�����о����ٷ�

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

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)

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)

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)

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 w