Insurance Securities and Other Products LIVE Webcast
The current demographics and responsive growth of insurance products has led to product, technology and regulatory changes which continue to bring complexities that legal practitioners must be able to grapple with.
The Knowledge Group is assembling a panel of distinguished professionals and key regulators to help understand the complex legal issues surrounding insurance products. The speakers will present their insightful opinions in a two-hour LIVE Webcast.
Joan E. Boros, Of Counsel,
Jorden Burt LLP
- Products for the Boomer Generation
- Marketplace Forces
- Regulatory Issues and Innovation
- Contingent Deferred Annuities and Guaranteed Withdrawal Benefits
- Federal and State RegulationFederal and State Regulation
Christopher S. Petito, Of Counsel,
Willkie Farr & Gallagher LLP
- Private Placement Variable Life Insurance and Annuities
- Recent CFTC Rule Changes Affecting Underlying Funds
- Effect of the JOBS Act on the Offering Process for Unregistered Variable Products
Who Should Attend:
- Attorneys, Practice Area: Insurance & Related
- Insurance Advisers
- Insurance Agencies
- Investment Advisers
- Other Related Professionals
Joan E. Boros, Esq. is in Jorden Burt LLP’s Washington, D.C. office. Her securities, corporate, and insurance law experience includes all aspects of the design, organization, qualification, State and Federal registration, regulation, and compliance of retail investment companies, variable insurance products, and related entities, such as investment advisers and broker-dealers. Her focus is currently on the applicable Dodd-Frank legislation’s changes with regard to regulation of entities, securities offerings, advisory and distribution issues. She has chaired a PLI seminar, “Understanding the Securities Products of Insurance Companies,” for sixteen years. She was a co-founder of the National Association for Fixed Annuities (NAFA). She currently serves on the Board of the Retirement Income Industry Association (RIIA), and on the Governance Board of its Retirement Management Analyst (RMAsm) advanced training for advisers program.
Joan E. Boros, Esq. is in Jorden Burt LLP’s Washington, D.C. office. Her securities, corporate, and insurance law experience includes …
Christopher S. Petito is of counsel in the Washington, DC office of Willkie Farr & Gallagher LLP. He specializes in the regulation of investment companies, investment advisers, broker-dealers and insurance companies under U.S. and state securities laws. In the insurance field, he regularly represents insurance companies in the design, issuance, distribution and administration of complex variable life insurance, variable annuities and other life insurance and annuity products, including stable value BOLI, synthetic GICs, indexed life insurance and annuities, and private placement variable life insurance and annuities. Mr. Petito also represents firms in mergers and acquisitions and restructurings in the life insurance, investment management and related industries.
Christopher S. Petito is of counsel in the Washington, DC office of Willkie Farr & Gallagher LLP. He specializes in …
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About Jorden Burt LLP
Jorden Burt LLP is the premier national legal boutique providing litigation and Federal and State securities and insurance law regulatory counseling to the financial services sector. The firm serves clients in seven key industries: Life and Annuity Insurance; Investment Companies, Investment Advisers & Broker-dealers; Reinsurance; Health Care; Property & Casualty Insurance; Consumer Finance & Banking. www.jordenburt.com
About Willkie Farr & Gallagher LLP
Willkie Farr & Gallagher LLP is a leading international law firm that provides comprehensive legal services. Founded in 1888, the firm has approximately 700 lawyers based in key financial centers in the U.S. and Europe.