Annuity Illustration Work Group

The Annuity Illustration Work Group is involved with various actuarial issues concerning sales illustrations of annuity products. The group is currently reviewing proposed annuity illustration guidelines.

Staff liaison: Ian Trepanier

Chairperson: Linda Rodway
Vice Chairperson: Laura Hanson
Noel Abkemeier
Brandon Emerson
Andy Ferris
David Hippen
Trevor Huseman
Elizabeth Keith
Martin Kline
Cande Olsen
Steven Ostlund
Timothy Pfeifer
Charles Ritzke
Gabriel Schiminovich

Related Publications

Annuity Illustration Work Group comments to the Iowa Insurance Division on its March 18 draft memorandum: Annuity Illustrations; 191 Iowa Administrative Code rules 15.61-.69, based upon the new NAIC Annuity Disclosure Model Regulation.
(March 22, 2013)
Annuity Illustration Subgroup comments to the Iowa Insurance Division on its December 12, 2012 draft memorandum regarding annuity illustrations. (January 25, 2013)
Comments 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. (January 18, 2013)
Comments by the Annuity Illustration Subgroup on selected FAQs in the October 18, 2012 Iowa Insurance Division draft memorandum, Fixed Indexed Annuity Illustrations and Iowa Administrative code rules 15.61-.69. (December 11, 2012)
Annuity Illustration Work Group comments to the NAIC Annuity Disclosure Working Group regarding the latest drafts of the NAIC Annuity Buyer’s Guides distributed on May 15, 2012. (June 15, 2012)
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)
Annuity Illustrations Work Group comments to the Annuity Disclosure Working Group on a draft ACLI proposal for an annuity illustrations model regulation. (June 05, 2009)
Annuity Illustration Subgroup Comments on Iowa Memorandum
Work Group Submits Comment Letter on Proposed Actuarial Guidelines for Indexed Universal Life Illustrations