Life Insurance Company Products 2020

Join us over three convenient live webcast sessions for this signature national conference! Hear from federal and state regulators and industry professionals about the latest economic, regulatory, and market changes shaping life insurance company products, related products, and annuities in 2020, and walk away with the tools you need to manage today’s legal and industry challenges.

See the program agendas for webcast parts 1, 2, and 3 below. Register for all three parts or only the parts you can attend.

Part 1

Thursday, November 5
1:00 - 5:00 p.m. EDT

Session details

Part 2

Friday, November 6
1:00 - 5:00 p.m. EDT

Session details

Part 3

Tuesday, November 10
1:00 - 5:30 p.m. EDT

Session details

Interested in all three parts? Register for all three together and save!

Parts 1 - 3

November 5, 6, and 10

Life Insurance Company Products 2020 — Part 1 Life Insurance Company Products 2020 — Part 1

Thursday, November 5 | 1:00 - 5:00 p.m. EDT

Full course details

1:05 - 1:30 p.m.

Keynote: Perspectives on Key State Insurance Regulatory Developments — David Altmaier, NAIC President-Elect

1:40 - 2:40 p.m.

Recent State Insurance Law Developments Affecting Product Development, Marketing, and Innovation — Ann Black, Jon Godfread, Michael L. Yanacheak

2:50 - 3:50 p.m.

Implementation of the New Summary Prospectus Framework: Key Steps and Practical Insights — Michele Abate, Dodie Kent, Michael C. Pawluk

4:00 - 5:00 p.m.

SEC Disclosure, Regulatory, and Other Related Developments — M. Owen Donley III, Chip Lunde, Andrea Ottomanelli Magovern, Marc Sharma

Life Insurance Company Products 2020 — Part 2 Life Insurance Company Products 2020 — Part 2

Friday, November 6 | 1:00 - 5:00 p.m. EDT

Full course details

1:05 - 1:50 p.m.

Roundtable – Views from the Top: A Discussion with Robert W. Cook, President and CEO, Financial Industry Regulatory Authority, Inc. (FINRA) — Moderated by Ira Hammerman and Brian L. Rubin

2:00 - 2:55 p.m.

NAIC and State Standards of Conduct and Their Applicability to Sales of Insurance Products — Jason Berkowitz, Evan Charkes, John Cronin, Douglas Ommen

3:05 - 3:55 p.m.

Current SEC and FINRA Examination Priorities — Peter Driscoll, Andrew Hartnett, Bari Havlik, John Walsh

4:00 - 5:00 p.m.

SEC and FINRA Enforcement: Key Take-Aways from Recent Enforcement Actions and Areas of Focus — James Day, C. Dabney O’Riordan, Stephen Topetzes

Life Insurance Company Products 2020 — Part 3 Life Insurance Company Products 2020 — Part 3

Thursday, October 29 | 1:00 - 5:20 p.m. EDT

Full course details

1:05 - 1:45 p.m.

A Roundtable Discussion with Jeanne Klinefelter Wilson, Acting Assistant Secretary, Employee Benefits Security Administration (EBSA), Department of Labor — Moderated by Stephen Saxon

1:55 - 2:45 p.m.

The New DOL Fiduciary Rule and Other Key Retirement Plan Developments — Thomas Roberts, additional speakers to be announced.

2:55 - 3:50 p.m.

Current Insurance Product Tax Developments — Mark Griffin, Carol Weiser*, Shannon Gamache

4:00 - 4:25 p.m.

Keynote Address by Dalia Blass, Director, Division of Investment Management, U.S. Securities and Exchange Commission — Dalia Blass

4:30 - 5:30 p.m.

Mutual Funds and Investment Advisers: Key SEC Developments — Brian Johnson, Claudia DiGiacomo, David Nicolardi, Christopher Palmer

*invited but not confirmed