Life Reports to the NAIC

Tax WG and the Nonforfeiture Improvement WG's amendment proposal form to LATF regarding nonforfeiture references to mortality tables. (January 12, 2012)
Tax WG and the Nonforfeiture Improvement WG's amendment proposal form to LATF regarding VM-02 references to mortality tables. (January 12, 2012)
Tax WG and the Nonforfeiture Improvement WG's amendment proposal form to LATF regarding VM-02 transition period. (January 12, 2012)
Tax WG and the Nonforfeiture Improvement WG's amendment proposal form to LATF VM-20 transition period, maximum nonforfeiture interest rate, nonforfeiture references to mortality tables, VM-02 references to mortality tables, and VM-02 transition period. (January 4, 2012)
Contingent Annuity Issues Work Group comment letter to the NAIC Life Insurance and Annuities (A) Committee regarding significant issues associated with contingent annuity products. (October 28, 2011)
Tax Work Group in conjunction with the Nonforfeiture Improvement Work Group comment letter to the Life Actuarial Task Force regarding issues associated with proposed language in VM-02. (October 3, 2011)
Joint Academy/SOA Payout Annuity Table Team report regarding the 2012 Individual Annuity Reserving Table to the Life Actuarial Task Force of the NAIC. The team also included a presentation that was originally scheduled for the NAIC Summer Meeting in Philadelphia that was canceled. (September 28, 2011)
Invested Asset Work Group comments on the Reporting Full Faith and Credit and Other U.S. Government Obligations proposal from Matti Peltonen of the New York State Insurance Department that was made to the Valuation of Securities Task Force (VOSTF) on July 7, 2011. (August 11, 2011)
Invested Asset Work Group report regarding the C-1 Framework and delivered it to the NAIC Life Risk-Based Capital Working Group. (June 30, 2011)
Life Reserves Work Group's amendment proposal form regarding the VM-20 to the NAIC's VM PBR Life Subgroup. (June 13, 2011)
Duration Blanks Work Group proposal from the NAIC's Blanks Working Group. (May 31, 2011)
Duration Blanks Work Group response to a proposal from the NAIC's Blanks Working Group. (May 30, 2011)
Annuity Illustration Work Group letter to the NAIC's Annuity Disclosure Working Group regarding the Annuity Disclosure Model Regulation. (May 20, 2011)
Financial Soundness/Risk Management Committee amendment proposal to the NAIC's VM PBR Life Subgroup. (May 18, 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)
Life Experience Subcommittee update on the Development of New Mortality Tables to the NAIC's Life Actuarial Task Force. (March 24, 2011)
Tax Work Group report regarding Federal Tax Reserves and the Life PBR Elective Three-Year Statutory Transition Period for the NAIC's Life Actuarial Task Force. Please see July 27, 2012 report updating this report. (March 1, 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)
Invested Assets Working Group comments on the NAIC's Securities Valuation Office staff reports related to the rating agency working group charges. (February 24, 2011)
Life, Health, and Property/Casualty RBC committees joint report in response to the NAIC's request for assistance with the Solvency Modernization (SMI) project on the NAIC's Risk-Based Capital (RBC) formulas. This report discusses the intended/expected safety levels for RBC and identifies risks that are missing from the RBC formulas. (February 2, 2011)