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Compliance Charts & Presentations

This page is designed to be a valuable resource to provide you with industry research material and past industry presentations. We hope you find this information helpful. We have made every effort to be complete and accurate with the materials we have posted. Please contact us if you find any errors, or have any suggestions or comments to improve or expand on anything on this website, call us at (215) 230-7960 or email us today.

Creating Advertising Materials: The Right Way

Thumbnail Creating Advertising MaterialsPresented at the 2016 AICP Annual Conference in Orlando, Florida:

Advertising compliance can be frustrating. What makes an ad compliant? Why must certain language appear in certain places for certain ads? What are best practices for advertising compliance? This session will walk you through the NAIC Model Act and the different rules for different types of life and health advertising.

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Advertising Review Basics

AdReviewBasicsThumbnailAdvertising Review Basics:

Presented to Field Marketing Organizations in 2013, Advertising Review Basics walks through the steps on how to make advertising pieces compliant.

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Advertising: Rebates, Inducements & Gifts

Rebates2013PresentationThumbnailRebates, Inducements & Gifts:

Presentation to producers in 2013 on how to maintain compliance with these requirements.

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Advertising: Social Security Presentations & Invitations

SS2013PresentationThumbnailSocial Security Presentations & Invitations:

Presentation to producers in 2013 on how to discuss social security with potential clients while keeping in compliance with advertising laws and regulations.

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AICP Compliance Niches Presentation

Niche Products ThumbnailCompliance Issues for Niche Products:

PowerPoint presentation from the 2010 AICP Annual Conference in Dallas, Texas.

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AICP Critical Illness Presentation

CIThumbnail300x300Update on Critical Illness Plans:

PowerPoint presentation from the 2015 AICP Mid-Atlantic Chapter E-Day in Philadelphia.

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AICP DMPO Presentation

DMPO Slides ThumbnailDiscount Medical Plans & Rx Cards - What are They?

PowerPoint presentation from the 2008 AICP Annual Conference in Atlanta, GA.

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AICP DMPO Survey Chart

DMPO ThumbnailDiscount Medical Plan/Prescription Drug DOI Telephone Survey:

The purpose of this chart is to provide a brief summary of the attached state positions regarding Discount Medical Plans and/or Discount Prescription Drug Plans.

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AICP Eligible Groups Presentation

EligibleGrpThumbnailEligible Groups:

PowerPoint presentation from the 2015 AICP Mid-Atlantic Chapter E-Day in Philadelphia.

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AICP ET Presentation

ET Presentation ThumbnailExtraterritoriality - What is ET Anyway?

PowerPoint presentation from the 2009 AICP Annual Conference in Phoenix, Arizona.

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AICP Group Trusts & Associations Presentation

AICPThumbnailAssocDiscretTrustsNew Challenges:

PowerPoint presentation from the 2016 AICP Annual Conference in Orlando, Florida.

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Group Health Associations & Discretionary Groups

Health Thumbnail AssocandDiscretionary GroupsAICP Group Trusts & Associations Presentation:

This chart was presented as a handout for the AICP Group Trusts & Association session presented at the 2016 AICP Annual Conference in Orlando, Florida. This chart will provide insight into which states adopted eligible group laws or similar laws, extraterritorial filing requirements, and whether the states accept association, discretionary groups and trusts.

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Group Life Associations & Discretionary Groups

Health Thumbnail AssocandDiscretionary GroupsAICP Group Trusts & Associations Presentation:

This chart was presented as a handout for the AICP Group Trusts & Association session presented at the 2016 AICP Annual Conference in Orlando, Florida. This chart will provide insight into which states adopted eligible group laws or similar laws, extraterritorial filing requirements, and whether the states accept association, discretionary groups and trusts.

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AICP Supplemental Health Presentation

AICP Supp Hlth ThumbnailState Filing Challenges:

PowerPoint presentation from the June 2016 AICP Northwest Chapter Education Day in Seattle, Washington.

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Eligible Blanket & Association Group Statutes

Group Statutes ThumbnailBlanket Association Eligible Group Definition Chart:

The purpose of this chart is to provide a summary of the blanket and association group statutes in each state.

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Readability Presentation

ReadabilityThumbnailReadability Presentation:

Presented at the 2014 AICP Conference, learn the history and requirements of Readability compliance.

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