Sovos Regulatory Course Spotlight and Meet Our Educators

Sherry Hale
October 27, 2020

Course Offering Spotlight

In this week’s course offering spotlight, we are highlighting another one of Sovos’ regularly offered courses, Schedule P Preparation. This course teaches you how to complete schedule P of the annual statement and understand its analytic value.

In our upcoming Sovos Insurance Regulatory Summit 2020, we will be offering a session on schedule P and cash flow. This session will cover the basics of completing schedule P, along with how to understand and complete the Wings cash flow by utilizing its work paper. Be sure to register and secure your spot before the registration deadline, which is November 30th for the education courses and December 4th for the product courses.

Meet Randy Hefel

Our spotlight regulatory educator this week is Randy Hefel. Randy is a Senior Regulatory Specialist at Sovos, helping in the development of NAIC statement filings.  For over 20 years, he has maintained the formulas, validations and NAIC statement revisions in NAIC Statement Filing software. He currently serves as co-chair of the Interested Parties NAIC Blanks Working Group. In his free time, Randy may be found hunting auction houses, flea markets, estate sales and other “fine” establishments in search of mostly early twentieth-century art deco inspirations.

 

To register for any of our regularly offered statutory education courses or to receive a catalog of courses offered, please contact us.

Sign up for Email Updates

Stay up to date with the latest tax and compliance updates that may impact your business.

Author

Sherry Hale

Sherry Hale assists in managing sales and marketing initiatives. Sherry has a degree in Marketing, Business Management, and HR Management from Mount Mercy University in Cedar Rapids, Iowa. In her free time, she loves spending time with family, volunteering with animal rescue, playing with her own rescue pets, and riding her Harley.
Share this post

North America ShipCompliant
April 17, 2024
3 Reasons Craft Beer Drinkers Want DtC Shipping

While only 11 states and D.C. allow direct-to-consumer (DtC) beer shipping, more than half of Americans ages 21+ (51%) would purchase more craft beer if they were able to have it shipped directly to their home. In this blog, we discuss the top three reasons why craft beer drinkers want beer sent directly to them […]

North America ShipCompliant
April 17, 2024
States Are Looking to Expand DtC Spirits & Beer Availability

2024 is shaping up to be a banner year for legislative efforts related to the direct-to-consumer (DtC) shipping of beverage alcohol. While these proposed laws span a range of legal issues, the primary driver of the bills is expanding access to the DtC market for beer and spirits producers. Currently, 47 states and D.C. permit […]

North America Tax Information Reporting
March 22, 2024
Market Conduct Annual Statement Reminders and More

On the second Wednesday of each month, Sovos experts host a 30-minute webinar, Water Cooler Wednesday, to share the latest updates on statutory filings. In March, Sarah Stubbs shared information about the many filings due after March 1, from Market Conduct Annual Statements to health supplements for P&C and life insurers writing A&H businesses and […]

North America ShipCompliant
March 21, 2024
How Producers Can Build a DtC Shipping Market

Direct-to-consumer (DtC) shipping has become one of the leading sales models for businesses of all sizes and in all markets. The idea of connecting directly with consumers is notably attractive, as it helps brands develop a personal relationship and avoid costly distribution chains. Yet, for all its popularity, DtC is often a hard concept to […]

North America ShipCompliant
March 20, 2024
Key Findings from the 2024 DtC Beer Shipping Report

This March, Sovos ShipCompliant released the fourth annual Direct-to-Consumer Beer Shipping Report in partnership with the Brewers Association. The DtC beer shipping report features exclusive insights on the regulatory state of the direct-to-consumer (DtC) channel, Brewers Association’s perspective and key data from a consumer preferences survey. Let’s take a deeper dive into some of the […]