2023 - DOL/EBSA - 2023-0014 - RIN-1210-AC02 - Searches

  • "American Academy of Actuaries" - 1 Result
    • 2024 0102 - Letter - Anonymous - EBSA-2023-0014-0451 - 1210-AC02 - [link-p]
      • The NAIC prescribed Economic Scenario Generator developed by the American Academy of Actuaries (“Academy… Harris is a Fellow of the Society of Actuaries and member of the .American Academy of Actuaries… She is a member of the American Academy of Actuaries 79 Ms.
      • Attachments
        • FDS-3Q-2023 - Deutsche Bank - Financial Data Supplement Q3 2023 - October 25, 2023
        • 2023-10-25-3Q-Media-Release-english
        • jmr24800 - Jackson Market Link Pro - Prospectus 
  • "American College of Financial Services" - 0 Results 
  • "cash value life insurance" - 1 Result
    • 2024 0102 - Letter - Ted Earl - EBSA-2023-0014-0383 - RIN-1210-ac01 - [link]
      •  Attachments
        • SEC - EBSA-2023-0014-0383_attachment_1
        • Perez - EBSA-2023-0014-0383_attachment_2
  • "Doug Andrew" - 0 results
    • "Live Abundant"
    • "Paramount" - 7 Results, 0 Applicable
    • "Ed Slott" - 0 results
  • "IUL" - 0 Results
  • "Indexed Universal Life" - 0 Results
  • "Life Insurance Company of the Southwest" - 1 Result
    • 2024 - Letter - SIFMA - EBSA-2023-0014-0377 - RIN-1210-ac01 - [link-134p]
  • "Life insurance funding" - 1 Result
    • 2024 0102 - Letter - Ted Earl - EBSA-2023-0014-0383 - RIN-1210-ac01 - [link]
      • Life insurance funding already exists because Social Security taxes are a percentage of wages.
      •  Attachments
        • SEC - EBSA-2023-0014-0383_attachment_1
        • Perez - EBSA-2023-0014-0383_attachment_2
  • "LIRP" - 0 Results
    • "Life Insurance Retirement" - 2 Results
      • NationWide - regulations.gov/comment/EBSA-2023-0014-0341
        • The American Benefits Council  The National Association for Fixed Annuities  The American Council of Life Insurers  The National Association of Insurance Commissioners  The Committee of Annuity Insurers  National Association of Insurance and Financial Advisors
           The Hispanic Leadership Fund  SIFMA  The Investment Company Institute  The SPARK Institute  The Insured Retirement Institute  The U.S. Chamber of Commerce  The Insurance Coalition
      • Lincoln - regulations.gov/comment/EBSA-2023-0014-0346
  • "life insurance cost" - 0 Results
  • "life insurance fees" - 0 Results
  • "life insurance premiums" - 0 Results
  • "Minnesota Mutual" - 0 Results
    • "Securian" - 0 Results
  • "Pacific Life" - 3 Results
    • 2024 0102 - Letter - Pacific Life - EBSA-2023-0014-0405 -  - [link-6p] 
    • 2024 0102 - Letter - CAI - The Committee of Annuity Insurers - EBSA-2023-0014-0368 - RIN-1210-ac01 - [link-47p]
    • 2024 0102 - Letter - Anonymous - EBSA-2023-0014-0451 - 1210-AC02 - [link-p]
      • Attachments
        • FDS-3Q-2023 - Deutsche Bank - Financial Data Supplement Q3 2023 - October 25, 2023
        • 2023-10-25-3Q-Media-Release-english
        • jmr24800 - Jackson Market Link Pro - Prospectus
    • "PacLife" - 0 Results
  • "The Insurance Coalition" - 2 Results
  • "Universal Life" - 4 Results
    • 2024 0102 - Letter - LICAC - Life Insurance Consumer Advocacy Center - Comments on DOL Retirement Security Proposal - EBSA-2023-0014-0438 - RIN-1210-ac01 - [link-5p]
    • 2024 0102 - Letter - Ted Earl - EBSA-2023-0014-0383 - RIN-1210-ac01 - [link]
      •  Attachments
        • SEC - EBSA-2023-0014-0383_attachment_1
        • Perez - EBSA-2023-0014-0383_attachment_2
    •  2024 0102 - Letter - MetLife - EBSA-2023-0014-0416 - 1210-AC02 - [link-5p]
      • Please note we are filing a single letter commenting on all three parts of the DOL's proposal (RIN 1210-AC02, ZRIN 1210-ZA32 and ZRIN 1210-ZA33) and have uploaded it to all three links on regulations.gov.
    • 2024 0102 - Letter - Anonymous - EBSA-2023-0014-0451 - 1210-AC02 - [link-p]
      • Attachments
        • FDS-3Q-2023 - Deutsche Bank - Financial Data Supplement Q3 2023 - October 25, 2023
        • 2023-10-25-3Q-Media-Release-english
        • jmr24800 - Jackson Market Link Pro - Prospectus
  • "Variable Life" - 5 Results
    • 2024 0102 - Letter - Nationwide Financial Services - EBSA-2023-0014-0341 - - [link-5p]
    • 2024 0102 - Letter - The Guardian Life Insurance Company of America - EBSA-2023-0014-0381 - - [link-4p]
    • 2024 0102 - Letter - IRI - Insured Retirement Institute - EBSA-2023-0014-0395 - - [link-118p]
    • 2024 0102 - Letter - Ted Earl - EBSA-2023-0014-0383 - RIN-1210-ac01 - [link]
      • Life insurance funding already exists because Social Security taxes are a percentage of wages.
      •  Attachments
        • SEC - EBSA-2023-0014-0383_attachment_1
        • Perez - EBSA-2023-0014-0383_attachment_2
    • 2024 0102 - Letter - Anonymous - EBSA-2023-0014-0451 - 1210-AC02 - [link-p]
      • The NAIC prescribed Economic Scenario Generator developed by the American Academy of Actuaries (“Academy… Harris is a Fellow of the Society of Actuaries and member of the .American Academy of Actuaries… She is a member of the American Academy of Actuaries 79 Ms.
      • Attachments
        • FDS-3Q-2023 - Deutsche Bank - Financial Data Supplement Q3 2023 - October 25, 2023
        • 2023-10-25-3Q-Media-Release-english
        • jmr24800 - Jackson Market Link Pro - Prospectus 
  • "Variable Universal Life" - 2 Results
    • 2024 0102 - Letter - Ted Earl - EBSA-2023-0014-0383 - RIN-1210-ac01 - [link]
      • Life insurance funding already exists because Social Security taxes are a percentage of wages.
      •  Attachments
        • SEC - EBSA-2023-0014-0383_attachment_1
        • Perez - EBSA-2023-0014-0383_attachment_2
    • 2024 0102 - Letter - Anonymous - EBSA-2023-0014-0451 - 1210-AC02 - [link-p]
      • The NAIC prescribed Economic Scenario Generator developed by the American Academy of Actuaries (“Academy… Harris is a Fellow of the Society of Actuaries and member of the .American Academy of Actuaries… She is a member of the American Academy of Actuaries 79 Ms.
      • Attachments
        • FDS-3Q-2023 - Deutsche Bank - Financial Data Supplement Q3 2023 - October 25, 2023
        • 2023-10-25-3Q-Media-Release-english
        • jmr24800 - Jackson Market Link Pro - Prospectus 
  • "Wealth Architect" - 0 Results
  • Mutual of Omaha - 1210-AC02 comment 00275 Mutual of Omaha Nolan 12292023
    • If the proposed rule remains in its current form, Mutual of Omaha’s customers would be impacted by the difficulty created in distinguishing between sales, education and fiduciary advice.
    • ...the reasonable perception of the consumer and circumstances of the interaction warrant an established fiduciary relationship. By basing the distinction between sales, education and advice on a facts and circumstances test, companies like ours could face difficulty in building appropriate policies and procedures or effectively training our associates to meet a set of standards that organizations like ours cannot elucidate.
    • Ultimately, we anticipate that consumers will face unneeded frustration and inefficiencies in their retirement saving activities.
    • We fear that this proposal threatens harm to consumers who rely on their community insurance agents and the retirement savings products they provide. It eliminates benefit options for small, medium and large employers who have traditionally been able to offer annuities and other insurance products to their workers and retirees.
    • A more fulsome discussion of the numerous legal and policy reasons why we remain deeply concerned about the proposed regulation can be found in the comprehensive comment letters submitted by the American Council of Life Insurers and the Insurance Coalition, with which we wholeheartedly concur. Mutual of Omaha thanks you for your attention to this matter.