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Compliance

ACLI Compliance & Legal Sections Annual Meeting 2021 (Virtual)

Mark your calendar for the ACLI Compliance & Legal Sections Annual Meeting December 8 - 9, 2021 delivered virtually. 

The American Council of Life Insurers (ACLI) invites you to the ACLI Compliance & Legal Sections Annual Meeting 2021. This meeting features industry experts addressing pertinent topics relevant to both compliance and legal executives. Program sessions are eligible for CLE credits.

  • Video
  • FREE
Conferences

ReFocus Conference 2022 (Virtual)

ReFocus Conference 2022 is an annual global conference for senior-level life insurance and reinsurance executives hosted jointly by ACLI and the Society of Actuaries (SOA).  This event features top-notch speakers, thought-provoking sessions, and superior networking opportunities.

  • Video
  • FREE
On-Demand Webinars

ACLI Webinar Series: Insurtechs, Health Scores, and AI, Oh My!

Accenture Presents: Insurtechs, Health Scores, and AI, Oh My!

  • 60 minutes
  • Video
  • FREE
Live Webinar12/7/2021

ACLI Webinar Series: Advancing the Sustainability Agenda: Creating Sustainable Value for Insurers

Register to attend the live webinar - Advancing the Sustainability Agenda: Creating Sustainable Value for Insurers on December 7, 2021 at 1:00 PM ET

  • 60 mins
  • Video
  • FREE
Live Webinar11/11/2021

ACLI Webinar Series: Waves of COVID: New Mortality Findings, Original Research Results, and the Latest Medical Insights

RGA Presents: Waves of COVID: New Mortality Findings, Original Research Results, and the Latest Medical Insights

  • 60 mins
  • Video
  • FREE
On-Demand Webinars9/29/2021

ACLI Webinar Series: Commercial and Residential Real Estate Investing for Insurance Companies

Learn about the current market outlook, real estate debt trends, single family investment trends and risk based capital (RBC) changes.

  • 60 mins
  • Video
  • FREE
On-Demand Webinars10/20/2021

ACLI Webinar Series: Future of Predictive Analytics and Innovation

Join our webinar on October 20 at 1:00 pm ET to hear key findings and trends from our 2020 Life Predictive Analytics Survey. 

  • 60 mins
  • Video
  • FREE
Kitchen Table Conversation4/19/2021

Kitchen Table Conversation: How Retirement Savers are Protected

With Insurance Commissioner Doug Ommen and ACLI's Susan Neely.

  • 25 Minutes
  • Video
  • Susan Neely
  • FREE

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
  • FREE
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
  • FREE
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
  • FREE
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
  • FREE
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
  • FREE

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

Bruce Ferguson

Bruce Ferguson is Senior Vice President, Economic Empowerment & Racial Equity at the American Council of Life Insurers (ACLI). He oversees ACLI's legislative and regulatory advocacy at all levels of state government, including organizations such as the National Association of Insurance Commissioners and associations of state legislatures and governors... read more

Industry Expert

Vincent Ryan

Vincent Ryan is a 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 Commissioner’s leg... 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 Gomez-Vock is Vice President and Associate General Counsel at the ACLI. She oversees the ACLI’s work on the NAIC Group Capital Calculation, as well as the development of group capital standards at the federal and international level. In addition to group capital, Ms. Gomez-Vock also provides counsel on issues relating to life reinsurance and emerg... read more

Industry Expert

Kathleen Coulombe

Kathleen Coulombe serves as the Vice President & Deputy, Federal Relations, Retirement Security 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, Kathleen served ... 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

Julie Spiezio

Julie Spiezio is Senior Vice President & General Counsel at the American Council of Life Insurers (ACLI). She has represented ACLI member companies in various capacities since 1985. She began her legal career in St. Louis, then in New York City. She has successfully represented the industry on a wide variety of subjects, including risk classification ... 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