Swiss Medical Group Personal Insurance companies. She served two years as Vice President of AVIRA (Argentina’s Association of Life and Retirement Insurers), and has been President since 2020.
9:35 a.m. - 9:45 a.m.: Welcome from LIMRA and LOMA
David Levenson, DBA, FSA, CFA
President and Chief Executive Officer, LIMRA and LOMA
David Levenson is president and CEO for LIMRA and LOMA. In this capacity, he 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.
Prior to joining LIMRA and LOMA, 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.
11:00 a.m. - 12:00 p.m.: Driving Digital Customer Engagement Across the Entire Insurance Value Chain
Gaston Messineo
Insurance Leader, EY-Parthenon
Gaston is a leader in EY insurance practice with more than 20 years of advisory services and corporate leadership roles: including deep expertise in the insurance industry advising clients on organic and inorganic growth strategy, acquisition and divestiture opportunities, and operating model transformation. He works with insurance clients to navigate complexity by helping them to reimagine their eco-systems, reshape their portfolios and reinvent themselves for a better future. Prior to joining EY, Gaston was Head of Strategy and Execution for North America at one of the largest global insurance brokers, as well as a senior insurance practitioner with a global strategy consulting firm. Gaston received a MBA from The University of Chicago Booth School of Business and a B. Sc. in Accounting from Universidad Nacional del La Plata, Argentina.
11:00 a.m. - 12:00 p.m.: Driving Digital Customer Engagement Across the Entire Insurance Value Chain
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.
9:45 a.m. - 10:45 a.m.: 3C: The Digital Convergence of Asset Management & Insurance
Daian Moura
Head of Insurance, XP Inc.
Daian Moura was a founding partner and CEO of DM10, an InsurTech marketplace that connected hundreds of independent distributors with the best Life Insurance and Pension Plan products, adding value through technology and education. In 2020 DM10 was 100% acquired by XP Inc., a leading, technology-driven financial services platform and a trusted provider of low-fee financial products and services in Brazil. Daian now serves as the Head of Insurance for XP Inc., where his goal is to make the company a market leader by offering more people access to superior products through a fully digital, open architecture platform.
11:00 a.m. - 12:00 p.m.: 1A: Managing Sales in a Hybrid World
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.
11:00 a.m. - 12:00 p.m.: Panel: The State of the Insurance Industry in LATAM
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.
Consultant and Specialized Trainer in Hybrid Sales, groWZ Consultants
Sergi is a prestigious business consultant with 20 years of experience in sales consulting, sales training, and mentor of many CEOs and Sales Managers. Sergi is known for being the driving force behind the new hybrid sales method and the new role of the hybrid salesperson. Sergi is CEO and founder of the consulting firm groWZ Consultants, where they help their clients designing hybrid sales process to get adapted to the new Omnichannel context and the Digital Client, and driving sales teams to evolve from the traditional salespeople to the “Hybrid Salespeople”. Sergi is a recognized international speaker specialized in sales, commercial area, hybrid sales and digital sales. His conferences stand out for being motivating, with clear messages and with a lot of interactivity with the audience. For more than 20 years, Sergi has collaborated with some of the most influential companies and universities in Spain, Chile, Colombia, Brazil, Mexico, Argentina and the Dominican Republic.
11:00 a.m. - 12:00 p.m.: Panel: A Conversation with Executives: Attitudes and Actions for Success
Aura Rebelo
Vice President, Marketing and Digital, Emerging Markets, Prudential International Insurance
Aura joined Prudential in 2018 as head of Marketing and Digital for Prudential do Brasil, Prudential Financial’s international insurance operation in Brazil. After assuming her current position in July 2020 she now focuses on identifying and defining strategies that enable PII to anticipate and deliver on customer needs, and developing marketing, data and digital capabilities to contribute to operations growth. Prior to Prudential, Aura spent 16 years in various leadership roles with Icatu Seguros, and her early career also included executive positions with A.C. Nielsen (marketing research), The Coca-Cola Company (consumer goods), Telefónica (telecommunications) and Endesa (Energy). She holds a degree in marketing from ESPM-SP- Superior School of Marketing and Advertising from São Paulo, and an MBA in Management from Coppead-RJ- Master Business School of Rio de Janeiro Federal University.
11:00 a.m. - 12:00 p.m.: Panel: The State of the Insurance Industry in LATAM
Norma Alicia Rosas
General Director, AMIS
Norma has been General Director of AMIS since February 2021. Prior to AMIS she was President of the Insurance and Surety National Commission of Mexico (CNSF) where she supervised the Mexican insurance and surety markets. While at CNSF she also participated in the development and implementation of the New Mexican Insurance Law (LISF), a solvency II type framework, including the General Model for calculating the Solvency Capital Requirement. Norma has participated on numerous national financial Commissions, served as President of the Latin American Association of Insurance Supervisors (ASSAL) and Chair of the Insurance and Private Pensions Committee (IPPC) for the Organization for Economic Co-operation and Development (OECD). She has received numerous industry accolades including nomination of “Distinguished Fellow” by the International Association of Insurance Supervisors (IAIS), "Distinguished Person" by ASSAL, and the Actuarial Recognition Medal from Anahuac University. She holds an Actuarial degree, a Diploma in Applied Statistics and a Master's Degree in Administration from the Autonomous Technological Institute of Mexico (ITAM) and is a certified actuary by the Mexican College of Actuaries.
9:45 a.m. - 10:45 a.m.: 2B: What’s on the Minds of Global Executives?
Alison Salka, Ph.D.
Principal Research Consultant, LIMRA and LOMA
Alison Salka joined LIMRA in 2012 and led the member benefits and research division from April 2014 until April 2024. She was responsible for driving the strategy and direction of its global research program. As principal research consultant, she is focused on thought leadership designed to help companies better understand industry issues and trends. She is a frequent industry speaker and has testified before the Department of Labor. Before joining LIMRA, she worked at Prudential and MassMutual. She has a Master’s degree from the College of William and Mary and Ph.D. from Vanderbilt University.
Director of Applied Research, Harvard University Growth Lab & Associate Professor of Public Policy at Harvard University's John F. Kennedy School of Government
Miguel Ángel Santos coordinates research projects oriented to the design of public policies associated with the development process with governments around the world, at both the national and sub-national levels. Prior to working in international development, Miguel Angel worked for ten years in corporate finance and business development in Latin America, including positions as CFO, Telecommunications Division at Organización Cisneros, Head of Corporate Finance at Mercantil Servicios Financieros, and Vice-President of Sony Pictures and Entertainment Latin America. Miguel Ángel holds a Ph.D. in Economics from the University of Barcelona, a Master’s in Public Administration from the John. F. Kennedy School of Government at Harvard University, and two Master's degrees in Economics from Universitat Pompeu Fabra, one in Economics and Finance and another in Finance and International Development. He is also a Chartered Financial Analyst (CFA) and was the Coordinator of the Macroeconomics team in the presidential campaign of Henrique Capriles Radonski during the 2012 Venezuelan elections.
9:45 a.m. - 10:45 a.m.: 2B: What’s on the Minds of Global Executives?
Rob Sims
Managing Director and Partner, BCG
Rob Sims is a core member of Boston Consulting Group’s Insurance practice, leading the firm’s life insurance and group benefits work. His focus is on disruptive strategies and large-scale change efforts. In his recent engagements, Rob developed a financial wellness strategy for an employee benefits company, led a digital strategy to increase penetration of voluntary benefits, led multiple efforts to drive effectiveness and efficiency using analytics, and led multiple large-scale performance improvement programs—both top line and cost-focused. Prior to rejoining BCG in 2017, Rob spent three years as an executive with Sun Life Financial as SVP of Strategy and Market Development for Client Solutions for Canada and SVP of Strategy and Corporate Development for Sun Life globally. He previously worked at BCG from 2000 to 2014.
9:45 a.m. - 10:45 a.m.: 2B: What’s on the Minds of Global Executives?
Luciano Snel Correa
CEO, Icatu
Luciano Snel Correa has been CEO of Icatu since 2014, starting first as an intern at Banco Icatu in 1992 before joining Icatu in 2002. To deal with the financial universe, Snel bet on self-development: he was the sixth Brazilian to be certified by the CFA Institute as a Chartered Financial Analyst, and also holds a postgraduate degree in financial engineering, a master's degree in finance, is a board member of the Swiss Life Network and attended the Stanford Executive Program in 2010.
9:45 a.m. - 10:45 a.m.: 3C: The Digital Convergence of Asset Management & Insurance
Rick Vargo
Managing Director, Bancassurance, DBS Bank
Rick Vargo is an experienced senior marketing and distribution executive with more than thirty-five years’ experience in retail banking, insurance and financial services. He is currently Managing Director and Group Head of Bancassurance at DBS, a position he has held since 2008. Prior to DBS, Rick has held other senior management positions with AIA, AXA, and Manulife/John Hancock Financial Services. Rick is recognized for his consistent track record of successfully growing financial service businesses and developing innovative digital distribution channels. He is passionate about serving customers better and has been a key business leader in DBS’ digital transformation and in its global recognition as the “World’s Best Digital Bank” and “World’s Best Bank”. Originally from the US, Rick first moved to Singapore in 1991 and has lived in Hong Kong and Indonesia in addition to Singapore, his home since 2008. He is a graduate from the University of Colorado USA with a Bachelor of Science in Finance and is a CLU, ChCF and CFP. A passionate traveller and genuine ‘foodie’, Rick enjoys many outdoor sports including golf, fishing and long-distance running. In addition to his personal interests Rick is involved in a number of fund-raising activities, committees and charitable organizations including Beyond Social Services, The Magical Light Foundation and Room to Read organization.
Mario joined Prudential Seguros México in April 2019 as Chairman and CEO of Prudential Insurance Mexico, reporting directly to Regional President LATAM. Prior to joining Prudential Insurance Mexico, he was the CEO of GNP Seguros during the previous 4 years. During that period, he led GNP Seguros to become the largest insurer in Mexico. In parallel to being GNP´s CEO, he was elected by his peers in the Insurance sector, as the President of the Mexican Association of Insurance Institutions (AMIS), from 2014 to 2017.
Prior to joining GNP Seguros, Mario worked for 15 years at Seguros Monterrey New York Life where he was initially the Executive Director of Operations, then became the Executive Director of Distribution, and finally was promoted to CEO and Chairman of Seguros Monterrey New York Life and Chairman of Fianzas Monterrey. He has a degree in Economics from Texas A&M University and a Master of Business Administration (MBA) from IPADE, School of Business in Mexico.
The life insurance industry is facing a dramatic transformation and the global pandemic has accelerated the pace of change. We will review and explore in detail the major trends and forces that are shaping the future of the industry including, the raise of digital and direct in distribution, the integration of analytics across the entire business, the disruption driven by new entrants, the growing role of ecosystems, the changes expected in the way the workforce engages, among others.
10:45 a.m. - 11:00 a.m.
Break
11:00 a.m. - 12:00 p.m.: 1A: Managing Sales in a Hybrid World
Director of Sales Development and Communications, GNP Seguros
Carlos Islas Murguía
Member Development Director, Mexico, LIMRA and LOMA
As the world begins to shift back to in-person sales, the new normal of remote business expectations from both clients and agents will undoubtedly linger on. What does this mean for the future of the professional advisor? And how can they best prepare themselves to grow their business, lead their teams, and recruit and motivate remotely.
Managing Director, Latin America and the Caribbean, LIMRA and LOMA
Gaston Messineo
Insurance Leader, EY-Parthenon
Mauricio Monroy
Vice President, LATAM and Spain, Equisoft
Few insurers are embracing high-impact digital transformations that revolutionize their entire IT ecosystem, from policy management systems and illustrations, to electronic applications and portals. Join this group of experts to hear how to create the right roadmap to drive digital customer engagement, including:
Best Solutions: The digital sales and service solutions that move the needle in customer engagement.
Modernization priorities: How to decide whether to modernize your policy management system or prioritize sales and service tools.
Accelerate transformation: Taking shortcuts on the critical path of your digital transformation.
Consulting Partner for the Financial Sector, PwC México
Jorge Pohlmann Nasser
CEO, Bradesco Vida e Previdência S.A. e da Bradesco Capitalização S.A.
Norma Alicia Rosas
General Director, AMIS
Join this panel of experts as they lend their viewpoints on Latin America’s current and predicted future regulatory structure, as well as the challenges and potential opportunities the COVID pandemic has left in its wake.
Consultant and Specialized Trainer in Hybrid Sales, groWZ Consultants
Companies and sales teams around the world are currently facing the greatest challenge of recent times: adapting to the new digital customer in a new omni-channel environment. The sales world is now facing one of the most important paradigm shifts in recent decades, and sales consultant and trainer Sergi Ramo is known as the leading new hybrid sales model expert. This session will explore the key to success for both hybrid sales and the new hybrid sales person, emphasizing the need for a model that adapts to new customers and allows for easy movement between channels.
This session examines the issues and trends that are keeping executives up at night. LIMRA and BCG will share the results from their 2021 global survey, which covers the biggest industry opportunities and threats. It will also include a discussion of industry trends post pandemic. This session will help you understand the evolving environment for life insurance as the business faces new challenges.
Diversity is a "hot topic" in today's corporate world. The promises of greater innovation and better financial results have left many companies eager to increase the diversity of their workforce, without necessarily being aware of the additional efforts that “including” that diversity implies. During the presentation we will address some key aspects that cannot be forgotten when developing a successful diversity and inclusion strategy. These aspects will determine to a high degree the level of effectiveness and sustainability of the Inclusion and Diversity strategy in an organization of any size.
General Manager, Swiss Medical Seguros, Life and Retirement
Gloria María Estrada
Vice President of Risk, Suramericana S.A.
Aura Rebelo
Vice President, Marketing and Digital, Emerging Markets, Prudential International Insurance
This panel of executives will offer both local and regional perspectives on what they see as key success factors for organizational, leadership and distribution transformations – both now as well as over the next 3 to 5 years.
12:00 p.m.
End of Day 2
Thursday, October 7, 2021
9:30 a.m. - 9:40 a.m.
Welcome Back
9:45 a.m. - 10:45 a.m.: Social Media – Amplifying your Offline Influence
Associate Financial Services Manager, Prudential Assurance Company Singapore
Social media helps in personal branding and branding only works when it’s authentic and honest. In short, you can’t brand what you don’t have. Prepare to roll your sleeves as Joyce brings you step-by-step to find and build your offline influence, before you upload and amplify it.
How can you prepare for an unpredictable future? What practices can be adopted to maintain the organizational culture in a remote or hybrid work place? How do you maintain clear and organized people management processes in this new environment? This presentation will discuss the pandemic’s impact on the world of work, worker flexibility, and the additional challenges it has created around attracting, retaining, engaging, and managing teams.
Managing Director, Latin America and the Caribbean, LIMRA and LOMA
Daian Moura
Head of Insurance, XP Inc.
Rick Vargo
Managing Director, Bancassurance, DBS Bank
Daian Moura, Head of Insurance for XP Inc., the leading digital asset management platform that mixes investments and savings with insurance, and Rick Vargo, Managing Director, Bancassurance for DBS Bank, the recent winner of Global Finance’s “Best Integrated Consumer Banking Site” award will join with LIMRA & LOMA's Managing Director, Latin America and the Caribbean,, Thad Burr to discuss how wealth, asset management and insurance go together and how digital advancements and technologies are playing a larger role and shaping the future of insurance and bancassurance. Together they will examine how insurers can best synergize and integrate their digital strategy with that of their bank partners, as well as how can companies best support their sales teams to also be seen as trusted wealth and asset management advisors.
Director of Applied Research, Harvard University Growth Lab & Associate Professor of Public Policy at Harvard University's John F. Kennedy School of Government
12:00 p.m.
End of Day 3
Registration
Register by September 3 and save!
Individual Member Registration: US $250 Individual Nonmember Registration: US $300
*Group Registration (Member):
1–100 attendees: $2,950
101–200 attendees: $3,500
201–300 attendees: $4,000
301–400 attendees: $4,500
401–500 attendees: $5,000
Over 500 people: $5,500
*Group Registration (Nonmember):
1–100 attendees: $3,700
101–200 attendees: $4,250
201–300 attendees: $4,750
301–400 attendees: $5,250
401–500 attendees: $5,750
Over 500 people: $6,250
Register after September 3:
Individual Member Registration: US $300 Individual Nonmember Registration: US $350
*Group Registration (Member):
1–100 attendees: $3,450
101–200 attendees: $4,000
201–300 attendees: $4,500
301–400 attendees: $5,000
401–500 attendees: $5,500
Over 500 people: $6,000
*Group Registration (Nonmember):
1–100 attendees: $4,200
101–200 attendees: $4,750
201–300 attendees: $5,250
301–400 attendees: $5,750
401–500 attendees: $6,250
Over 500 people: $6,750
*The group registration package offers tiered pricing options to allow companies an opportunity to pay a flat fee to send multiple employees and agents, located within a single country. For more information or to register a group, please contact Megan Schwartz at mschwartz@limra.com.
New for 2021 — Join us as a Supporting Organization
For an additional $1,000, any company submitting a group enrollment request can be recognized as a Supporting Organization of the Conference. Supporting organizations will have their logo prominently displayed in “Supporting Organization” recognition areas, and will be given verbal recognition from the general session platform during the event.
All cancellations must be received in writing; email meetings@loma.org. Cancellations received by September 24, 2021, will be refunded, less a $75 processing fee. No refunds will be issued after September 24, 2021. 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.
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 logo on the event website, with a link to your company website.
A personalized sponsorship page on the event platform (accessible via desktop or mobile device), which will allow you to showcase your company information be accessible to attendees for one year after the conference concludes.
Recognition of your sponsorship during the general session remarks, which will be captured in the event recording for future playback and on-demand viewing.
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.
A post-event analytics report, to see how attendees interacted with your company content.
For information on the benefits of sponsorship, available packages, and how to apply to become a sponsor at the Latin American Conference, please email Megan Schwartz at mschwartz@limra.com for more details.
