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Annuity Disclosure (A) Working Group

2020 Membership

2021 Charges:

The Annuity Disclosure (A) Working Group will:

Review and revise, as necessary, Section 6-Standards for Annuity Illustrations in the Annuity Disclosure Model Regulation (#245) to take into account the disclosures necessary to inform consumers in light of the product innovations currently in the marketplace.

Calendar
Annuity Disclosure (A) Working Group - 200313

Public Conference Call
Friday, March 13, 2020
11:00 AM ET, 10:00 AM CT, 9:00 AM MT, 8:00 AM PT
Expected Length of Call: 1 hr
Diamond Pass Link

The purpose of the call is to consider the latest draft revisions to Model #245.

Annuity Disclosure (A) Working Group - 191202

Public Conference Call
Monday, December 02, 2019
1:00 PM ET, 12:00 PM CT, 11:00 AM MT, 10:00 AM PT
Expected Length of Call: 1 hr
Diamond Pass Link

 

Annuity Disclosure (A) Working Group

Annuity Disclosure (A) Working Group - 190919

Public Conference Call
Thursday, September 19, 2019
12:00 PM ET, 11:00 AM CT, 10:00 AM MT, 9:00 AM PT
Expected Length of Call: 1 hr
Diamond Pass Link

 

Continue to discuss revisions to Model #245

Annuity Disclosure (A) Working Group - 190729

Public Conference Call
Monday, July 29, 2019
12:00 PM ET, 11:00 AM CT, 10:00 AM MT, 9:00 AM PT
Expected Length of Call: 1 hr
Diamond Pass Link

To be determined.

Annuity Disclosure (A) Working Group - 190715

Public Conference Call
Monday, July 15, 2019
12:00 PM ET, 11:00 AM CT, 10:00 AM MT, 9:00 AM PT
Expected Length of Call: 1 hr
Diamond Pass Link

Continue to discuss 3-7-19 Draft revisions to Model #245

Annuity Disclosure (A) Working Group call - 190605

Public Conference Call
Wednesday, June 05, 2019
3:00 PM ET, 2:00 PM CT, 1:00 PM MT, 12:00 PM PT
Expected Length of Call: 1 hr
Diamond Pass Link

Continue to discuss comments and consider changes to 3-7-19 Draft revisions to Model #245

 

Annuity Disclosure (A) Working Group call - 190513

Public Conference Call
Monday, May 13, 2019
12:00 PM ET, 11:00 AM CT, 10:00 AM MT, 9:00 AM PT
Expected Length of Call: 1 hr

Annuity Disclosure (A) Working Group 3-7-19

Public Conference Call
Thursday, March 07, 2019
12:00 PM ET, 11:00 AM CT, 10:00 AM MT, 9:00 AM PT
Expected Length of Call: 1 hr
Diamond Pass Link

Review proposed draft revisions to model #245 on illustrating indexes in existence fewer than 10 years

Related NAIC Publications

Draft meeting minutes are available free for meeting attendees 10 business days after a national meeting concludes, using the User ID and Password supplied by the NAIC. Regulators may access minutes via StateNet.
Final committee minutes and Proceedings of the NAIC are available to non–attendees, after adoption at the next national meeting, for free in the PDF format through the NAIC Products & Services website.

Contacts

Media Inquiries
(816) 783-8909
news@naic.org

Jennifer R.Cook
Senior Health Policy Advisor and Counsel
Phone: 202-471-3986

Please see the current Committee List for a complete list of committee members.