IAdCA here we come!

It’s hard to believe that tomorrow morning I’ll be on a flight headed to Scottsdale for the 16th Annual IAdCA Conference. I’m so excited to spend some time in Arizona, although I'm a little disappointed that we’ll be a day late - missing the Final Four excitement just by the skin of our teeth!

This is my third year attending the conference and it’s something that I look forward to each year. It's so interesting and eye-opening to have the opportunity to meet other insurance compliance professionals and hear all about the various issues, challenges and trending topics from their own perspectives. My involvement this year is a bit different than the first two because this year I had the opportunity to volunteer on the education committee and I’ll be speaking alongside Judith Villarreal of CoreCap Investments, Inc. and M&O Marketing.

Although the topic of sales inducements and rebating is one that Judith has previously presented at IAdCA, I’m looking forward to putting my own spin on the information by discussing a few case studies and several enforcement actions to get a real feel for how the offer of gifts and giveaways can easily turn into a cause for concern that could warrant a violation.

Jim Svoboda’s Direct Mail Makeover session is one that I’m especially excited about attending that is loosely related to the session that Judith and I will be presenting. We all know that direct mailing is a tried-and-true marketing strategy used in the life insurance industry, and it will be interesting to hear his suggestions, analysis, and reviews of the campaigns that other IAdCA attendees submitted to him prior to the conference.

Like Glenda Bean noted in her post, I am also looking forward to this event, the sunshine, and meeting up with industry colleagues. We hope to find some time to hike the summit of Camelback Mountain while we're there – so keep your eyes peeled for our scenic selfie with the infamous Compliance Hero!