| Breakout Sessions |
E-Commerce and Online Marketing Discussion Group
Stephanie Duchene, Sonnenschein Nath & Rosenthal LLP
Participate in an interactive discussion session regarding current issues in e-commerce and
online marketing of insurance products. Learn from and share ideas and best practices with
peers on topics including responsibility for agent online activity, Insurance Malls, online applications and online issuance, compliance with electronic signature laws and Social Media
issues.
Property & Casualty Compliance Issues
Megan M. Grant, Esq., Colodny, Fass, Talenfeld, Karlinsky & Abate, P.A.
The Unfair Trade Practices Act is raising a number of hot-button topics. This session will address those, plus a variety of other issues currently affecting property and casualty insurers.
Selling Insurance and Investments to Seniors
Larry Kosciulek, Director, FINRA Investment Companies Regulation
Providing seniors with valuable products and services can be a strong opportunity. However, how you market these products and services is coming under increasing regulatory focus. Attend this session and get FINRA's perspective on the right way to sell to seniors.
Advertising Compliance & Social Media
Randa Zalman, Redstone
Insurance consumers are expecting you to deliver your message in an easy-to-find,
discussion-oriented format. This session will discuss: what social media options you have;
what compliance issues you must address; how to monitor the web; and the proper procedures to ensure compliance success in campaign development and implementation.
Insurance Hot Topics
Stephen King & Nebraska Department of Insurance, Medico Insurance Company
State Market Conduct Exams: How to Prepare; How to Respond
Cailie A. Currin, JD, Currin Compliance Services, LLC
Have you experienced the rapid heartbeat and shallow breathing associated with learning a market
conduct exam is coming? Let's talk about what can be done every day to improve the outcome,
as well as what we can do to specifically prepare for state review and respond to any inquiries that may result.
Advertising Compliance - Advanced Tools
Jerry Wickersham, First Consulting & Administration, Inc.
Join your peers for a revealing discussion of the application of advertising rules,
regulations and best practices. Bring sample materials and compare your conventions with
others in the industry. Is your advertising taking too many chances . or could it be working
even harder? Be prepared for an open discussion with your peers.
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