VIRTUAL IDEA LAB
CORE CARRIER EDITION
The team at AIG kicks off the Virtual Idea Lab series on June 11th at 12:00 Pacific with a session that will feature Adam Winslow, CEO, Life Insurance, Life & Retirement for an interview touching on the big picture at AIG here in the U.S. as well as overseas. He’ll be joined for that discussion by Mark Peterson, EVP and Chief Distribution Officer, Life Insurance, AIG Financial Distributors, which will then be followed by a discussion of a carefully selected set of strategies and sales ideas perfectly suited to today’s challenging market. Session takeaways include:
- Providing clients with a way to understand the precise impact the recent market downturn has had on their retirement plans, all without an daunting and exhaustive financial plan
- A strategy for helping clients grasp, intuitively, why a life insurance position is a critical part of their strategy for participating in and maximizing the “recovery” that inevitably follows a market correction
- An easy way to walk clients through the relative costs or “fee structure” of a life insurance product designed as a retirement asset
- and more…
THURSDAY, JUNE 11TH
12:00 PACIFIC | 2:00 CENTRAL | 3:00 EASTERN
SCHEDULED TO APPEAR…
Adam Winslow, Chief Executive Officer, Life Insurance Life & Retirement, AIG
Adam Winslow is Chief Executive Officer of AIG’s Life Insurance business covering both the US and International markets. He is also a member of the Life & Retirement Executive Leadership Team. Before his current role, Mr. Winslow spent more than three years as Chief Executive Officer of AIG Life UK. Mr. Winslow joined AIG in 2013 and held management positions in the UK General Insurance and EMEA General Insurance businesses. Before joining AIG, he served as Director of Strategic Partnerships at Aviva. Prior to Aviva, Mr. Winslow worked in Cape Town, South Africa overseeing a large business process outsourcing contact center. He began his career in Paris with Allianz Asset Management. Mr. Winslow earned his bachelor’s degree in history with a minor in French from York University, and his master’s degree in European Business from the ESCP in Paris.
Mark Peterson, Executive Vice President and Chief Distribution Officer, Life Insurance, AIG Financial Distributors
Mark Peterson serves as Executive Vice President and Chief Distribution Officer, Life Insurance, for AIG Financial Distributors, the U.S. life and retirement distribution organization for American International Group, Inc. (AIG). In this role, he is responsible for leading retail life product sales in the United States through independent distribution, including AIG Life Brokerage, AIG Partners Group, AIG Senior Markets, and AIG Transactional Markets Group, and affiliated distribution, including AIG Insured Solutions Group, and AIG Direct. Mr. Peterson joined AIG in June of 2012 and most recently served as Senior Vice President, Independent Distribution, which includes AIG Life Brokerage and AIG Partners Group. Mr. Peterson has more than 30 years of experience in the financial services industry. Prior to joining AIG, he served in various sales leadership roles at Aviva, Sun Life Financial, Phoenix Wealth Management and ManuLife Financial.
Joe Ross, ChFC, CLU, CRC, Vice President – Sales Productivity & Business Development, AIG Financial Distributors
Joe Ross has been in the insurance business since age 16, and went on to obtain his Insurance degree from the University of Iowa, being awarded the coveted Emmett J. Vaughan insurance scholarship. Joe’s career began as a member of his father’s top-producing Managing General Agency with E.F. Hutton Life in 1981. Their agency was consistently the top-producing MGA nationally, while Joe was also among the top 65 personal producers in the country for Hutton Life. In 1990 he became an Insurance & Estate Planning Specialist for Merrill Lynch in the Chicago area, followed by Vice President of Sales and Marketing for three life insurance companies before spending the last 20 years as the brains behind innovative sales concepts that have driven life insurance, annuity and retirement planning strategies in the independent agent and broker-dealer channels. In 2013 he brought those skills to AIG where he continues to inspire financial advisors to make a difference in their clients’ lives.
Vern Carlson, National Sales Manager, Life Brokerage Channel, Independent Life Distribution, AIG Financial Distributors
Vern Carlson serves as National Sales Manager, Life Brokerage Channel, Independent Life Distribution for AIG Financial Distributors, the U.S. Life and Retirement distribution organization for American International Group, Inc. (AIG). In this role, he is highly engaged with financial advisors and agents while managing a well-connected regional sales team that is responsible for all life insurance sales through independent life distributors and agents. Mr. Carlson joined AIG in January 2018 and previously served as Regional Vice President for the Mid-Atlantic region. Prior to joining AIG, Mr. Carlson was associated with MetLife and Brighthouse for 16 years serving in several sales leadership roles in the life insurance and annuity distribution organizations, including Internal Wholesaler, Sales Desk Manager, Regional Vice President for the Southern California region, Head of Advanced Markets and, most recently, Divisional Sales Manager.
CURIOUS ABOUT THE REST OF THE AIN 2020 VIRTUAL IDEA LAB SESSIONS?
You can register for future sessions via the links below or on the AIN Events Calendar
- The 2019 Idea Lab Championship
- Virtual Idea Lab: Member Firm Edition, featuring Anthony Mento, President & CEO, LIFE Brokerage
- Virtual Idea Lab: Member Firm Edition, featuring Eric Palmer, CMO, Brokers Alliance
- Virtual Idea Lab: Mutual of Omaha
- Virtual Idea Lab: Principal
- Virtual Idea Lab: Member Firm Edition, featuring Justin Smith, Head of Advantage Point
- Virtual Idea Lab: Prudential
- Virtual Idea Lab: New York Life
- Virtual Idea Lab: North American
- Virtual Idea Lab: Lincoln MoneyGuard
- More to come!
The challenges presented by COVID-19 grow by the day, and the AIN Core Insurance Company community is grappling with them along with distribution. Join AIN as we connect with leadership at three of the AIN carriers in a session that will attempt to “level set” for what comes next from the carrier community.
Scheduled to join us from the Core Insurance Companies:
- Mark Peterson, Executive Vice President & Chief Distribution Officer, Life Distribution, AIG
- Wade Harrison, President, Protection Division, Protective Life
- Kevin Brayton, Executive Vice President, Individual Life Insurance Sales & Distribution, Prudential
Tuesday, March 31
AIG has released their new, improved web portal that is the end result of a long-term modernization effort. It is live now, and will replace their current portal, eStation on April 30th. Join AIN and the team at AIG for a discussion of the project goals and objectives, as well as the key things you will need to know as you begin to utilize the new site.
Thursday, April 4th
The AIN Idea Lab series rolls on in 2018 with a robust slate of meetings with the AIN Core Carriers. These sessions combine the unique expertise of the sponsoring Core Carrier, attendees from the AIN Member Services Team and, most importantly, attendance and contributions from the AIN Member Firms. These fill up fast, so complete the form below to place your name on the “pre-registration” list today!
Join AIN and AIG as we unpack a series of handpicked sales ideas from AIG that are supported by a treasure trove of marketing content, perfect to mount your next campaign!
Thursday, January 25th
AIN Events: Breaking the Generational Code – Concepts and Tools that Connect You to the Different Generations
Wednesday, September 12th
Joe Ross from AIG returns to the AIN Events platform for an hour focused on a topic that can mean the difference between a good year and a great year. Understanding your book of business and managing your most precious resource, your time, effectively is a critical skill with so many thing pulling at our attention every day. Joe will share some of the secrets he has learned over his years in sales as well as a certified trainer for the Sequoia Systems, a highly respected sales training organization. This hour is guaranteed to put more money in your pocket and more time back in your day. Of course, we’ll also touch on a new sales idea from AIG along the way!
Wednesday, April 19th
The AIN Idea Lab series rolls on in 2017 with a robust slate of meetings with the AIN Core Carriers. These sessions combine the unique expertise of the sponsoring Core Carrier, attendees from the AIN Member Services Team and, most importantly, attendance and contributions from the AIN Member Firms. These fill up fast, so complete the form below to place your name on the “pre-registration” list today!
Tuesday, January 24th
You’re about to present an idea to a client or prospect. You know the topic thoroughly, but you really haven’t focused on the structure of your presentation. If you’re like most financial professionals, your gonna wing-it. You have a lot of experience and knowledge, and that should be enough to get you through. Just tell the story, right?
If you want to turn a good presentation into a great presentation, then spend a few minutes learning from the master! Joe Ross, one of the industry’s leading presenters, will share with you how he builds his own compelling presentations. In this session you’ll learn about how to construct your basic message for the greatest impact, and how you “bring your A-Game” to your delivery. You’ll learn how to motivate your audience to take action on your concept.
You’ll see a great IUL + GUL sales concepts presented that demonstrate how to apply the principles of a great presentation… while giving you a great sales concept! If you want to sharpen your skills, and increase your productivity per appointment, this is one session you won’t want to miss!