Protecting Seniors and Other Vulnerable Investors: Developments in the Law and Regulatory Initiatives

Most insurers are moving ahead with their risk and compliance initiatives, even as regulatory uncertainty poses significant and ongoing challenges. Lawmakers and regulators are striving to make necessary changes and updates to applicable laws and regulations, which insurers are expected to comply with going forward, however in some areas, the requirements aren’t yet so clear. This session will highlight some of the biggest risks within the industry and how insurers can implement strategies to stay on top of these new and at times, confusing, changes.

The rules and policies of the many public assistance programs for your special-needs clients are daunting, and these clients often profess confusion and despair at their inability to successfully navigate these bureaucracies. The attorney who can bring accurate information and a knowledge of the available financial and health care resources, and how to obtain them, into the planning process will quickly be viewed as a trusted advisor for those persons with special needs and their families.

In this program, three expert mediators, two retired judges and one federal judicial mediator will provide insights on what to expect in a mediation of a dispute in a contested matter or adversary proceeding in a bankruptcy case. 

In this session, GCs will discuss the impacts of rules enacted by the CFPB with regards to consumer transparency and fraud protection, and what they mean for their organizations. Panelists will share procedures for streamlining procedures to adapt to CFPB regulations, and strategies for compliance moving forward.