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The Retirement Industry Conference — formerly the Retirement Conference Series — will be held on April 5-7 at the Hilton in the Walt Disney World Resort in Lake Buena Vista, Florida. The conference is a forum where attendees can meet industry leaders and learn about the latest marketing, distribution, product development and strategic issues facing retirement professionals today.
Sutherland Partner Mary Jane Wilson-Bilik will present, Index Annuities: Securities or Not? Mary Jane and other industry experts will provide a synopsis of historical and current State, SEC, and NASD perspectives regarding index annuities as securities. The session is designed to help attendees understand the various positions on the issue and to learn the do's and don'ts of product design and marketing these products as non-registered fixed annuities.
For more information, please click here.