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Currin Insurance Compliance Symposium

May 11-12, 2017 Hilton Cincinnati Netherland Plaza, Cincinnati, Ohio

Tentative Agenda

If you missed our live webinar on December 21, 2016...

You can access it within the new course we are releasing in January called De-mystifying NYS Annuity Nonforfeiture. From this course, you'll gain the confidence and understanding you need to figure out what can and cannot be approved in NY. This short, multi-section course takes you through the specific NY statutory and regulatory requirements.
 
The course content is written by Tom Hartman, former actuary with the NYSDFS, now senior actuary at CCS and recorded by Mallory Donnelly, Compliance Project Manager at CCS. You will learn a great deal about the NY nonforfeiture law with each section taking you through the law's requirements in detail so you know what product designs will and will not work.
 
Click here to view course information and preview Lesson 1 at NO CHARGE.  If you have any questions about this or any other courses or training, please e-mail Glenda Bean or call (518) 512-0172.

CCS Webinar Replays

Wining & Dining in Insurance: How to Understand Rebating & Inducements.

Replay of the live webinar presented by Kaycie Tyll on August 25, 2016. Any interactive features and links that may have been part of the live webinar are not available in this replay.

Suitability Nuts & Bolts

Replay of the live webinar presented by Roger Hayashi on May 26, 2016.  Watch this video to explore the nuts & bolts of annuity suitability and the regulatory focus that is driving potential changes to how suitability is approached. 

Interview with Kristy Grant-Hart, Author, How to Be a Wildly Effective Compliance Officer

Replay of the live webinar originally presented on March 31, 2016 by Cailie Currin. The interactive features and link to our online school from the original webinar are not available in this replay, however, you can access our online school here.

Insurer Back Office Processing - How to Mitigate Key Operational Risks

Replay of the live webinar originally presented on March 3, 2016 by Maureen James. The interactive features and link to our online school from the original webinar are not available in this replay, however, you can access our online school here. You can also click here to download a PDF copy of the slides.

Sales Practice Risks

Replay of the live webinar originally presented on January 15, 2016 by Roger Hayashi. The interactive features and offer from the original webinar are not available in this replay, however, you can access our online school here. Click here to download a PDF copy of the slides.

Ad Review Tips and Tricks

Replay of the live webinar originally presented on January 27, 2016 by Glenda Bean. The interactive features and offer from the original webinar are not available in this replay, however, you can access our online school here.