1. Integrated Marketing Jim Sharkey  jsharkey@aaalife.com  @jsharkey3  linkedin.com/in/jimsharkey

2. Tough Year for the Life Insurance Business

3.  Steepest Six Month Drop in Individual Life Insurance Sales In Almost 70 Years  Whole life and term have been the most resilient Tough Year for the Life Insurance Business

4. DATA

5.  Trends  KPI’s 1.DATA

6. Trends 1.DATA

7. KPI’s

8. STRATEGIC PARTNERSHIPS

9.  “Vendors”  Consultants  Industry Specialists  Direct Competitors 2.STRATEGIC PARTNERSHIPS

11. AAA Life Direct Sales Unit

12. EXECUTION

13. 3.EXECUTION “The thing that keeps a business ahead of the competition is excellence in execution.” Tom Peters

14. 3.EXECUTION Agile Project Management Methodology wikipedia.org menloinnovations.com

15. Agile Manifesto Agile values: Over:  Individuals and interactions  Working software  Customer collaboration  Responding to change  Processes and tools  Comprehensive documentation  Contract negotiation  Following a plan

16. MULTI-CHANNEL MARKETING

17. 4.MULTI-CHANNEL MARKETING

18. Digital Marketing

19. 5.Digital Marketing 21% 33% 7% 12% 16% Source: LIMRA, 2008 WHAT IS CONSUMERS’ MOST VALUABLE INFORMATION SOURCE?

20. 5.Digital Marketing

21. Most Important Source of Web Traffic to an Insurance Web Site? Search engine keywords 43% Went to Site of company 26% already doing business with Recommended by 26% someone I know

22. 2.MULTI-CHANNEL MARKETING

23. 5.DIGITAL MARKETING Social Media Matters! youtube.com/jsharkey3@jsharkey3 linkedin.com/in/jimsharkey facebook.com/jimsharkey

25. It’s the Journey that Counts

26. A good traveler has no fixed plan, and is not intent on arriving. Lao Tzu

27. Whether You Think You Can or Can't, You're Right Henry Ford