NAIC-Groups – [BonkNote]

Risk Retention Group Task Force – (E) – NAIC naic.org/committees/e/risk-retention-group-tf The Risk Retention Group (E) Task Force will: Monitor and analyze federal actions, including any U.S. Government Accountability Office (GAO) reports. Consider any action necessary because of federal activity. Financial Condition (E) Committee

Risk-Based Capital (RBC) Investment Risk and Evaluation (E) Working Group – NAIC 2024 0412 – NAIC – Risk-Based Capital (RBC) Investment Risk and Evaluation (E) Working Group Lopez, Amy 11:00 AM – 1:00 PM Friday, April 12, 2024 (UTC-05:00) Central Time (US & Canada) Julie Gann – Recorded RBC – Oliver Wyman Study Bridgeway IMF…

Integrated Financial Services Task Force – (EX) – NAIC 1988-2, NAIC Proceedings – (p72) – Integrated Financial Services (EX) Task Force and the Securities and Insurance Regulation (EX) Task Force were consolidated. The new task force will be entitled the Financial Services and Insurance Regulation (EX) Task Force.

1981-1, NAIC Proceedings – Task Force on Life Insurance Disclosure System – LIDS – NAIC Task Force on Life Insurance Disclosure System – LIDS – NAIC — [BonkNote] 1981-1, NAIC Proceedings – Task Force on Life Insurance Disclosure System – LIDS – NAIC — [BonkNote] 1981-1, NAIC Proceedings – Task Force on Life Insurance Disclosure…

2023 0224 – LIAC – Life Insurance (A) Committee – NAIC 2023 0224 – LIAC – Life Insurance (A) Committee – NAIC — [BonkNote] — 19p (p8-) 13:00 – Kim O’Brien – acceptance, Free-Look – Transfer of Consideration – Fred Andersen Rachel Hemphill – Quick Fix, Longer-term 03:22 – Fred Andersen, Chair-IULSG-MN What is “Sold”? – …

Cost Indices Subgroup – (A) – NAIC The group first considered a suggestion from Chris Kite (FIPSCO) for a new type of index that would allow consumers to compare the assumptions in the illustration. Mr. Kite said his index has the advantage of prompting the prospect to question assumptions used. Delmer Borah (MassMutual) suggested that consumers are…

Life Insurance Buyer’s Guide – LIBG LIBG – VersionsLIBGWG – Life Insurance Buyer’s Guide Working Group – NAICLIOGGWG – Life Insurance Online Guide Working Group (A) – NAIC6 – LIBGBuyer’s Guide SubgroupLIBG – Comparison ChartNon-Guaranteed Elements Work Group – NGEWG – AAAShoppingPolicy PerformanceWhat’s the Problem / Goal?Life Cost Comparison Working Group – NAIC (p43) -…

2019 0528 – IULSG – IUL Illustration Subgroup – (A) – NAIC 1/ – Fred – LIAC – IUL Illustrations – concerns features may not be working as intended, Bonus and Multiplier features, Crediting Rate, AG49 Limitations, Cash Values, Target premiums.. is a desire to change…. 2019 04 meeting- Menu of Options, Comments from …,…

2019 0312 – IULSG – IUL Illustration Subgroup – (A) – NAIC 2019 0312 – IULSG – IUL Illustration Subgroup – (A) – NAIC – 2019-1, NAIC Proceedings — [BonkNote] IUL Illustration (A) Subgroup March 12, 2019, Minutes (Attachment Fifty-Seven)(Attachment Fifty-Seven) ………. 6-835 Academy Comment Letter (Attachment Fifty-Seven-A) ………… 6-837 Sample Illustration (Attachment Fifty-Seven-B) ……..…

AUWG – Accelerated Underwriting Working Group – (A) – NAIC content.naic.org/cmte_a_au_wg.htm Accelerated Underwriting in Life Insurance Educational Report 2021 0817 – EX – NAIC – Executive (EX) Committee and Plenary – Attachment One – LIFE INSURANCE AND ANNUITIES (A) COMMITTEE – NEW CHARGES The Accelerated Underwriting (A) Working Group, as part of its ongoing work…