Illustrations – Examples

1990s

  • 1993-2 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
  • 1994-3 P515
    • Commissioner Wilcox next asked 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).
  • 1991 — SOA – “FINAL REPORT* OF THE TASK FORCE FOR RESEARCH ON LIFE INSURANCE SALES ILLUSTRATIONS”
  • 1994-2
    • 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
  1. Examples
    • 199x – GOV – Cost Disclosure
    • 1994-3 p547-563 Sample Policy Illustrations (Attachment Four-C) VanLeer John Hancock 17p bonknote
    • NAIC Van Leer Examples
    • NAIC Chris Kite Examples
    • NAIC TRG Examples
    • Legal Cases
      • Blumenthal
      • Vogt
    • WishList
      • ACLI Examples shared with NAIC Working Group
      • 1990’s Prudential Class Action Examples
      • 1990s’s MetLife Class Action Examples