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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


Hotel and Meeting Details

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.

 

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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

 

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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 


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