NAIC – References

Documents – NAIC

  1. Journal of Insurance Regulation
  2. Illustrations

 

1980-1989
1982-1 p399 – ACLI – Cost Disclosure for Universal Life – 4p 

1982-1 p402 – Life Insurance Solicitation Model Regulation (Draft) – 10p

1988-2 p220 – ACLI – Advertising Model Regulation – Market Conduct Surveillance Task Force – 3p

 

1990-1999

1990-1A p464 – NAIC / LIMRA Consumer Testing – Universal Life Disclosure Form – 10p 1993-1
Summary of NAIC Activity, Life Insurance Disclosure/Illustrations <White Paper> – 252
Statement of National Association of Life Underwriters – 257
Statement of the American Academy of Actuaries Task Force on Life Insurance Illustrations – 263
Report of the Technical Resources Group – 263 1993-1B
Discussion Draft of Proposed California Ledger Illustration Law – 789
Preliminary Report of the American Academy of Actuaries Task Force on Life Illustrations – 791
Life Insurance Disclosure Model Regulation Amendment – 800
Senator Metzenbaum Letter to NAIC – 810 (2)

1993-2

Technical Advisory Committee – Illustrations Cover Page (Draft) – p732 (3)

California – Ledger llustrations Draft – Life Insurance – 1036 (3) 

 

1993-3
Memo from Harold Phillips on Definitions – 442
NAIC Position Paper – White Paper on Illustrations – Life Insurance Disclosure Model Regulation – 443 (4) 
NCOIL Memorandum on Life Insurance Disclosure – 443 1994-1
llustrations Recommended by Technical Resource Advisors – 367
llustrations Recommended by FIPSCO (Chris Kite) – 388
NALU / NAIFA Statement – Illustrations – 431 (18)
Key Features Document from Consumers Union – 424

1994-2

ILLUSTRATION OF GUARANTEED BENEFITS ABC LIFE INSURANCE COMPANY – 549 – Technical Resource Group

ILLUSTRATION OF PAST PERFORMANCE ABC LIFE INSURANCE COMPANY

Statement from Commissioner J. Robert Hunter on Illustrations Of Future Values – 555
Memo from Commissioner David Lyons Clarifying the Life Insurance Committee’s Position and Intentions – 568 1994-3
Analysis of Illustration Proposals
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

1997-1 Indexed Products – Disclosure Guidelines – 689