Please join us and a group of your peers
on June 5th & 6th 2019 at Loews South Beach for our third annual
The objective of the Bank Life Council is to assemble a select group of executives from the industry who believe the bank and credit union channel is well positioned to be the leading channel for life insurance distribution in the financial services industry, and are determined to be catalysts towards fulfilling this potential.
Agenda items include:
- Institutionalizing Protection Need servicing
- Protection and the Discovery Process
- Evolving options for structuring a life program
- Tiered life distribution
- Changing the sales culture
- The Commercial opportunity
- Dissecting obstacles preventing channel success
- Insurance Specialist vs. Insurance Agents
Ideally this peer group of leaders will meet on a regular basis to maintain progress towards related life insurance goals. It is hoped the combined efforts of this group of executives, and the knowledge exchanged, will enable participants to realize business advantages and leadership positions in the industry.
12:00 p.m. – 1:00 p.m. Luncheon
1:00 p.m. – 5:00 p.m. Meeting
5:30 p.m. – 6:45 p.m. Reception
7:00 p.m. – 9:00 p.m. Dinner
8:00 a.m. Breakfast and Meeting
11:00 a.m. Meeting Adjournment
Thanks to our sponsors, there is no cost to participate in this meeting if you are an executive from a bank or credit union. (Product and service providers to the channel may participate only as sponsors. Please contact us for sponsorship information.)
Travel Reimbursement includes travel expenses (up to $600), and your hotel room which will be booked by Stathis Partners (excluding incidentals) for the one evening of the two day meeting. Reimbursement does not include meal expenses. (Note, however, that meals are provided during the event.)
Flights are booked by the participant and airline receipts are submitted to Stathis Partners for reimbursement according to the terms above. We recommend booking flights early to avoid costs above the $600 maximum reimbursement.
Stathis Partners will make your hotel reservations at the hotel specified above for the one night of the event as part of this registration process. If you do not use Stathis Partners you will be responsible for your own reservations. We will email you a formal hotel reservation confirmation two weeks prior to the event.
Dress for the Industry Leadership Forums are business casual (with an emphasis on casual) unless otherwise specified.
Please register for this event only if you fully expect to attend. Attendance is limited and we make commitments to the venue and our sponsors based on the number of registered attendees. For that reason we must ask you to agree, by registering for this event, that if you cancel within 10 business days of the meeting you are subject to a charge equivalent to one night’s hotel stay. (Applicable only for non-sponsors.)
These events are by invitation only, however, if someone else in your organization should be attending this forum please feel free to pass along this invitation. All registrations will be reviewed for appropriateness.
Agenda Topic Suggestions
Creation of the agenda for these events is often a cooperative process between Stathis Partners, attendees, and channel research. We always strive to have valuable and meaningful discussions at our forums and welcome suggestions for discussion items to be added to the agenda. Please send suggestions by sending us an email or simply use the registration form to submit.
We hope to see you there!