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Education Essentials: December 2017
Thursday, December 21, 2017

F&I Industry Update

insure/

  1. to guarantee against loss or harm.
  2. to secure indemnity to or on, in case of loss, damage, or death.

The financial services and insurance industry has an important role in everyone’s day-to-day life. With benefits of offerings that range from providing comfort in retirement to helping protect families against the unexpected, remembering the ultimate purpose behind your meetings and events can help motivate your teams and ultimately increase your impact. In this Education Essentials, we’ll provide some suggestions for how to support the industry as well as reminders about the work you enable as a meetings professional at one of those firms.

Plan to Support Your Industry in 2018

Did you know September is Life Insurance Awareness Month? Or that we’ll celebrate National Retirement Planning Week in April? Consider how your team can impact awareness through your own meetings and events. Check out the below infographic for a 2018 calendar. 

Making Impact

Erin Longo, director of conference and meeting services at Prudential, shares a blog post on how financial and insurance companies are shaping people’s lives: protecting, growing and improving them. She also includes a list of simple ways to make an impact every day. For more inspiration, check out this video from Prudential Financial of Singapore that exemplifies these ideals and highlights impact of financial security.

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Understanding Your Financial Health

Attendees at the 2017 FICP Annual Conference had the chance to dive deeper into thinking about their own financial security while learning more about the products and services our companies promote. If you missed it, access the material from Thomas Kokjohn's session Understanding Your Financial Health.

2017 Recap and Looking Ahead

There’s a whole year of education from FICP that you can review. Browse through TheBlog to find past Education Essentials from 2017.

The 2017 Annual Conference wasn't too long ago, but we're still thinking about all of the great insight that was shared. Check out this recording from the general sessions, Impact: Global Economic Drivers Affecting the Financial & Insurance Meetings Industry, moderated by FICP Executive Director Steve Bova and featuring Michael Dominguez, Senior Vice President and Chief Sales Officer, MGM Resorts International, and Nick Sargen, Sr. Vice President, Chief Economist, Fort Washington Investment Advisors, Inc., for more perspectives on what lies ahead for the industry.

Registration for the 2018 Winter Symposium for Meeting Professionals is open! At the event in January, Eric Rosenbach, former Pentagon Chief of Staff, will present on Disruptive Innovation: FinTech and the Potential to Revolutionize the Financial Service and Insurance Sectors. Learn more about this presentation and others here.

We hope you enjoyed Education Essentials throughout 2017! FICP looks forward to providing more targeted content in 2018. Check out this calendar to keep an eye out for the topics of most interest to you.  

#TBT - 2016 FICP Annual Conference: Global Changes, Local Impact – A Look at the Financial & Insurance Industry

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James Kerley, Chief Membership Officer, LIMRA and Todd McGrath, Executive Vice President and COO, AIG Financial Distributors discuss the state of the industry with moderator Tom Koulopoulos.

Access Great Content Daily

Follow FICP on Facebook and Twitter to get important updates and timely articles. Here's what you may have missed this month:

  • Q3 Pulse Survey: More Stability, Influence and Opportunity
  • How to Fix These 6 Big Event Planning Challenges
  • After the Storms: Insurance Industry to the Rescue
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