Annuities – ACLI – American Council of Life Insurers –

ACLI – Annuities

• 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.