Breakout Sessions

FINRA's Rules for Variable Insurance Product Communications: New Standards and Old Favorites Amy Sochard, Director, Programs & Investigations, FINRA's Advertising Regulation Department Learn about FINRA's proposed new rules for variable insurance product communications and explore FINRA's approach to equity indexed annuity advertising. We will also cover current topics including seminars, designations and ghost written material. Building Successful Integrated Marketing Programs J. Hoey, TPG Direct A strong, customer-oriented message and consistent graphic design is the starting point for successful marketing and helps assure ethical and compliant communication. Targeting, timing, and effective reach are enhanced by attention to brand awareness, consumer response and increased scale. You Pick the Winner!! - Direct Mail Marketing Scott Calame - Calame DMC, LLC Look at head to head direct mail tests and guess which one won. This is a fast-paced, entertaining primer on direct marketing covering basic strategy, offer-development, and creative execution. Full of real-world examples of best practices and even some worst practices to avoid! It's fun, interactive, and a whole lot of fundamentals AND high-level strategic thinking is revealed in the process. Marketing Messages: The Compliance Perspective David Kelly, IAdCA Vice President - AFLAC It's not fair, of course. Coke says, "It's the real thing!" Burger King says, "Have it your way!" Wal-Mart says, "Save money. Live better." Catchy. Sexy. They can say it... why can't we? If you're new to the compliance game, join us as we explore the impact of marketing language on advertising. Hands-on Review - Regular & Advanced Tom Stallings, Professional Market Practices, Inc. 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. Two sessions will be offered to accommodate newer and more advanced reviewers. Internet Marketing Kevin McKenna, JCG Limited An interactive discussion focusing on the components of internet marketing including: lead generation, branded sales, media utilization, financial implications and expansion opportunities. Advertising Compliance Advanced -State Advertising Law Overview Karen Lierley JD, Assist. VP Compliance This session provides a survey for all lines of insurance of the advertising compliance laws of all states and the District of Columbia. The presentation gives an overview by topic of the areas regulated. You will receive a lovely parting gift of charts of the laws and regulations of each jurisdiction. How to Create the Ideal Relationship Between Marketing and Compliance and Legal/Compliance Departments Scott Calame - Calame DMC, LLC Are your Marketing and Legal/Compliance area at odds? Scott Calame shares his strategies for easing the compliance burden by creating a more ideal relationship through common goals and established procedures.