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Printer-friendly versionLife and annuity product features and their design.
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. (October 12, 2011)
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 items for further discussion. (August 1, 2011)
Annuity Illustration Work Group letter to the NAIC's Annuity Disclosure Working Group regarding the Annuity Disclosure Model Regulation. (May 20, 2011)
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 those comments. (April 28, 2011)
Nonforfeiture Improvement Work Group summary of public policy issues associated with life and annuity nonforfeiture reform to the NAIC's Life Actuarial Task Force. (March 1, 2011)
Annuity Illustration Work Group letter to the National Association of Fixed Annuities with comments in response to its recommendations on the Annuity Disclosure Model Regulation. (February 17, 2011)
Annuity Illustration Work Group comment letter regarding the Annuity Disclosure Model Act to the NAIC Annuity Disclosure Working Group. (November 11, 2010)
Nonforfeiture Improvement Work Group update regarding a general revision of Life and Annuity Standard Nonforfeiture Laws.
(October 16, 2010)
(October 16, 2010)
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. (September 30, 2010)
NFIWG update to LHATF on nonforfeiture reform. (August 12, 2010)
Senior Life Fellow testimony to the National Conference of Insurance Legislators regarding Stranger Originated Annuities. (July 2, 2010)
Life Products Committee letter to Massachusetts Governor Deval Patrick regarding a bill (HB 889) to allow gender pricing at the Savings Bank Life Insurance Company. (June 4, 2010)
Life Products Committee testimony for a National Association of Insurance Commissioners (NAIC) meeting on Stranger Originated Life Annuities. (May 20, 2010)
Life Products Committee testimony to the National Association of Insurance Commissioners meeting on Stranger Originated Annuities. (May 14, 2010)
Illustration from the Annuity Illustrations Work Group to the NAIC Annuity Disclosure Working Group.
(May 11, 2010)
(May 11, 2010)
NFIWG report to LHATF regarding general revision of life and annuity standard non-forfeiture laws.
(March 31, 2010)
(March 31, 2010)
Report of the Nonforfeiture Improvement Work Group to LHATF on Actuarial Guideline 25.
(March 1, 2010)
(March 1, 2010)
Annuity Illustrations Work Group presentation to NAIC Annuity Disclosure Working Group on annuity illustration guidelines. (March 1, 2010)
Life Products Committee comments to the Interstate Insurance Product Regulation Commission (IIPRC) on the proposed standards for Guaranteed Living Benefits on individual deferred annuities. (January 6, 2010)
Update to LHATF regarding a general revision of life and annuity standard nonforfeiture laws. (December 1, 2009)
