January 20–22, 2016 n The Alfond Inn at Rollins n Winter Park, Florida

Onsite Program

2016 LIC Annual Meetingand Marketing Conference

Creative Ideas for Improving Performance

2 2016 LIC Annual Meeting and Marketing Conference

Program

Wednesday, January 20, 201612:00–5:00 pm LIC Golf Tournament Timacuan Golf Club Pre-registration required. Golf shuttle will depart from lobby at noon.

6:30–7:30 pm Registration and Welcome Networking Reception Conservatory

7:30 pm Dinner On Your Own

Thursday, January 21, 20168:00–8:30 am Networking Breakfast Park Avenue 1 & 2

8:30 am–3:30 pm General Sessions Park Avenue 3–5

8:30–8:50 amWelcome from LIC’s 2015 Chairman, and Attendee IntroductionsWilliam L. Brunson, Jr. President & CEO, National Security Insurance Company

8:50–9:00 am Sponsor RecognitionRecognition of the generous support of all LIC2016 Sponsors, and introduction of Deluxe Meeting & Banquet Sponsors Apptical, Captricity, and National Security Insurance Company.

9:00 am–2:00 pmPreparing Your Organization for Disruption — a Three-Part Discussion

Facilitated by: Maria Ferrante-Schepis, MBA, CLU Executive Vice President, Insurance and Financial Services Innovation, Maddock Douglas, Inc.We’re shaking up the usual industry meeting program…interactive dialogue rather than “talking heads”…sparking ideas to prepare

you for the changes — known and unknown — to come in the life insurance business. Throughout the next three sessions, innovation consultant Maria Ferrante-Schepis will facilitate a dialogue among attendees and presenters as we explore industry disruptions to come, a case study for implementing innovative changes, and a new way of looking at innovation in an insurance company.

9:00–10:10 amPart 1: The Changing World of Consumers

Stacey Cheese Insurance Practice Director, EdgewaterDisruption is coming, and most businesses are unprepared. Explore examples of disruption already occurring, new ways that consumers are looking at insurance, and how some companies are changing the way insurance looks.

10:10–10:15 am Affiliate Sponsor Recognition Edgewater & Management Data, Inc.

10:15–10:45 am Break and Attendee Photos*

10:45–11:55 amPart 2: Innovation Case Study — Degree of Honor and Maddock Douglas

Lisa Flanary CEO, Degree of Honor Protective Association

Brett Miller Sr. Vice President of Creation and Co-Creation, Maddock Douglas, Inc.Once disruption is acknowledged, how do you best position your company to deal with it? Come hear the story of how Degree of Honor began the process of repositioning itself in the face of disruption and get hands-on experience utilizing a systematic approach that can be applied to your business.

11:55 am–12:00 pm Affiliate Sponsor Recognition QLAdmin & Parkway Advisors & Kroll Bond Rating Agency

12:00–1:00 pm Networking Luncheon and Attendee Photos* Park Avenue 1 & 2

*Attendee PhotosProfessional headshots will be offered during Thursday’s breaks and lunch, compliments of Apptical.

Program

1:00–1:55 pmPart 3: Investing in the Future

Scott Grandmont, CLU, FALU, FMLI, FLHC VP, Underwriting Solutions, RGAThe landscape of technology, service, and data providers is changing rapidly. Tools and resources that are now only in their infancy are going to have a dramatic impact on the way we do business. RGA and many others are actively seeking out and investing in these innovations.

Learn more about some of the exciting new tools waiting on the horizon.

1:55–2:00 pm Affiliate Sponsor Recognition MRS & MIB

2:00–2:30 pm Break and Attendee Photos*

2:30–3:30 pmThe Final Expense Customer Experience — A Data Focused Journey

Richard Goldman CEO & Founder, CompetiscanThe industry is still trying to figure out how to incorporate Big Data into our businesses, but meanwhile there’s a wealth of “small data” readily available for any company to access. Rich Goldman will share some of the interesting findings that Competiscan has uncovered,

particularly in final expense, through their data analysis tools. Bring your questions and he can research them on the fly from the podium!

3:30 pm General Sessions Adjourn

3:45-5:30 pm Margaritas & Marketing Park Avenue 2A special session for marketing executives. Open discussion on marketing challenges, including data from the pre-conference survey on agent contracting and field management. A great opportunity to meet and share information and ideas.

6:30 pm Networking Reception Conservatory Lawn

7:00 pm Annual Membership Banquet Conservatory Sponsored by Apptical, Captricity, and National Security Insurance Company.

Friday, January 22, 20168:00–8:30 am Networking Breakfast Park Avenue 1 & 2

8:30 am–11:00 am General Sessions Park Avenue 3–5

8:30–8:45 amWelcome from LIC’s Incoming ChairmanMichael Fosbury, CFA President, Columbian Mutual Life Insurance Company

8:45–10:00 am How To Create a World Class Organization

Jeff Peden, MEd Great Ideas LLCOnce your company moves forward to reinvent itself in response to the disruptions we’ve been discussing, the next biggest challenge is how to ensure that your organization is responsive to your new strategies and vision, from top to bottom. Jeff Peden, The Great Ideas! GuySM, is

an international speaker, consultant, and author. In his latest book, How to Grow Your Business Without Spending Money, he offers strategies to increase any organization’s performance, productivity, and revenues while lowering operating costs. Hear his ideas for creating a world class organization as you navigate the changes that lie ahead.

10:00–10:15 am Break

10:15–11:00 am You’re Probably Not Thinking Big Enough

Jeffrey S. Shaw, CLU, ChFC Executive Director, Life Insurers CouncilHowever you’ve been thinking about disruption, you probably haven’t been thinking big enough. Jeff Shaw will put it all into perspective in an analysis of Moore’s Law in the context of technological changes we’ve already been

experiencing. This entertaining and thought-provoking discussion may prompt you to think differently when you see disruption on your horizon.

11:00 am Adjourn — See You Next Year!

2016 LIC Annual Meeting and Marketing Conference 3

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Deluxe Meeting and Banquet Sponsors

Meeting Sponsors

The Life Insurers Council Improving Performance Through Shared Excellence www.loma.org/lic