All Sessions | Employee Benefits Distribution & Marketing


1:45 - 2:30


Keynote: Cyber-Breach – What Are The Broker’s Responsibilities & Liabilities?


William (Tinker) Kelly


Session Description

Are you putting yourself and your clients at risk in regard to their data? Access to and disclosure of PPI such as SSN, date of birth, home address, home telephone number, etc., must be strictly limited to individuals with an official need to know. Activities must include action to protect PPI from being widely disseminated. In those instances where transmittal of PPI is necessary, the originator must take every step to properly mark the correspondence so that the receiver of the information is apprised of the need to properly protect the information. This presentation will first discuss what brokers need to do to be in a safe harbor compliance-wise, and second the opportunities data security present from a marketing perspective.


 All Sessions