Safeguard Our Seniors Task Force AGENDA

Meeting on Monday, October 6, 2008, in Tampa, Florida

Welcome from CFO Alex Sink

Open Discussion with Senior Investors

Introduction by CFO Alex Sink
• Member Introductions

Mission of Safeguard Our Seniors Task Force
•Annuities

•Annuity Definition

•Money Matters - Annuities

•What to Listen for at Free Lunch Seminars

Annuities
• Good Case v. Bad Case

•Sale of an Annuity

• Case Studies

Enforcement
• Administrative Authority
• Criminal Authority
• What Other States are Doing

•In Annuity Suitability

Problem Solving
• Prevention & Education
• Administrative Enforcement
• Criminal Enforcement
• Industry Standards

     •Company Best Practices

•Life Insurers: Committed to Transparency, Clarity, and Ethical Behavior in the Annuity Marketplace

•Agent/Broker Best Practices

•Improving Annuity Disclosure

•Suitability Monitoring Standards

Adjourn