
Compliance School
Mastering the Mysteries: Product Rate, Rule, and Form Filing
Have you ever found yourself tuning out at the mention of SERFF? Or perhaps you’re not entirely sure how to distinguish between a proprietary form and a manuscript form. Do terms like “file and use,” “use and file,” “prior approval,” and “exempt” leave you puzzled?
If you’re ready to elevate your understanding, we have just the solution for you. After a sold-out debut in 2024, we’re pleased to announce the return of “Mastering the Mysteries: Product Rate, Rule, and Form Filing” in 2025.
This unique opportunity is crafted to unravel industry jargon, illuminate product development processes, and walk you through each stage of a filing’s journey—from its creation to its submission. More importantly, you’ll gain insight into expertly handling objections along the way.
When:
April 3-4, 2025
Where:
Baltimore Marriott Waterfront
70 Aliceanna Street
Baltimore, Maryland 21202
Tentative Agenda, Subject to Change
Thursday, April 3rd
Friday, April 4th
Thanks our Key Industry Partners!
Visionary Partners
Ambassador Partners
Supporting Partners