AdvertisingCompliance EventandSocial Media Mini-Bootcamp

August 9-10, 2018Kansas City, MO

PRESENTS

First Consulting & Administration, Inc.929 Walnut, Suite 300

Kansas City, MO 64106www.FirstConsulting.com

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Advertising Laws and Regulations• Model Laws and Regulations

• Unfair Trade Practices

• Life, Annuity, Health and Property/Casualty

Legal and Regulatory• Trends in Current Market Conduct Issues

• Recent Sales & Marketing Changes

• Marketing to Vulnerable Adults

• Record Retention

• System of Control

Social Media Mini-Bootcamp• Social Media’s Impact in the Industry

• Regulatory Overview

• Social Media Writing and Best Practices

• Keeping Records; Duty to Supervise

• Dealing with Unkind/Untrue Social Media Comments

• Engagement; Keep your Following while Staying Compliant

Staying Compliant through Teamwork • Enhancing Teamwork: Marketing & Compliance

• Handouts with Tools to Assist

Leading Practices in the Advertising Arena• Business Quality Reviews

• Agent Monitoring

• Vulnerable Adults

• Inducements

EVENTCONTENT INCLUDES…..

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WHO SHOULD ATTEND?

Staff members with these responsibilities:• Marketing • Creating materials• Compliance• Maintaining advertising files• Market conduct risk management• Submitting/Routing advertising for review• Reviewing advertising from the field• Reviewing advertising – Compliance/Legal• Investigating advertising complaints• Training on advertising compliance

AN EVENT PACKED WITH INFORMATION AND TOOLS:

Fast-moving presentations:• Small Group Discussion• Full Group Discussion• Handouts for Reference• Power Point Presentations• Questions and Answers• Anecdotal Reports• Self-test and Review• Case Study Advertisements

WHAT ARE THE LEARNING OBJECTIVES?

Takeaways:• More efficient advertising review• Ideas for your “system of control”• Overview of current laws • Give-and-take of ideas • Current regulatory attitudes• New-staff training• Experienced-staff refresher • Reviews of agent material• Networking with peers

DISCOVER! CREATE! LEARN!

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C. J. Rathbun, CCEP, FLMI, HIA, AIRC, ACSC. J. Rathbun is the Sr. Consultant lead for our Advertising Compliance Practice and also consults in the Operational Compliance Practice. Previously, she spent two years in the Market Regulation department of the NAIC, after a 10-year proven track record as an independent compliance consultant. She co-founded the Insurance Advertising Compliance Association (IAdCA) in 2001, now sitting on its Board of Directors. She has oversight responsibility for this Event, which she co-established in 1999. “Insurance advertising is so highly regulated that we feel strongly about helping insurers and agen-cies improve their position with the regulators through knowl-edge of compliance.”

Debby Paris, FLMI, ACPDebby, Associate Consultant and Training Coordinator with First Consulting & Ad-ministration, also works in the Advertising Compliance arena. Debby began her insur-ance career in 1986 when she worked for an insurance broker, followed by 11 years in a home office where her energies were fo-cused in Product Development. From 2003 - 2013, she worked closely in product development and compli-ance at First Consulting, and then became a valued member of our Advertising Compliance team. She currently serves on the Advertising Compliance Association (IAdCA) Board as Assistant Secretary. Debby notes, “Because there is a lot of information to share, we have attendees who return for a second or third time, and leave knowing something new.”

Randa Zalman, FICRanda is President & CEO of Insurance Marketing Institute, an advertising and marketing agency. She will lead the Social Media Mini-Bootcamp during the Event. Her experience in an insurer’s home office and her highly developed expertise in using core human motivations to strength-en brands add great value to the Event content. Randa shares, “I got into advertising because I want to make an impact – make things happen. Advertising is a powerful tool that, when used effectively, can have a noble purpose.”

ADVERTISING EVENTSTAFF

First Consulting & Administration, Inc., has of-

fered regulatory and compliance assistance to the

insurance industry since 1969.

While performing IMSA* assessments in the late

1990s, we recognized a need for this unique Ad-

vertising Compliance seminar. In 1998, we began

delivering a practical, intense workshop focused on

advertising compliance for the insurance industry

and have continued that delivery for 20 years.

During the Event, we share expertise and insight to

help you maintain regulatory and ethical compli-

ance in this crucial area of your company’s market

conduct. This training is more than theoretical. You

can take the concepts and tools back to your office

and use them immediately to make your job more

efficient and, hopefully, more effective.

*Insurance Marketplace Standards Association

WHY FIRST CONSULTING?

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SCHEDULEADVERTISING COMPLIANCE EVENT (ACE)and Social Media Mini-Bootcamp

August 9-10, 2018Kansas City, MO

Day 1: 8:00 Sessions begin 12:00 Lunch 1:00 Sessions begin 5:00 Sessions end

Day 2: 8:00 Sessions begin 11:30 Sessions end

2018 FEE INFORMATIONREGISTRATION FEE: $495 (includes electronic materials and handouts)

EARLY BIRD DEADLINE – June 4, 2018

June 5, 2018, fee increases to $550.

SEATING IS LIMITED, SO REGISTER EARLY

CANCELLATION POLICY: LESS THAN 3 WEEKS BEFORE EVENT, NO REFUND. REGISTRATION FEE MAY BE TRANSFERRED TO ANOTHER ATTENDEE FROM YOUR COMPANY. CANCELLATIONS EARLIER THAN 3 WEEKS RECEIVE REFUND MINUS $50 PROCESSING FEE.

REGISTRATION

To Celebrate 20 Years of this event we are rolling back our prices to 1998!

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CROWNE PLAZADOWNTOWN KANSAS CITY1301 Wyandotte StKansas City, MO 641052

HOTEL RESERVATIONSClick on this link to secure your hotel room, or call 1-877-666-3243 and ask for the First Consulting room block.

A block of rooms will be held for the nights of August 9 & August 10 until July 9th, 2018. The room cost is $149 (sin-gle or double occupancy), plus applicable taxes. The group rate will be honored two days before and after the Event date, subject to availability. After the room deadline date, or if block is filled, rooms will be available on a space and/or rate availability.

Included with your roomComplimentary Breakfast Voucher for AttendeesComplimentary In-room Internet Access AvailableComplimentary Conference Room Internet Access

For shuttle transportation to the hotel, contact SuperShuttle.com. The cost for shared van service is $36.50 each with round trip purchase; $38.00 one-way.

Driving in? Parking fee will apply: Self-parking is $10.00 during the day or $19 overnight. Valet is $14.00 during the day or $23.00 overnight. Subject to availability and rates may change without notice.

HOTELINFORMATION

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