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Life Insurers Council One-Day Workshop Entering New Markets – What REALLY Works

Life Insurers Council One-Day Workshop Entering New Markets – What REALLY Works. November 5, 2008 LIMRA Windsor, CT. Panel. Michael C. Leary CLU, ChFC/Senior Vice President – Catholic Holy Family Society Robert J. Schleyer MBA, FLMI/President – Wexford Partners, Inc.

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Life Insurers Council One-Day Workshop Entering New Markets – What REALLY Works

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  1. Life Insurers Council One-Day WorkshopEntering New Markets – What REALLY Works November 5, 2008 LIMRA Windsor, CT

  2. Panel Michael C. Leary CLU, ChFC/Senior Vice President – Catholic Holy Family Society Robert J. Schleyer MBA, FLMI/President – Wexford Partners, Inc. John Miller FSA, MAAA/Partner – Miller and Newberg, Inc. Richard W. Hekeler, PhD/Assistant Vice President/Director of Custom Research – LIMRA International Michael Gilliland, Deputy Chief Compliance Officer/Lincoln Financial Group

  3. Agenda Overview/Introduction – Frank Santa-Donato Successful Case Study (Atlantic Coast Life) – Mike Leary Best Practices Overview – Bob Schleyer Research Phase Strategic Planning Phase Execution Phase Performance Measurement Phase

  4. Agenda Overview/Introduction – Frank Santa-Donato Successful Case Study (Atlantic Coast Life) – Mike Leary Best Practices Overview – Bob Schleyer Research Phase Strategic Planning Phase Execution Phase Performance Measurement Phase

  5. Summary Best Practices Summary Expectations and economics—move beyond extensions of current products to successful products Effectively understanding the customer in the organization Focused on achieving a superior customer experience Focusing resources and aligning measurement - maximize long-term customer value through an evolving portfolio Execution is the goal and people are the key

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