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ALI CLE in the News

September 14, 2017


PHILADELPHIA, September 14, 2017.  American Law Institute Continuing Legal Education (ALI CLE) has announced that Life Insurance  Company Products 2017: Featuring Current SEC, FINRA Insurance, Tax, and ERISA Regulatory and Compliance Issues will be held on November 1 - 3, 2017, in Washington, D.C. One of the few remaining conferences of its kind, this course analyzes emerging issues in life insurance products and related offerings, comprehensively discussing design, distribution, advertising, regulation, and enforcement developments.

Annually, the Life Insurance Company Products course welcomes a fresh faculty, including government and industry leaders, to address perennial topics, as well the additional timelier, hot-topic subjects woven into the agenda. This year’s program will bring over twenty new speakers from state and government agencies, over a dozen from major law firms, and many from insurance companies and industry trade groups. The course will also feature a keynote address from the new incoming director of the U.S. Securities and Exchange Commission’s Division of Investment Management.


Conference topics include:

·       Senior SEC staff perspectives on the latest disclosure, regulatory, and accounting issues for registered variable and non-variable insurance products

·       Key regulatory and litigation developments affecting mutual funds and investment advisors

·       DOL Fiduciary Rule status, implementation and industry practices, implications of recent class actions on pension plan platforms, and other ERISA updates

·       The implications of the Hartford underlying fund substitution applications

·       NAIC and state regulatory developments, including disclosure, suitability, insurance illustrations and cybersecurity

·       Current federal legislative and income tax developments and regulatory reform in the Trump era


“This year’s conference will be exceptional, both in terms of its incredible faculty and the comprehensive scope of topics it will cover,” said Planning Co-Chair, Richard Choi. “We are looking forward to another fantastic conference full of keen insights form an engaging faculty of leading business executives, senior regulators, and leading industry professionals. We have designed the conference to provide accurate, indispensable knowledge to industry professionals and firms seeking to deliver world-class services in a competitive marketplace.”

To learn more about this program and to register for the in-person course or webcast, click here.

About American Law Institute Continuing Legal Education


American Law Institute CLE is the continuing legal education division of the American Law Institute. American Law Institute CLE, a non-profit organization, is committed to the work of promoting continuing professional education for lawyers throughout the United States and to creating standards to ensure quality and relevance in CLE programs. American Law Institute CLE is constantly evolving to meet the needs of the legal profession, furthering a tradition of unparalleled service to lawyers. Follow the latest announcements and news at and on Twitter @ALI_CLE.

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