The Education Committee is working hard on creating another great agenda.

Session descriptions to come!

Tentative Agenda

General Sessions

The Future of State Insurance Regulation

Mary Jo Hudson

ACLI Update

Lisa Tate

Beyond NAIC and DOI

Dama Brown & Paul Signer

Alysa Hutnik

Session Description:

Beyond NAIC and DOI: How other laws, enforcement agencies and consumer complaints can influence your advertising practices: During this session we will explore how insurance advertisements can be subject to scrutiny and enforcement beyond state insurance advertising laws and beyond state Insurance Commissioners. Specifically, we will discuss how State and Federal consumer protection laws, and each of the State AGs, the FTC, the BBB and consumer litigation could play a role

Regulator Panel

John Reily, Florida

Tom Carswell, Georgia

Paul Hanson, Minnesota

David Bolton, Oregon

Regulator Round Robin

John Reily, Florida

Tom Carswell, Georgia

Paul Hanson, Minnesota

David Bolton, Oregon

Breakout Sessions

Field Generated Advertising

Impartial Conduct Standards & the NAIC Advertising Model: How to Avoid Misleading Statements

Insurance Advertising 101

FINRA: Variable Advertising

Anthony Maher

Next Generation of Advertising Review: Social & Web-based, Digital, On-line Lead-gen

Cybersecurity: How to Detect Fake Ads, Agent SPAM & Your Carrier

Brand Reputation: Risks, Controls, Brand Protection

Compliance, Marketing, and Sales: A True Partnership

Hands-On Advertising

Glenda Bean

Debby Paris

Marketing to Seniors: 

Medicare Advantage, Prescription Drug Plans, Med-Supp, ACA Section 1557  

Helanie Fingold

Session Description:

Marketing to Seniors: Managing compliant creation and use of marketing material for the advertisement of Medicare Advantage, Part D and Medicare Supplement Insurance – Panel will discuss best practices and address common issues/questions relating to compliance with Chapter 3 of the Medicare Managed Care Manual/ Medicare Marketing Guidelines, as well as applicable state and federal laws.  Discuss how to create compliant content for such marketing materials, including required disclaimers and prohibited content, and ensuring that the use of Medicare marketing materials complies with CMS guidance.

Index Products & Indices

Maureen James

Gary Romo