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

Topics
Financial services Employee benefits Insurance Regulation, compliance, and enforcement (Insurance) Securities and other financial products
Industries
Securities Insurance Technology Human Resources and Employee Benefits
Please note that the views and opinions expressed in this program represent those of individual speakers and do not necessarily reflect the views or positions of PLI.

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Credit Details

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