Call us today @ (518) 692-2494

NY Filings

Symposium agenda update

Our one-day Currin Insurance Compliance Symposium on November 3rd in Hartford, CT is fast approaching. There's still time to register but space is limited.

When we created the original agenda for our upcoming symposium on NY issues, Regulation 210 was proposed, but not yet finalized. Now that we have a final regulation, effective March 19, 2018, we are expanding the amount of time we will spend on this major change in NY. We hope you'll join us in Hartford for two full sessions (3 hours) talking about non-guaranteed elements in NY and the requirements of Regulation 210.

This is a fantastic opportunity to deepen your understanding of these new mandates and become a resource for your company as you move toward the effective date.


8:30-9:00: Gather, welcome and introductions

9:00-10:15: Non-Guaranteed Elements in NY before Regulation 210

10:15-10:30: BREAK

10:30-12:00: Regulation 210: a deep dive

12:00-1:30: LUNCH, informal discussions and networking

1:30-2:30: Hot topics and common objections on annuities

2:30-2:45: BREAK

2:45-3:45: Hot topics and common objections on life insurance

3:45-5:00: Individual 15 minute consultations with Cailie (scheduled in advance)