Morgan Lewis

Finance

Publications of Interest

110 Publications Found
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03/07/02 Regulatory Hurdles to Banks' Sale of Insurance Bank Insurance: Threat or Opportunity, presented at American Council of Life Insurers' Financial Security Solutions Symposia of 2002, Washington, D.C.

Presentation | Speech
Kathleen Collins

August 2001 Amendments to the Pennsylvania Business Corporation Law and Related Acts

White Paper | Morgan Lewis White Paper
Lawrence Berger

04/23/01 Bank Sales of Insurance on the Internet, presented at the American Conference Institute, The Legal and Regulatory Forum on Online Insurance Transactions, Chicago

Presentation | Speech
Kathleen Collins

03/14/01 The New Federal Bank Sales of Insurance Regulations, The Review of Banking & Financial Services

Outside Publications | Article
Kathleen Collins

Winter 2001 Sharing Information With Affiliates Could Be Tougher Under GLB, Bank Insurance Marketing

Outside Publications | Article
Kathleen Collins

10/04/00 Privacy After Gramm-Leach-Bliley, presented at the CSUGA International Conference, San Antonio

Presentation | Speech
Kathleen Collins

09/01/00 Sharing of Bank Customer Information with Insurance Agencies, presented at the Financial Privacy Conference, New York

Presentation | Speech
Kathleen Collins

06/24/00 Privacy Policies and Procedures for the Traditional "Financial Institution", presented at the Financial Services Industry Privacy Compliance Conference, Washington, D.C.

Presentation | Speech
Kathleen Collins

04/18/00 State and Federal Law Interplay Under Gramm-Leach-Bliley Act, presented at the Financial Institutions Insurance Association, 12th Annual Convention, Las Vegas

Presentation | Speech
Kathleen Collins

March 2000 Federal and State Law Interplay Under Gramm-Leach-Bliley: How Not to Do It, Financial Services Modernization: The Impact of the Gramm-Leach-Bliley Act

Outside Publications | Article
Kathleen Collins

11/16/99 The Gramm-Leach-Bliley Act: Structural Reform of the Financial Services Industry

White Paper | Morgan Lewis White Paper
Kathleen Collins, James Hunter, Jr.

On November 12, 1999, President Clinton signed into law 5.900, the “Gramm-Leach-Bliley Act,” P.L. 106-102 (113 Stat. 1338), a measure widely viewed as the most significant single piece of legislation to affect the financial ... more

11/08/99 Legal, Regulatory and Compliance Considerations for Bank Sales of Annuities and Insurance: An Update and Review, presented at the Financial Institutions Insurance Association Fall Conference, Chicago

Presentation | Speech
Kathleen Collins

July 1999 Developments in State Bank Insurance Regulations, National Underwriter Company

Outside Publications | Article
Kathleen Collins

July 1999 From the Seller's Perspective: The Use of Pre-Printed Sales Documents

White Paper | Morgan Lewis White Paper
J. Jack

In May 1999, we prepared a White Paper that covered issues the buyer of goods should consider when using pre-printed purchase orders. This White Paper sets forth a nonexclusive list of issues that a seller should review ... more

05/01/99 Conversions and Other Corporate Restructurings, presented at the BCBSA Conference, San Antonio

Presentation | Speech
Lawrence Berger

May 1999 Pitfalls Concerning Use of Pre-Printed Purchase Orders

White Paper | Morgan Lewis White Paper
J. Jack

Many companies use pre-printed purchase order forms for everything from fifty-nine-cent stationery supplies to multi-million dollar pieces of equipment. Often, the purchasing department has used the same form for years w... more

04/20/99 Agent Compensation: How to Keep Legal & Compensate Bank Employees, presented to the Financial Institutions Insurance Association, 1999 Annual Convention, Scottsdale, AZ

Presentation | Speech
Andres L. Navarrete

04/19/99 Legal, Regulatory and Compliance Considerations for Bank Sales of Annuities and Insurance: An Update and Review, presented to the Financial Institutions Insurance Association, 1999 Annual Convention, Scottsdale, AZ

Presentation | Speech
Kathleen Collins

01/21/99 Legal, Regulatory and Compliance Considerations for Bank Sales of Annuities and Insurance: An Update and Review, presented at Southern Florida Bank General Counsel Meeting, Miami

Presentation | Speech
Kathleen Collins

Winter 1999 Know Your Customer: Required Reading for Bank Insurance Marketers, Bank Insurance Marketing

Outside Publications | Article
Kathleen Collins

Fall 1998 It's "Third and Long" for Financial Modernization Legislation, Bank Insurance Marketing

Outside Publications | Article
Kathleen Collins

10/26/98 Data Mining: How to Integrate Customer Information into Your Sales & Products, presented at the Financial Institutions Insurance Association, New Orleans, LA: Financial Institutions Insurance Association, New Orleans

Presentation | Speech
Andres L. Navarrete

Fall 1998 Relationships Between the Supreme Courts and the Lawyers Associations, Saint Louis University Law Journal, Vol. 42, No. 2

Outside Publications | Article
Salvador Juncadella

06/17/98 Marketing Insurance Products to Bank Customers, The Review of Banking & Financial Services, Vol. 14, No. 12

Outside Publications | Article
Kathleen Collins

06/16/98 How to Buy an Agency Without Breaking the Bank, presented at the Financial Institutions Insurance Association - Regulatory and Compliance Seminar, Washington, D.C.

Presentation | Speech
Kathleen Collins

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