Currin Insurance Compliance Symposium
New York's Regulation 187
We have scheduled this symposium on New York’s Regulation 187 to fall in between the two effective dates for the new best interest and suitability regulation in NY. By meeting in October 2019, we will have some preliminary feedback about the implementation experience for annuities and still have time before the life rules go into effect to learn from the annuity experience. The structure of the event and its limitation on the number of attendees allows for discussion among participants as well as presentations with information that can be brought back to your office and shared with others working on implementation of this enormously important regulation.
Scroll down for venue information.
(agenda details coming soon)
1:00 PM - 3:00 PM – meeting
3:00 PM - 3:30 PM – BREAK
3:30 PM - 5:00 PM – meeting
6:00 PM - 8:00 PM – DINNER (included with registration)
7:30 AM - 8:15 AM – BREAKFAST (included with registration)
8:30 AM - 10:30 AM – meeting
10:30 AM - 11:00 AM – BREAK
11:00 AM - 12:30 PM – meeting wrap up
163 East Walton Place, Chicago, IL 60611
CICS attendees are responsible for booking their own accommodations. October is a busy month in Chicago. If you plan to stay overnight, we strongly suggest that you make your reservations early.
Click the REGISTER HERE button below to complete the payment process. Be sure to enter your coupon / discount code during checkout, if applicable. Once your payment is completed, you will see a button to continue on to the registration form. Please be sure to complete the registration form. Thank you.
Registration, Payment, and Cancellation Policies
Credit card payments are preferred and paid via this on-line education portal (follow the registration instructions for each event). If you must pay by check or have any questions, please contact firstname.lastname@example.org.
A registration is transferable within the same company. To transfer a registration, you MUST contact email@example.com a minimum of 14 calendar days prior to the event with the new attendee's information. We are sorry, but transfer requests cannot be accepted less than 14 calendar days prior to the event.
Registrants must contact firstname.lastname@example.org to cancel a registration and the refund terms below will be followed regardless of the reason for the cancellation. That includes inclement weather, terrorist threats/attacks, death or tragedy, or any other unforeseen circumstances that result in cancellation by the attendee.
Attendee cancellation 30 calendar days or more prior to the event start date will be refunded 100% of the registration fee minus a $50 processing fee. Cancellations occurring within 15-29 calendar days prior to the event start date will be refunded 50% of the registration fee. No refunds will be issued for cancellations 14 calendar days or fewer prior to the event start date.
Currin Compliance Services, Inc. reserves the right to cancel any scheduled event. Notice will be given as soon as practical after the decision has been made and registration fees will be refunded in full within 20 business days of the cancellation notification.