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 Tuesday, February 6th, 2018 in Irvine, CA. 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 have breakfast and lunch available, plus two snack breaks...food will be plentiful.
AGENDA (subject to change)
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*
*Consultations with Cailie must be scheduled prior to your arrival at CICS. If you would like to schedule time with Cailie, please email Glenda Bean or call her directly at (518) 512-0172 with your request. Requests will be taken in the order they are received.
See you at the Hilton Garden Inn
2381 Morse Ave, Irvine, CA
Tuesday, February 6, 2018
Travel and accommodations information: The Hilton Garden Inn has complimentary shuttle service from the John Wayne/Orange County Airport (you will need to make your own arrangements). We DO NOT have a block of rooms reserved. You will need to book your own accommodations.
Please complete the registation form below. Each attendee must complete a registration form even if you're from the same company. Thank you.
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.”