The SEC's proposed Regulation E-Delivery could transform investor communications by making electronic delivery the default for disclosures and other investor communications. For insurance companies, it offers the potential to reduce print and mail costs and improve efficiency, but also presents challenges around policyholder demographics, incomplete email records, consent management, and legacy communication systems. Join DFIN experts to understand the proposed rule, its impact on insurers, and how to prepare for a digital-first future.
Key takeaways include:
A clear understanding of the proposed Regulation E-Delivery requirements
Insight into the unique opportunities and risks facing insurance organizations
A practical readiness checklist to begin preparation today
Review of the 180-day notice period communication
Strategic guidance for improving digital communication capabilities before the rule is finalized
Recommendations for reducing future costs and disruptions
Be prepared for what's next. Register now to learn how to navigate Regulation E-Delivery with confidence.
Speakers:
Brian Lynch, VP Solution Services, DFIN
Melissa Colombo, Leader, Regulatory Communications and Customer Correspondence, Brighthouse Financial
Ted Hershey, SVP Solution Services, DFIN