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Integrated Marketing
Jim Sharkey ? jsharkey_at_aaalife.com ? _at_jsharkey3 ?
linkedin.com/in/jimsharkey
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Tough Year for the Life Insurance Business
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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

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DATA
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1. DATA

• Trends
• KPIs

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1. DATA

Trends
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1. DATA

KPIs
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STRATEGIC PARTNERSHIPS
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1. STRATEGIC PARTNERSHIPS

• Vendors
• Consultants
• Industry Specialists
• Direct Competitors

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1. STRATEGIC PARTNERSHIPS

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1. STRATEGIC PARTNERSHIPS

AAA Life Direct Sales Unit
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EXECUTION
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1. EXECUTION

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

Agile Project Management Methodology
wikipedia.org menloinnovations.com
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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

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MULTI-CHANNEL MARKETING
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1. MULTI-CHANNEL MARKETING

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Digital Marketing
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1. Digital Marketing

WHAT IS CONSUMERS MOST VALUABLE INFORMATION
SOURCE?
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33
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Source LIMRA, 2008
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1. Digital Marketing

WHAT IS CONSUMERS MOST VALUABLE INFORMATION
SOURCE?
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1. Digital Marketing

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
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1. MULTI-CHANNEL MARKETING

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1. DIGITAL MARKETING

facebook.com/jimsharkey
linkedin.com/in/jimsharkey
Social Media Matters!
youtube.com/jsharkey3
_at_jsharkey3
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Its the Journey that Counts
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A good traveler has no fixed plan, and is not
intent on arriving. Lao Tzu
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Whether You Think You Can or Can't, You're
Right Henry Ford