Keynote & Workshop Topics:
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Insurance
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Being Sure: Tomorrow's Promises & Tomorrow's Clients
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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.
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The Future of Life: Strategies for Managing Change in Life Underwriting
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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.
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Insuring the Future
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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 Canada's leading futurist, 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.
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