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  • Upcoming Webinars


    Check back soon for upcoming webinars!

  • On-Demand Webinars


    The DOL Fiduciary Rule

    Watch an informative update with Fred Reish, Partner with the law firm Faegre Drinker and noted expert on ERISA law. Watch now to hear Fred discuss insurance carrier's compliance requirements under the new PTE 84-24 requirements

    Regulator Roundtable

    Join us for this replay of a recently held webinar featuring a panel of state insurance regulators. The discussion explores "hot topics" in the life and annuity industry and allowed live attendees to ask their questions. 

    Regulators include:

    • Tyler Robbins, CFE, Investigations Manager, Regulatory Investigations Unit, Legal Affairs Division, Washington State Office of the Insurance Commissioner
    • Stephen Barthel, Investigator, Legal Affairs Division, Washington State Office of the Insurance Commissioner
    • Ryan Blakeney, MHS, Director - Consumer Affairs, Mississippi Insurance Department
    • Greg Thomas, MS-RMI, CPCU, CLU, FLMI, CPM, ASLI, AIC, ACS, Director, Division of Insurance Agent & Agency Services, Florida Department of Financial Services

    Watch now >


    Third Party Risk Management

    Hear from a large insurance carrier compliance professional who discusses best practices for developing a third party risk management program, who owns third party risk, vendor due diligence best practices, the types of vendor audits required by regulators, and more.

    Watch now >


    Reforming Life Insurance and Annuity Sales Practices

    This session discusses potential controversies around the use of illustrations and the standards of care applicable to sales of life insurance and annuities. 

    Presented by Birny Birnbaum, Executive Director, The Center for Economic Justice. Proudly sponsored by NICE.

    Watch now >


    Outsourced Insurance Desks (OID): Providing Insurance Resources to RIAs & Fee-Only Advisors

    Insurance, annuities, and risk management are considered a core part of comprehensive financial planning.  But many financial advisors do not have the licenses, experience, or resources to provide insurance solutions to their clients.  Learn how Outsourced Insurance Desks act as an extension of the advisory firm to provide insurance solutions that align with the client’s financial plan. 

    Presented by Dan McDonald CFP®, CLU®, ChFC® Senior Vice President, RIA Insurance Solutions and proudly sponsored by NICE.

    Watch now >


    2024’s Top 5 Privacy Law Considerations for Insurance Professionals

    Consumer data privacy is a critical issue for every business today, and the insurance industry faces additional hurdles in complying with a confusing patchwork of state and federal laws. What are the most important things insurance professionals need to know?

    Join consumer protection attorney Aaron Parry for a dive into the latest regulatory developments and privacy enforcement trends. Learn practical strategies for ensuring compliance with key regulations, including comprehensive privacy laws, CIPA (Cybersecurity and Infrastructure Protection Act), consumer health data laws, and more. And get ahead of the curve with insight into what lies ahead for the rapidly evolving privacy landscape. 

    Watch now >


    Deep Dive into the Insurance Industry's Custom Risk Automation: How does Red Marker use my data to identify risks?

    In the complex regulatory environment of Insurance Marketing in the US, ensuring compliance across channels remains challenging. With AI based compliance solutions on the rise, and increasing appetite to understand the technology behind it, this webinar dives into the types of AI and ML we use at Red Marker to identify custom risks across insurance advertising and marketing content.
     
    We draw on insights from a recent study of compliance and marketing professionals, highlighting shared challenges and perspectives in the compliance approach, and clarifying how technology can play a pivotal role in enhancing the end-to-end process for all involved.
     
    This insightful webinar covers:
    • The importance of custom compliance requirement identification
    • The role of technology in improving risk identification accuracy
    • How Red Marker uses your data to create machine-readable rules
    • How organizations can leverage this data for cross-functional training and up-skilling

    Watch now >

     

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