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 material 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 were interested in attending our live symposium on November 3, 2017 but were unable to join us, don't worry! You can still learn a tremendous amount with access to our content. The materials include a deep dive into Reg. 210, a discussion of general filing experiences, new rules that have emerged over the last year or so, and common objections on annuities and life submissions.
Also included is a brief, yet exclusive, preview of our course, Demystifying NYS Annuity Nonforfeiture. Keep in mind the preview is only a small taste of what the full course has to offer. The full course gives you everything you need to know to build a fixed annuity to comply with NY's unique design requirements. It is written by former NYS actuary, Tom Hartman, and contains a mix of transcripts, video material, and slides to learn from and have has future reference on this often misunderstood topic.
The materials included here provide a great deal of information including new ways to approach your filings and some specific NY issues, not the least of which is Reg. 210.
Cailie A. Currin, is President, CEO, and owner of Currin Compliance Services, Inc. (CCS) She has been in insurance regulation and compliance for more than 20 years after starting her insurance career at the (then) NY State Insurance Department. Since January 2007, Cailie and her staff at CCS have provided compliance consulting to life insurance carriers and their distribution partners. 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 Cailie 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.”