American Academy of Actuaries (AAA) to NAIC – IUL

  • 2014-1, NAIC Proc.
    • Patricia Matson (Academy) …said the Academy Life Committee is monitoring the indexed universal life (IUL) illustration discussions in order to modify the current ASOP or adopt new ASOPs as needed.
  • 2015 0811 – AAA to NAIC (IULSG) – paper for the National Association of Insurance Commissioners (NAIC) Life Actuarial Task Force (LATF) Indexed Universal Life (IUL) Illustration Subgroup, American Academy of Actuaries  – 5p
  • 2019 0308 – AAA to NAIC (IULSG) – IUL Illustration Subgroup – 
  • – AAA to NAIC (IULISG) – IUL Illustration Subgroup, American Academy of Actuaries Work Group Comment Letter on Illustrations for IUL Products under AG 49 – 2p
    • Life Illustrations Work Group comment letter to NAIC IUL Illustrations (A) Subgroup on the exposed menu of options regarding illustrations for Indexed Universal Life products under Actuarial Guideline 49. 
  • 2019 0628 – AAA to NAIC (IULISG) – IUL Illustration Subgroup – American Academy of Actuaries Work Group Comment Letter on IUL Products to NAIC – 4p
    • Life Illustrations Work Group comment letter to NAIC in response to questions on the illustrations of Indexed Universal Life products under Actuarial Guideline 49. 
  • 2020 0221 – AAA to NAIC (IULISG) – IUL Illustration Subgroup – American Academy of Actuaries Comment Mr. Fred Andersen Chair, IUL Illustration – 144p
    • Includes: 1991-1992 – SOA – Final Report* of the Task Force for Research on Life Insurance Sales Illustrations, Society of Actuaries – 142p