Insurance Regulatory and Corporate
Jo has extensive experience advising clients on the development and distribution of fixed and variable insurance products. She has counseled clients in the corporate, high net worth and retirement markets for more than 20 years, including BOLI, COLI, IOLI, 401(k), 457 and 403(b) products. She also has advised on the development and distribution of individual life and annuity products. She also supports clients as they navigate corporate governance, vendor management, auditing, and compliance matters relating to insurance and investment products. In addition, Jo has worked with her colleagues in the formulation of strategies for resolution of market conduct, Securities and Exchange Commission (SEC) examinations, and litigation disputes.
Jo brings to each engagement skills and experience from a diverse background in the law, which includes general corporate, public and private offerings, mergers and acquisitions, reinsurance transactions, securities regulation, investment management, and broker-dealer and state insurance regulation. She also has managed large teams of lawyers to conduct risk assessments and best practices reviews for her clients.
Insurance Privacy and Cybersecurity
Jo is the lead attorney of the Firm’s Insurance Privacy and Cybersecurity team, guiding its efforts to provide data privacy and cybersecurity guidance. She advises on regulatory issues, current best practices in data privacy, breach preparation and breach response, and cybersecurity insurance. Jo also shares her experience with the insurance industry itself. She is chair of the Insured Retirement Institute’s Cybersecurity Task Force, is also an author and is frequently invited to speak about topics related to cyber and privacy.