Featuring

David Levenson
President & CEO of LIMRA and LOMA

Tony Mravle
LIC Board Chair
President & CEO of KSKJ Life

Dean Lambert
LIC Executive Director

James Forr
Head of Insights, Olson Zaltman

James Forr is an expert on understanding what makes people tick and how their psychology affects their behavior. In this session, he will introduce the ZMET technique: the philosophy, how it evolved, how insights are derived, and why these insights are so important to understanding what really motivates consumer behavior. In addition to leading ground-breaking in-depth research into perceptions of the funeral industry a decade ago, James has consulted for Fortune 500 companies including Amazon, PepsiCo, Pfizer, P&G, and CVS Health. He also has lectured at universities around the country, including the Wharton School, Georgetown University, and Boston University.

Jed Jones, MBA, PhD,
CEO & Chief Data Scientist, Ambient Array

The need to understand what is happening in your business is paramount before creating a go-to-market strategy. This, in fact, guides leaders in what external market insights are needed to discuss short- and long-term vision. Over 25 years and through his various businesses, Jed Jones has supported hundreds of business clients as a marketer and a data scientist, helping CEOs and business owners get themselves in a position to make data-driven decisions. He has worked for, in and around small businesses, Fortune 100 companies, and as a founder and owner of two advertising agencies

Facilitator:
Dean Lambert
Executive Director, LIC

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. What’s on your mind? This is time for additional discussion on the morning presentations, plus pre-submitted topics such as: use of technology system data to inform strategy decisions (PAS usage, CRM, portals, etc.); cybersecurity; practical AI use cases; and regulatory and legal issues.

Kartik Sakthivel, Ph.D.,
VP & CIO and Regional CEO-Asia West, LIMRA and LOMA

A discussion of artificial intelligence, specifically as it relates to information systems and introduction of LIMRA’s new AI Governance Group, which draws expertise from 72+ business and technology executives representing 40+ US insurance companies. In addition to his role at LIMRA and LOMA, Kartik is an accomplished thought leader in the field of digital transformation and AI, a TEDx speaker, and the author of three books on leadership and AI, including Find Your Red Cape and DNAI: The AI Management (AIM) Framework.

Bryan Hodgens, AIF, CRC
Senior Vice President and Head of Research, LIMRA and LOMA

In his role at LIMRA and LOMA, Bryan develops and executes the research strategy for both the distribution and retirement research programs, focused on providing insights and best practices to address the current and emerging business challenges facing LIMRA members. He will share his insights on effective research planning, including defining what learning is desired, developing scope and methodology, question design, sample selection, data collection, and analysis.

LIC’s traditional Annual Banquet is a chance to enjoy fine dining, develop old and new friendships in the industry, and mark the occasion as the LIC leadership is handed off to the new incoming board for 2025. All LIC Annual Conference attendees come together at the banquet for more great networking plus a celebration of LIC’s membership, mission, and importance in the insurance industry.

Thank you to our Banquet Sponsors: Equisoft, QLAdmin, iPipeline, Parkway Advisors, and Larson & Company!

Joan Cleveland, CLU, ChFC, REBC
President & Chief Executive Officer, SWBC Life Insurance Company

Moderator: Dean Lambert, Executive Director, LIC

Learn about the research LIC has been conducting to help small-to-midsize life insurance companies and the modest-to-middle income marketplace, and hear summary findings of the latest studies:

LIC-Equisoft Technology Needs Study
LIC Final Expense Survey
LIC Preneed Survey
American Fraternal Alliance-LIC CEO Compensation Study

Robert Eaton, Principal, and David Bahlinger, Market Research Leader for Milliman, will discuss possible near-term opportunities and threats for consideration and discussion. The goal of this session is for attendees to gain insights that help leaders and strategy team members proactively prepare for and respond to evolving market conditions and insurance consumer needs.