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Insurance Securities and Other Products
   LIVE Webcast  


Event Details:                                                                                                                                                          

The current demographics and responsive growth of insurance products has led to product, technology and regulatory changes which continue to bring complexities that legal practitioners must be able to grapple with.

The Knowledge Group is assembling a panel of distinguished professionals and key regulators to help understand the complex legal issues surrounding insurance products. The speakers will present their insightful opinions in a two-hour LIVE Webcast.

Course Level: Intermediate
Prerequisite: None
Method Of Presentation: Group-Based-Internet
Developer: The Knowledge Group, LLC
Recommended CLE/CPE Hours: 1.75 - 2.0
Advance Preparation: Print and review course materials
Course Code: 124249
Recording Fee: $299 (Please click here for details)


Featured Speakers for Insurance Securities and Other Products LIVE Webcast :

Agenda  (click here to view more)

Joan E. Boros, Of Counsel,
Jorden Burt LLP

  • • Products for the Boomer Generation
  • • Marketplace Forces
  • • Regulatory Issues and Innovation
  • • Contingent Deferred Annuities and Guaranteed Withdrawal Benefits
  • • Federal and State Regulation

Christopher S. Petito, Of Counsel,
Willkie Farr & Gallagher LLP

  • • Private Placement Variable Life Insurance and Annuities
  • • Recent CFTC Rule Changes Affecting Underlying Funds
  • • Effect of the JOBS Act on the Offering Process for Unregistered Variable Products

Jorden Burt LLP
Joan E. Boros
Of Counsel
speaker bio »»

Willkie Farr & Gallagher LLP
Christopher S. Petito
Of Counsel
speaker bio »»

Who Should Attend?

-Attorneys, Practice Area: Insurance & Related
-Insurance Advisers
-Insurance Agencies
-Investment Advisers
-Other Related Professionals

Why Attend?

This timely program provides critical content on the prevailing and changing legal issues practitioners must understand with respect to the insurance industry.

Enroll in this course today by clicking the “Register” button below. Discounts apply to those who register in advance!

Registration Information:                                                                                                                                    

Please note, the event date is firm although it may be subject to change. Please click here for details.
The Knowledge Group, LLC is producing this event for information purposes only. We do not intend to provide or offer business advice. The contents of this event are based upon the opinions of our speakers. The Knowledge Congress does not warrant their accuracy and completeness. The statements made by them are based on their independent opinions and does not necessarily reflect that of The Knowledge Congress' views. In no event shall The Knowledge Congress be liable to any person or business entity for any special, direct, indirect, punitive, incidental or consequential damages as a result of any information gathered from this webcast.













Insurance Securities and Other Products
LIVE Webcast
Event Sponsors / Speaker Firms:

Jorden Burt LLP is the premier national legal boutique providing litigation and Federal and State securities and insurance law regulatory counseling to the financial services sector. The firm serves clients in seven key industries: Life and Annuity Insurance; Investment Companies, Investment Advisers & Broker-dealers; Reinsurance; Health Care; Property & Casualty Insurance; Consumer Finance & Banking.

Willkie Farr & Gallagher LLP is a leading international law firm that provides comprehensive legal services. Founded in 1888, the firm has approximately 700 lawyers based in key financial centers in the U.S. and Europe.


The Knowledge Group, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website:


We are an approved multi-event sponsor in the state of California. Our provider ID is: 14451. In Texas, Illinois, and Virginia, we submit programs for individual approval in advance. In all other states, once attendance is verified, participants are emailed an official certificate of attendance which they submit to their respective State Bar Associations. Our programs are created with continuing education in mind and are therefore designed to meet the requirements of all State Bar Associations. If you have any questions, please email our CLE coordinator at:

Attention New York Attorneys:

This program is approved for CLE credit under New York’s Approved Jurisdiction policy. The Knowledge Group, LLC is an approved sponsor in the state of California, a New York Approved Jurisdiction. This program fulfills the non-traditional format requirement of exceeding 60 minutes in length. Please note only experienced attorneys (more than 2 years) are eligible to receive CLE credit via non-traditional format learning platforms. The Knowledge Group will verify attendance during the webcast via secret words (3 per credit hour) and by auditing attendees log in and log out records. All verification instructions will be provided during the webcast. Once attendance verification requirements have been completed, the attendee will be issued a certificate of attendance be The Knowledge Group for the course with the recommended number of credit hours. The Certificate of Attendance is normally sent via email in 24 hours or less.

To Claim Your CLE Credits:

The attorney should simply include credits earned via Knowledge Group webcasts when computing the total number of CLE credits completed, and keep the Knowledge Group Certificate of Attendance for a period of at least four (4) years in case of audit. An attorney may count towards her/his New York CLE requirement credit earned through the Approved Jurisdiction policy without notifying the CLE Board.

To learn more about New York’s Approved Jurisdiction policy. Please visit:

Enrolled Agents Sponsor ID Number: 7602U

We have entered into an agreement with the Office of Professional Responsibility, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the enrolled individual.