Keynote & Workshop Topics:
|
Insurance
|
Inventing the Future: Creating Tomorrow’s Success
|
There are so many things happening in so many areas that letting the future happen almost guarantees failure. Instead, organizations that plan to survive and thrive in the next decade must proactively invent their future, identify factors that could derail their plans, and create solutions to ensure ultimate success. Richard Worzel is a strategic planner, a Chartered Financial Analyst, and one of today’s leading futurists. In this keynote presentation, he maps out the coming challenges, and offers a range of tools to deal with them. Among these are:
• The nasty financial and economic surprises still lurking out there that may upset the economic expansion and throw America into a renewed recession and financial crisis;
• The likely course of the economy, including slow growth and a return of high oil and food prices that could spell problems with inflation earlier than would historically be expected;
• The rise of unconventional competition in insurance and the financial industry generally, both from new competitors overseas, and new competition domestically from unexpected sources, aided by the still-rising power of the Internet;
• The technological revolution that has really only just begun, and which threatens to be an even more dramatic game-changer over the next 10 years than it was over the last 10; and
• The changing face of America, including the three age groups that are entering new phases of their life-cycles, and the two emerging groups that are making dramatic gains in influence and, eventually, power.
In this survey of the next decade, Richard will both explore these influences, and suggest ways of not just coping with them, but harnessing them to advantage. The insurance industry is undergoing fundamental change. Innovation and leadership are the keys to future success, but can only win if they have the foresight to pick the right battles.
|
|
Scary Times: The Prospects for the Financial Industry
|
The next 10 years will be significantly different from the 10 years just past. First, the potential remains for nasty surprises that could re-ignite a financial panic, and dump the global economy back into recession. Chief among these is the potential that the U.S. government could become insolvent, with all that this implies. Assuming that this doesn’t happen, then what will happen with the U.S. and global economies, and what are the risks and opportunities ahead of us. Beyond this, the technological advances of the next 10 years will make the changes of the past pale in comparison, with massive implications for productivity, automation, employment, and the global marketplace that go far beyond most investors' expectations of "more of the same." As well, many investors are concerned the the looming retirement of the boomers will drain cash from the markets, leading to another stock market crash – but that’s not going to happen. And finally, investor psychology has undergone a once-in-a-generation shift that threatens to push funds, and fund managers, back to where they were in the 1970s, which CDs were the investment of choice. Richard Worzel is a Chartered Financial Analyst, a strategic planner, and one of today's leading futurists. In this presentation, he lays out a road map of the future for the funds industry, and challenges participants to seize the opportunities ahead. The future we are facing will be wild, exciting, and scary; the costs of not preparing for it will be enormous.
|
|
Being Sure: Tomorrow's Promises & Tomorrow's Clients
|
In a global marketplace, consumers have more choices for insurance than ever before. Competition among insurers, including new entrants from abroad and from other industries, is changing the face of insurance, and forcing traditional suppliers to change what they offer and how. Yet, consumers seem more erratic than ever before, as do governments that can't seem to settle on consistent policies. How's an insurer to prosper? Futurist, strategic planner, and Chartered Financial Analyst Richard Worzel makes coherent sense of the trends and counter-trends that are roiling the industry, and explains why they are happening. This challenging keynote presentation offers a glimpse into the future of the industry, and outlines the techniques you will need to succeed, the drivers affecting the way your clients are thinking, and the shifting patterns of the marketplace that are forcing change on your behavior.
|
|
The Future of Life: Strategies for Managing Change in Life Underwriting
|
The financial industry in general, and life underwriting in particular are experiencing the most wrenching changes in a generation, caught between mergers and rationalization within the industry on the one hand, and the uncertain and rapidly changing economics of the consumer market on the other. Finding the seams in the marketplace, where the money is, and identifying how to manage your career and guide your organization in the way of up-coming opportunities is the theme of this up-beat and intriguing keynote presentation by strategic planner, futurist, and Chartered Financial Analyst Richard Worzel. In it, he identifies the four key groups in the populations of the United States and Canada that are changing all the rules in the financial industry; demonstrates how the techniques and technology of advertising, marketing, and sales have shifted; how increases in life expectancy and life span are going to cause disruptive policy convulsions in governments; how technology is going to produce marked shifts in the competitive behavior of cutting edge companies and how the individual life underwriter needs to adapt to survive and thrive in this brave, new environment. This critical assessment of how the world has already changed, and what changes are ahead may spell the difference between prosperity and disaster for you, and the company you work with.
|
|
Insuring the Future
|
This session is designed to provide agents specializing in life, living benefit, and financial planning products in the insurance industry with a forward perspective on their business, and to give them take-aways that they can use to improve that business immediately.
Included are:
- The five things you already know about the future (but probably aren't acting on);
- What's happened to the trillions of dollars in inheritance (and what it means to you and your clients);
- How government finances are going to create a crisis, and how your clients need to respond now to prepare for it;
- The insurance implications of the 'sandwich generation', and how to appeal to each layer in the sandwich;
- The great, hairy wild card in life and living benefits insurance, and how to prepare for it;
- The future implications of technology, and how it will help - and hinder - the insurance agent;
- The rise of authenticity, the waning of authority, and how it affects the sales process; and
- The major driver of change that's hiding right out in the open, and that will change the way you sell, how much you sell, and to whom.
Richard Worzel is one of today's leading futurists, a Chartered Financial Analyst, the author of six best-selling books, and a sought-after strategic planner. Insuring the Future can either be a keynote address to start or cap a conference, or it can be integrated into a longer, interactive workshop that will give agents both more insight into their own business, and tools that they can use to help their clients.
|
|
| |
| |
|
|
|
