Holy Moly, Let’s Talk COLI
August 29, 2023 | Noon to 1 p.m. EDT | USQS CE Available

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ABOUT THIS WEBINAR

Corporate-owned life insurance (COLI) is a niche product with some unique features for the buyer and the seller. This webinar provided a baseline understanding of the history of COLI, what COLI is and is not, general product information and how COLI works, as well as some actuarial considerations pertaining to COLI product development and maintenance. The panel discussed COLI and took questions to give the audience an introduction to COLI.

SPEAKERS

• Matthew Monson, MAAA, FSA
  Vice Chairperson, Life Practice Council

• Jim Cristallo, MAAA, FSA

• Armstrong Robinson
  Chief Advocacy Officer, Finseca

MODERATOR

• Donna Megregian, MAAA, FSA
  Chairperson, Life Products Committee

CONTINUING EDUCATION

The American Academy of Actuaries believes in good faith that attendance at this live webinar constitutes an organized activity as defined under the current Qualification Standards for Actuaries Issuing Statements of Actuarial Opinion in the United States, and that attendees may earn up to 1.2 organized continuing education (CE) credits for attending this live webinar.

QUESTIONS: For information about this webinar, contact education@actuary.org.

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