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)
Nonforfeiture Modernization Work Group Guaranteed Nonforfeiture Basis Factor report to the Life Actuarial Task Force at the NAIC meeting in National Harbor, MD. (November 27, 2012)
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. (November 27, 2012)
Contingent Annuity Work Group comments on the definition of Contingent Deferred Annuities proposed by the ACLI and IRI and exposed by the Contingent Deferred Annuities (A) Working Group. (November 19, 2012)
Post-NAIC Update/PBA Webinar slides reviewing the NAIC Summer 2012 National Meeting and progress on the principle-based approach (PBA) to life reserves. The August 30 webinar included a comprehensive update on the status of the Valuation Manual, and updates on Actuarial Guideline 38, professionalism issues and capital developments.
(August 30, 2012)
Nonforfeiture Modernization Work Group presentation to the NAIC Life Actuarial Task Force regarding a general revision of the life and annuity standard nonforfeiture laws. (August 9, 2012)
Life Practice Council presentation to the NAIC CDA Working Group regarding the solvency and risk management implications of contingent annuities. (June 27, 2012)
Actuarial Guideline 43/C-3 Phase II Work Group comments to the NAIC C-3 Phase II/AG 43 Working Group regarding their current deliberations. (June 15, 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)
Comment letter to the NAIC’s Contingent Deferred Annuity (A) Subgroup with an analysis comparing market returns for contingent deferred annuities and self insurance. (February 15, 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)
Tax Work Group discussion paper to the Life Actuarial Task Force and the American Council of Life Insurers regarding tax implications for structuring new commissioners’ mortality tables to include the extra mortality risk of business not subject to full underwriting. (December 7, 2011)
The Invested Asset Work Group wrote a letter to the NAIC Life RBC Working Group regarding the ACLI's Proposal on Risk-Based Capital for Commercial Mortgages. (November 1, 2011)
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)
Contingent Annuity Issues Work Group analysis assisting the National Association of Insurance Commissioners in its work involving contingent annuities. (October 28, 2011)
