State Regulation of CGAs: From Simple to Downright Complex

The requirements for becoming compliant and maintaining compliance to issue gift annuities vary considerably among the states. In this webinar, we’ll take a look at the different levels of regulation, what to consider before venturing into a particular state, and what you need to know once you’re in. The focus will be on a practical approach, highlighting key steps in the registration process and offering advice on how to stay on top of ongoing obligations.