Bonk - Documents

1970s

  • 1975 (originally) / 1999 - SOA - The Universal Life Insurance Policy, by James C.H. Anderson, Society of Actuaries - 10p

1980s

  • 1981-2, NAIC Proceedings - Completely Flexible Plans - p785-786 - 2p
  • 1982-1, NAIC Proceedings - ACLI - Paper on Cost Disclosure for Universal Life, by the Special Task Force of the ACLI Cost Disclosure Subcommittee - p399 - 4p

1990s

  • 1990-1A, NAIC Proceedings - NAIC / LIMRA Consumer Testing Universal Life Disclosure Form - 10p
  • 1992 - LC - Grove v Principal Life - Adjustable Life - Policy Data Page, Jerry Grove - 4p
  • 1994-1, NAIC Proceedings - lliustrations Recommended by FIPSCO (Chris Kite) - (Attachment Four-B) - p388
    • 1994-1, NAIC Proceedings.
      • FROM: Chris Kite, FIPSCO, DATE: February 22, 1994, RE: Corrections to 1-27-94 Proposal for NAIC Life Insurance Illustration Model Act
        • The Target Premium is $ 3,360.00.
        • The TAMRA Premium is $ 18,630.63.
        • The Guideline Level Premium is $ 6,058.33.
        • The Guideline Single Premium is $ 66,962.64.
  • 1994-3, NAIC Proceedings - Actuarial Analysis of Illustration Proposals, TRC-Technical Resource Group - p532-547 - 16p
  • 1994-3, NAIC Proceedings - Sample Policy Illustrations (Attachment Four-C) - VanLeer  - John Hancock - p547-563 - 17p
  • 1998 - LC - Crown Life v Casteel - Brief of Amicus Curiae - ACLI - Supreme Court of Texas - 98-0218 - 18p 
  • 1998 - LC - Crown Life v Casteel - Brief of Amicus Curiae - TALU (Texas Association of Life Underwriters) - Supreme Court of Texas - 98-0218 - 21p 

2010s

  • 2013 - LC -  Johnston and Johnston v Conseco Life Insurance - Amicus Brief - ACLI - Doc 51-1 - 5th Circuit Court of Appeals - 13-30010 - 48p
    • 2013 0905 - LC - Johnston & Johnston v Conseco - 5th Circuit Court of Appeals - 13-30010 - Oral Argument - mp3  ---  [BonkNote] ---  [link-mp3-audio]
  • 2013 1018 - Letter - ACLI to BIS - Point of Sale Disclosure Comment (Informed Consumer) - 4p