Product

Comment / Letter

Work Group Letter on Consolidated Comments for Annuity Disclosure Model Regulation

#245Annuity Illustration Work Group comment letter to NAIC on proposed changes to Annuity Disclosure Model Regulation #245. 

Comment / Letter

Work Group Comments on Life Insurance Buyer’s Guide Discussion Draft

Guaranteed Elements Work Group comment letter on the NAIC’s Life Insurance Buyer’s Guide (A) Working Group discussion draft.

Issue Brief

Retiree Lifetime Income: Product Comparisons

Lifetime Income Risk Joint Task Force issue brief intended to give a high-level perspective on a few key risks and aspects related to lifetime income.

Issue Brief

Retiree Lifetime Income: Choices & Considerations

time Income Risk Joint Task Force issue brief explaining general retirement planning considerations.

spreadsheet for the NAIC Life Actuarial Task Force that illustrates potential nonforfeiture benefits for guaranteed lifetime withdrawal benefits contained in fixed deferred annuities based on the work group’s December 

ontained in fixed deferred annuities based on the work group’s December proposal.

Presentation

Longevity Risk Presentation to NCOIL

Senior Life Fellow Nancy Bennett presentation on longevity risk to a National Conference of Insurance Legislators panel at its annual meeting. 

Comment / Letter

SAWG Comments on NAIC Draft Recommendation on Separate Accounts

Separate Account Products Work Group (SAWG) comments on the December 20, 2012 document, “Review of Non-Variable, Insulated Products/Product Characteristics with Proposed Recommendations” exposed…

Comment / Letter

Comments on NAIC Buyer’s Guide

omments by the Annuity Illustration Subgroup to the NAIC Annuity Disclosures (A) Working Group on the November 28, 2012 draft of the Buyers Guide for Deferred Annuities.

NAIC Report

Guaranteed Nonforfeiture Basis Factor Assumptions Presentation

Nonforfeiture Modernization Work Group Guaranteed Nonforfeiture Basis Factor presentation of its report to the Life Actuarial Task Force at the NAIC Fall 2012 National Meeting.

NAIC Report

Update Regarding General Revision of Life and Annuity Standard Nonforfeiture Laws

Nonforfeiture Modernization Work Group presentation to the NAIC Life Actuarial Task Force regarding a general revision of the life and annuity standard nonforfeiture laws.