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Breakout Sessions

Session 1

Introduction to SERFF
Kelly McCumber - NAIC SERFF Team

Senior Markets - Designations/Advertising
Nebraska Department of Insurance

The Consumer Friendly Approach to Communication
Janet Fremprong - President, O J Fremprong & Associates

FINRA's Variable Insurance Product Advertising Initiative
Cliff Kirsch - Sutherland, Asbill & Brennan


Session 2

SERFF - Tips and Tricks for the Experienced User
Kelly McCumber - NAIC SERFF Team

The Art of Diplomacy between Compliance and Marketing
Randa Zalman - Advertising Manager, Woodmen of the World Life Insurance Company

Foreign Language Advertising - Hispanic
Jaime R. Carlo-Casellas, Ph.D., CC Scientific, Ltd.

Hands On Review
Vickie Olson-McQuerry, IAdCA Board Member - Principal Life Insurance Company
John Oberg, IAdCA Board Member - ING


Session 3

Fundamentals of Compliance
David Kelly, IAdCA Vice President - AFLAC

Message Center Demo
Murray Vassar, IAdCA Secretary . New York Life Insurance Company
John Oberg, IAdCA Board Member - ING

Foreign Language Advertising - Hispanic
Jaime R. Carlo-Casellas, Ph.D., CC Scientific, Ltd.

Hands On Review
Judy Orth, IAdCA Board Member . RBC Insurance
Jason Montgomery, IAdCA Board Member . New York Life Insurance Company












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