Life Insurance and Annuity Replacements - Regulation, Process, Monitoring and Action Plans (1:00-2:30 PM EST)

February 28, 2013

Replacements Webinar is Met with Rave Reviews!

Marc Tse, CFE, CLU - New York Dept. of Financial Services
James Matheson, CFE - New York Dept. of Financial Services
Mark Mcleod - New York Dept. of Financial Services
Sharon Ma - New York Dept. of Financial Services
Anthony Mola - Aviva USA
Jim Veatch - Aviva USA

On February 28, 2013, CEFLI presented a webinar on life insurance and annuity replacements and the panelists included representatives from the New York Department of Financial Services and company experts.  The webinar, available free of charge exclusively for CEFLI member companies, not only drew over 200 registrants and thoroughly covered the significant compliance issue of replacements, but truly engaged the participants who presented a non-stop flow of questions to the panelists “Given the topic and the high level of knowledge and experience of the panelists, I knew this would be a very informative webinar”, commented John Travagline (CEFLI’s Chief Compliance and Operations Officer).  “What was...


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