Anticipating Tomorrow: A Symposium on Emerging Legal Issues in Life Insurance

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1 Anticipating Tomorrow: A Symposium on Emerging Legal Issues in Life Insurance December 5-6, 2011 Philadelphia, PA The Westin Philadelphia CO-CHAIRS Stephen C. Baker, Esq. Drinker Biddle & Reath LLP, Philadelphia, PA Elizabeth McCrohan, Esq. The Prudential Insurance Company of America, Newark, NJ

2 Event Agenda Monday, December 5, :00 AM Registration & Coffee 12:00 PM Luncheon & Opening Remarks Stephen C. Baker, Esq., Drinker Biddle & Reath LLP, Philadelphia, PA Elizabeth McCrohan, Esq., The Prudential Insurance Company of America, Newark, NJ 12:45 PM Ponzi Schemes and Receiverships Role of Financial Fraud Enforcement Task Force Why Should Life Insurers Worry about Financial Fraud Schemes? Michael Bresnick, Esq., U.S. Department of Justice, Washington, DC Michael J. Miller, Esq., Drinker Biddle & Reath LLP, Philadelphia, PA 2:00 PM Unclaimed Property Issues Balancing Demands of Insurance Commissioners & Comptrollers Managing Regulatory Audits and Your Exposure Jason P. Gosselin, Esq., Drinker Biddle & Reath LLP, Philadelphia, PA Kathleen Moyer, Thompson Reuters, Tampa, FL Robert Wagner, Esq., Illinois Department of Insurance, Springfield, IL 3:15 PM Break 3:30 PM Secondary Market Square-Off Top STOLI Litigators Point-Counterpoint on Dawe and Kramer Legal Landscape and Recent Trends in Secondary Market Litigation Steven G. Sklaver, Esq., Susman Godfrey LLP, Los Angeles, CA Charles J. Vinicombe, Esq., Drinker Biddle & Reath LLP, Princeton, NJ

3 4:30 PM The Changing Face of Fraud: Rebating and Other Schemes Leading Compliance Professionals Discuss Recent Trends Legal Landscape of Rebating and New Anti-Rebating Efforts Blake Cole, Mutual of Omaha, Omaha, NE Christie Corado, Esq., Crump Life Insurance Services, Harrisburg, PA Tony Lengeling, Aviva Life and Annuity, Des Moines, IA Peter Rock, Crump Life Insurance Services, Harrisburg, PA Jennifer Schroeder, Esq., American General Life Insurance Co., Brentwood, TN Stephen A. Serfass, Esq., Drinker Biddle & Reath LLP, Philadelphia, PA Nicole Wixted, Esq., Drinker Biddle & Reath LLP, Philadelphia, PA 5:30-6:30 PM Networking Cocktail Reception Speakers & Agenda are subject to change.*

4 Event Agenda Tuesday, December 6, :30 AM Coffee & Conversations 8:30 AM Working Breakfast 9:30 AM Privacy and Social Media Issues Current Events in Data Breaches and Legal Landscape Role of Predictive Modeling in Underwriting Issues Nick Economidis, Beazley Group, Philadelphia, PA Kristin Gemski, Esq., AXA Equitable, New York, NY Stephen A. Serfass, Esq., Drinker Biddle & Reath LLP, Philadelphia, PA Philip Thomas, Esq., Holman Fenwick Willan LLP, London, England Nolan Tully, Esq., Drinker Biddle & Reath LLP, Philadelphia, PA 10:45 AM Break 11:00 AM Risk Management Issues for Life Insurers What New Exposures Do Life Insurers Face? What Coverage Options are Available? Stephen C. Baker, Esq., Drinker Biddle & Reath LLP, Philadelphia, PA Sean H. Brogan, Esq., The Graham Company, Philadelphia, PA Joseph Holden, The Graham Company, Philadelphia, PA R. Maxwell Perkins, Beazley Group, Philadelphia, PA 12:00 PM Luncheon 1:00 PM Equity-Indexed Universal Life Policies Rise Of and Demand for Indexed Products Challenges in Pricing, Illustrating, and Underwriting Andrew Lorin, Esq., Drinker Biddle & Reath LLP, New York, NY

5 Bobby Samuelson, Samuelson Design, Charlotte, NC 1:45 PM The Factoring of Annuity Products The Growth of Factored Structured Settlement Annuities The Emerging Market for Refactored Annuities The Emerging Market for Factored Pension Benefits Stephen R. Harris, Esq., Drinker Biddle & Reath LLP, Philadelphia, PA 2:30 PM Closing Remarks Stephen C. Baker, Esq., Drinker Biddle & Reath LLP, Philadelphia, PA Elizabeth McCrohan, Esq., The Prudential Insurance Company of America, Newark, NJ 3:00 PM Adjourn

6 Speakers & Agenda are subject to change.* Register for the Event Anticipating Tomorrow: A Symposium on Emerging Legal Issues in Life Insurance December 5-6, 2011 The Westin Philadelphia, Philadelphia, PA All in-house counsel and insurance professionals always complimentary at Perrin Conferences. Registration fee is $795 and includes private website access to course materials, continental breakfast, lunch, refreshment breaks and networking reception. Group discounts available, please inquire. Registration Cost: $795; Complimentary for Insurance Professionals For more information or to register, contact Lynnsey Perrin or Julie Steward Hotel Information Call the Philadelphia Westin and reference Perrin Conferences' room block or book online at The conference room rate is $229 per night.

7 December 5-6, 2011, Philadelphia, PA Anticipating Tomorrow: A Symposium on Emerging Legal Issues in Life Insurance Mail-in Registration Form Name Company/Firm Name Address City State Zip Code Telephone Fax Address Registration Fee: $795; Insurance Professionals Complimentary Credit Card Number Credit Card Expiration Date Credit Card Code Please Mail Form to: Perrin Conferences, Attn: Lynnsey Perrin Hee, 200 Coldstream Drive, Berwyn, PA Make Checks Payable to: Perrin Conferences, LLC Or to:

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