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American Bankers Insurance Association

2011 BEST PRACTICES PANEL SCHEDULE

Agency Integration and Marketing Panel
Chair: Valerie Jordan, Jordan and Jordan Associates
The teleconference calls will be every other month on first Monday (except July) of the month @ 4:00 p.m. Eastern according to the following schedule:

  • February 28 - Marketing Compliance for 2012, Joint call with Direct Marketing and Compliance
  • April 2
  • June 4
  • No call in August
  • September 24-26 (Phoenix, AZ) - Annual Conference Presentation
  • October 1

Annuities Panel
Chair:  Jim Rensel, Sales Quality Research and Toby Haun, Huntington Investments

The teleconference calls will be every other month on the 3rd Tuesday of the month (except May) @ 3:30 p.m. Eastern according to the following schedule:

  • February 21 – Where are We on Annuities for 2012? Click Here for a copy of the Handout for the Call
  • April 24
  • June 19
  • No call in August
  • September 24 -26 (Phoenix, AZ) - Annual Conference Presentation
  • October 16

Community Bankers Panel
Chair: Brian Duffy, RSI Insurance
The teleconference calls will be held quarterly on the 2nd Thursday of the month @ 2:00 PM. Eastern according to the following schedule:

  • February 16 – Producer Compensation Planning for 2012 Click Here for a copy of the handout of the presentation
  • April 12
  • June 14
  • September 24-26 (Phoenix, AZ) - Annual Conference Presentation
  • October 11

Compliance Panel
Chair:  Doug Harrison, BB&T Insurance
The teleconference calls will be held quarterly on the 2nd Thursday of the middle month (except April) at @ 3:00 p.m. Eastern according to the following schedule:

  • February 28 – Marketing Compliance for 2012, Joint call with Direct Marketing and Agencey Integration & Marketing
  • May 8
  • July 12
  • September 24-26 (Phoenix, AZ) - Annual Conference Presentation
  • November 1

 

Credit Insurance and Debt Cancellation Panel
Co-Chairs:  Ellen Myers, Xybernet, Inc. and Phil Von Mann, US Bank
The teleconference calls will be held quarterly on the 4th Thursday of the month at 4:00 p.m. Eastern according to the following schedule:

  • February 23 – Credit Insurance and Debt Cancellation for 2012, where are we Going?
  • April 19
  • May 31
  • September 24-26 (Phoenix, AZ) - Annual Conference Presentation
  • October 25

Direct Marketing Panel
Co-Chairs:  Sara Webb, BB&T and Robert Dudacek, Wells Fargo Insurance
The teleconference calls will be held every other month on the 4th Tuesday of the month (except October) @ 3:00 p.m. Eastern according to the following schedule:

  • February 28 – Marketing Compliance for 2012, Joint call with Compliance and Agency Integration & Makreting
  • April 24
  • June 26
  • September 24-26 (Phoenix, AZ) - Annual Conference Presentation
  • October 30

Life Coverages Panel
Chair:  Chris Funk, Great West Life & Annuity

The teleconference calls will be held quarterly on the 3rd Thursday of the month (except May and July) @ 1:00 p.m. Eastern according to the following schedule:

  • February 23 - Call Postponed - Watch this space for New Date!
  • April 19
  • July 19
  • September 24-26 (Phoenix, AZ) - Annual Conference Presentation
  • October 18

P& C Panel
Co-Chairs:   Chris Boone, BancorpSouth Insurance and R. Michael Hedden, Bankers Insurance LLC
The teleconference calls will be held every other month on the 3rd Thursday of the month @ 1:00 p.m. Eastern according to the following schedule:

  • February 9 – System Solutions to Streamline Operations and Marketing
  • May 10
  • July 12
  • No call in August
  • September 24-26 (Phoenix, AZ) - Annual Conference Presentation
  • October 11

Reinsurance/Risk Management Panel
Chair:  Brian Casey, Locke Lord Bissell & Lidell, LLP

The teleconference calls will be held quarterly on the 2nd Wednesday of the month (except November) @ 11:30 a.m. Eastern according to the following schedule:

  • March 7 – Social Media Compliance
  • April11
  • June 13
  • September 24-26 (Phoenix, AZ) - Annual Conference Presentation
  • October 10

 

Registration Information: