NAIFA – Documents

1990s

  • 1994 – Letter – NALU to NAIC (LDWG) – NALU [Currently NAIFA] National Association of Life Underwriters to the NAIC Life Disclosure Working Group – 1994-1, NAIC Proc.
    • GMP – Guaranteed Maturity Premium
    • 1994 NALU Cover Page GMP ATTACHMENT FOUR-C
      • Statement of the National Association of Life Underwriters (NALU) to the NAIC Life Disclosure Working Group of the Life Insurance (A) Committee on Life Insurance Illustrations January 31, 1994
      • 13. The Cover Page for any illustration should contain the annual premium necessary to maintain the policy to maturity based solely upon the guarantees in the policy.
        • This will assist the policyowner in understanding the differences between guaranteed and non-guaranteed policy features.

2010s

  • 2010 0831 – Letter – NAIFA to SEC – Re Study Regarding Obligations of Brokers, Dealers, and Investment Advisers – FILE NO. 4-60 – 19p
  • 2011 1216 – Letter – NAIFA to FIO (Michael McRaith) – Re: Public Input on the Report to Congress on How to Modernize and Improve the System of Insurance Regulation in the United States, Docket Number: 2011-26776 – 25p – <Bad Link>
    • These consumers that NAIFA members serve every day rely on the honest, trustworthy guidance of their financial advisors to help manage risk and plan for retirement.
      • Without personalized advice from financial professionals who have earned their trust over many years of service, these investors would be forced to utilize impersonal, ―one-size-fits-all‖ advice from firms that do not tailor their advice to the specific needs of individual clients.
  • 2013 0426 – NAIFA – NAIFA President Rob Smith Personalizes Importance of Life Insurance in Meeting With Congressional Working Group – [link] – <Bad Link>
    •  The presentation covered the mechanics of  life insurance products, the significant public policy benefits and economic impact of the industry, as well as the  appropriateness of current taxation.

2020s

  • 2021 0809 – Letter – NAIFA to NAIC (LIAC) – RE: Life Insurance Illustrations Issues (A) Working Group – 2p