On Wednesday, December 8, 2021, Groom principal Kevin Walsh will be speaking at American Council of Life Insurers’ (“ACLI’s”) Compliance & Legal Sections Annual Meeting. Walsh’s panel “Best Interest/Suitability” will review the implications of the NAIC’s revised best interest annuity suitability model and the DOL’s guidance on applying its definition of a fiduciary, particularly for fiduciary advisors and financial institutions.
The annual meeting is taking place virtually December 8 – 9, 2021 and will feature industry experts addressing topics of interest to compliance and legal executives. For more information and to register, please click here.