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Life Insurance Company Products 2015:
Featuring Current SEC, FINRA, Insurance, Tax, and ERISA Regulatory and Compliance Issues

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Coursebook Papers:

Recent Product Trends Including Latest Indexed Product Innovative Designs and Regulatory Developments - Presentation Slides (16 pp) $29.00
By Rob Stone, FSA, MAAA

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Recent Product Trends Including Latest Indexed Product Innovative Designs and Regulatory Developments (10 pp) $29.00
By Joan E. Boros, Esquire

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Variable Insurance Products: Recent Product Trends and Challenges (56 pp) $39.00

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Bullet-Proofing the Marketing and Distribution of Insurance Products (8 pp) $29.00
By Pramit Das

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Hauntingly Familiar: Recent Developments Affecting the Distribution of Insurance Products (68 pp) $39.00
By Ann B. Furman, Esquire

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Compliance Rules as a New Enforcement Regime (166 pp) $49.00
By Jeffrey S. Puretz, Esquire

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SEC Office of Investor Advocate Report on Objectives – Fiscal Year 2016 (54 pp) $39.00
By Rick A. Fleming

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Better Financial Security in Retirement? Realizing the Promise of Longevity Annuities (28 pp) $29.00
By Katharine G. Abraham

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Nightmares, Square Pegs and The SEC's Fitting of Life Insurance Company Products and Entities Under the Federal Securities Laws or How I Came to Love the 'Ectoplasmic Theory' (76 pp) $39.00
By Gary O. Cohen

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The DOL Fiduciary Rule Reproposal (156 pp) $49.00
By W. Mark Smith

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Paved with Good Intentions, Fraught with Flaws: the Regulatory Impact Analysis in the Department of Labor's 'Fiduciary Rule' (60 pp) $39.00
By Carl B. Wilkerson

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Developments in Litigation Under Section 36(b) of the 1940 Act (50 pp) $29.00
By Sean M. Murphy, Esqurie

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Recent Regulatory Enforcement Affecting Insurance Products and Mutual Funds (18 pp) $29.00
By Stephen G. Topetzes

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Key State Insurance Regulatory Developments and Initiatives (26 pp) $29.00
By Allison Tam Eugene Benger

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Recent Tax Developments Affecting Insurance Product Design and Distribution (30 pp) $29.00
By Alexis A. MacIvor Mark E. Griffin, Esquire

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The Dramatically Evolving Landscape for Retirement Plan Products and Their Distribution (14 pp) $29.00
By W. Mark Smith

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Nightmares, Square Pegs and The SEC's Fitting of Life Insurance Company Products and Entities Under the Federal Securities Laws or How I Came to Love the 'Ectoplasmic Theory' - Presentation Slides (30 pp) $29.00
By Gary O. Cohen

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Variable Product Disclosure, Product Filings and Regulatory Developments (10 pp) $29.00
By Dodie Kent, Esquire

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Indextra® Fixed Indexed Annuity With Custom Designed Index and Guaranteed Lifetime Withdrawal Benefit Issues and Challenges in the Design, Implementation and Marketing of Indextra (16 pp) $29.00
By Rhonda S. Malone

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Life Insurance Company Products 2015 Key State Insurance Regulatory Developments and Initiatives (16 pp) $29.00
By Allison Tam

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