Overview

Overview

             NAIC

• Illustrations
• Policies
• Premiums

• How do you bring change 
• Ralph Didn’t Say it
• Plan of Insurance – Birney Shopping
• Dynamic
  • Changes perception
  •  
• Informed Consumer
• Focus Groups Universal Life as Permanent/Whole/Cash Value/Dynamic/ Other
• Sales Process

BINDERS

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Markups

• Scism
• NAIC
  • 582
  • 580
  • ULMR

Documents

• Adjustable Life
  • Magazine advert
  • 1977 Changing Times
  • Toward Adjustable Life, SOA
• NAIC
  • LIMRA Focus Group
  • Guarantees Only

Abbreviations

AAA – American Academy of Actuaries

ACLI – American Council of Life Insurers

AL – Adjustable Life Insurance

ASB – Actuarial Standards Board

ap – Academic Paper

AV – Audio / Video

ils – Illustrations

IUL WG – IIUL ILLUSTRATION SUBGROUP – NAIC

lc – Legal Cases

lr – Law Reviews

lib – Library

libg – Life Insurance Buyer’s Guide(s)

libg WG – Life Insurance Buyer’s Guide Working Group – NAIC

liiiwg – Life Insurance Illustrations Working Group – NAIC

NAIC – National Association of Insurance Commissioners

OLIBG – Life Insurance Online Guide Working Group – NAIC

SOA – Society of Actuaries

UL – Universal Life Insurance

wacs – Words and Concepts

 

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