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SILA Education and Training Subgroup Meeting
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SILA Education and Training Subgroup Meeting

12/12/2019
When: Thursday, December 12, 2019
4:00 PM
Where: United States

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SILA Education and Training Subgroup (SETS) 4th Quarter 2019 Meeting

Date: Thursday, December 12, 2019

Time: Begin: 4:00 pm Eastern time End: 5:00 pm Eastern time

Agenda

  • Welcome - Barb Gavitt, Chair, A.D. Banker & Co
  • Announcement of new SETS Co-Chair
  • NAIC Fall Meeting Update
  • Insured Retirement Institute (IRI) – Speaks about the training requirements related to NY Reg 187 and the NAIC Annuity Suitability Model Reg Compliance
  • Updates - Dillon Dolejsi, WebCE
  • 2020 SETS Task Groups:
  • Prelicensing Online Course Guidelines
  • Class Conduct recommendations to include instructor treatment
  • Annuity Suitability monitoring and education
  • Open discussion


Meeting Recording:
https://zoom.us/recording/share/X-V2Lf8W3xyhNZZGU7BC2b7aSkrIkJzUIiSMxMXEuaGwIumekTziMw