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ACLI Learning

Featured

In-Person Conference9/27/2023

Annual Conference 2023

ACLI's premier meeting brings together senior executives from life insurance and financial services companies to examine today's business and political issues. The program features general sessions with well-known speakers and breakout sessions addressing legal, investment/financial, reinsurance, compliance, retirement security, advocacy, and legislative and regulatory issues.

  • In-Person
ACLI Learning Product

Rising Leader Program

ACLI's Rising Leader program is a professional development and leadership program recognizing ACLI member company employees and promoting the advancement of future industry leaders. It is designed to provide candidates with a network of seasoned industry peers, visibility with ACLI and industry leaders, professional development, and leadership training opportunities.

Program focus areas include:

  • Leadership Development
  • Advocacy
  • Cons
  • In-Person
ACLI Learning Product7/17/2023

Compliance and Legal Sections Annual Meeting 2023

This meeting features industry experts addressing pertinent topics relevant to both compliance and legal executives. 

On-Demand Webinars3/28/2023

ACLI Webinar Series: Survey Insights: Investment Risk, Private Assets and ESG on the Rise Among Life Insurers

In this webinar, Conning's Matt Reilly and Scott Hawkins  will discuss findings from the firm's risk assessment survey of U.S. Insurers, focusing on life companies' openness to greater investment risks, their interest in adding private assets and their continued embracing of ESG principles.  

Conning will discuss insurers' views of risk in their investment portfolios, why private assets will likely see larger allocations, how l

  • 51 mins
  • Video

Webinars

On-Demand Webinars5/4/2021

ACLI Webinar Series: Product Innovation in Life Insurance

In this webinar, we will share key insights and data from EY's recent Insurance Consumer Survey that life insurance carriers can take action on. Register tod... read more

  • 60 minutes
  • Video
On-Demand Webinars5/13/2021

ACLI Webinar Series: Navigating Credit Trends and Market Challenges

Watch this webinar to hear how trends will shape the insurance markets and the implications for credit and risk…

... read more
  • 60 minutes
  • Video
On-Demand Webinars3/23/2021

ACLI Webinar Series: EM Debt - Capital Efficient Investing for Life Insurers

In this session, the panel explores the outlook and opportunity set across EM debt markets, considerations for a life insurer in adding EM exposure, and ways... read more

  • 60 minutes
  • Video
On-Demand Webinars2/23/2021

ACLI Webinar Series: Expansion of Private Illiquid Assets in Insurance Company Portfolios

Listen now to this webinar featuring an expert panel from Barings. Topics in the discussion include private ABS, residential whole loans, global infrastructu... read more

  • 60 minutes
  • Video
On-Demand Webinars1/21/2021

ACLI Webinar Series: A Movement for Sustainable Solutions

As the financial landscape continues to shift and the Biden Administration takes the helm, a transition to new sources of energy and sustainable investing ri... read more

  • 60 minutes
  • Video

Investment Bulletins

Investment Bulletin

Commercial Mortgage Commitments

The Commercial Mortgage Commitments quarterly report is a primary source of industry information on mortgage lending activity of life insura... read more

  • ACLI MEMBERS ONLY
Investment Bulletin

Mortgage Loan Portfolio Profile

The Mortgage Loan Portfolio Profile report is a quarterly publication that reports on life insurers' delinquency experience on mortgage loans. It includes nu... read more

  • ACLI MEMBERS ONLY
Investment Bulletin

Bond Quality

The purpose of the Bond Quality investment bulletin is to report total general account bond holdings on a quarterly basis, broken out by NAIC quality class, ... read more

  • ACLI MEMBERS ONLY
Investment Bulletin

Invested Assets Portfolio Profile

The Invested Assets Portfolio Profile (IAPP) investment bulletin reports total industry holdings of general account net admitted invested assets of life insu... read more

  • ACLI MEMBERS ONLY
Investment Bulletin

Private Placements Commitments

Private placements are issues offered to institutional investors that involve no public offering, including privately placed medium-term notes, and Rule 144a... read more

  • ACLI MEMBERS ONLY

Compliance

Compliance

ACLI Law Survey:
VULNERABLE ADULTS

This multi-state survey provides information regarding state reporting requirements that may apply to insurers who encounter or suspect financial exploitatio... read more

  • ACLI MEMBERS ONLY
Compliance

ACLI Law Survey:
PREMIUM TAX STATUTE OF LIMITATIONS

This multi-state survey lists explicit time limits imposed by statute for states to assess insurance premium taxes against an insurer. Explicit time limits i... read more

  • ACLI MEMBERS ONLY
Compliance

ACLI Law Survey:
PRIVACY: SECURITY BREACH

The survey also includes state adoption of provisions similar to the NAIC Insurance Data Security Model Law, which requires insurers and other entities ... read more

  • ACLI MEMBERS ONLY
Compliance

ACLI Law Surveys:
See All by Topic

Multi-state surveys outline laws and regulations on a wide variety of topics of interest to life insurers. Compilations include citations and summaries of th... read more

  • ACLI MEMBERS ONLY
Compliance

How to Find and Use ACLI's Compliance Resources

Discover ACLI's many Compliance Products developed for members. View tutorial videos on Advanced Laws, Adopted and Proposed Regulations, Administrative Mater... read more

  • ACLI MEMBERS ONLY

Industry Experts

Industry Expert

Susan Neely

Susan K. Neely is a change maker. She has a track record of transforming industries, building consensus, and using bipartisan partnerships to revolutionize business and politics.

As President and CEO of the American Council of Life Insurers (ACLI), Neely leads an industry whose mission is to help families live better lives by achieving financial sec... read more

Industry Expert

Pat Reeder

Pat Reeder is a trial lawyer, business leader and national lobbyist with more than 30 years of experience in government affairs, litigation, regulatory compliance and strategic business transactions – with a focus in highly regulated industries. Over his career, Pat has used his deep and diverse business experience and personal advocacy skills to help cli... read more

Industry Expert

Vincent Ryan

Vincent Ryan is a Senior Legislative Director with the ACLI State Relations team, responsible for legislative, regulatory and political matters in Iowa, Delaware, South Dakota and Wyoming. Most recently, Vince served for three years as Senior Advisor to the Commissioner for the Delaware Department of Insurance, where he was responsible for shepherding the... read more

Industry Expert

Joyce Meyer

Joyce Y. Meyer is Executive Vice President, Government Relations at the American Council of Life Insurers (ACLI). Meyer is responsible for overseeing ACLI's federal, state, and international advocacy with a special focus on the financial and retirement security ACLI member companies provide to the families they serve. Meyer came to ACLI with decades of ex... read more

Industry Expert

Mariana Gomez-Vock

Mariana provides strategic guidance and oversight of a variety of public policy issues, with a special focus on financial regulatory issues. Her leadership and subject matter expertise were critical as ACLI worked to achieve group capital calculations at the state, federal and international level that preserved life insurers’ ability to provide American f... read more

Industry Expert

Kathleen Coulombe

Kathleen Coulombe serves as the Vice President, Retirement Security & Principal Deputy, Federal Relations, for the American Council of Life Insurers (ACLI).  In this capacity, she is actively involved in retirement security public policy issues on Capitol Hill that impact the life insurance industry.  Prior to working in this capacity, Kathl... read more

Industry Expert

Jessica Mancari

Jessica Mancari is Vice President, Executive & Leadership Communications for ACLI where she oversees executive and strategic communications, and grassroots and advocacy communications. Before joining ACLI, Jessica directed thought leadership campaigns for companies like Microsoft, UnitedHealth Group, and AT&T. Prior to that, she was a communicatio... read more

Industry Expert

Jim Szostek

Jim Szostek is the Vice President & Deputy, Retirement Security at the American Council of Life Insurers (ACLI).  Jim has been with ACLI since 2008.  He helps guide ACLI policy on the life insurance industry’s role in providing retirement security solutions to American workers and retirees.  Prior to joining ACLI, he spent the first 20 ... read more