Webinar: BI:FYI – A Webinar Series on Federal and State Best Interest Initiative | Part 1: Enhancing Industry Best Interest Practices

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June 25, 2020
1:00 PM - 2:00 PM ET


Over the last few years, the life insurance industry has grappled with new best interest standards for their life insurance and annuity products, beginning with New York’s Regulation 187 initiative, then the SEC’s Regulation Best Interest (for broker-dealers selling SEC-registered insurance products) and the recent revisions to the NAIC Annuity Suitability Model Regulation. More best interest standards for annuities are on the horizon as various states get on the best interest bandwagon. This webinar will discuss practices and approaches being employed by life insurers and their affiliates to comply with the SEC’s Regulation Best Interest, scheduled to take effect on June 30, 2020, and provide a summary update of the most recent state law developments.


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Elizabeth Carden, elizabethcarden@acli.com, 202-624-2408


Speaker Management
Tatiana Tolentino, tatianatolentino@acli.com, 202-624-2327

Registration & Tech Support
Geneva Barber, GenevaBarber@acli.com, 202-624-2433

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