Steve Shaffer, CEO, Homesteaders Life Company

What big-impact, game-changing result are you looking to achieve? In this interactive presentation Dave Crenshaw will unveil the secret, simple, and potent formula of The Result. You’ll gain a practical tool you—and others in your company—can use to consistently obtain success. Takeaways include:

• A problem-solving solution that can drive organizational growth
• How to develop a culture of effective coaching
• Techniques to motivate and empower your team, anticipate roadblocks, and strategize your success.

As an author, speaker, and online instructor, Dave Crenshaw has transformed the lives and careers of hundreds of thousands around the world. He has appeared in Time magazine, USA Today, FastCompany, and the BBC News. His courses on LinkedIn Learning have been viewed tens of millions of times. His five books have been published in eight languages, including time management bestseller The Myth of Multitasking.

Your meeting…your topics! A focus of every LIC meeting is a facilitated discussion featuring your requested topics of opportunities and challenges as leaders of small-to-midsize insurance companies. Here are some of the topics submitted so far:

• Ways that AI is changing the industry
• Geopolitical outlook and its impact on the industry
• Staff development & employee engagement
• Remote work structure
• Investments

What if your company's innovative ideals could be the driving force behind its transformation and growth? In this dynamic session, we invite you to imagine that future. Carlos Rojas, an expert known for his relentless pursuit of understanding new trends and decoding human behaviors, will guide you on a journey toward “YOUR COMPANY 2.0.” His experience spans helping startups to Fortune 500 companies craft business strategies that enhance current reach and profitability while also fostering future growth.

Carlos will provide a glimpse into what the next evolution of your organization could look like by harnessing these ideals. He will share insights on leveraging innovative ideals, emerging trends, and shifts in consumer behavior to drive your organization's transformation.

Continuation of requested discussion topics.

LIC Community Engagement
San Diego Food Bank: Virtual Food Drive

LIC strives to leave a positive impact on the local communities where our conferences are held. For the 2024 LIC Annual Conference & CEO Forum, we are supporting San Diego Food Bank, the largest hunger-relief organization in San Diego County. Last year, the Food Bank distributed 45 million pounds of food, and the Food Bank serves, on average, 400,000 people per month in San Diego County. For more information and to contribute, please visit our Virtual Food Drive. 

See Progress Toward LIC’s Goal  |  #MeetingsThatMatter

Sponsored By Our 2024 LIC Elite Conference & Banquet Sponsors

LIC’s traditional annual banquet is a chance to enjoy fine dining, develop old and new friendships in the industry, and hear a light-hearted State of the Association address as the leadership changes from outgoing LIC Chair Steve Shaffer, CEO, Homesteaders Life Company, to incoming 2024 Chair Tony Mravle, CEO, KSKJ Life.

Many thanks to our Banquet Sponsors: Equisoft, iPipeline, Parkway Advisors, QLAdmin Solutions, Larson Certified Public Accountants, LIDP, thinktum, and Trilogy Actuarial Solutions. 

Tony Mravle, CEO, KSKJ Life

Moderator: Tony Mravle, CEO, KSKJ Life

Join us in conversation with a panel of LIC Member CEOs, each of whom brings a unique experience and perspective as a company leader, facing opportunities and challenges we all have in common:

Chris Campbell, CEO of BetterLife, has vast experience working with large FinTech and Financial Services companies with a focus on marketing and technology enablement. He was President-CEO of eFinancial, the nation's second-largest multi-carrier DTC life insurance agency. BetterLife is a member-owned, community-based society that provides life, annuity and accident products. With BetterLife as a new brand identity, Chris has focused on transformation through productive disruption.

Kim Shaul is the interim President-CEO of National Guardian Life Insurance Company and formerly SVP & General Counsel for NGLIC. The organization is a multi-line mutual insurance company offering life and annuity products, LTC, and preneed, among others. Her deep understanding of the regulatory environment, combined with strong leadership skills, has helped her maintain her leadership team's focus on continuing growth, managing the risks of growth, and supporting the deeply held core values that propel her organization forward. Kim has a unique perspective on succession and adapting her core skills to managing the full enterprise.

Christopher Belz is President/CEO of Catholic Life Insurance, a fraternal membership organization that provides life insurance and retirement products. He became CEO in December 2023, after joining the organization in 2022. He is part of a leadership legacy that his predecessor and father, who served as President/CEO for 39 years. Christopher spent 14 years in the investment realm before joining Catholic Life Insurance. His experience as an emerging leader and first-time CEO will provide insights on succession and building organizational trust, while offering a glimpse of what a new generation of insurance company CEOs believe are the opportunities and challenges for the future of life insurance.

Kenneth W. Gronbach
Author and Futurist in Demography and Generational Marketing

Ken has addressed the LIC Preneed Forum twice to rave reviews and his insights are crucial to understanding how America’s Baby Boomers, Gen X, Gen Y and other countries’ age curves interact to create the opportunities and challenges of the world we live in today. Speaking to our broader group of life insurance leaders in San Diego, this exciting and informative session will help you understand what the future will bring for people, profits and the planet. With this knowledge, IMAGINE how you would approach adapting or creating new strategies for enduring company success!