LIIIWG - Documents

  • 2021 - Life Insurance Illustration Issues (A) Working Group Report - Proceedings - 24p
  •  2021- Summer National Meeting - LIFE INSURANCE AND ANNUITIES (A) COMMITTEE - 43p
    • LIIIWG Next Steps Summary Comment Chart - p8-
    • Comment Letters

Friday, July 24, 2020

The purpose of the call is to review most recent alternative revisions to Model #580 and the Sample Policy Overview for Term Life.

  • MO580 01-20 Chair draft pre UW.docx
  • MO580 01-20 Chair draft-current delivery.docx
  • Term Life Sample (at application).docx
  • Term Life Sample post-uw .docx


Monday, October 21, 2019

Discussing revisions to Model #580

  • CA surrender charge sample v1
  • CA surrender charge sample v2


Tuesday, September 17, 2019

Continue to discuss outstanding issues

  • Outstanding Issues


Tuesday, September 03, 2019

Continue discussing outstanding issues

  • Outstanding Issues
  • CEJ Comments 8-30-19
  • ACLI Comment letter
  • NAIFA Comment Letter


Tuesday, July 30, 2019

The purpose of the call is to discuss comments on Model #580

  • ACLI Comments 6/21/19
  • Pacific Life Comments 6/21/19
  • CEJ Comment model
  • CEJ comment sample


Wednesday, May 15, 2019

Discuss 4-24-19 Draft revisions to Model #580 and 4-24 -19 sample overview documents.

  • 4-24-19 Draft revisions #580
  • Overview sample form only
  • Overview sample form filled in