Projects

Project – NAIC – Snippets – 2014 2014 2014 0114 – NAIC Proceedings  LATF CC – RE: IULISG – Indexed Universal Life Illustrations Subgroup John Bruins (American Council of Life Insurers – ACLI) said there are a wide range of practices in the area of policy illustrations, particularly for indexed universal life (UL) policies. 2014…

Project – Find / TODO 1981 1018 – NP – Journal and Courier (Lafayette, Indiana) · Wed, Oct 28, 1981 – p36 Hutton Life A ”Do It Yourself” – High Ca$h Yield pollcy. Find how. Hutton Life Insurance Company 2009 – LC – National Security Systems  vs. Robert L. Iola, Jr. – Case 3:00-cv-06293-AET-TJB, Document…

Project – Complaints Complaints Teresa Winer (GA) asked if it would be useful to ask states whether they have received consumer complaints about the summaries. Richard Wicka (Chair – WI) said that it would be helpful to have that kind of information but that he is not sure it would be possible to track down…

Project – Performance 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 working on guidance for…

Project – How the Policy Works / Policy Mechanics Until the buyer understands how the product works, attempts to compare price are essentially meaningless. 1972 – SOA – Life Insurance and the Buyer, by Anna Rappaport, Society of Actuaries – 2p-Article (p170) Mr. Brosnahan said: Well, the fees can cause policies to lapse. Is that a secret? I…

Project – NAIC – Snippets Project – NAIC – Snippets – 2014 Project – NAIC – Snippets – 2015 Project – NAIC – Snippets – 2016 Project – NAIC – Snippets – 2017 Project – NAIC – Snippets – 2018 Project – NAIC – Snippets – 2019 Project – NAIC – Snippets – 2020 Project…

Project – Mis-selling