NAIC - Selections

2010s

2017 0719 - LIBGWG - Consumer Reps letter to Mary Mealer, Chair Life Insurance Buyer's Guide Working Group *NAIC),  From: Brenda Cude, Karroll Kitt, Birny Birnbaum - 6p

1970s

Life Insurance Committee

1970's Index BINDER
1970-1 |  1970-2B  |  1971-1  |  1971-2  | 1972-1  |  1972-2  |  1973-1  |  1973-2  |  1974-1  |  1974-2  | 1975-1 |  1975-2  | 1976-1 | 1976-2  |  1977-1  |  1977-2  |  1978-1  |  1978-2  |  1979-1  |  1979-2

  • 1973-2, NAIC Proceedingsp - Letter President Nixon to NAIC - 1p (p538)

1980s

Life Insurance Committee

1980's Index BINDER
1980-1  | 1980-2 |  1981-1  |  1981-2  |  1982-1 |  1982-2  |  1983-1  |  1983-2  |    1984-1  |  1984-2   |  1985-1B  |  1985-2  |  1986-1  |  1986-2  |  1987-1  |  1987-2  |  1988-1  |  1988-2  |  1989-1  |  1989-2

  • 1981 - NAIC - Background Paper on the Status of the Regulation of Market Conduct in the Insurance Industry, NAIC Market Conduct and Trade Practices (B1) Subcommittee Attachment Five - 17p
    • This paper describes the history of the examination process, summarizes the 1974 McKinsey evaluation of the examination system, outlines market conduct developments since the McKinsey study and identifies current market conduct issues.
  • 1981-2 - Lapse Letter - 683 - 1p
  • 1982-1, NAIC Proceedings - 1981 0831 - ACLI - Statement of the American Council of Life Insurance Before the NASAA NAIC Joint Regulatory Insurance - 10p
  • 1982-1 - ACLI - Paper on Cost Disclosure for Universal Life - 399 - 4p
  • 1982-1 - NAIC - Life Insurance Solitation Model Regulation Draft - 402 - 10p
  • 1982-2 NAIC - Proceedings TSAG to LIAC re Universal Life - p358-360 - 3p
  • 1982-2, NAIC Proceedings - (524-526) - Statement on Behalf of the American Council of Life Insurance to the NAIC (A) Committee's Manipulation, Lapsation, Dividend Practices and Annuity Disclosure Task Force - June 8, 1982
  • 1983-1 - ACLI - Statement on Behalf of the American Council Of Life Insurance To The NAIC (A) Committee's Life Cost Disclosure Task Force - November 29, 1982 - p523
  • 1985-1B - 18 Questions - p3. Correspondence from the American Council Of Life Insurance <(ACLI) concerning proposals for the taxation of life insurance companies. (Attachment One-B)
  • 1985-2, NAIC Proceedings - 3. Correspondence from the American Council Of Life Insurance (ACLI) concerning proposals for the taxation of life insurance companies. (Attachment One-B)
    • Report of the Life & Health Actuarial Task Force to the Technical Services (EX5) Subcommittee, June 12, 1985
  • 1987-1, NAIC Proceedings - Exposure Draft of Model Regulation Concerning the Sale of Life Insurance and Annuities - 182 - 2p
  • 1987-2, NAIC Proceedings - (p135) - Attachment Four - Comments Received From Industry Regarding Proposed Amendments To NAIC Model Rules Governing The Advertising Of Life Insurance
  • 1988-2, NAIC Proceedings - ACLI - A Statement on Behalf of the American Council of Life Insurance to the NAIC Market Conduct Surveillance (EX3) Task Force - 3p 

1990s

Life Insurance Committee

1990's Index BINDER
1990-1A  |  1990-2  | 1991-1A  |  1991-2A  |  1992-1B  |  1992-2B  |  1993-1 |  1993-1B  |  1993-2  |  1993-3  |   1993-4   |   1994-1  |  1994-2  |  1994-3 |  1994-4  |  1995-1  |  1995-2  |  1995-3  |  1995-4  |  1996-1  |  1996-2  |  1996-3-2  |  1996-4-2  |  1997-1  |   1997-2  |  1997-4-2  |  1998-1  |  1998-2-2  |  1998-3  |  1998-4-2  |  1999-1  |  1999-2  |  1999-3-2  |  1999-4-2

1990-1A

  • NAIC LIMRA Consumer Testing Universal Life Disclosure Form, 1990-1A - 10p

1993-1  

  • NAIC Summary of NAIC Activity, Life Insurance Disclosure Illustrations, ATTACHMENT ONE-A, 1993-1 - 2p 
  • NALU (NAIFA) - Statement of National Association of Life Underwriters, 1993-1 - 257
  • AAA - Statement of the American Academy of Actuaries Task Force on Life Insurance Illustrations, 1993-1 - 263
  • TRG - Report of the Technical Resources Group, 1993-1 - 263

1993-1B

  • CA - Additional Data for Proposed Ledger Illustration Law / Discussion Draft of Proposed California Ledger Illustration Law, 1993-1B - 4p - 789
  • AAA - Preliminary Report of the American Academy of Actuaries Task Force on Life Illustrations, 1993-1B - 791
  • Life Insurance Disclosure Model Regulation Amendment - 1993-1B - 800
  • Senator Metzenbaum Letter to NAIC, 1993-1B - 810-811 - 2p

1993-2

  • TAC - Technical Advisory Committee - Illustrations Cover Page (Draft), 1993-2 - p732 - 3p
  • California - Ledger llustrations Draft - Life Insurance - 1993-2  - 1036 - 3p
  • TAC - Requirements for Illustration Cover Pages- - 1993-2 - 3p
  • TAC - Draft Illustrations Cover Page Attachment Six-A, 1993-2 - 732 - 3p
  • California - Ledger lliustrations Draft Life Insurance, 1993-2 - 3p 

1993-3

  • Memo from Harold Phillips on Definitions, 1993-3 - 442
  • NAIC Position Paper - White Paper on Illustrations - Life Insurance Disclosure Model Regulation, 1993-3 - 443 - 4p 
  • NCOIL - Memorandum on Life Insurance Disclosure, 1993-3 - 443
  • NAIC Position Paper Illustrations LIDMR, 1993-3- 443 - 4p 

1993-4

  • Life Insurance Illustrations Model Act Exposure Draft, 1993-4 - 2p 

1994-1

  • NALU (NAIFA) Statement - Illustrations, 1994-1 - p431 - 19p
  • NALU (NAIFA) Statement of the National Association of Life Underwriters - Illustrations, 1994-1 - p413-430 - 18p
  • Kite - lliustrations Recommended by FIPSCO (Chris Kite) (Attachment Four-B), 1994-1 - 388
  • llustrations Recommended by Technical Resource Advisors (Attachment Four-A), 1994-1 - 367
  • Key Features Document from Consumers Union (Attachment Four-D) ..... 424

1994-1A

  • Bulletin on Illustrated Interest Projections Amended Exposure Draft (Attachment Eight-A), 1994-1A - p561

1994-2

  • From J. Robert Hunter - 1994-2 - p555-556 - 2p
  • Life Insurance Illustrations Model Act draft 5.11.1994 - 1994-2 - p556-557 - 2p 
  • Rules Governing the Use of Illustrations in Connection With the Sale of Life Insurance - 1994-2 - p557 - 7p
  • TRG - Illustration of Guaranteed Benefits ABC Life Insurance Company - 549 - Technical Resource Group
  • TRG - Illustration of Past Performance ABC Life Insurance Company - Technical Resource Group

1994-3

  • NAIC Life Disclosure Working Group - List of Standards - (Attachment Four A) - 1994-3 - p522-524 - 3p
  • Draft Suggestions ATTACHMENT FOUR-B Illustrations, 1994-3 - p524-532 - 9p
  • Actuarial Analysis of Illustration Proposals TRC 9.1.1994, 1994-3 - p532-547 - 16p
  • Sample Policy Illustrations (Attachment Four-C) - VanLeer  - John Hancock, 1994-3 - p547-563 - 17p

1994-3

  • Life Disclosure Standards Draft dated Sept. 17,1994 - 522
  • Technical Resource Committee's Draft Suggestions Concerning the Life Insurance Illustrations Model Regulation - 524
  • Sample Policy Illustrations - 547
  • QQQ Ms. VanLeer to show the illustrations she had prepared that used the standards in the technical resource advisors' draft to prepare an actual illustration (Attachment Four-C).

1994-4

  • Suggestions for Amendments to Model Regulation - 664
  • Memorandum from Carolyn Johnson on Items to Discuss - 665
  • Products to be Exempted from Illustration Requirements - 671
  • Life Disclosure Standards - 671

1995-2

  • Life Disclosure Working Group Report - 536

1995-3

  • Life Disclosure Working Group Report - 676
  • Life Insurance Illustrations Model Regulation - 679
  • Memo Regarding Concerns with Current Draft Proposal Life Insurance Illustrations Model Regulation - 68x

1996-1

  • Life Disclosure Working Group Report on Review of NAIC Models - 595
  • Letter Regarding Life Insurance Illustrations Model Regulation from Commissioner Robert E. Wilcox - 597
  • Life Insurance Buyer's Guide March 15, 1996, Draft - 607

1996-3

  • Questions on Life Insurance Illustrations Model Regulation As of July 24, 1996 - 936
  • Discussion Draft of Questions on Life Insurance Illustrations Model Regulation Dated 8/28/96 - 945

1996-4

  • ATTACHMENT ONE-A - Questions & Answers Life Illustrations Model Regulation as of Dec. 17, 1996

1997-1

  • Indexed Products - Disclosure Guidelines - 689