Conferences & Events

2017 Webinar Schedule

The ICA offers webinar/roundtable discussions throughout the year. These webinars are available to our members only. The next webinar will take place on May 17, 2017 at 2pm Eastern.

The next ICA webinar is sponsored by the Life and Annuity Committee.

Topic: Financial Exploitation and Diminished Capacity in Older and Vulnerable Adults - An Emerging Issue in Claims

Financial exploitation and customer diminished capacity is an emerging issue for insurers. Alethea O'Donnell and Mary Block from MassMutual Financial Group will provide an overview of this important topic. They will give an update on recent regulatory developments, describe red flag indicators of exploitation and diminished capacity, provide in depth case studies of claims situations, and, finally, provide best practice tips.

Featuring: Mary Block and Alethia O'Donnell

Mary Block is Vice President & Assistant General Counsel, Investigations/SIU responsible for the day to day management of the Company's Investigations team which both investigates potential issues and also assists our various businesses, employees and customers in preparing for, and protecting against, emerging trends and future risks related to fraud, misconduct, financial exploitation, sales practice abuses and cybercrime. Prior to joining the Investigations/SIU unit, Mary was Vice President & Senior Counsel in the Distribution Section of the Law Department providing legal advice, analysis and training to internal securities, investment adviser and insurance clients on a wide range of distribution, compliance, operational, sales practice, investigation and regulatory matters. Mary is a member of a number of project teams and internal working groups including the Sales to Seniors Task Force and the MassMutual Womens Leadership Network Steering Committee. Mary joined MassMutual in 2003 as Second Vice President and Field Compliance Officer responsible for supervising the field compliance program including field inspections, surveillance, procedures, training and regulatory matters. Prior to joining MassMutual, Mary spent 17 years in various Compliance roles at Advest, Inc., a regional broker dealer. Mary is a graduate of the University of Connecticut and Western New England University School of Law. She resides in Windsor Locks, CT with her husband Dave and her younger son, Chris, having successfully launched their older son David into adulthood and independence.

Alethea O'Donnell is an Assistant Vice President in the Compliance & Ethics Department at MassMutual, where she has responsibility for the Seniors Compliance Program, as well as strategy and risk management. Alethea is a Certified Anti-Money Laundering Specialist through ACAMS, and also holds her Series 7 and 24. Alethea has been with MassMutual for 11 years. Alethea has had a number of roles at the company, including counsel in the Law Division, leading the Benefits Support organization in the Claims Department, and leading the Customer Relations and Strategy & Shared Services teams in the Compliance organization. While in the Law Division, Alethea was responsible for claims and employment litigation matters facing the company. Alethea is a member of MassMutual's Pro Bono Committee and Women's Leadership Network. Alethea went to Mount Holyoke College and attended law school at Boston College. She worked in private practice in Boston for a number of years after graduating from law school. Alethea, her husband and their two teenage daughters live in Amherst, Massachusetts.

All members will be sent an invitation to register.

 

Previous Webinars:

The Enforceability of Electronic Signatures and Defending Electronic Signature Claims
Speaker: Brad Redlien is a partner in the Miami office of Shutts & Bowen LLP, where he is a member of the Insurance and Business Litigation Practice Groups. Brad has experience in a variety of general business matters, including class action defense, Uniform Commercial Code Article 2 (Sales of Goods), securities litigation, complex insurance coverage matters, and other commercial matters. Brad's practice also includes representing insurers in the areas of life, health, and disability litigation, as well defending first-party and third-party bad faith actions.

Members are invited to log in to view the webinar recording

New: Webinar Recording Now Available

Our Rules are Different — A review of SSDI GRID Rules and Disability Vocational Rehabilitation Plans
(Speakers: Casey Hatten, Anita Kulakowski, Lindsey Lajoie)

Members are invited to login to view the webinar

This webinar explores the balance we must have in claims when pursuing vocational rehab and a Social Security decision. It was presented utilizing resources in claims, voc rehab and social security assistance. The speakers discuss the SSDI rules (GRID rules) and prepare claims professionals to speak intelligently on how SS rules are not only different from the disability policy, but also different from vocational rehab considerations. The webinar includes details on GRID rules and SS applications, vocational rehab considerations, and messaging for claims. The speakers went over examples of claims where the claimant may be considered for both social security and voc rehab. They also considered situations where SS may have approved a claim that a disability carrier is questioning or denying.

Resources from 2016

 

Upcoming Webinars

  • May 17 – Life
  • June 21 – Health
  • July 19 – Reinsurance
  • November 15 – Repeat of Best Session from the Annual Conference

Resources from 2016