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November 13, 2008 - November 14, 2008
Sutherland Partner Stephen E. Roth is co-chair for the 26th Annual American Law Institute – American Bar Association (ALI-ABA) Conference on Life Insurance Company Products, November 13-14, 2008, at the Marriott at Metro Center in Washington, DC. In addition, Sutherland Partners Mary Jane Wilson-Bilik and Thomas A. Gick are faculty for the conference. Mary Jane is speaking on "Fixed Indexed Annuity Marketing and Sales: Best Practices and Recent Legal Developments" and will discuss current best practices in the marketing and selling of fixed indexed annuities. Tom’s presentation, "‘Synthetic’ Annuities: Securities, Tax, and Insurance Issues," will include a comprehensive overview of the legal considerations involved in bringing a "synthetic" annuity to market.
The two-day conference is geared towards in-house counsel, compliance professionals and private practitioners involved in the development, distribution, marketing or administration of life insurance and annuity products and underlying mutual fund investments. This year’s conference will focus on current regulatory, compliance and litigation developments relevant to insurance companies, broker-dealers, investment advisers, mutual fund organizations and banks involved with these products.
For more information and to register for this event, click here.