Illustrations - Examples

1990s

  • 1991 — SOA - “FINAL REPORT* OF THE TASK FORCE FOR RESEARCH ON LIFE INSURANCE SALES ILLUSTRATIONS
  • 1993-2, NAIC Proceedings - Life Disclosure Working Group
    • REQUIREMENTS FOR ILLUSTRATION COVER PAGES, June 21, 1993 (Attachment Six-A), RESOURCE COMMITTEE ON LIFE INSURANCE DISCLOSURE ...................... 732
    • California Discussion Draft of Ledger lllustrations Rule (Attachment Six-B) ...................... 734
  • 1994-2, NAIC Proceedings
    • RULES GOVERNING THE USE OF ILLUSTRATIONS IN CONNECTION WITH THE SALE OF LIFE INSURANCE - Draft: 6/3/94
      • Appendix A. Cover Page Format
      • Appendix B. Illustration of Guaranteed Benefits
      • Appendix C. Illustration of Past Performance
  • 1994-3, NAIC Proceedings -  p547-563 - Sample Policy Illustrations (Attachment Four-C) VanLeer John Hancock 17p bonknote
  1. Examples
    • 199x - GOV - Cost Disclosure
    • NAIC Chris Kite Examples
    • NAIC TRG Examples
  • Legal Cases
    • Blumenthal v New York Life
    • Grove v Bankers Life/Principal - Adjustable Life 
    • Vogt v State Farm 
    • Walker v Life Insurance Company of the Southwest
  • 198x NAIC
  • 199x NAIC
    • Van Leer
    •  Chris Kite
    • 199x GOV - When will - Metzenbaum
  • 2014 - Rapid Builder IUL2 - Cash Value Accumulation Test. A Universal Life Insurance Policy Illustration, North American Company - 5p