Suitability Working Group – NAIC 4. Report of Suitability Working Group Mr. DeAngelo said the Suitability Working Group had two charges in 1999: to amend the Advertisements of Life Insurance and Annuities Model Regulation and to develop a white paper on Suitability of Sales of Life Insurance and Annuities. At the 1999 Winter National Meeting,…

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Life Liquidity Risk Working Group – NAIC 2000-1, NAIC Proceedings March 12 March 25 2000-3, NAIC Proceedings 2001 – SOA – Life Liquidity Risk, by Jon E. Niehus, Society of Actuaries – 2p The Life Liquidity Risk Working Group arose from an interest in liquidity matters in 1999 by the Life and Health Actuarial Task Force relative…

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Liquidity In contrast, many of the investment-oriented products marketed in the last decade have shorter duration and require greater liquidity than was needed in earlier … 1992 – World Bank – The Life Insurance Industry in the United States:  An Analysis of Economic and Regulatory Issues, by Kenneth M. Wright – 54p (p8) – An increase in…

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2010s Government Hearings – 2010s NAIC – Proceedings Society of Actuaries – 2010s COP – Congressional Oversight Panel FCIC – FINANCIAL CRISIS INQUIRY COMMISSION

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2000-2009 Government Hearings – 2000s NAIC – Proceedings Society of Actuaries – 2000s

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1960s SOA – 1960s Newspapers – 1960s 1982-2, NAIC Proceedings – Re: Revised Memorandum on Issues and Problems Surrounding the NAIC Model, Insurance Holding Company Act – ATTACHMENT FIVE-A To: Members of NAIC, Securities and Insurance, Regulation (EX) Task Force, From: Scott Shaffer, Date: March 26, 1982 Summary In the decade of the 1960’s, insurance…

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1980s We’ve seen more product change and more increasing frequency of product change in the 1980s than ever before. —  William R. Britton, Jr.  1988 – SOA – Group Universal Life Product, Society of Actuaries – 22p So, here we are in May, 1982. I submit that this is MAYDAY for the life insurance industry. Why…

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1990s Government Hearings – 1990s Government Hearings – Snippets – 1990s NAIC – Proceedings Newspapers – 1990s Society of Actuaries – 1990s

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Congressional Oversight 2021 – CRS – Congressional Oversight Manual –  127p Congressional oversight : methods and techniques  prepared for the Subcommittee on Oversight Procedures of the Committee on Government Operations, United States Senate, by the Congressional Research Service, Library of Congress, and the General Accounting Office, July 1976. 2000 – Congressional Oversight: Challenges for the 21st Century  Statement…

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