Overview
Edmund Zaharewicz has more than 25 years of experience counseling clients on a broad range of state and federal securities, insurance, and retirement law matters. Ed focuses on legal and regulatory matters affecting the development, distribution, sale, and administration of life insurance and annuity products and related investment and retirement products.
His practice includes advising clients with respect to bank- and corporate-owned life insurance products, individual and group annuity products, stable value products, registered and private placement variable life insurance products, mutual funds, and private investment funds for institutional and high net worth clientele. He represents insurance companies, investment advisers, and investment companies in regulatory compliance examinations and investigations and has counseled mutual fund boards on various regulatory and fiduciary matters.
He also advises in a wide variety of related areas, including InsurTech, e-commerce, privacy, data security, anti-money laundering, custody of client assets, agent licensing and supervision, insurable interest, group life eligibility, assumption reinsurance transactions, fund mergers and liquidations, proxy statements, regulatory filings and reporting, product and client disclosures, soft dollar arrangements, suitability, product advertising, client communications, market conduct standards, personal securities transactions, codes of ethics, and trading practices.
Ed co-chairs the firm's Financial Services Regulatory Practice.