LIC Webinar: Strategy Execution


LIC Strategy Execution Series
Aligning Marketing, Operations, and Products
To Create a Deliverable Value Proposition

Brand Promise + Strategy Execution = Positive Outcomes
An LIC Operations & Project Management Committee Webinar
Presented by Heaton Consulting
April 24, 2024, 2-3 p.m. Eastern

Promoting a valued brand promise to customers and agents, delivered through developed strategies and following your execution plan, will yield positive outcomes and customer loyalty for your company.

This session will present a high-level overview of holistic strategic planning and how harnessing the inter-relationships between all facets of the insurance organization will improve individual components and overall performance. Case-study examples will be provided to illustrate the processes and outcomes.

Who Should Attend

This webinar will be valuable for CEOs, COOs, CMOs, project management executives and other senior management of small-to-midsize life and annuity companies and fraternal organizations.

LIC Strategy Execution Series

This is the first of a three-part series presented by Heaton Consulting for LIC members, on how aligning marketing, operations, and products will create a deliverable value proposition to agents and consumers. 

Part 1: Brand Promise + Strategy Execution = Positive Outcomes (An LIC Operations/Project Management Committee Webinar, April 24, 2024)
Goal:  Understand how harnessing the inter-relationships between all facets of the insurance organization will improve individual components and overall performance.

Part 2: Brand, Marketing and Sales Impact (To be presented at the LIC Marketing & Distribution Virtual Meeting, July 25, 2024)
Goal: Understand how customer assessments (customer preferences, segmentation, buyer personas, and prospect profiling) coordinated with corporate planning creates stronger internal alignment – enhancing performance and strengthening the brand promise with external stakeholders.

Part 3: Operations and Innovation (To be presented at the LIC Operations Committee Meeting, September 24-25, 2024)
Goal: Understand how to improve decision-making and outcomes when pursuing large operational investments.

Hold your spot at Parts 2 and 3 by contacting


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