LIFE INSURANCE PROGRAM – EVOLVE

LIFE INSURANCE PROGRAM – EVOLVE
Time
9:00am – 9:15am
Topic
9:15am – 10:20am
Plenary 1 (Ballroom 1):
Resetting the Life Insurance
Landscape
Content
Speaker(s)
Conference Welcome: Sally Loane – CEO, Financial Services Council
10:20am – 11:00am
The current landscape of the Life Insurance Industry,
highlighting the ASIC report and show casing the
Trowbridge Report produced by the Life and Advice
Working Group.
MORNING TEA
11:00am – 11:45am
Plenary 2 (Ballroom 1):
Becoming a Customer Centric
Industry
Learn from industries that have mastered customer
interaction, innovation and gained an outstanding
reputation leading to their success.
11:45am – 12:30pm
Plenary 3 (Ballroom 1):
NDIS: What it means for
consumers in the industry
The role of the NDIS is not well understood within the
community. This session explores the complementary
nature of life insurance and the NDIS and looks at why the
industry more than ever needs to explain the differences
and the need for customers to have private cover.
12:30pm – 1:30pm
1:30pm – 2:20pm
Chair and Moderator:
 John Trowbridge (Chair FSC, AFA Working Group)
Panel:
o Peter Kell - Deputy Chairman of ASIC
o Geoff Summerhayes – CEO, Suncorp Life
o Brad Fox – AFA, CEO
Moderator:
 Sally Loane – CEO, Financial Services Council
Panel:
o Raj Mendez – The Customer Experience Company
 Ms Sarah Johnson, Scheme Actuary – NDIA
 Mr Glenn Keys, CEO and Managing Director of Aspen
Medical (TBC)
 Pauline Blight-Johnson – Group Executive, Insurance and
Superannuation, AMP Capital (TBC)
LUNCH
Concurrent 1.1 (Ballroom 1):
Advising on common ground
Concurrent 2.1 (Ballroom 2):
Dissecting language and
jargon
The Life Insurance industry has been long tied to Advisors,
with the current landscape becoming rocky. This session
will highlight how to ensure quality of advice, how to
ensure the industry meet and exceeds ASIC’s requirement
on advice quality and how to recover from recent bad
press and low consumer confidence.
BrightRock, a South African company, are reinventing Life
Insurance Products. Their flagship product is the first-ever
life insurance product that is able to change with the
customers needs, its ‘needs-matched life insurance’.
Panel:
o Richard Klipin – CEO, Millennium3
o Steve Helmich – Executive Director Financial Planning,
AMP
o Grant Potter – Head of Governance and Advisory, BT
Financial Group
Moderator:
 Sally Loane – CEO, Financial Services Council
Speaker:
 Schalk Malan – Executive Director, BrightRock
2:20pm – 3:10pm
Concurrent 1.2 (Ballroom 1):
Deciphering claims
What do lawyers look for in claims and what advice do
they provide their clients on receiving claims? This session
looks at the main pitfalls of life insurance policies.
Concurrent 2.2 (Ballroom 2):
Breaking down the barriers of
Mental Health
How the life insurance industry can support people who
suffer with mental illness. The session will also discuss
occupational rehabilitation in helping people return to the
work force and find appropriate positions for them.
3:10pm – 3:30pm
3:30pm – 4:20pm
4:20pm – 5:15pm
5:15pm
Panel:
o Alph Edwards – Turks Legal
o Michelle Levy – Partner, Allens Arthur Robinson
o Robert Ishak – Co-Founder and Chairman, William Roberts
Lawyers
o Maged Girgis – Minter Ellison Lawyers
Chair & Moderator:
 Margo Lydon – Chief Executive Officer of SuperFriend
Panel:
o Georgie Harman – Chief Executive Officer, Beyond Blue
o Megan Beer – Director of Insurance, AMP
o Dr Peter Cotton – Clinical & Organisational Psychologist
AFTERNOON TEA
Concurrent 1.3 (Ballroom 1):
Preparing for the prolonged
future
The impact of wellness programs and a prolonged life. We
look at pricing the future products of life insurance and
educating customers.
Concurrent 2.3 (Ballroom 2):
Embracing the digital age
The Life Insurance industry needs to embrace the digital
age, listen to experts in the area of digital to be inspired to
utilise data analytics, mobility and many more areas.
Plenary 4 (Ballroom 1):
Power Panel
Hear our panel of experts discuss the key themes that
have emerged today. How can lessons learned from other
industries across disruption, innovation and becoming
more consumer focused be applied to life insurance
industry.
Panel:
o Damien Mu – Chief Executive Officer, AIA
o Alex Auroux – Manager, The Customer Experience
Company
o Dr Martin Cross – Chairman, Medicines Australia
Panel:
o Roland Slee – Managing Director, APAC, Bravura
o Tony Davis – Director, Quantium
o Shaun Taylor – Executive Manager, eCommerce Customer
& Service Delivery, Suncorp Life
o Jenny Young – Partner, Ernst and Young
Moderator:
 Helen Troup – Executive General Manager, CommInsure
Panel:
o Brett Clarke – Group CEO and Managing Director, TAL
Limited
o Deanne Stewart - Chief Executive Officer, MetLife
o Alexis George – MD Insurance, ANZ Wealth
Closing Remarks – Sally Loane – CEO, Financial Services Council