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SILA Education & Training Subgroup (SETS) Meeting
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SILA Education & Training Subgroup (SETS) Meeting

3/5/2020
When: Thursday, March 5, 2020
2:00 PM
Where: https://zoom.us/j/866069543
United States
Contact: Diana Capes
800-428-8329 x1


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SILA Education and Training Subgroup (SETS)

1st Quarter 2020 Meeting

Date: Thursday, March 5th

Time: Begin: 2:00 pm Eastern time

End: 3:00 pm Eastern time

 

Agenda

Welcome - Barb Gavitt, Chair, A.D. Banker & Co

Announcement of new Regulatory Advisor

Technology Updates – Vertafore, SBS

Compliance Updates Dillon Dolejsi, WebCE

Texas Rule Updates - Philip Reyna and/or Randall Evans of Texas Dept. of Insurance

 

2020 SETS Task Group Updates:

·        Prelicensing Online Course Guidelines

·        Class Conduct recommendations to include instructor treatment

·        Annuity Suitability monitoring and education

 

Open discussion