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ALI CLE Conference on Life Insurance Products 2019

Life, Annuity, and Retirement Litigation   |   Life, Annuity, and Retirement Solutions   |   Tax   |   Securities & Investment Companies   |   November 6-8, 2019

Hilton Washington, D.C. National Mall
480 L'Enfant Plaza SW
Washington, D.C. 20024

The ALI CLE Conference on Life Insurance Company Products is the annual event for strategic guidance on life insurance company product design, innovation, marketing, and distribution in a dynamic regulatory and enforcement environment.

The conference will review what's new regarding life insurance and related financial instruments, as well as strategies to comply with state and Federal requirements. 

Richard Choi, shareholder at Carlton Fields and conference co-chair, will lead an introductory workshop for legal and compliance staff. 

Shareholder Ann Black will speak on the topic of "Fixed and Fixed Indexed Annuities and Life Insurance Products."

Gary Cohen will participate in a panel on "Mutual Funds and Advisers: Key Regulatory and Litigation Developments."

Shareholder Chip Lunde will speak on a panel titled, "Compliance with New SEC Regulation Best Interest, Form CRS, and Investment Adviser Fiduciary Duty and 'Solely Incidental' Interpretations."

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