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Wednesday, Sept. 17 | 1:00 PM – 4:30 PM and Thursday, Sept. 18 | 9:00 AM – 12:00 PM (In-Person)

Agenda

This annual workshop is intended to “Train the Trainer” on advanced financial regulatory topics through in-person discussions and group exercises. After the workshop, the training content is shared with participants for use in local training sessions and meetings. This year’s workshop will focus on the use of specialists in analysis/exams, offshore reinsurance, and emerging best practices in financial analysis and examination documentation.

Intended Audience: Experienced financial regulators with at least five years of experience in solvency regulation or a related field are preferred. One or two participants per jurisdiction who are interested in sharing resources with their home department through training sessions and meetings are recommended.

Wednesday, Sept. 17 | 1:00 – 5:00 PM (In-Person)

Agenda

Fifty states have adopted annuity “best interest” statutes and rules based on the �����о����ٷ�’s Suitability in Annuity Transactions Model Regulation (#275). Attorneys and other state insurance department staff must often quickly learn the intricacies of various insurance products and the law that applies to those products. Annuities are especially complex and can be difficult to understand. Those who attend this workshop will enhance their understanding of annuities and the best interest standard. Those responsible for enforcing insurance laws, including attorneys, investigators, and analysts, will be better equipped to compile a case file for an enforcement action. After attending two morning breakout sessions that cover annuity basics, participants will apply what they learned through a simulated deposition of a mock producer respondent in this practical, hands-on workshop.

Prerequisite: Workshop attendees must attend the two Wednesday morning breakout sessions as a prerequisite to attend the Wednesday afternoon practical training workshop. NOTE: Please work with your state/territory to identify one participant per jurisdiction. Additional regulators are encouraged to join the waitlist, and registration will be reviewed regularly to invite participation as availability allows.

Intended Audience: State insurance regulators, including attorneys, investigators, and analysts, who are responsible for enforcing insurance laws.

Wednesday, Sept. 17 | 1:00 – 5:30 PM and Thursday, Sept. 18 | 8:30 AM – 12:00 PM (In-Person)

Agenda

The �����о����ٷ� Center for Insurance Policy and Research’s annual Insurance Regulatory Research Symposium is designed to facilitate dialogue and collaboration between state insurance regulators and academics. Each hour-long segment will feature two presentations from academics on an ongoing research project, with time devoted to discussion, feedback, and questions. The segments are designed to be interactive so regulators can increase their understanding of available research on regulatory issues, and academics can receive feedback on their work from policymakers.

Intended Audience: This workshop is ideal for regulators whose work spans multiple issues, departments or lines of business, as presentations will cover a wide range of topics and focus areas. It is also recommended for regulators interested in engaging with academic research initiatives related to insurance regulation and public policy.

Wednesday, Sept. 17 | 1:00 – 5:00 PM (In-Person)

Agenda

State regulators collect detailed and varied information from carriers to assess compliance with mental health parity laws. Many states have developed reporting templates to ease data collection and analysis related to quantitative and non-quantitative treatment limits. This workshop will help market regulators understand the templates in use by states and how carriers have responded to them. It will also allow regulators to interactively contribute to the development of new and improved templates.

Intended Audience: Market regulators involved in parity enforcement or interested in building their state's enforcement capacity.

Wednesday, Sept. 17 | 1:00 – 4:00 PM (Hybrid)

Agenda

Discover how the National Insurance Producer Registry (NIPR) can revolutionize your approach to managing insurance producer licensing. This targeted session will explore NIPR’s powerful tools and services to simplify licensing oversight, improve compliance, and reduce administrative burden. Stay for an in-depth look at how NIPR integrates seamlessly with the State Based Systems (SBS) platform, creating a unified, efficient licensing ecosystem. Don’t miss this opportunity to enhance your regulatory processes with smart, scalable solutions.

Intended Audience: The workshop will be divided into three parts: the first will bring together state regulators and industry professionals—anyone who interacts with NIPR. The second part will focus specifically on state regulators who use both NIPR and SBS. The final session will be dedicated to regulators interested in the �����о����ٷ�'s EDP.

Thursday, Sept. 18 | 9:00 – 12:20 PM (Hybrid)

Agenda

Discover how State Based Systems (SBS) is transforming the way insurance regulation is managed at the state level. This high-level workshop is tailored for state insurance regulators and offers a comprehensive look at the powerful tools SBS provides to support licensing, consumer services, enforcement, and more. You’ll gain valuable insights into:- The current suite of SBS products and capabilities.- How SBS streamlines regulatory workflows and improves efficiency.- What’s coming next: a preview of upcoming features and enhancements.Whether you're new to SBS or looking to stay ahead of emerging developments, this session will help you make the most of the platform’s evolving capabilities.

Intended Audience: State insurance regulators new to or experienced with SBS.