Integrated Marketing Jim Sharkey jsharkeyaaalife com jsharkey 3

Integrated Marketing Jim Sharkey jsharkey@aaalife. com @jsharkey 3 linkedin. com/in/jimsharkey

Tough Year for the Life Insurance Business

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

DATA

1. DATA Trends KPI’s

1. DATA Trends

1. DATA KPI’s

STRATEGIC PARTNERSHIPS

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

2. STRATEGIC PARTNERSHIPS

2. STRATEGIC PARTNERSHIPS AAA Life Direct Sales Unit

EXECUTION

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

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

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

MULTI-CHANNEL MARKETING

4. MULTI-CHANNEL MARKETING

Digital Marketing

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

5. Digital Marketing WHAT IS CONSUMERS’ MOST VALUABLE INFORMATION SOURCE?

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

2. MULTI-CHANNEL MARKETING

5. DIGITAL MARKETING facebook. com/jimsharkey linkedin. com/in/jimsharkey Social Media Matters! youtube. com/jsharkey 3 @jsharkey 3

It’s the Journey that Counts

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

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