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Conference on Life Insurance Company Products

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Coursebook Papers:

Table of Contents

Variable Annuity and Other SEC Disclosure Initiatives (102 pp) $49.00
By J. Lee Covington, II

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What’s Puzzling You – Is the Nature of Variable Annuity Prospectuses (34 pp) $29.00
By Richard J. Wirth

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Disclosure Developments Affecting Life Insurance Company Products, Separate Accounts, and Underlying Funds (56 pp) $39.00
By Gary O. Cohen, Esquire

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Social Media and FINRA and State Regulations (12 pp) $29.00
By Judith A. Hasenauer

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Mutual Fund Fee Litigation: Manger-Subadviser Funds (20 pp) $29.00
By Christopher E. Palmer

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Status of Money Market Fund Reforms (20 pp) $29.00
By Christopher E. Palmer

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VAROOM® - Variable Annuity for RollOver-Only Money Unique Variable Annuity Offering Individual ETFs: Issues and Challenges in the Development, Registration and Implementation of VAROOM (14 pp) $29.00
By Rhonda S. Malone

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ERISA Developments (28 pp) $29.00
By Stephen M. Saxon, Esquire

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Federal Tax Developments Regarding Insurance Products (8 pp) $29.00
By Craig R. Springfield Sheryl B. Flum

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State Market Conduct Issues and Developments: Annual Statements, Suitability and Unclaimed Life Insurance Benefits (112 pp) $49.00

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Federal and State Regulation of Insurance: Key Developments (18 pp) $29.00
By Eric R. Dinallo, Esquire

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Derivatives Market Reform: The Impact of Rules Implementing Title VII of the Dodd-Frank Act on Life Insurance Companies (70 pp) $39.00
By Carl B. Wilkerson, Esquire

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Letter from ACLI to U.S. Senate Regarding the “Volcker Rule” Provisions in the Restoring American Financial Stability Act (6 pp) $29.00
By Julie A. Spiezio

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Letter from ACLI to Treasury Secretary Geithner Regarding the Financial Stability Oversight Council Request for Public Input for the Study Regarding Implementation of the Prohibitions on Proprietary Trading and Certain Relationships with Hedge Funds and Private Equity Funds (10 pp) $29.00
By Julie A. Spiezio

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Synthetic (Contingent Deferred Fixed) Annuities (CDFAs) (110 pp) $49.00
By Beverly A. Byrne

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Update on Insurance Product Private Placements (24 pp) $29.00
By Josephine Cicchetti

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Private Placements, Synthetic Annuities, and Life Settlements (10 pp) $29.00
By Brian T. Casey, Esquire

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Hedging Risk Using Life Settlements (20 pp) $29.00
By Michael Lovendusky, Esquire

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Securities Compliance and Examinations for Broker-Dealers, Advisors, and Funds (48 pp) $29.00
By Ben A. Indek

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Redefining the Retail Relationship: The Emerging Regulatory Framework Governing Suitability, the Standard of Care and Disclosure (56 pp) $39.00
By Clifford E. Kirsch, Esquire

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New FINRA Suitability and “Know Your Customer” Rules (34 pp) $29.00
By James S. Wrona

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A Digest of Reported FINRA and Disciplinary Actions Involving Variable Annuities, Variable Life Insurance and Mutual Funds between September 2010 and September 2011 (94 pp) $39.00
By Carl B. Wilkerson, Esquire

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Implementing the Dodd-Frank Act: Latest Developments Affecting Life Insurers (48 pp) $29.00

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Living Benefit Guarantees with Built-in Risk Management Features Attracting Attention from the Market and the Regulators (22 pp) $29.00
By Ruth S. Epstein

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FINRA and State Regulatory Advertising Update (26 pp) $29.00
By Richard T. Choi, Esquire

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Product Distribution: Practical Issues Raised by Recent Regulatory Proposals (32 pp) $29.00

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Table of Contents (14 pp)