9:00am-12:00pm

Compliance 101
Testing

Compliance 201
Testing

Compliance 202
Testing

Ethics
Testing

10:00am-5:00pm

Conference Registration

1:00pm-2:15pm

First-Timers Meet & Greet

2:30pm-3:30pm

1AP&C

Property & Casualty Q&A
Let’s start of Conference with one of the most requested and highly anticipated sessions. Submit your questions ahead of time, and then have them answered and discussed by your fellow compliance experts. A supercharged way to get Conference off to a roaring start.

Moderator:
Sam Garro, Philadelphia Insurance Companies

Speakers:
Lori Munn, Arizona Department of Insurance and Financial Institutions
Dan Cotter, Dickinson Wright
Terri Hitchcock, Thimble
Rich Koon, Koon Group, LLC

2ALAH

The Case for Covering Mental Health
Finding a sustainable medium for covering Mental health has been a growing concern for both industry as well as regulators. Join our session as we dive into how excepted benefits products may be the solution worth investing into.

Speakers:
Christin Kuretich, Voya
Stephanie Turgeon, MetLife
Eric Vieweg, Connecticut Department of Insurance

3ALAH

It Takes a Team: Managed Care Network Regulation
Managed care networks help ensure that care is delivered on a cost-effective basis, but cost is not the only concern.  A good network must provide high quality care, easy access to providers, and more. Our panel will provide industry and regulator perspectives on how these networks are regulated to ensure that customers get the most out of their insurance.

Speakers:
Kris Virgin, Careington
Kevin McClain, Virginia Bureau of Insurance

4AALL

AICP – A Gear to Setting Your Career Pace
Everyone needs those extra gears in helping pace out their careers. AICP is one of those gears for those new to the insurance industry and/or compliance. This panel of insurance compliance professionals will cover how the gear of AICP has helped PACE their careers.

Speakers:
Karen Pollitt, AXIS Capital
Nancy Campbell, RIA Consulting
Michael Hartman, Dearborn Group

3:30pm-3:45pm

Networking Break

3:45pm-5:00pm

1BP&C

Racing into Surplus Lines?
Slow down! The surplus lines market (AKA non-admitted) has it’s fair share of regulation. Come to this session to learn more.

Speakers:
Roger Osgood, Chubb
Nicole Zayac, Willkie Farr & Gallagher, LLP

2BP&C

Navigating the Tapestry of Insurance Compliance: Decoding Bulletins for a Resilient Future
Join us for an insightful panel discussion to explore the intricate world of insurance bulletins. In this session, we will unravel the complexities surrounding regulatory updates, examining their implications on the insurance landscape. Our panel will share practical insights on interpreting and implementing insurance bulletins effectively. From understanding the latest regulatory changes to navigating compliance challenges, this discussion aims to empower insurance professionals with the knowledge and tools needed to stay ahead in a dynamic regulatory environment.

Speaker:
Freddy Fonseca, Faegre Drinker Biddle & Reath LLP

3BLAH

Start Your Engines: Life, Health and Annuity Q&A
Let’s start of Conference with one of the most requested and highly anticipated sessions. Submit your questions ahead of time, and then have them answered and discussed by your fellow compliance experts. A supercharged way to get Conference off to a roaring start.

Speaker:
Dave Milligan, Athene
Dan Cotter, Dickinson Wright
Laura Helvey, Milliman

4BLAH

Stop-Loss/Level Funded Product Development Compliance
In the realm of insurance, understanding the intricacies of stop-loss and level funded products is akin to mastering the pit stop in racing—precision, speed, and accuracy are key. This session will explore the critical compliance and filing requirements for these specialized insurance products. Industry veterans and regulatory experts will provide detailed guidance on navigating state and federal regulations, ensuring accurate filings, and managing compliance risks.

Speaker:
Noel Grammer, Milliman
Cara Shackelford, North Carolina Department of Insurance

5BALL

Ethics – Don’t Crash and Burn
Having a solid ethical and compliance issues handbook is critical for leading the race. Join us for an interative session on why Ethics and Compliance matter, and explore some not so ethical or complaint situations.

Speaker:
Sue Eckler-Kerns, Guardian Life
Rona Platt, Retired General Counsel and Head of Compliance, Accelerant
Kellee da Roza, Allianz Global Corporate & Specialty
Joel Glover, Faegre Drinker Biddle & Reath LLP

3:30pm-6:30pm

Industry Partner Showcase

5:00pm-6:00pm

Opening Reception

6:30pm-8:00pm

Young Professionals Reception

7:00am-5:00pm

Registration

7:30am-8:15am

Peer-to-Peer Breakfast

8:30am-9:30am

9:00am-4:45pm

Industry Partner Showcase

9:45am-10:45am

1CP&C

AI Update – How are Companies Implementing the Requirements of the AI Bulletins?
This session will provide an update on the regulation of AI by state insurance regulators, including the adoption of the NAIC’s Model Bulletin on the Use of Artificial Intelligence Systems by Insurers. Speakers will also discuss how insurers and their vendors are addressing the Model Bulletin and New York Circular No. 7, including the documentation of AIS Programs and bias testing.

Speaker:
Monica Milner, Lexis Nexis
Kathleen Birrane, DLA Piper

2CP&C

Cannabis – Expansion, Filings, Exclusions
It’s been a few years now since cannabis began to become more mainstream. Join us to see how the expansion of this market has developed and see if regulation and product offerings have kept up. Have regulators and industry been able to work together to offer coverage that services insurers/insureds and the public interest? That is one of the many answers we hope to provide.

Speakers:
Dan Cotter, Dickinson Wright
Lori Munn, Arizona Department of Insurance and Financial Institutions
Christy Thiems, APCIA

3CLAH

View From the Top | LAH
Commissioners and Directors from various states will discuss the new regulations and hot topics within their states.

Moderator:
Jeff Nash, The Nash Group, LLC

Speakers:
Thomas Travis, Louisiana Deputy Commissioner of Insurance
Michael Humphreys, Pennsylvania Insurance Commissioner
Andy Case, Mississippi Insurance Department
Alexis Bakofsky, Florida Office of Insurance Chief of Staff

4CALL

ABC’s of the NAIC
This session is all about the NAIC and what they do for the insurance industry. Learn how they were established, who they serve and their current key initiatives.

Speakers:
Russ Galbraith, Arkansas Insurance Department
Nicole Zayac, Willkie Farr & Gallagher, LLP

10:45am-11:15am

Visionary Partner Presentation Presented by Martin and Company | Emerging Trends & Innovation in Compliance

10:45am-11:15am

Networking Break

11:15am-12:15pm

1DP&C

View From the Top | P&C
Commissioners and Directors from various states will discuss the new regulations and hot topics within their states.

Moderator:
Jeff Nash, The Nash Group, LLC

Speakers:
Thomas Travis, Louisiana Deputy Commissioner of Insurance
Michael Humphreys, Pennsylvania Insurance Commissioner
Andy Case, Mississippi Insurance Department
Virginia Christy, Florida Insurance Deputy Commissioner of Property and Casualty
Kevin Gaffney, Commissioner of Vermont Department of Financial Regulation

2DLAH

Triagency and Federal Regulatory Updates
The Federal Triagency Rule is now law. What are the implications during and after filing? Do these changes extend beyond Hospital Indemnity? What is the potential for future federal rulemakings? And how will a potential change to Chevron deference impact rulemakings moving forward?

Speaker:
Hunter Sexton, Sydney Consulting Group
Pieter Williams, RIA Consulting

3DLAH

Be Race Day Ready for All Things MCAS and Market Conduct Compliance
You will want to join this popular session and the chance to hear from our regulator and industry panel. This session dives into the regulatory speedway of Market Conduct Annual Statement (MCAS) filings and other market conduct issues and challenges.

Speakers:
Holly Blanchard, RIA Consulting
Russ Galbraith, Arkansas Insurance Department
Latif Almanzan, Texas Department of Insurance

4DALL

SERFF – Racing Toward the Checkered Flag
SERFF Update – Join us to learn all about the NAIC’s progress with the SERFF modernization project, what’s coming down the road, and when we will be in the final lap!

Speaker:
Lauren Bandle, NAIC

5DLAH

Racing Product to the Finish Line
Are you curious as to how other life insurance companies get their products to the finish line (aka, market)? Does your company spend significant time in the garage (working on the product design) or in pit lane (fine tuning the final product)? What happens if the product crashes around the first curve?  Do you return to the garage to reassess and repair or even scrap it from the race? This session will share best practices companies have fine-tuned to build their product and help get yours across the finish line for the checkered flag.

Speakers:
Karen Crooks
Kerri Piccard, Equitable
Robert Eaton, Milliman

12:15pm-1:15pm

Lunch

1:00pm-1:30pm

Visionary Partner Presentation Presented by Filing Ramp | Reinvent the Way You Do Filings

1:30pm-2:45pm

1EP&C

All Shapes and Sizes: Emerging Risks Facing the P/C Industry
Emerging risks can come in all shapes and sizes: from tiny plastic particles invisible to the human eye to a new generation of robotic devices that harness the power of Generative AI. Join us as we explore these and other emerging P/C risks.

Speakers:
Greg Scoblete, Verisk

2EP&C

ABC’s of Agent and Broker Relations
What does an insurance company need to know about working with Agents, Brokers and MGA’s, and what are some of the key topics to cover in the agreements with these entities?

Speaker:
Mark Robinson, Michelman & Robinson, LLP

3ELAH

Regulator Round Table | LAH
Participants will the opportunity to meet in small groups with various regulators to discuss general compliance topics as well as new regulations/laws. These meetings will last approximately 15 minutes so participants will have the opportunity to move around the room and meet with multiple regulators.

Regulators Participating:
AL, AZ, AR, CT, FL, GA, IIPRC, MD, MI, MN, MS, NAIC SERFF, NC, TN, TX, VA, VT

4ELAH

Your AI Pit Crew: Tools to Empower Speed to Market and Compliance
AI tools – chatbots, search functionality, drafting companions – are evolving fast. What tools will you bolt on to your operation to accelerate your speed to market? How are others using this technology now? What should you anticipate in the future? Learn how to do laps around the competition with your new AI partners in this session!

Speakers:
Robert Eaton, Milliman
Monica Milner, Lexis Nexis
John Standish, Charlee.ai
Jeffrey Williams, Microsoft

5EALL

An InsurTech Pit Stop: Lessons Learned From Working For An InsurTech
Join us for an engaging session that delves into the dynamic world of InsurTech, where traditional insurance models meet cutting-edge technology and innovation. Our presenters have the unique experience of working for traditional insurance, then for InsurTech’s and now back to a traditional insurance setting. Whether you’re an industry veteran looking to transition into InsurTech or a newcomer seeking to understand the nuances of this dynamic sector, this session promises to provide actionable insights, real-world examples, and expert perspectives that will allow you to better understand the InsurTech world.

Speakers:
Stacy Koron, First Consulting
Matt Brasch, Cumberland Mutual

2:45pm-3:15pm

Networking Break

3:15pm-4:30pm

1FP&C

Regulator Round Table | P&C

Regulators Participating:
AL, AZ, AR, FL, LA, MI, MN, MS, NAIC SERFF, TN, TX, VA, VT

2FP&C

Complaint Handling Process
Learn about the compliant handling process and mining for information that can be used for internal improvements.

Speakers:
Kathy Donovan, Wolters Kluwer
Maria Ailor, Arizona Department of Insurance and Financial Institutions

3FLAH

Under the Caution Flag: Agent Oversight
The engine that runs your enterprise is the insurance agent who represents you with the public. They drive your sales, service and the general perception of your company with the consumer. When there are problems, the yellow caution flag let’s you know that the engine needs a check-up. We will look at some best practices to ensure the engine keeps running strong by providing a full service tune-up of that engine.

Speakers:
Dave Milligan, Athene
Ryan Blakeney, Mississippi Insurance Department
Jason Sweeney, Sammons Financial

4FLAH

Shifting Gears: A Panel Review of ET Jurisdiction Scenarios
State regulators will join us for a scenario-based panel discussion of the various positions’ carriers could take on Extraterritorial Jurisdiction (ET), and what risks they are adopting with such positions. The Interstate Insurance Compact will also discuss developments to the non-employer group standards and how this could impact to carriers’ ET practices.

Speakers:
Hunter Sexton, Sydney Consulting Group
Latif Almanzan, Texas Department of Insurance
Karen Givens, IIPRC

5FALL

Artificial Intelligence and Machine Learning
Like an Indy 500, this can be both exciting and scary stuff. Join us to learn the latest issues, concerns and a fascinating outlook on AI. See where the states and companies are heading? There is no stopping this race.

Speaker:
Monica Milner, Lexis Nexis
Scott Kosnoff, Faegre Drinker Biddle & Reath LLP
Christa Rapoport, Gonzales Taplin PA

7:00am-5:00pm

Registration

7:15am-8:15am

Peer-to-Peer Breakfast

8:15am-9:15am

DEI Plenary | From Awareness to Action: DEI Best Practices
Our panel will discuss the transition from understanding to practical implementation for Diversity, Equity, and Inclusion. Topics will include understanding DEI terminology, what diversity and inclusion looks like, creating a culture where everyone can thrive, employee resource groups (ERGs), and allyship.

Speakers:
Nicole Calhoun, Vice Chair of the DEI Committee
Bridget Hurd, VP, Inclusion and Diversity and Chief Diversity Officer, BCBS of Michigan
Andrew Deutch, Senior Product & Strategy Director, Intact Insurance Specialty Solutions

9:00am-4:45pm

Industry Partner Showcase

9:15am-10:15am

1GP&C

Mitigation and Resiliency
Wildfire season have grown longer, hurricanes and tornadoes more frequent and intense, and flooding more widespread. What actions are regulators and insurers taking to mitigate these risk. Join us for a panel discussion on state and insurer efforts to address property mitigation and community resiliency.

Speakers:
Laura Panesso, ISO
Andy Case, Mississippi Insurance Department
Thomas Travis, Louisiana Department of Insurance

2GP&C

Dealing with Market Conduct Exam and Vendors
Departments of Insurance frequently rely on vendors to participate in or to conduct market conduct examinations. This session will focus on the challenges of working with vendors.

Speakers:
Maria Ailor, Arizona Department of Insurance and Financial Institutions
Pieter Williams, RIA Consulting
Terri Hitchcock, Thimble
Rich Koon, Koon Group, LLC

3GLAH

Regulator Hot Topics | LAH
Take a lap of Life & Health Hot topics. With evolving technologies and new entrants in the market, the insurance industry has seen a lot of change. Insurance regulation is changing too. Our panel of regulators will help us understand how their states are meeting the challenges of our changing times.

Speakers:
Russ Galbraith, Arkansas Insurance Department
Eric Vieweg, Connecticut Insurance Department
Bryan Peters, Florida Office of Insurance Regulation
Ryan Blakeney, Mississippi Insurance Department

4GLAH

DVH as a Complement
This session delves into the complex regulatory landscape governing dental, vision, and hearing (DVH) insurance products. As these specialized products grow in popularity, staying abreast of compliance requirements is critical for insurers and legal professionals. Participants will gain insights into the latest state regulations, common compliance pitfalls, and strategies for effective regulatory management. Industry experts and regulators will share best practices, providing attendees with the knowledge and tools needed to navigate the evolving DVH regulatory environment successfully.

Speakers:
Taylor McKinnon, Milliman
Brandi Waldner, Sydney Consulting Group
Kris Virgin, Careington

5GALL

Don’t Run Off the Cyber Track
Are you sure your company is steering around all the obstacles on the cyber track? Are you firing on all 8 cylinders in implementing the mandatory states’ requirements? Join us at this session to better understand the various cyber requirements and hear more about the consequences for failure to effectively manage.

Speaker:
Dan Cotter, Dickinson Wright
Christa Rapoport, Gonzales Taplin PA

10:15am-10:45am

Visionary Partner Presentation Presented by Perr&Knight | SERFF API’s: Past, Present and Future
In this presentation by Director of Enterprise Software Solutions Patrick Light, we will focus on how Perr&Knight leads the industry in utilization of this technology including push features, why it’s important, and what to expect in the future as new API’s are introduced.

10:15am-10:45am

Networking Break

10:45am-11:15am

Business Meeting

– President’s Award/Lennon Award
– Convene National Business Meeting
– Transfer Of President’s Gavel
– Close National Business Meeting

11:15am-12:30pm

1HP&C

Regulator Hot Topics | P&C
Take a lap of Property & Casualty Hot topics. With evolving technologies and new entrants in the market, the insurance industry has seen a lot of change. Insurance regulation is changing too. Our panel of regulators will help us understand how their states are meeting the challenges of our changing times.

Moderator:
Jeff Nash, The Nash Group, LLC

Speakers:
Erick Wright, Alabama Department of Insurance
Andy Case, Mississippi Insurance Department
Stephanie Fagnani, Tennessee Department of Commerce and Insurance
Marianne Baker, Texas Department of Insurance

2HP&C

Innovative Answers to Profitability Questions: Compliance Considerations
This session is designed to assist compliance professionals to problem solve issues that arise as companies seek innovative solutions to improve the bottom lines. Issues such as temporary cession of writing new business, withdrawing from a line of business, creative underwriting, and bundling policies will be discussed.

Speakers:
Lori Munn, Arizona Department of Insurance and Financial Institutions
Mattia Scharfstein, Everest Global
Kevin Gaffney, Vermont Department of Financial Regulation

3HLAH

Actuarial Objections and Their Effects on Forms (and Vice Versa!)
Objections on excepted health benefit filings can be frustrating. Discovering that rate revisions were not properly incorporated into the forms (or form changes not incorporated into the rates) can be downright detrimental! Collaboration between actuaries and forms analysts when working through objections is vital to the successful launch of any product. Here, we discuss the importance of teamwork and provide examples objections that require collaboration.

Speaker:
Jennifer Aiello, Sydney Consulting Group

4HLAH

Winners and Losers in New York
There are many ways to win and lose in NY. How can you increase your chances for succes and avoid the pitfalls that so many companies end up dealing with. A combination of practical suggestions and analysis of recent policy changes will be discussed. Bring your questions and experience for an active discussion.

Speaker:
Cailie Currin, Currin Compliance Services

5HALL

The Importance of a Good Pit Crew
This session will explore what it takes to assemble and to organize the ultimate team to ensure compliance throughout the organization. Once assembled, you then need to manage them and retain (or sometimes jettison!) the members. We will discuss compliance needs and duties throughout the organization, appropriate compensation among members of the team and melding those with differing approaches and styles to the work you do.

Speakers:
Terri Hitchcock, Thimble
Sam Garro, Philadelphia Insurance Companies
Rona Platt, Retired General Counsel and Head of Compliance, Accelerant

12:30pm-1:45pm

Lunch and Learn

1:30pm-2:00pm

Ambassador Partner Presentation Presented by Verisk

2:00pm-3:15pm

1IP&C

Cat Modeling and Product Rate and Form Development
Come hear an actuary explain how cat modeling is being used in product development and rating, followed by a discussion of the special challenges that are posed when cat models are used in a filing.

Speaker:
Brandon Katz, KatRisk
Mike Goldman, Perr&Knight
Ben Conrad, Davies North America

2IP&C

UCAA – Filings & Reportings
What role does the UCAA filing portal have in carrier compliance, and where does the reporting responsibility live in the company organization.

Speakers:
Jeff Nash, The Nash Group, LLC
Kevin McClain, Virginia Bureau of Insurance

3ILAH

Racing Ahead: Navigating Legal and Compliance Tracks for Disability Income and Combination Products
In the fast-paced world of insurance, keeping up with the legal and compliance requirements for Disability Income (DI) products and long-term care (LTC) combination products is crucial. This session provides a comprehensive overview of the regulatory environment impacting these products. Drawing parallels to the meticulous planning and precision of Indianapolis racing, industry experts will discuss the latest legal developments, compliance strategies, and risk management practices. Attendees will learn how to stay on track with evolving regulations and ensure their products meet both federal and state standards.

Speakers:
Taylor McKinnon, Milliman
Joe Carollo, Milliman

4ILAH

Crossing the Finish Line With Compliant Advertising
Drivers, start your engines! Join our expter panel for an interactive discussion on Ad Review challenges. We will turn the corners around Life, Annuities, Supp Health, and Med Advantage. So, make a pit stop into this session to discover the latest trends and ask your fueled-up questions. You will return to your office turbocharged, so you won’t want to miss out!

Speakers:
Kelly Eddy, CNO Financial Group
Cailie Currin, Currin Compliance

5IALL

“Shifting” Opinions – Credit Based Insurance Scoring
Like the world’s best racing teams, insurers use complex mathematical modeling to improve their car’s performance. For underwriters, performance means the ability to accurately price risks, and for some that means using “Credit Based Insurance Scoring.” A person’s credit score has proven to be a strong indicator of the risk a customer will file a claim – and for most consumers this results in lower rates. However, some lawmakers and consumer advocates have argued that this practice is unfairly discriminatory. This session will walk participants through the history of the practice, the current landscape in both P&C and Life & Health, and arguments on both sides of the debate to help us decide whether CBIS gets the “green flag”.

Speakers:
Holly Blanchard, RIA Consulting
Tony Cotto, NAMIC

6IP&C

Regulatory Trends
Join us for an overview of current legislative and regulatory trends including underwriting restrictions, privacy, cybersecurity, tort reform, and more.

Speaker:
Laura Panesso, ISO
Flora Worthington, Virginia Bureau of Insurance
Kevin Gaffney, Vermont Department of Financial Regulation

3:15pm-3:45pm

Networking Break

3:45pm-5:00pm

1JP&C

Litigation Funding – Third Party
Third-Party Litigation Funding (TPLF) is a multi-billion-dollar industry which continues to grow. This rapidly expanding practice is presenting several challenges for insurers, the legal profession, and policy makers. This session unpacks the nuts and bolts of TPLF, including new updates and watchlist items for your radar. Topics will include: what is third-party litigation funding?; disclosure issues; ethics concerns, recent regulatory trends (including new state laws); and claims considerations.

Speaker:
Mark Popolizio, Verisk

2JP&C

The Ins and Outs of Drafting Policy Forms
How is policy compliance created & maintained; what are the perils when you copy and paste from an approved competitor?

Speaker:
Jeff Nash, The Nash Group, LLC

3JLAH

Turbo-Charged – RILAs – The New Model on the Showroom Floor!
Just what are RILAs? Well, to be blunt, they are a Registered Indexed Linked Annuity – thus the new acronym – what would a new product type be without a cool acronym?? RILA ‘s are the new, next big thing in annuities. We will take a look at RILAs product development, who would benefit from RILAs, and what makes them so unique. We will also take a look at filing and regulatory concerns and special handling and administration issues for this new and exciting product offering.

Speakers:
Karen Givens, IIPRC
John Balbach, Milliman

4JLAH

Buckle Up: SEO Native Advertising and Other Marketing Trends
Insurers are finding new and innovative ways to better reach customers through technology and various media. While such tools can make your company more accessible and relatable for consumers, they can also present compliance risks. Our panel will explore use of SEO, native advertising, social media, and more to reach insurance customers, and point you to areas to watch for to maintain compliance.

Speakers:
Stacy Koron, First Consulting
Elizabeth Tosaris, Michelman & Robinson, LLP
Cara St. Martin, Ladder

5JALL

START YOUR ENGINES! It’s Time for Insurance “Family Feud”
Come watch and cheer on a group of insurance professionals play an insurance version of “Family Feud” for some insurance trivia fun. Gain some knowledge of something you possibly didn’t know. Since we are in the “Crossroad of America” – Indianapolis, Indiana – there will be some fun fact trivia questions mixed in about this city/state.

Moderator:
Renata Wright, Intact Insurance Specialty Solutions

Speakers:
Karen Crooks
Mindy Bradford, IIPRC
Bri Dahl, NAMIC
Dan Cotter, Dickinson Wright
Andrew Deutsch, Intact Insurance Specialty Solutions
Sam Garro, Philadelphia Insurance Companies
Tammy Lohmann, Minnesota Department of Commerce
Russ Galbraith, Arkansas Insurance Department

6:00pm

Compliance After Hours
We’ve organized not one, but three off-site events offering a unique experience, ensuring there’s something for everyone. A perfect blend of networking by connecting with your peers in a relaxed setting.

Spaces are limited so secure your spot now!

Lucas Oil Stadium Tour

Haunted Indianapolis Ghost Walk

Old World Gondola Ride

7:00am-12:00pm

Registration

8:00am-8:45am

Peer-To-Peer Breakfast

9:00am-10:00am

1KP&C

How State and National Trades Support the Industry
There are national, regional, and individual state trades and they are a great resource! Learn what they do and how to utilize them for your company.

Speakers:
Lori Munn, Arizona Department of Insurance and Financial Institutions
Cecil Pearce, Florida Insurance Council
Erin McDonough, Insurance Alliance of Michigan
Brook Kelley, APCIA

2KLAH

Pit Stop: Updates with the Insurance Compact
The Interstate Insurance Product Regulation Commission (Compact) is an invaluable speed-to-market initiative providing the opportunity for companies to file their products through the Compact for approval in multiple states in one filing, with one review. This session will provide updates on key initiatives and new filer guidance in 2024.

Speakers:
Mindy Bradford, IIPRC
Joe Bonfitto, IIPRC
Aimee Lawson, IIPRC

3KLAH

Complaints, the Gifts that Keep Giving
Complaints happen. You can try, but you won’t be able to avoid them. Instead – learn to embrace them as a tool that helps you look inside your company’s business practices and procedures. are just a part of doing business. They are a gift, that will allow you to better how you do business, improve your relationships with your customers and agents and show you how you are doing as compared to your peers in the industry. Learn tips, strategies and gain insight on how to see complaints as a tool rather than a nuisance.

Speakers:
Dave Milligan, Athene
Holly Blanchard, RIA Consulting

4KALL

Retiring Soon or Know Someone Who Is? Be Ready with the Information You Need
Retirees have decisions to make regarding Social Security, Medicare (and other Health Insurance) and Nursing Home Care. Are you ready to make those decisions or know someone who may need to make those decisions. This session will look at the basics of social security, what Medicare covers and what may be needed through a supplemental plan, the option of Medicare Advantage, the basics of Nursing Home Insurance and for those not Medicare eligible, the Affordable Care Act. The session is not advice but will arm you with information so you’ll be ready to make those decisions when they need to be made. Be ready. Be prepared.

Speakers:
Sam Garro, Philadelphia Insurance Companies
Lou Penn, Lou Penn & Associates Inc.
Wes Rowlands, Atikan Wealth

10:00am-10:30am

Networking Break

10:30am-11:30am

1LP&C

Navigating Underwriting Restrictions
An in-depth discussion related to underwriting of HO policies and the effect it is having on consumers, filers, and DOIs.

Speakers:
Ryan Blakeney, Mississippi Insurance Department
Andy Case, Mississippi Insurance Department
Erick Wright, Alabama Department of Insurance

2LALL

Steering your Fraud and Special Investigations Around the Curve
Bad faith actors cause unexpected spin outs. With today’s technology and social media, we should be prepared for deceitful parties becoming more sophisticated. This session presents those looming spin outs and will help you steer around the curve. Join us in being a lap ahead!

Speakers:
Justin Herring, Mayer Brown
RJ Charlton, Sammons Financial
Russ Galbraith, Arkansas Insurance Department

3LLAH

Traction Control and Turbulence: Manuvering Through Annuity Best Interest, and Standards of Care
Suitability, Best Interest, Standard of Care, Fiduciary Standard – all similar, yet slightly different ways that provide guidance on how we as an industry approach working with our consumers to find the right annuity and retirement products that fits the consumer’s needs. It’s an ever evolving process, and we’ve seen much improvement. So why is the topic still at the top of regulator’s and consumer advocate’s list of the industry’s shortcomings? Let’s explore where we are now, where we are going and explore some best practices to help improve and ensure everyone’s best interest is ensured.

Speaker:
Dave Milligan, Athene

11:30am

Meeting Adjourns