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2018 Welcome to Hotel Emma and the 2018 Round Up!

We’ve assembled another impressive panel of presenters that includes some of our state’s most influential leaders and industry experts, all of whom will share their insight and forecasts on topics and developments important to our industry.

Your attendance at the 2018 Round Up reinforces your commitment to TALHI’s success. Your support makes possible the leadership, unity and resourcefulness that this organization provides on behalf of all of us.

Thank you for being here and for your continued support to make Kari King TALHI a respected and effective voice for our industry. TALHI Chair 2018-2019 Have a great time!

2018-2019 BOARD OFFICERS Kari King USAA TALHI Chair Suzanne Loomis Mark Williams Primerica National Farm Life TALHI Vice Chair TALHI Treasurer

Kandice Sanaie Gil Valdes Cigna New York Life Company TALHI Secretary Immediate Past Chair

2018-2019 BOARD OF DIRECTORS

Dwain Akins Eric Dupont American National Insurance Company Guardian R. Gary Allen Ted Kennedy Aflac AIG John Camillo Tom Mays Kemper Life and Health Pacific Life Joan Cleveland Lee Spangler SWBC Company Blue Cross & Blue Shield of Chris Munson John Stuckemeyer Landmark Life Insurance Company Ron Doughty Keith Jones Prudential

1 TALHI and LIPAC thank you for your generous support during the past year:

Inner Circle

The Inner Circle denotes those companies who have donated at least $1000 in personal or PAC contributions to the TALHI LIPAC since the last Round Up annual meeting.

American Fidelity MetLife American National National Farm Life BCBS of Texas SWBC Life GPM Life Trustmark Landmark Life USAA

AIG National Life Group Aflac Pacific Life Incentive Primerica Program Cigna Prudential Participants Croy-Hall Reliable Life Mutual of Omaha

One Voice LIPAC enhances TALHI’s ability to effectively represent your company in the legislative and regulatory arenas and ensures that the voice of our industry is heard in the state’s election process.

2 Schedule of Events

Monday, September 24, 2018 7:00 a.m. Golf Breakfast/Tournament/Lunch (The Quarry Golf Club) 7-8 am Breakfast & Warm Up 8 am-noon Tournament Noon-1 pm Awards Luncheon

3:00 p.m. Board Meeting (Cellar J) 4:00 p.m. Registration Desk Open (Elephant Cellar Foyer) 5:30 p.m. Welcome Reception (Courtyard) 7:00 p.m. LIPAC Incentive Dinner: LIPAC Incentive Qualifiers Only (Cellar J) 8:15 p.m. LIPAC Riverwalk Cruise: LIPAC Incentive Qualifiers Only Tuesday, September 25, 2018 8:00 a.m. Registration Desk Open (Elephant Cellar Foyer) 8:30 a.m. - Optional Activity: CLE Breakfast (Gold Room) 10:00 a.m. Andrew Cates, Texas Nursing Association Cash Rules Everything Around Me: The State of Campaign Finance and Lobbying Regulations on Indi- viduals and Organizations Engaging in Texas Politics 10:00 a.m. TALHI Policy Committee Meeting (Gold Room) CONFERENCE SESSIONS BEGIN (Elephant Cellar) 1:00 p.m. Welcome Kari King, 2018-2019 TALHI Chair 1:10 p.m. State of the Association Jennifer Cawley, TALHI 1:30 p.m. Texas Politics: A Closer Look Jim Henson, Texas Politics Project, University of Texas at Austin 2:15 p.m. Hot Topics at NCOIL and NAIC Karen Melchert, ACLI 3:00 p.m. Networking Refreshment Break 3:15 p.m. Key Issues at TDI Chris Herrick, TDI Jamie Walker, TDI 4:15 p.m. Legislative Panel Chairman Larry Taylor, Texas Senate Chairman John Smithee, Texas House State Representative Rodney Anderson State Representative Chris Turner State Senator José Menéndez Mike Meroney, Meroney Public Affairs 5:15 p.m. AFTERNOON SESSION ADJOURNS

3 Schedule of Events

5:15 p.m. Legislative Appreciation Reception Qualified Donors Only (Cellar K) 6:00 p.m. Gala Reception (Cellar J & Courtyard)

7:00 p.m. Gala Dinner (Elephant Cellar) Wednesday, September 26, 2018 8:00 a.m. Breakfast Buffet (Elephant Cellar) EXECUTIVE ROUND TABLE SESSIONS (Elephant Cellar) 9:00 a.m. What’s Happening with Health Insurance in America? Mara Osman, AHIP 9:30 a.m. Insurance in the Digital Age Jigar Gandhi, ACLI 10:00 a.m. Cybersecurity Chris Humphreys, The Anfield Group 10:30 a.m. Networking Refreshment Break

10:45 a.m. TALHI Priorities for the 2019 Legislative Session Jennifer Cawley, TALHI Jay Thompson, Thompson Coe Cousins & Irons, LLP Shannon Meroney, Meroney Public Affairs Mike Meroney, Meroney Public Affairs 11:45 a.m. Conference Adjourns

Download the TALHI Round Up Mobile App Access the full schedule, speaker bios, attendee info, and other conference information in the palm of your hand!

Brought to you by:

A special thanks to the sponsors of our educational programming:

4 Upcoming Events

2019 TEXAS LEGISLATIVE FORUM & LOBBY DAY SPRING 2019

2019 ROUND UP SEPTEMBER 23-25, 2019 | Horseshoe Bay, Texas

5 TALHI Members

Regular Members

AFLAC Landmark Life Insurance Company AIG MetLife Allstate Mutual of Omaha Group American Fidelity Group National Farm Life Insurance Company American National Insurance Company National Life Group© Americo Group National Teachers Associates Life Insurance Company American Memorial Life Insurance Company National Western Life Insurance Company Nationwide Best Life & Health Insurance Company New Era Life Insurance Company Blue Cross and Blue Shield of Texas New York Life Group Brighthouse Pacific Life Insurance Company Central Security Life Insurance Company Primerica Central States Group Prudential Cigna Security Benefit Colonial Life Insurance Co. of Texas Southern Farm Bureau Group Conseco Insurance Group State Farm Insurance Croy-Hall Management, Inc. SWBC Life Insurance Company Funeral Directors Life Insurance Company Trustmark Companies Genworth United Benefits, Inc. Germania Life Insurance Co. UnitedHealth Group Government Personnel Mutual Life Insurance Company USAA Life Insurance Company Guardian Life Insurance Company Kemper Corporation/Reliable Life

Associate Members

Greenberg Traurig, LLP Parkway Advisors Jaynes Reitmeier Group Lewis & Ellis, Inc. Locke Lord LLP JLK Rosenberger Thompson, Coe, Cousins & Irons, LLP Rudd & Wisdom, Inc. Mitchell, Williams, Selig, Gates & Woodyard, P.L.L.C. Texas Life and Health Insurance Guaranty Assn. Edison, McDowell & Hetherington, LLP Frost Danny Saenz, JD Saenz & Associates Winstead PC

6 Thank You Sponsors

1005 Congress Avenue, Suite 995, Austin, Texas 78701 Phone: (512) 472–6886 | Fax: (512) 402-6249 | www.talhi.com