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Stay up-to-date on the latest information about complying with recent state and federal regulations.
Regulatory
Clarify today’s confusing best interest and fiduciary environment.
Washington Update
Access resources for understanding the strategic implications of government actions.
FraudSource
Access the latest information, research, training programs, and software for fraud prevention.
Best Interest Training from LIMRA
1/15/2019 12 - 1 p.m. EST
This webinar, the first of two parts, will discuss the new “best interest" standard and related supervision requirements for insurers and intermediaries operating in New York under Amendment No. 1 to New York Insurance Regulation 187.
2/20/2019 12 - 1 p.m. EST
This webinar, the second of two parts, will expand the discussion of enhanced standards of care and related supervision requirements emerging at the state and federal levels.
4/16/2019 12 - 1 p.m.
Recent guidance from the Department of Labor and Internal Revenue Service as well as potential legislation have the potential to profoundly change the retirement system in the coming years.
6/6/2019 12 - 1 p.m. EDT
The SEC's proposed Best Interest Regulation applies to recommendations to participants, including rollovers, but apparently does not apply to advice to plans.
9/5/2018 12 - 12:45 p.m.
As the U.S. population ages, the financial abuse of seniors and vulnerable adults has become an increasingly important consumer and compliance issue.
5/24/2018 12 - 1 p.m.
Join us on a report examining the potential legal and operational challenges of meeting new standards of conduct for financial intermediaries.
4/25/2018 12 - 1 p.m.
Join us for a report from leading experts on major US insurance regulatory and transactional topics for 2018 that will also bear on the direction of the industry.
9/15/2024 - 9/17/2024
The LIMRA Annual Conference is one of the largest gatherings of senior executives representing diverse sectors of the financial services industry.
Register
8/12/2024 - 8/14/2024
Created by advanced sales professionals, the Forum provides advice from industry leaders with unique expertise in this segment of the financial services market. Whether you are struggling to do more with less or experiencing the challenges of organizational change, attending the Forum will give you unparalleled insights from peers and implementable ideas from experts.
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SRI® Review
Gain actionable insights you won’t find anywhere else. LIMRA experts and industry leaders provide fresh perspectives on the retirement market, including consumers, products, distribution, technology, and domestic global trends.
Industry news2use
This semi-weekly newsletter showcases important global financial services industry updates and links to related LIMRA and LOMA resources. Please subscribe to receive Industry news2use in your inbox on Tuesdays and Thursdays.
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