NAIC-WGnotes
2019 0528 – IULSG – IUL Illustration Subgroup – (A) – NAIC
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 …,…
Read More2019 0312 – IULSG – IUL Illustration Subgroup – (A) – NAIC
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) ……..…
Read More2021 1119 – LIIIWG – NAIC – Life Insurance and Annuities (A) Committee – Requested Chair Report – 5p
2021 1119 – LIIIWG NAIC – Life Insurance and Annuities (A) Committee – Requested Chair Report – 5p 2021 1119 – LIIIWG NAIC – Richard Wicka (Chair – Life Insurance Illustrations Issues Working Group) – Life Insurance and Annuities (A) Committee Requested Chair Report — [BonkNote] — 5p 26p (p3) – [Chair Report] – This…
Read More2019 0917 – LIIIWG – NAIC – Life Insurance Illustrations Issues Working Group – Proceedings (Fall, 6-77) – Cost of Insurance
2019 0917 – NAIC – LIIIWG – Life Insurance Illustrations Issues Working Group – Proceedings (Fall, 6-77) – Cost of Insurance 2019 0917 – NAIC – LIIIWG – Life Insurance Illustrations Issues Working Group – Proceedings (Fall, 6-77) – Cost of Insurance (COI) — [BonkNote] (A) – NAIC Proceedings (B) – [Bonk: Not in NAIC…
Read MoreLIIIWG – Life Insurance Illustrations Issues Working Group – NAIC – Documents
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…
Read More2016 0517 – LIIIWG – Life Insurance Illustrations Issues Working Group – NAIC
2016 0517 – LIIIWG – NAIC Performance Assurity White Paper Assurity White Paper – in particular, the impact consumer payment patterns have on the performance of the product. Mr. Wicka said the paper advocates for: 1) additional information to be provided to consumers regarding how the timing of their payments impacts the product; and 2) follow-up information to…
Read More2016 0403 – LIIIWG – Life Insurance Illustrations Issues Working Group – NAIC
2016 0403 – LIIIWG – NAIC Performance Explanation Mr. Schwartzer 1. Discussed its Work Plan Mr. Schwartzer reminded the Working Group that the Life Insurance Illustration Issues (A) Working Group came out of concerns raised when the Indexed Universal Life (IUL) Illustrations (A) Subgroup under the Life Actuarial (A) Task Force was working on guidance for…
Read MoreNAIC – Conference Calls
NAIC Conference Calls 2018 2018 0719 – LIAC – Mary Mealer – Adopted Life Insurance Buyer’s Guide 2018 0917 – LIOGWG (Canceled??) 2018 0921 – Consumer Information Subgroup 2018 0924 – LIIIWG. Notes? Call? 2018 0927- Life Actuarial Task Force (LATF) 2018 1009 – LIIIWG 2018 1010 – LIOGWG 2018 1024 – LIAC 2018 1109…
Read MoreLIIIWG – NAIC – Snippets
LIIIWG – Snippets 2015 2015-1 2015-2 2015-3 3. (LIAC) Appointed a New Working Group to Address Life Insurance Policy Illustration Issues In response, she <Commissioner McPeak> said the Committee received comments from the American Academy of Actuaries (Academy), the American Council of Life Insurers (ACLI), the California Department of Insurance, the Massachusetts Mutual Life Insurance…
Read MoreLIIIWG – Life Insurance Illustration Issues Working Group – NAIC
LIIIWG – Life Insurance Illustration Issues Working Group – NAIC LIIIWG – Life Insurance Illustrations Issues Working Group – NAIC – Index Birny Birnbaum – NAIC Consumer Representative, CEJ Brenda Cude – NAIC Consumer Representative, University of Georgia, Financial Planning, Housing and Consumer Economics Michael Lovendusky – ACLI Mary Mealer – Missouri Emily Micale -…
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