Policies – Page 5 – [BonkNote]

PPLI – Private Placement Life Insurance 2022 0921 – Letter – GOV (Senate) – Ron Wyden (D-OR) Continues Investigation Into Private Placement Life Insurance Schemes – [link] 2022 0921 – Letter- GOV (Senate-Ron Wyden (D-OR) to Prudential Life – re Private Placement Life Insurance (PPLI) – 4p

Dissimilar Plans 1988-2, NAIC Proceedings AAA – Report of the Committee on Life Insurance of the American Academy of Actuaries on the NAIC Life Insurance Yield Comparison Index N. Dissimilar Plans It is a well known caveat that dissimilar plans should not be compared by using the typical cost comparison indices, e.g. IAC or Interest Adjusted…

Coupon Policies The other approach to building your own sales force, in contrast to this full-scale approach, would be the specialized approach. This could be specializing either by product line or by geographical area. By product line, we mean basically what we all have called “special policies.” Here you can teach the newly recruited man…

Special Policies 1953 – SOA – Agency Problems–Resulting From Special Policies, Society of Actuaries – 3p

Specialty Policies 1953 – SOA – Agency Problems–Resulting From Special Policies, Society of Actuaries – 3p 1963 – LR – Regulation of Speciality Policies in Life Insurance, by Spencer L. Kimball and Jon S. Hanson, 62 Michigan Law Review 167 – 93p 1979 0710 – NP – St. Cloud Times from Saint Cloud, Minnesota on July 10, 1979 …http://sctimes.newspapers.com…

SEC – Variable Life – 12% 1996 – NAIC – Variable Life Illustrations Subgroup of the Life Disclosure (A) Working Group – June 2, 1996 Mr. Morse reported that under the current rules, a personalized illustration may be prepared using 0% and 12%. The 12% includes the current morality and expenses and the 0% illustration…

Complex Products More complex products sold to individual consumers (e.g., universal life policies) tend to generate more market conduct problems than simple products (e.g., term life insurance). 2003 0701 – Report – For NCOIL – The Path to Reform – The Evolution of Market Conduct Surveillance Regulation, by PricewaterhouseCoopers and Georgia State University – 117p…

Options – Life Insurance Policy Michael Lovendusky, ACLI …said the ACLI work group thinks that most confusion for consumers involves complex products like universal life, and not Simple products like term life. He said consumers are mostly confused about options, guarantees and riders. The ACLI work group was considering asking the life insurance and Annuities…

Defective Defective – Lapse Prone – Walker v LSW Crown Life – D012 – defects 1994 0219 – Greensboro – Be Alert for Defects in Cash-Value Insurance, by Jane Bryant Quinn – [link] Crown Life, Jerry Keating, John Hancock

Fund-Based Products Commissioner David Lyons (Iowa) convened the Life Insurance (A) Committee for the purpose of conducting a hearing on the Second Standard Nonforfeiture Law for Life Insurance and the Standard Nonforfeiture Law for Deferred Annuities. Bill Carroll (American Council of Life lnsurance-ACLI) said the ACLI did not believe the life insurance model should be…