Illustrations - Documents - NAIC

1990-1A - NAIC / LIMRA Consumer Testing - Universal Life Disclosure Form - 10p

1993-1

1993-1B

  • Discussion Draft of Proposed California Ledger Illustration Law - 789
  • Preliminary Report of the American Academy of Actuaries Task Force on Life Illustrations - 791
  • Life Insurance Disclosure Model Regulation Amendment - 800
  • Senator Metzenbaum Letter to NAIC - 810 (2)

1993-2

1993-3

1993-4

  • Attachment One-K - A preliminary report from the American Academy of Actuaries Task Force on Life Illustrations
  • Attachment One-L - A package of material from the California Department of Insurance dealing with proposed legislation on life insurance illustrations

1994-1

1994-2

  • Draft: 6/3/94 ATTACHMENT ONE-C RULES GOVERNING THE USE OF ILLUSTRATIONS IN CONNECTION WITH THE SALE OF LIFE INSURANCE 
    The purpose of this regulation is to provide rules for life insurance policy illustrations based upon policy guarantees and past performance.
  • ILLUSTRATION OF GUARANTEED BENEFITS ABC LIFE INSURANCE COMPANY - 549 - Technical Resource Group
  • ILLUSTRATION OF PAST PERFORMANCE ABC LIFE INSURANCE COMPANY
  • Statement from Commissioner J. Robert Hunter on Illustrations Of Future Values - 555
  • Memo from Commissioner David Lyons Clarifying the Life Insurance Committee's Position and Intentions - 568

1994-3

1994-4

  • Suggestions for Amendments to Model Regulation - 664
  • Memorandum from Carolyn Johnson on Items to Discuss - 665
  • Products to be Exempted from Illustration Requirements - 671
  • Life Disclosure Standards - 671

1995-2

  • Life Disclosure Working Group Report - 536

1995-3

  • Life Disclosure Working Group Report - 676
  • Life Insurance Illustrations Model Regulation - 679
  • Memo Regarding Concerns with Current Draft Proposal Life Insurance
  • Illustrations Model Regulation - 68x

1996-1

  • Life Disclosure Working Group Report on Review of NAIC Models - 595
  • Letter Regarding Life Insurance Illustrations Model Regulation from Commissioner Robert E. Wilcox - 597
  • Life Insurance Buyer's Guide March 15, 1996, Draft - 607

1996-3

  • Questions on Life Insurance Illustrations Model Regulation As of July 24, 1996 - 936
  • Discussion Draft of Questions on Life Insurance Illustrations Model Regulation Dated 8/28/96 - 945

1996-4

  • Questions & Answers Life Illustrations Model Regulation as of Dec. 17, 1996

1997-1

  • Indexed Products - Disclosure Guidelines - 689