Regulation 210 and NY Issues
A look at solutions and new ways to approach your filings!
Does your company do business in NY? Or perhaps they're thinking about it?
If yes, this symposium is for you!
Have you experienced difficult product submissions?
Heard horror stories about the certified process or desk drawer rules?
If yes, you are not alone!
If you're interested in learning more about NY issues, sharing your challenges, and looking at solutions as a group, join us on November 3, 2017 in Hartford, CT. Currin Compliance Services, Inc. is hosting a one-day symposium where we will take a deep dive into Reg. 210, discuss general filing experiences, new rules that have emerged over the last year or so, and talk about common objections on annuities and life submissions.
This day will be full of information with the opportunity to share and discuss your experience and know that you are not alone when it comes to these issues and challenges. Rest assured, this is not just gripe and grumble session. You will walk away with new ways to approach your filings as well as deepened knowledge about some specific NY issues, not the least of which is Reg. 210.
A good portion of the day will be devoted to talking specifically about Reg. 210, some of the history that got us to this point, some early experience with the regulation and its mandates, and what we need to think about going forward.
SPACE IS LIMITED!
We are intentionally keeping the group small to have real discussions on these important issues. Don’t wait till the last minute to sign up for this one-day symposium. Your seat might be taken!
We will provide lunch plus morning and afternoon breaks (we are planning on a full day).
8:30-9:00: Gather, welcome and introductions
9:00-10:15: Non-Guaranteed Elements in NY before Reg. 210
10:30-12:00: Regulation 210: a deep dive
12:00-1:30: LUNCH, informal discussions and networking
1:30-2:30: Hot topics and common objections on annuities
2:45-3:45: Hot topics and common objections on life insurance
3:45-5:00: Individual 15 minute consultations with Cailie (scheduled in advance)
See you at the Hartford Hilton
315 Trumbull St, Hartford, CT
November 3, 2017
Space is limited. Register today!
Attendees must register individually.
Registration Fee = $499
REGISTRATION INSTRUCTIONS: Complete the registration form below and click the SUBMIT button at the end of the form (you can tab through the form fields or use the scroll bar within the form itself). After you click SUBMIT, you'll receive immediate confirmation in the same window and then you can proceed to the Pay Online button located below the form. Once your payment is complete, you'll be automatically directed into the symposium portal.
Cailie A. Currin, is President, CEO, and owner of Currin Compliance Services, Inc. She has been in insurance regulation and compliance for over 20 years after starting her insurance career at the (then) NY State Insurance Department. Since January 2007, Cailie and her staff have provided a wide variety of compliance consulting and advisory services to life insurance companies, independent marketing organizations, agencies, and producers. She also currently serves as the president of IAdCA. In the precious few hours when Cailie is not working, she enjoys bike riding, yoga, and spending time with her rescued domestic and farm animals. Cailie is active within the community and often joins forces for fundraising with the Team in Training (TNT) organization. She rides to support the Leukemia and Lymphoma Society in memory of her father who fought a lengthy battle with leukemia before his passing in January 2017. Sage advice Currin received from her father that she brings to work every day is: “Work to make the right decision, then work to make the decision right.”