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Conference on
Life Insurance Company Products

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Coursebook Papers:

Primer on the Regulation of Variable Annuity and Variable Life Insurance Products Under the Federal Securities Laws (142 pp) $49.00
By Stephen E. Roth

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State Insurance Regulatory Developments: Use of Separate Accounts with Guaranteed Products, Contingent Deferred Annuities, Retained Asset Accounts, and Unclaimed Insurance Benefits (76 pp) $39.00
By Mary Jane Wilson-Bilik

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SEC Disclosure Report to Congress Mandated by Dodd-Frank Act as Applicable to Mutual Funds and Variable Annuities (106 pp) $49.00
By Gary O. Cohen, Esquire

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Annuity Disclosure Reform: Implications of the SEC's Financial Literacy Report, the Point-of-Sale Summary Prospectus and Abbreviated Annual Update, and the Annuity Buyer's Guide (60 pp) $39.00
By J. Lee Covington, II

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Fixed Products Post-Harkin Amendment and the 2010 NAIC Model Annuity Suitability Regulation: Recent Developments in State Sales Practices Regulation (124 pp) $49.00
By Eric L. Marhoun

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All IULs are Not Created Equal: Competitive Selling Through Illustrations (6 pp) $29.00
By Maureen Closson

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Structured Capital Strategies® Variable Annuity: A New Standard in Variable Annuities (6 pp) $29.00
By Jordan Thomsen

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Retirement Market Developments (16 pp) $29.00
By Dr. Sarah A. Holden

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Summary of Lifetime Income Guidance Released by Treasury and IRS (20 pp) $29.00
By Michael L Hadley

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Managing Risks in Variable Annuities (VA): Landscape of the US VA Industry (12 pp) $29.00
By Frank Zhang

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Variable Insurance Products in an Era of De-Risking (42 pp) $29.00
By Chip Lunde

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Risk Management in Underlying Funds (32 pp) $29.00
By Jeffrey S. Puretz, Esquire

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Current Topics in Securities Compliance for Life Insurance Company Products (30 pp) $29.00
By John H. Walsh

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The JOBS Act — New Access to Capital Markets and Ability to Publicize Private Offerings (32 pp) $29.00
By Ruth S. Epstein

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The Impact of Rules Implementing Title VII of the Dodd-Frank Act (Derivatives Market Reform) on Life Insurance Companies (100 pp) $39.00
By Carl B. Wilkerson, Esquire

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Overview of Recent FINRA Rulemaking and Enforcement Actions Relevant to the Sale of Variable Annuities and Life Insurance Products (10 pp) $29.00
By Stephanie Nicolas

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FINRA Advertising Rule 2210 (34 pp) $29.00
By Mr. Thomas A. Pappas

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New FINRA Suitability and 'Know Your Customer' Rules (14 pp) $29.00
By James S. Wrona

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All IULs are NOT Created Equal-PPT-supplemental material (36 pp) $29.00
By Maureen Closson

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Annuity Disclosure Reform: Implications of the SEC's Financial Literacy Report, the Point-of-Sale Summary Prospectus and Abbreviated Annual Update, and the Annuity Buyer's Guide-PPT-supplemental material (30 pp) $29.00
By J. Lee Covington, II

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The JOBS Act-Changing the Game of Capital Raising for Start-Ups, Small Business, and the 99%-PPT-supplemental material (26 pp) $29.00
By Ruth S. Epstein

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Variable Product Trends-PPT-supplemental material (36 pp) $29.00
By Chip Lunde

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Regulation of Variable Products Under the Federal Securities Laws-PPT-supplemental material (44 pp) $29.00

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State Insurance Regulatory Developments-PPT-supplemental material (32 pp) $29.00
By Mary Jane Wilson-Bilik

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Managing Risks in Variable Annuities (VA)-PPT-supplemental material (22 pp) $29.00
By Frank Zhang

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Table of Contents (14 pp)

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Coursebook Subscription - Business Organizations/Corporate Law
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