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ON DEMAND: The SEC's Proposed Variable Product Disclosures: What You Need To Know

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Description:
Credit: 0 Credit Hours
 
Run Time: 72  Minutes  
 
**This is a previously recorded program, originally recorded on May 7, 2019. This recorded webinar program will not have a video feed.
 
Many investors purchase variable annuities and variable life insurance contracts. The U.S. Securities and Exchange Commission (SEC) has proposed new disclosures designed to help investors make decisions regarding variable annuity and variable life insurance contracts. The public comments are in. On this panel, an SEC representative involved with the proposal and two industry participants will discuss the nuts and bolts of the proposal, and provide an overview of the themes emerging from public comments. Attendees will learn what to watch for as the new disclosure regime begins to take hold.
 
Sponsored by: Investor Rights Committee of the D.C. Bar Corporation, Finance and Securities Law Community
 
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Speakers:
  • Jason Berkowitz, Chief Legal & Regulatory Affairs Officer, Insured Retirement Institute (IRI)
  • Sam Goldstein, Vice President, Assistant General Counsel, Funds Management, Lincoln Financial Group
  • Amanda Hollander Wagner, Branch Chief, US Securities and Exchange Commission
  • Steve Roth, Partner, Eversheds Sutherland (Moderator)
 
On Demand Registration Fees: $20 Law Student Community Member; $25 Sponsoring/Related Community Member; $40 D.C. Bar Member; $40 Government/Nonprofit; $60 Non-member
 
Please select Individual Registration to register.
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