Board meetings, strategic plans, and buyer signals from Joseph Daniel Starling’s organization
Jun 9, 2026·BoardMeeting
Board
North Carolina Department Of Insurance Continuing Care Advisory Committee Meeting Minutes
The committee reviewed department staffing updates and received a report on the joint legislative task force's progress regarding entrance fee refunds, distributions, and related-party transactions for continuing care retirement communities. The committee also discussed and reviewed various draft interpretive policy statements concerning dual-capacity escrow agents, waiver authority for independent board-member attendance, semiannual resident meetings, access definitions, parental guarantees, multi-entity organizational structures, and independent third-party ownership arrangements. Additionally, the committee considered a proposal for staggering committee terms to prevent simultaneous turnover.
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North Carolina Department Of Insurance Continuing Care Advisory Committee Agenda
The committee meeting agenda includes the introduction of new committee members, a review and vote on proposed amendments to the advisory committee bylaws, and a discussion regarding department-developed draft interpretive policy statements under Article 64A. Additionally, the agenda provides for a potential presentation on the risk-focused surveillance process and an open forum for committee members to raise additional questions or topics within the committee's scope.
Jan 28, 2026·BoardMeeting
Board
North Carolina Department Of Insurance Continuing Care Advisory Committee Meeting Minutes
The committee conducted an orientation on Article 64A regarding the statutory framework for continuing care retirement communities and elected a Chair and Vice-Chair. Discussions covered the implementation of standardized disclosure statements, compliance with accessibility requirements for public-facing documents, and the upcoming deployment of a cloud-based enterprise platform for licensing and reporting. The committee reviewed its future advisory role regarding legislative initiatives, including distributions, related-party transactions, and entrance fee refunds, and explored potential subcommittee structures. Additionally, the committee addressed the Disclosure Statement Handbook, financial reporting procedures, and established a goal for meeting four times annually.
Extracted from official board minutes, strategic plans, and video transcripts.
