Dodie has more than 20 years of experience in the financial services industry.
Dodie advises insurance companies and industry participants on product design, implementation and administrative issues as to variable, index-linked and fixed life insurance, and annuity products.
Dodie also has particular experience advising on novel and complex insurer initiatives, including de-risking of legacy product offerings, as well as product-related regulatory compliance and enforcement matters.
Dodie has vast experience in the design and regulation of registered index-linked insurance contracts -- an insurance space that is seeing exponential growth. She is also a leading industry proponent of simplified, modernized variable product disclosure, including summary product prospectuses.
Dodie's in-depth knowledge of these topics—particularly registered life and annuity insurance regulations and issues—makes her a sought-after speaker at industry conferences. Her years of experience as in-house counsel provides her with a unique and practical understanding of insurance companies’ internal processes and competing business inputs and goals.
Dodie joined Eversheds Sutherland (US) from one of the world’s leading insurance groups, where she was Vice President, Lead Director and Associate General Counsel in its US-based insurance practice group. There, she served as the principal legal securities advisor with respect to its life and annuity product lines.
She currently serves as the Partner-in-Charge of the Eversheds Sutherland New York office.
- Represented Nassau Financial Group in its acquisition of Foresters Life Insurance and Annuity Company.
- Asset Management Regulatory Update Series, October 22, 2020
- The SEC’s New VA and VLI Summary Prospectus Proposal and Recent Variable Product Disclosure Developments, November 2018, ALI-CLE Conference on Life Insurance Company Products
- Innovation in Fixed, Indexed, and Registered Index-Linked Annuities, May 2018, IRI ACTION Regulation & Technology Conference
- 35th Annual ALI-CLE Conference on Life Insurance Company Products, November 2017
Recognized by The Legal 500 United States in the area of insurance: non-contentious(2016)
Frequent Faculty Member, ALI-CLE Conference on Life Insurance Company Products
Member, Association of Life Insurance Counsel (ALIC)
Member, Insured Retirement Institute (IRI)
Member, New York City Bar Association
- New York
- J.D., New York Law School
- B.A., Gettysburg College
Latest Insights
- InsightsDepartment of Labor’s Fiduciary Rule 4.0 proposal
- InsightsNAIC Life and Annuities (A) Committee adopts amendments to Actuarial Guideline 49-A
- InsightsNAIC Indexed Universal Life Illustration Subgroup solicits comment on options to revise Actuarial Guideline 49-A and to open NAIC Life Insurance Illustrations Model Regulation (#582) to revision
- InsightsNAIC’s LATF solicits feedback on options to address concerns related to AG 49-A
- InsightsDOL extends temporary enforcement policy for conflicted fiduciaries, delays rollover enforcement
- InsightsDOL Fiduciary Rule 3.0: The sprint to December 20
- InsightsDOL warns the ERISA fiduciary debate is far from over
- InsightsClosing the book on continuing the ERISA “best interest” debate – is there anything left to argue about?
- InsightsThe array of ERISA compliance solutions for rollover advice
- InsightsDepartment of Labor’s Fiduciary Rule 3.0
- InsightsOn the right track: Securities & Exchange Commission adopts rules to streamline private offering exemptions
- InsightsSEC modernizes the description of business, legal proceedings, and risk factors disclosure requirements
- InsightsSEC proposes to overhaul framework for mutual fund and ETF disclosure to shareholders
- InsightsSEC adopts groundbreaking disclosure improvements for variable insurance contracts
- InsightsSEC creates fast track for exemptive applications
- InsightsDepartment of Labor’s Fiduciary Proposal 3.0
- InsightsCOVID-19-related insurance regulatory developments
- InsightsLegal and Regulatory Developments - Business Interruption Insurance for COVID-19 Related Losses
- InsightsCoronavirus – The SEC extends relief from in-person board meeting requirement for investment companies
- InsightsPandemic Risk Reinsurance Program introduced in Congress
Latest News
- NewsDaily Report: Eversheds Sutherland Shakes Up Leadership of Major US Offices
- NewsLaw360: Eversheds Sutherland Taps Lead Partners For 4 Offices
- NewsEversheds Sutherland Appoints New Partners in Charge for Four US Offices
Insights
Department of Labor’s Fiduciary Rule 4.0 proposal
Insights
NAIC Life and Annuities (A) Committee adopts amendments to Actuarial Guidel...
Insights
NAIC Indexed Universal Life Illustration Subgroup solicits comment on optio...
Insights
NAIC’s LATF solicits feedback on options to address concerns related to AG ...