Annuity Suitability – A Review of Current Strategies and Regulatory Expectations
February 25, 2015
CEFLI Annuity Suitability Summit Meeting – Des Moines, IA
CEFLI Summit Meetings are designed to bring regulators and industry representatives together in a unique forum to discuss current marketplace challenges and work collaboratively in a non-advocacy environment to promote overall marketplace improvements.
The 2015 Annuity Suitability Summit Meeting will review current insurer annuity suitability compliance strategies and regulatory expectations regarding annuity suitability compliance requirements. Areas for review will include regulatory examinations, complex product developments, oversight of third-party distributors including IMOs, BGAs and BDs, producer training requirements and more!