engagement expert, human values research pioneer
Insurance Keynote
Speaker David Allison
Radically boost trust and engagement for insurance, annuities, investments, pensions – and more – with the new motivating science of shared human values.
“It’s rare to find a speaker who can blend science, storytelling, and actionable insights so seamlessly. David does it brilliantly.”
Alyssa Hodder, Director of Education & Outreach, IFEBP
Insurance Keynote
We’ve known this for decades: the insurance and financial products sector is built on trust, and trust is built on shared values. But without real data that pinpoints which values will motivate people, building trust relies on guesswork and hunches. And that’s a huge risk.
So how do you create sustainable success in an industry where customers are driven by values you can’t identify?
That’s where keynote speaker David Allison steps in, with data that pinpoints exactly what to do.
What The Industry Is Saying…
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Ricardo Gonzalez, Allstate Insurance
“There is nothing but upside for internal or external stakeholders when a company uses values to drive engagement!”
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Dan White, Pension Plan Trustee
“One of the most engaging, inspirational speakers I have ever heard - with new, and actionable insights!”
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Jennifer Froese, IFEBP Member
“I wish I had known this amazing information on using values to motivate people decades ago!”
Human values expert, international keynote speaker, and 2x best-selling author David Allison has discovered the data-driven secret to boosting trust and engagement for insurance, annuities, pensions, and financial products of all kinds.
His pioneering research pinpoints the precise shared values that powerfully motivate behavior for financial products and services. His insights are truly unique, based on statistically accurate data, and reveal the exact buttons you need to push to motivate and inspire people to choose a provider, product, policy, or professional.
“David’s keynotes command the room from the first word. Distractions disappear. Engagement skyrockets. People walk away inspired, and armed with insights they can’t wait to put to work!”
Who is it for
Brands focused on insurance, annuities, pensions, investments, or other financial products.
Advisors, brokers, agents
Industry associations
Audience takeaways
The specific shared values that will engage people and influence outcomes.
Creative, detailed strategies to immediately put those values to use.
David’s revolutionary Values Thinking Process that turns shared values into actionable tactics.
Insurance Industry Insights
Trust Reimagined
Rebuild and strengthen the trust that is crucial in the insurance industry.
Beyond Demographics
Learn to move beyond demographic stereotypes and resonate with your client's deeply held values.
Navigate Change
Understand how shared values can become your strongest competitive advantage in an industry facing relentless change.
“He took the time to understand us, and show us how to apply the research. Outstanding!”
Dave O’Brien, NAPFA Board Chair
About David
David Allison is the world's foremost authority on human values. His groundbreaking work has transformed how the insurance and financial products sector engages both its workforce and its customers.
His extensive research and keynote speaking engagements with organizations like Allstate Insurance and LPL Financial have revolutionized how financial organizations understand their employees, current customers, and prospects. His insightful study into the financial industry's workforce and customer base uncovers the critical intersections and divergences in values, offering a roadmap for deeper, values-driven connections.
David's study of State Farm insurance policyholders actively seeking alternative providers offers invaluable data on customer retention and acquisition strategies. His work with Lincoln Financial helped senior management team has been pivotal in aligning corporate values with those of their workforce. He speaks regularly to advisors and family offices, and has written extensively about current HNW and UHNW populations, as well as the next generation of wealth.
His work is included in college textbooks used worldwide, and has been discussed in Forbes, Harvard Business Review, and INC Magazine, as well as numerous podcasts and industry journals. As a dynamic, memorable, and transformative keynote speaker, David Allison offers the Insurance industry keenly unique and useful insights into harnessing the power of shared human values.
Work with David
Values are the answer.
Let’s put them to work.
Insurance Keynote Speaker David Allison will transform how you think about yourself, the people around you, and those you hope to impact with your work. Because we are all values-driven.