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NY Reg 187 for Life Insurance: Need Some Guidance?

10/10/2019 12:00 PM EDT - 1:00 PM EDT
Webinar

Overview

Who Should Watch

This is a LIMRA member benefit webinar. Registration is open to home/corporate office employees of LIMRA member companies. Membership will be verified upon registration. 

Highlights

Best Interest is coming to life insurance, it was bound to happen! New York has come up with its own definition of Best Interest in Reg 187 and it creates significant challenges for distribution and carriers.

Please join us for the next episode of LIMRA's Strategic Issues Webinar Series to hear Joe Spada, Chief Compliance Officer for Lincoln Financial Group, interview Cailie Currin, CEO and President of Currin Compliance Services, Inc. They will examine the many demands on life insurers as they ready for the February 1st implementation deadline, and offer suggestions for new compliant sales processes and supervisory programs.

Presenters

Joseph Spada
Vice President & Chief Compliance Officer, Lincoln Financial Group

Joseph Spada

Vice President & Chief Compliance Officer, Lincoln Financial Group

Cailie Currin
President and CEO, Currin Compliance Services, Inc.

Cailie Currin

President and CEO, Currin Compliance Services, Inc.

Host

Judy Zaiken, CLU, ChFC
Corporate Vice President, Strategic Research Initiatives, LIMRA

Judy Zaiken, CLU, ChFC

Corporate Vice President, Strategic Research Initiatives, LIMRA

Judy Zaiken is corporate vice president, responsible for leading strategic research initiatives for LIMRA. In this capacity, she works across the enterprise to identify research opportunities as a result of evolving regulations and advancing technology that will lead to the development of member solutions. Before assuming her current role, Zaiken lead the LIMRA Secure Retirement Institute research program. Prior to joining LIMRA in 2014, she was responsible for annuity product strategy and business development for MassMutual Financial Group.

Zaiken holds an M.B.A. from Western New England University and a B.A. in Economics from Framingham State University.

Contact us to learn more:

Debbie Boone

Event Coordinator

LIMRA

(860) 298-3843

dboone@limra.com