
If
you would like to receive the marketing information regarding the 2008 Exchange,
please e-mail us at financial@loma.org.
Quick Reference
Register
Today!
Download
the 2007 Registration Brochure
Sponsor
and Exhibitor Information
Continuing Professional Education Credit
For More Information
Program
Overview
Don’t
miss the most comprehensive compliance conference in the industry! Get
updated on the latest industry changes at the Compliance & Market Conduct
Exchange. Compliance, legal, marketing and audit professionals in the
insurance/financial services industry should plan to attend.
Speakers will address best practices in market
conduct and compliance, as well as the challenges and solutions
experienced by other companies. Attendees will have many opportunities to
network and exchange ideas and information throughout the conference. Conference sponsors are
LOMA and LIMRA International.
Who Should Attend?
Executives of insurance and financial services companies concerned
with compliance issues, including:
- CEOs and Presidents
- Chief Compliance Officers and Chief Internal Auditors
- Legal Counsel, General Counsel and Attorneys
- Compliance and Market Conduct Managers
- Compliance, Market Conduct and Legal Staff
- Audit and Risk Management Managers & Staff
- Advertising, Marketing and Sales Managers
- IMSA Assessment Team Members
San
Antonio Marriott Riverwalk
889 East Market Street
San Antonio, Texas 78205 USA
Phone: 1-210-224-4555
Fax: 1-210-224-2754 |
 |
Registration Information
Register by October 3, 2008:
LIMRA and LOMA members: $825
Nonmembers: $1,295
Guest/Spouse fee: $225
Register after October 3, 2008:
LIMRA and LOMA members: $950
Nonmembers: $1,395
Guest/Spouse fee: $225
Spouse/Guest Fee: A fee of $225 is available to
spouses and guests of registered attendees. Individuals in an
industry-related position, co-workers, or associates do not qualify. We
invite spouses/guests to participate in the event's food and social
functions and ask that they wear their badge to these events.
Participation in the general sessions and workshops is limited to those
who have paid the full registration fee to attend the conference.
Refund Policy:
All cancellations and refund requests must be received in writing.
These requests carry a $75.00 U.S. administrative charge. Full refunds
minus the administrative fee will be granted on written requests received
no later than three business days before the meeting start date. No
refunds will be granted if the request is received within three business
days of the meeting. If for any reason a meeting is cancelled, LOMA will
refund the total registration fee. However, LOMA will not be responsible
for any travel, hotel accommodations or other costs incurred.
Make
your hotel reservations early! The room rate is $199 single/ double,
plus tax (currently 16.75%), based on availability. Hotel reservation
cutoff date is Friday, October 3. Reservations should be made by
calling the hotel directly at: (800) 648-4462. Be sure to ask for LOMA’s
discounted rate.
Attire
The dress code for this conference is business casual.
Car
Rental
Avis is the official car rental agency for LOMA. Reserve a car by
calling Avis at 1-800-331-1600, or click here. Refer to meeting
discount number T085399. You may also want to consider a taxi or
shuttle from the airport to the hotel.
|
Continuing
Professional Education Credit
CPE: Earn CPE credit hours at this conference.
Intermediate level. No prerequisites or
advance preparation required.
Instructional delivery method includes lecture. In accordance with the standards of the
National Registry of the CPE Sponsors CPE credits are based on a 50-minute
hour.
LOMA is registered with the National
Association of State Boards of Accountancy as a sponsor of continuing
professional education on the National Registry of CPE Sponsors. State
boards of accountancy have final authority on the acceptance of individual
courses for CPE credit. Complaints regarding registered
sponsors may be addressed to the National Registry of CPE Sponsors,
150 Fourth Avenue North, Suite 700,
Nashville,
TN
37219-24170. Web site: www.nasba.org.
For more information regarding administrative policies such as complaints
and refunds, please contact our offices at 770-984-6453.
CLE: Although pre-approved CLE credits are not available for
this conference, attorneys may contact their bar association in advance to
determine what items (i.e., program outline, handouts, etc.) should be
gathered at the conference so that they can submit the appropriate
documentation to their bar associations and receive credits.
PACE Credits: A
PACE form will be available for your records to qualify for CLU and ChFC
continuing education requirements only. If you have any questions
or need more information about the PACE program, please contact Student
Services, The American College, 270 Bryn Mawr Avenue, Bryn Mawr, PA 19010,
phone (619) 526-1490.
Back to top of page
List
of Past Attendees
AAA
Life
AAA of Michigan
AARP
ACA Assurance
ACLI
AEGON USA
Aflac, Inc.
Alberta Insurance Council
Alfa Life
Allianz Life of North America
Allstate Financial
Allstate Life
American Fidelity
American General Life
American General Life & Accident
American Life of New York
American National
Ameriprise Financial
Ameriprise/Riversource
Amica Life
Assurant Group
Assurity Life
Auto Club of Southern California
Aviva Life
AXA Financial
Beneficial Life
BIG/IPC
BISYS Ins. Services
Boston Mutual Life
California State Auto Association
CCH Insurance Services
Central Bank of Trinidad and Tobago
Chase Insurance
Church Life
Cincinnati Life
Conseco Services, L.L.C.
Continental American
Country Insurance
CSC Financial Services Group
CUNA Mutual Life
Deloitte & Touche LLP
Desjardins Securité Financière
Federal Trade Commission
Genworth Financial, Inc.
Great American Financial Resources, Inc.
Great American Life
Guardian Life
Guardian Life of the Caribbean
Hartford Life
Homesteaders Life
IMSA
ING ReliaStar Life
ING USA Annuity & Life
Insurance Compliance Week
Insurance Council of Alberta
Insurance Council of British Columbia
Insurance Council of Manitoba
ISGN
Jackson National Life
Jefferson-Pilot |
John
Hancock Financial Services, Inc.
John Hancock Life
Leaders Life
Legacy Marketing Group
Legal & General America, Inc.
Lennick Aberman Group
Liberty Life of Boston
Life of Alabama
Lincoln Financial Distributors, Inc.
Lincoln National Life
London Life
Manulife Financial
MassMutual
MEGA Life & Health
Mennonite Mutual Aid Association
MetLife, Inc.
Midland National Life
Modern Woodmen of America
Monumental Life
MONY Life
NASD
National Guardian Life
Nationwide Financial
Nationwide Life
New York Life
North Carolina Mutual Life
Northwestern Mutual Life
Ohio National Life
Orchestria
Pacific Life
Park Avenue Securities
Patni Computer Systems
Penley, Inc.
Phoenix Life
PossibleNOW
PricewaterhouseCoopers LLP
Protective Life
Prudential Financial
RBC Insurance
Securian Financial Group
Security Life of America
Security Mutual Life of New York
Squire Sanders & Dempsey
State Farm
Sumitomo Life America, Inc.
Sun Life Financial
Sun Life of Canada
Texas Life
The Catholic Aid Association
The Co-operators
The Hartford
TIAA-CREF
Union Bank of California
United States Treasury Department
Unitrin Services Company
USAA Life
Wachovia Insurance
Wachovia Securities, LLC
Western Reserve of Ohio
Woodmen of the World |
Back to top of page
For
More Information
If you have a question or problem with
registering online or with your hotel reservations, please contact the meeting
planner, Ann Howard Hittle, CMP, at (770) 984-3713 or at meetings@loma.org.
|
At LOMA: Fran McClough |
At LIMRA: Maryann Glotzer |
|
|
|
Related products
|
|