September 9, 2025 • 16:00 - 17:00

What you need to know about participating and adjustable policies

Part of the “Fundamentals of banking and insurance law” series

The financial services industry has undergone transformational change in recent years. Being well-versed in the basics is vital to building and applying knowledge to this fast-evolving industry. This series will provide a general overview of the regulatory regime applicable to banks and insurance companies, with a more detailed discussion of selected topics, and will equip participants with a comprehensive overview of the essentials of banking and insurance law.

Registration is open to anyone working in a financial institution or other financial intermediary.

What you need to know about participating and adjustable policies

Adjustable and participating life insurance policies have long been staples of the industry, offering flexibility and value to policyholders. In this session, we will break down the key features that set these policies apart and provide an overview of the regulatory landscape, including OSFI’s expectations under the Insurance Companies Act and supporting Policyholder Disclosure Regulations.

This session will be presented in English. 

Time: 12:00 p.m. – 1:00 p.m. ET Presentation 
11:45 a.m. ET Webinar opens

Ontario: This program is eligible for 1.0 Substantive hour.

Be sure to check out the other sessions in this series over at torys.com/webinars.