2007 - ACLI - ACLI Disclosure Initiative for Fixed, Index and Variable Annuities: Constructive Change on the Horizon, Carl B. Wilkerson - 75p
2007 - ACLI - Annuity Disclosure Templates: guidelines and instructions for life insurers on how to prepare disclosure documents for fixed, index, and variable annuities - 48p
GENERAL GUIDELINES FOR WRITING READABLE DISCLOSURES
The following guidelines were developed by Brenda J. Cude, Ph.D., Professor of Housing and Consumer Economics, at the University of Georgia.
Dr. Cude is an expert on consumer protection and behavior whose interests focus on how consumers acquire and use information before making buying decisions.
She represents the consumer perspective in policy discussions at national meetings of insurance regulators
2012 0323 - Letter - ACLI to SEC - re Dodd-Frank Act Study on Financial Literacy among Investors - 150p
(p8- ) - 2007 - ACLI - Annuity Disclosure Templates: guidelines and instructions for life insurers on how to prepare disclosure documents for fixed, index, and variable annuities - 48p
The following guidelines were developed by Brenda J. Cude, Ph.D., Professor of Housing and Consumer Economics, at the University of Georgia.