Call us today @ (518) 692-2494

Advertising Review

Insurance Compliance Symposium and Fall Foliage in NH - October 25, 2018

If you’re interested in learning about insurance advertising compliance in the digital era, sharing your challenges, and looking at solutions as a group, join us on THURSDAY, OCTOBER 25, 2018, in Bedford, New Hampshire. We are hosting another one-day Currin Insurance Compliance Symposium and will be exploring some of the unique challenges digital advertising presents compliance professionals and best practices for reviewing content for digital channels.

This day will be full of information with the opportunity to share and discuss your experiences. You will walk away with ways to approach your digital advertising review process, as well as an increased knowledge about how to review ads for the digital channel.

We want to tailor this event to your needs and challenges. We encourage attendees to email questions for discussion in advance to Glenda Bean


We are intentionally keeping this group small to have real discussions on these important issues. Don’t hesitate...register now and secure your spot. Read more here.

The Bedford Village Inn (BVI) is New England at its finest...where “the beauty of nature blends seamlessly with sophisticated New England style.” BVI is located 10 miles from the Manchester-Boston Regional Airport with complimentary shuttle service to and from. New England is known for its spectacular foliage this time of year so we hope you’re able to stay and enjoy the surrounding area. CICS attendees are eligible for a discounted room rate (Wednesday 10/24 until Sunday 10/28). Attendees are responsible for booking their own transportation and accommodations.

The link below will take you directly to the hotel group reservation page (simply change the dates as needed). If you call the hotel directly for reservations, our group code is: CUR19GB5.

The Grand at Bedford Village Inn Rooms for Currin Compliance.

The Bedford Village Inn
2 Olde Bedford Way
Bedford, NH 03110

Toll-free: 1-800-852-1166
Local: 603- 472-2001


IAdCA 2018 is in the books!

IAdCA (Insurance Advertising Compliance Association) held another great conference last week, this time in Austin, Texas. This was my first conference as president and while I am proud of what we held, I certainly learned some lessons to carry over to next year. And like those who work on the Macy’s Thanksgiving Day Parade, our work on next year’s event (to be held in Philadelphia, PA) begins right away, while those “things I don’t want to forget” are fresh.

We had a very strong program this year, put together by our amazing Education Committee Co-Chairs, Jim Namorato from Genworth and Heidi Gabel from Gameplan Financial. Mary Jo Hudson, former Ohio Commissioner and current partner at Squire Patton Boggs (US) LLP, was a very informative keynote speaker and one of my personal highlights. I am really looking forward to a report she is publishing this week on what she describes as disparagement of the insurance regulatory framework. 


Fortunately, because the insurance regulatory framework is so strong, I am confident that we will be able to line up an equally fantastic panel of experts, both from industry and regulatory agencies (state and federal), next year.

Thank you to all who stopped by our booth this year – it was great to see you as always. And what would an IAdCA conference be without Alan Prochoroff of Insurance Compliance Insight, one of our fabulous sponsors for many years. 

Humor: It's all relative!


This Investment News article’s headline about a regulatory attorney caught my eye:  “Giachetti adds humor to compliance.” At CCS, we talk about bringing humor to compliance all the time, but it isn’t easy. There is laughter in the office, but not too much of it relates to our work. After reading the article, and no offense to Mr. Giachetti, I think humor may be relative. The article refers to the possibility of an alternative universe in which there is a comedy club for “financial regulatory wonks.” I think that is very alternative. I do not think, in this universe, there is such a demand. I am not one to talk: my family tells me I am generally only funny once a month. As the end of the month approaches, there is often discussion about whether I have been funny yet.

That said, there is a specific comment from the article that is very consistent with our experience – though it is not humorous at all: “firms will hire marketing consultants, most of whom haven’t got a clue about the business. And they will spend an exorbitant amount of money on a marketing campaign, but they won’t spend an hour to pay me to review the proposed material to make sure that they can actually use this stuff.” So often, with advertising review, we are brought in too late to avoid the compliance problem – we can only try to minimize the regulatory impact after the fact. Don’t be like that. Pay for the hour up front… it is worth it.