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Comment / Letter
Follow-up Comment to LATF with Suggested Revisions to VM-20
Tax Work Group, in conjunction with the Nonforfeiture Improvement Work Group, follow-up comment letter to the Life Actuarial Task Force with suggested revisions to VM-20.
Policy Paper
Report of the Nonforfeiture Improvement Work Group
Nonforfeiture Modernization Work Group’s Nonforfeiture Improvement Report that makes certain recommendations with respect to life insurance and annuity nonforfeiture mandates and sets forth certain…
Topics: Life Insurance
NAIC Report
Annuity Illustration Work Group Letter on NAIC Annuity Disclosure Model Regulation
Annuity Illustration Work Group letter to the NAIC’s Annuity Disclosure Working Group regarding the Annuity Disclosure Model Regulation.
Topics: NAIC
Comment / Letter
AIWG Comments on NAFA Annuity Disclosure Model Reg
Annuity Illustration Work Group comment reviews on the Annuity Disclosure Model Regulation submitted by the National Association for Fixed Annuities (NAFA) and recommended changes in response to…
NAIC Report
NFIWG Summary of Nonforfeiture Related Public Policy Issues for LATF
Nonforfeiture Improvement Work Group summary of public policy issues associated with life and annuity nonforfeiture reform to the NAIC’s Life Actuarial Task Force.
Comment / Letter
AIWG Comment Letter to NAIC on Annuity Disclosure Model Act
Annuity Illustration Work Group comment letter regarding the Annuity Disclosure Model Act to the NAIC Annuity Disclosure Working Group.
Topics: NAIC
NAIC Report
NFIWG Update to LHATF on General Revision of Life and Annuity Standard Nonforfeiture Laws
Nonforfeiture Improvement Work Group update regarding a general revision of Life and Annuity Standard Nonforfeiture Laws.
Topics: NAIC
Comment / Letter
AIWG Comments on Annuity Disclosure Model Regulation
Annuity Illustration Work Group letter to the NAIC Annuity Disclosure Working Group explaining their suggestions to the Annuity Disclosure Model Regulation and included a sample illustration.
Topics: NAIC
NAIC Report
NFIWG Update to LHATF on Nonforfeiture Reform
NFIWG update to LHATF on nonforfeiture reform.
Topics: NAIC
Testimony
Testimony to NCOIL on Stranger Originated Annuities
Senior Life Fellow testimony to the National Conference of Insurance Legislators regarding Stranger Originated Annuities.
Topics: Annuities