Searching Content indexed under Finance and Banking by Jamie Bigayer ordered by Published Date Descending.
Links to Result pages
Is It Time To Harvest The NAIC Suitability In Annuity Transactions Model Regulation?
At the NAIC Fall 2018 National Meeting, state regulators continued plowing through the Suitability in Annuity Transactions Model Regulation (Model 275) (Suitability Model).
United States
29 Nov 2018
New York Issues Final Life Insurance And Annuity Suitability And Best Interests Regulation
On July 18, New York's Department of Financial Services (the "NY DFS") issued the final version of its Suitability and Best Interests in Life Insurance and Annuity Transactions Regulation...
United States
25 Jul 2018
Which Thoroughbred Will Win The Standards Of Care Derby?
The NAIC and the State of New York continue racing as each is revising its suitability regulation to incorporate enhanced standards of care. Only time will tell which version will gallop to victory.
United States
6 Jul 2018
The NAIC Says Aloha
The National Association of Insurance Commissioners held its Fall National Meeting December 2-4 in Hawaii, saying aloha to 2017 and aloha to 2018. Key takeaways include:
United States
8 Jan 2018
New York Department Of Financial Services Rings In The New Year With New Suitability Requirements For Insurance Companies
New York's Department of Financial Services decided to bid farewell to 2017 and ring-in the new year by proposing to amend Suitability in Annuity Transactions, 11 NYCR 224 (the Annuity Suitability Rule).
United States
3 Jan 2018
New York DFS Requests Information On Use Of External Consumer Data And Information Sources In Life Insurance Underwriting
The outcome of the DFS inquiry may be similar to that of the recent DFS inquiry into data use by property casualty insurers.
United States
12 Jul 2017
Sprouting Activity At The NAIC
Various NAIC groups have planted seeds for a number of regulatory initiatives that impact life insurers.
United States
12 Apr 2017
CFPB's Project Catalyst Highlights Innovation Opportunities
On October 25, the Consumer Financial Protection Bureau (CFPB) released its "Project Catalyst Report: Promoting Consumer-Friendly Innovation." ("CFPB Report").
United States
4 Nov 2016
Links to Result pages