Joint Webinar with Deloitte – SEC Reg. BI – SEC Regulation Best Interest – The Past, the Present, and the Future
July 16, 2020
Many life insurance companies have devoted considerable time and attention over the past several months preparing for the June 30 effective date of the SEC’s Regulation Best Interest. Now that the implementation of those compliance strategies has taken place, CEFLI will be re-convening a panel of executives from Deloitte, The Guardian Life Insurance Company of America and MassMutual who spoke at last year’s The Future of Sales Standards in the Life Insurance Industry Summit Meeting.
The webinar will be moderated by George Hanley, Managing Director of the Insurance Practice at Deloitte who will be joined by Jim Puhala of MassMutual and Phil Pescatore of The Guardian Life Insurance Company of America as they examine the challenges confronted to comply with Regulation Best Interest as well as the challenges that lie ahead.