Breakout Sessions

SERFF Kelly McCumber - NAIC SERFF Team Kelly will be providing two SERFF breakout sessions for different SERFF experience levels. The first session is for the prospective SERFF user. Kelly will provide an overview of how to get licensed to use SERFF as well as a demonstration of how to create a filing. The second session will be geared to experienced SERFF users. This session will include "tips & tricks" on SERFF use as well as an overview of upcoming/recent releases. The Consumer Friendly Approach to Communication Janet Fremprong - President, O J Fremprong & Associates This breakout will offer basic guidelines on conveying complex insurance information in a way that makes it easier to find, read, understand, and use. FINRA's Variable Insurance Product Advertising Initiative Cliff Kirsch - Sutherland, Asbill & Brennan A detailed look at the Financial Industry Regulatory Authority (FINRA) efforts to achieve understanding of variable product advertising principles. This session will also explore concerns within the insurance industry. The Art of Diplomacy between Compliance and Marketing Randa Zalman - Advertising Manager, Woodmen of the World Life Insurance Company Practical approaches to improving communication and understanding between Compliance and Marketing. Foreign Language Advertising - Hispanic Jaime R. Carlo-Casellas, Ph.D., CC Scientific, Ltd. This workshop addresses marketing and compliance issues associated with dissemination of forms translated into Spanish and the deployment of marketing advertising strategies appropriate for the U.S. Hispanic consumer. Hands on Review Workshop Vickie Olson-McQuerry, IAdCA Board Member - Principal Life Insurance Company John Oberg, IAdCA Board Member - ING Judy Orth, IAdCA Board Member - RBC Insurance Jason Montgomery, IAdCA Board Member - New York Life Insurance Company A practical, "hands-on" recognition of advertising violations. This workshop will look at specific ads for mandatory compliance requirements. This review is designed for all lines of business with practical advice that you can use right away. Fundamentals of Compliance David Kelly, IAdCA Vice President - AFLAC If you are new to advertising compliance and find yourself wondering, "What do I do now?!", this general overview is what you need. We'll review setting up and maintaining files, interpreting and applying model regulations, and dealing with the ever-changing regulatory environment. Message Center Demo Murray Vassar, IAdCA Secretary - New York Life Insurance Company John Oberg, IAdCA Board Member - ING Murray and John will demonstrate and discuss ways to better utilize the IAdCA website. Become more familiar with the Attendee's Only section and the IAdCA Message Board. You can also share your suggestions to improve the website to make it a more useful tool.