1-Hour Program

See Credit Details Below

Overview

New and innovative annuity products continue to be developed and play a central role in both the retail and retirement markets. The SEC has just approved a new registration for RILAs and FINRA continues to review new types of marketing material related to annuity products. During this session, the speakers will discuss: 

  • An overview of the annuity product landscape (20 minutes)
  • Regulatory developments related to the distribution of annuity products (15 minutes)
  • Looking ahead to the 2025 State Insurance and SEC regulatory agenda for annuities (20 minutes)
  • Final thoughts, key Issues facing annuity products in 2025 and beyond (5 minutes)

 

 

Who Should Attend: In-house counsel, outside attorneys, compliance personnel, technology, and other allied professionals interested in better understanding insurance investment products and current regulatory developments. 

Program Level: Update

Prerequisites: None

Advanced Preparation: None

 

 

Moderator:

Clifford E. Kirsch

Eversheds Sutherland (US) LLP

 

Faculty:

Dodie C. Kent

Eversheds Sutherland (US) LLP

 

Andrew T. Mount

Eversheds Sutherland (US) LLP

Credit Details

You May Also Like