Opport. tunities. UNCLAIMED Minneapolis, MNN

Transcription

1 COMPLIANCE & ETHICS FORUM FOR LIFE INSURERSS UNCLAIMED PROP PERTY IV Sponsorship & Exhibitor Opport tunities UNCLAIMED PROPERTY Summit Meeting IV April 30, Minneapolis Convention Center Minneapolis, MNN

2 Sponsorship & Exhibitor Opportu unities What is? The Compliance & Ethics Forum for Life Insurers ( )) works exclusively on behalf of compliance and ethics professionals in the life insurance industry. s core mission is to provide its members with a connection to exclusive resources to meet their ever changing needs. Why Sponsor? Industry Leaders: Demonstrate your support of and other ethics and compliance professionals. Sponsorship allows you to differentiate your company from the rest and position your company as a leader in compliance and ethics within the insurance industry. Sponsoring a event is also a good way of broadening your competitive edge, by improving your image, prestige and credibility with other thought leaders and professionals in the industry. Sponsors are entitled to exclusive access to ourr community, premier recognition, and opportunities to connect and better distinguish their company. Vendors/Resource Providers: If you provide products, tools, services or other value added material to the life insurance industry and your target audiences are compliance, ethics or legal professionals, then this is one event you don t want to miss. offers you an excellent opportunity to interface with the insurance industry s most innovative thinkers. Attendees represent insurers searching for creative and innovative ideas that will give them a competitivee advantage in the compliance and ethics arena. 2 www. cefli.org

3 Benefits of Sponsoring/Exhibiting? Demonstrate e your support of the Compliance e & Ethics Forum for Life Insurers. Create competitor differentiation by placing your products front and center. Reach and influence qualified decision-makers in the life insurance industry. Meet one on one with compliance officers of major insurance carriers. Superior networking opportunities. Reinforce name recognition. Showcase your product attributes. Recognition at general session and hosted event. Recognition of your firm on conference website and conference materials. Attendee Profile Chief Ethics Officers Chief Compliance Officers Chief Legal Officers Marketing/C Communications Professionals Trade Association Executives Industry Associates Financial Services Industry Leaders Federal Representativee from the SEC and FINRA NAIC and State Insurance Department Representativess 3 www. cefli.org

4 UNCLAIMED PROPERTY SUMMIT IV CO-SPONSORSHIP OPPORTUNITIES EVENT SPONSOR: GOLD LEVEL: $7,000 THREE Complimentary Conference Registrations. Additional Registrations at Reduced Registration Rate of $ Sponsor logo prominently displayed in one issue of Connection prior to Conference. Company marketing insert in registration packet. Posting of company logo on Meeting page w/hyperlink back to your site. Advance copy of Meeting registration list. Company logo displayed on program agenda. Sponsor ribbons for your company s registered attendees. Your contact information in on-site registration packet. You company logo at event registration area. Freee Exhibitor Table in Exhibit Area SILVER LEVEL: $6,000 TWO Complimentary Conference Registrations. Additional Registrations at Reduced Registration Rate of $ Company marketing insert in registration packet. Posting of company logo on Meeting page w/hyperlink back to your site. Advance copy of Meeting registration list. Company logo displayed on program agenda. Sponsor ribbons for your company s registered attendees. Your contact information in on-site registration packet. You company logo at event registration area. Freee Exhibitor Table in Exhibit Area BRONZE LEVEL: $5,000 ONE Complimentary Conference Registration. Additional Registrations at Reduced Registration Rate of $ Posting of company logo on Meeting page w/hyperlink back to your site. Advance copy of Meeting registration list. Company logo displayed on program agenda. Sponsor ribbons for your company s registered attendees. Your contact information in on-site registration packet. You company logo at event registration area. Freee Exhibitor Table in Exhibit Area Additional Sponsorship p Opportunities on Following Page. 4 www. cefli.org

5 SESSION SPONSOR: LUNCH: ONE Complimentary Conferenc Additional Registrations at Non Company marketing insert in C Posting of company logo on CE Advance copy of Meeting regist Company logo displayed on pro Sponsor ribbons for your comp Your Free Exhibitor Table in Exhibit A NETWORKING BREAKFAST: ONE Complimentary Conferenc Additional Registrations at Non Posting of company logo on CE Advance copy of Meeting regist Company logo displayed on pro Sponsor ribbons for your comp Your Free Exhibitor Table in Exhibit A AM BREAK: ONE Complimentary Conference Registration. Additional Registrations at Non-Member Registration Rate. Advance copy of Meeting registration list. Company logo displayed on program agendaa next to sponsored presenter. Sponsor ribbons for your company s registered attendees. Your contact information in on-site registration packet. Free Exhibitor Table in Exhibit Area. PM BREAK: ce Registration. n-member Registration Rate. EFLI registration packet. EFLI Meeting page w/hyperlink back to your site. tration list. ogram agendaa next to sponsored event. pany s registered attendees. h contact information in on-site registration packet. Area. ce Registration. n-member Registration Rate. EFLI Meeting page w/hyperlink back to your site. tration list. ogram agenda. pany s registered attendees. h contact information in on-site registration packet. Area. ONE Complimentary Conference Registration. Additional Registrations at Non-Member Registration Rate. Advance copy of Meeting registration list. Company logo displayed on program agendaa next to sponsored presenter. Sponsor ribbons for your company s registered attendees. Your contact information in on-site registration packet. Free Exhibitor Table in Exhibit Area $4,,000 $3, 000 $2,,000 $2, 000 EXHIBITOR: $1,100/$1, 495 ONE Complimentary Conference Registration (Not in addition to the Sponsor Complimentary Registration) Additional Registrations at Non-Member Registration Rate. One 6 skirted table for your company materials and/or table top display. Your contact information in on-site registration packet. Note: Only one complimentary meeting registration per sponsor/exhibitor unless Gold or Silver Event Sponsor 5 www. cefli.org

6 How can I Participate e? If you are interested in participating in sponsoring or exhibiting at our event, please complete the Sponsorship and/or Exhibitor Application Form and submit, with payment, to at your earliest convenience. All Sponsors will receivee a COMPLIMENTARY Exhibitor Table with their paid Sponsorship and all Sponsors/Exhibitors receive at least One COMPLIMENTARY Meeting Registration based on level of sponsorship. There are a limited number of sponsorship and exhibitor opportunities available. Applications will be reviewed for applicability to our core mission and processed in the order they are received. If you application is approved, you will then be notified and your payment will be processed. In the case that your application is not approved all monies received will be promptly refunded. For More Information? For more information or if you have additional questions, please contact Margie Lopez at or via at MargieLopez@.org. 6 www. cefli.org

7 UNCLAIMED PROPERTY SUMMIT MEETING IV SPONSORSHIP REQUEST APPLICATION Directory Contactt Information: NOTE: This information will be printed in the onsite program. Company Contact Title Phone Faxx Address City State Zip Code SPONSORSHIP LEVEL REQUESTED ( Please Check) EVENT SPONSOR: Gold Silver Bronze SESSION SPONSOR: Lunch: Bkfst: AM Break: PM Break: Enclosed is a check made payable to or Charge the following credit card: The Amount of: VISA MC Discover Amex CREDIT CARD NUMBER EXPIRATION DATE VERIFICATION CODE NAME (as( it appears on card) BILLING ADDRESS ZIP CODE PLEASE PROVIDE A BRIEF DESCRIPTION OF YOUR ORGANIZATION VIA TO MargieLopez@.org. EACH REQUEST WILL BE REVIEWED BY FOR APPROVAL. Sponsorships requests from organizations or industries whose principles, policies, or conduct conflict with thee values of will not be approved. Relationships with must preserve trust, credibility and the objectivity of information, priorities, programs and decisions. A confirmation letter will be sent upon acceptance of your sponsorshipp request. If your sponsorship request is not accepted, all fees with be refunded. All Sponsors Receive a Complimentary Exhibit Boothh Please Complete the attached Exhibitor Application Form with your Sponsor Application: Return Sponsorship/Exhibitor Request, Company Description and Payment To: Margie Lopez via Mail:,,, Margielopez@cefli.org or Facsimile: (240) www. cefli.org

8 UNCLAIMED PROPERTY SUMMIT IV EXHIBITOR APPLICATION Directory Contactt Information: NOTE: This information will be printed in the onsite program. Company Contact Title Phone Faxx Address City State Zip Code Exhibitor Table (Sponsor)... Complimentary Exhibitor Table (Non-Sponsor)... $1,100.00* (Rece Exhibitor Table (Non-Sponsor)... $1,495.00* (Receive ived by April 14) ed after April 14) Payment Please Charge $ to: American Express MasterCard Visa Credit Card Number Expiration Date Verification Code Billing Address City State Zip Name as it Appears on Card Signature Enclosed is a check made payable to in the amount of $ * (* include any paid registrations) Sponsors and Exhibitors Receive: One Complimentary Meeting Registration** One 6 skirted table for your company materials and/or table top display. 2 Chairs and trash can. Complimentary Meeting Registration: (**GOLD & SILVER EVENT SPONSORS may submit additional comp. registrations based on level of sponsorship) Name: Title: Phone: Additional Paid Meeting Registrations: Event Gold/Silver/Bronze Sponsors: $400 - All other Sponsors/Exhibitors: $750 or $825 after 4/14/14 Name: Title: Phone: Name: Title: Phone: Return Sponsorship/Exhibitor Request, Company Description and Payment To: Margie Lopez via Mail:, P.O. Box 30940, or Margielopez@cefli.org or Facsimile: (240) www. cefli.org

9 Compliance & Ethics Forum for Life Insurers Bethesda, MD