2010s
2018 – Book – Statutory Valuation of Individual Life and Annuity Contracts
2018 – Book – Statutory Valuation of Individual Life and Annuity Contracts 2018 – Book – Statutory Valuation of Individual Life and Annuity Contracts | 5th Edition — by Donna Claire, Lombardi and Summers (p323) – 14.4 Universal Life Insurance Model Regulation Flexible premium products introduce special valuation problems using traditional methods in that some…
Read MoreACLI v. Perez (DOL – Department of Labor) – Fiduciary Rule
2016 – LC – ACLI vs. Perez (DOL – Department of Labor) – Fiduciary Rule Document 1 – Complaint – 108p Document 48 – ACLI / NAIFA – Document 49 – ACLI / NAIFA – Brief/Memorandum in Support filed by American Council of Life Insurers, National Association of Insurance and Financial Advisors, National Association of Insurance…
Read More2019 0528 – IULSG – Indexed Universal Life Illustrations Subgroup – (A) – NAIC
2019 0528 – IULSG – IUL Illustration Subgroup – (A) – NAIC 1/ – Fred – LIAC – IUL Illustrations – concerns features may not be working as intended, Bonus and Multiplier features, Crediting Rate, AG49 Limitations, Cash Values, Target premiums.. is a desire to change…. 2019 04 meeting- Menu of Options, Comments from …,…
Read More2019 0312 – IULSG – Indexed Universal Life Illustrations Subgroup – (A) – NAIC
2019 0312 – IULSG – IUL Illustration Subgroup – (A) – NAIC 2019 0312 – IULSG – IUL Illustration Subgroup – (A) – NAIC – 2019-1, NAIC Proceedings — [BonkNote] IUL Illustration (A) Subgroup March 12, 2019, Minutes (Attachment Fifty-Seven)(Attachment Fifty-Seven) ………. 6-835 Academy Comment Letter (Attachment Fifty-Seven-A) ………… 6-837 Sample Illustration (Attachment Fifty-Seven-B) ……..…
Read More2010 0318 – GOV (House) – Insurance Holding Company Supervision – Paul Kanjorski (D-PA)
2010 0318 – GOV (House) – Insurance Holding Company Supervision, Paul Kanjorski (D-PA) 2010 0318 – GOV (House) – Insurance Holding Company Supervision, Paul Kanjorski (D-PA) — [BonkNote] [PDF-183p, VIDEO-?] – <mp3, mp4> – R NAIC / WI – Sean Dilweg, Commissioner, State of Wisconsin, Office of the Commissioner of Insurance NAIC / NE -…
Read More2013 0905 – LC – Johnston & Johnston v. Conseco – 5th Circuit Court of Appeals – 13-30010 – Oral Argument – mp3
2013 0905 – LC – Johnston & Johnston v Conseco – 5th Circuit Court of Appeals – 13-30010 – Oral Argument – mp3 – LC – Johnston & Johnston v. Conseco — [BonkNote] 2013 0905 – LC – Johnston & Johnston v Conseco – 5th Circuit Court of Appeals – 13-30010 – Oral Argument – mp3 — [BonkNote]…
Read MoreProject – NAIC – Snippets – 2019
Project – NAIC – Snippets – 2019 2019 0310 – Letter – AXA Equitable, Brian R. Lessing, to NAIC (IULISG) – Indexed Universal Life Illustrations Subgroup – 2019-3, NAIC Proceedings – (p6-844) In considering the specific questions posed by the Subgroup, we found it helpful to take a step back, and to first consider two…
Read MoreProject – NAIC – Snippets – 2018
Project – NAIC – Snippets – 2018 2018 0103 – NAIC – LIBGWG, Life Insurance Buyer’s Guide Working Group – Letter – AAA / Academy of Actuaries – NGEWG Re: Comments on for the “CEJ Expanded Outline” Exposure Draft – Ian Trepanier, the Academy’s life policy analyst Gabe Schiminovich … we would encourage you to…
Read MoreProject – NAIC – Snippets – 2017
Project – NAIC – Snippets – 2017 2017-1, NAIC Proceedings – 2017 0207 – LIBGWG, Life Insurance Buyer’s Guide Conference Call Ms. Neil expressed concern about some of the terminology in the ACLI guide, in particular the use of “cash value” to describe “permanent insurance,” but agreed there is likely some information that could inform…
Read MoreProject – NAIC – Snippets – 2016
Project – NAIC – Snippets – 2016 2016 0403, NAIC Proceedings (6-8), LIIIWG, Life Insurance Illustrations Working Group, Conference Call Mr. Schwartzer reminded the Working Group that the Life Insurance Illustration Issues (A) Working Group came out of concerns raised when the Indexed Universal Life (IUL) Illustrations (A) Subgroup under the Life Actuarial (A) Task Force was…
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