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Conference on Life Insurance Company Products: Current Securities, Tax, ERISA, and State Regulatory--2005

These materials examine federal and state securities and insurance laws and regulations, as well as related tax and ERISA matters, and the significant recent developments relating to fixed and separate account products of life insurance companies and to underlying mutual fund investments. Recent disclosure and regulatory developments affecting new types of products, the distribution and sales of life insurance products, and the significant recent changes in the tax, regulatory, and enforcement climate are also addressed. CL043

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Coursebook Papers:

Disclosure Reform for Variable Insurance Products and Underlying Mutual Funds (102 pp) $49.00

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Asset Allocation Programs: Regulatory Issues Surrounding Use with Variable Insurance Products (36 pp) $29.00

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Underlying Mutual Fund Developments (40 pp) $29.00

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Combination Insurance Products Legislative Perspective (5 pp)

New Products in the Health and Long Term Care Markets –Combination Products (12 pp) $29.00

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Combination Insurance Products: Federal Tax Issues (7 pp)

Conflicts, Fees, and Disclosure in the Retirement Plan Market: Recent Developments (131 pp) $49.00

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Significant Current Issues in State Insurance Regulation of Variable Products (20 pp) $29.00

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State Regulatory Developments, Compensation Disclosure, Insurable Interest, and Product Filings (62 pp) $39.00

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Rule 38a-1: Lessons Being Learned and Future Challenges (57 pp) $39.00

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Study Materials on Proposed NASD Rule 2821: Suitability and Supervision in the Sale of Variable Annuity Contracts (46 pp) $29.00

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Recent Developments Affecting Indexed Annuity Products (5 pp) $29.00

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Recent NASD Enforcement Actions and Litigation Regarding Variable Products (24 pp) $29.00

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NASD Advertising Update (6 pp) $29.00

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Purchase a course materials subscription and get this book and many more for one low price. The above course materials are part of the following Practice Area subscriptions:

Coursebook Subscription - Civil Litigation
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Coursebook Subscription - Insurance
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