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Events & Meetings

National Meetings

NAIC Spring 2026 National Meeting

Spring 2026 National Meeting
Hybrid Format
San Diego, CA

In-Person and Virtual Meeting: March 22–25, 2026

Meeting Documents

NAIC Events App and Website

In-person registrants: Download the “NAIC Events” app and search for the “2026 NAIC Spring National Meeting”

Virtual registrants: Login using the event website to participate virtually.

All registered attendees will receive access to:

  • Open hybrid meetings taking place during the Spring National Meeting
  • Meeting agendas, materials, summaries, and meeting minutes for all open meetings within ten (10) business days after the conclusion of the national meeting
  • Recordings of all open meetings taking place during the Spring National Meeting

Cancellation Policy
All meeting registration cancellations MUST be in writing to the NAIC Meetings Department by emailing meetingsmail@naic.org.

Refunds are issued accordingly:
Cancellation request by March 18: Full refund
Cancellation request after March 18: No refund

Registration fees are NOT transferable to future meetings. However, substitutions are accepted.

NOTE: If you are unable to attend the conference due to unforeseen circumstances such as a flight cancellation, a death in your immediate family, a verifiable illness, or other verifiable medical necessity, please contact the NAIC Meetings Department to discuss possible alternatives. You must contact the NAIC within seven business days after the meeting for your request to be considered.

Registration is Open

Regulator Registration (U.S. and International)
Non-Regulator Registration 
Federal/State Govt. Registration 

Fee Schedule

In Person:

  • Received by March 18: $950
  • Received after March 18: $1050
  • First Time Local: $500
    First time to a national meeting AND work within 100 miles of San Diego, CA
    No refund is applicable at this special rate.

Registration requests received after March 18 will be handled on-site.

Virtual: $950

Virtual registration remains open through March 25.

Please have a credit card or check available for on-site registration. The NAIC accepts American Express, Discover, MasterCard, and Visa.

On-Site Registration: Manchester Grand Hyatt San Diego during the following days and times:

  • Saturday, March 21; 7:00 a.m. – 4:30 p.m. PT
  • Sunday, March 22; 7:00 a.m. – 5:30 p.m. PT
  • Monday, March 23; 7:00 a.m. – 6:30 p.m. PT
  • Tuesday, March 24; 7:00 a.m. – 5:00 p.m. PT
  • Wednesday, March 25; 7:00 a.m. – 5:00 p.m. PT
    (or until Plenary ends)
Housing Information

Manchester Grand Hyatt San Diego

1 Market Place
San Diego, CA 92101

Room rate: $339.00 (single/double)

How to Reserve a Room

Once conference registration has been completed, you will receive your confirmation via email, which will contain a link to register at the hotel listed above. Note that room reservations can only be made online using this special NAIC reservations page. Call-in reservations will not be accepted.

Reserved room blocks expire February 23, 2026. However, rooms may sell out prior to this deadline.

Arrival/departure date changes should be made directly with the hotel, which will be subject to a rate increase and availability after the initial reservation.

All rooms are subject to 15.945% tax rate (which includes; Occupancy Tax 13.75%, TMD Assessment: 2%, CA Tourism Fee: 0.195%. Five percent of your hotel room rate is being rebated to the NAIC to defray meeting expenses. Rooms cancelled within 72 hours (local time) of scheduled arrival will be charged one night's room and tax.

2025 NAIC Fall National Meeting Header

2025 Fall National Meeting
Hybrid Format
Hollywood, FL

In Person & Virtual Meeting: December 8–11, 2025

Meeting Documents

NAIC Events App and Website

In-person registrants: Download the “NAIC Events” app and search for the “2025 NAIC Fall National Meeting”

Virtual registrants: Login using the event website to participate virtually

All registered attendees will receive access to:

  • Open hybrid meetings taking place during the Fall National Meeting
  • Meeting agendas, materials, summaries, and meeting minutes for all open meetings within ten (10) business days after the conclusion of the national meeting
  • Recordings of all open meetings taking place during the Fall National Meeting

Advanced in-person registration has closed

In-person registration requests will now be handled on-site.

Regulator Registration (U.S. and International)

Non-Regulator Registration 

Federal/State Govt. Registration 

Special Insurance Dept. Representative Form 

Fee Schedule

In Person

Received by December 3: $875
Received after December 3: $975
First Time Local: $488
First time attending and within 100 miles of Hollywood, FL
No refund is applicable at this special rate.

Registration requests received after December 3 will be handled on-site. 

Virtual: $875
Virtual registration remains open through December 11.

Please have your credit card or check available for on-site registration. The NAIC accepts American Express, Discover, MasterCard, and Visa.

On-Site Registration

The Diplomat Convention Center, 3rd floor foyer during the following days and times:

  • Sunday, December 7: 7:00 a.m. – 5:00 p.m. ET
  • Monday, December 8: 7:00 a.m. – 5:30 p.m. ET
  • Tuesday, December 9: 7:00 a.m. – 6:30 p.m. ET
  • Wednesday, December 10: 7:00 a.m. – 5:00 p.m. ET
  • Thursday, December 11: 7:00 a.m. – 5:30 p.m. ET (or until Plenary ends)

Cancellation Policy

All meeting registration cancellations MUST be in writing to the NAIC Meetings Department. by emailing at meetingsmail@naic.org. Refunds are issued accordingly:

Cancellation request by December 3: Full refund
Cancellation request after December 3: No refund. 

Registration fees are NOT transferable to future meetings however substitutions are accepted.

NOTE: If you are unable to attend the conference due to unforeseen circumstances such as a flight cancellation, a death in your immediate family, a verifiable illness, or other verifiable medical necessity, please contact the NAIC Meetings Department to discuss possible alternatives. You must contact the NAIC within seven business days after the meeting for your request to be considered.

Housing Information

The Diplomat Hotel Hollywood 
(Primary Hotel)

3555 S Ocean Drive
Hollywood, FL 33019
Room rate: $319.00 (single/double) 

Doubletree Hotel by Hilton Hollywood Beach

4000 S. Ocean Drive
Hollywood, FL 33019
Room rate: $259.00 (single/double) 

 

How to Reserve a Room

Once conference registration has been completed, you will receive your confirmation via email, which will contain a link to register at the hotels listed above. Note that room reservations can only be made online using this special NAIC reservations page. Call-in reservations will not be accepted.

Reserved room blocks expire November 10, 2025. However, rooms may sell out prior to this deadline.

Arrival/departure date changes should be made directly with the hotel, which will be subject to a rate increase and availability after the initial reservation.

All rooms are subject to 13% tax per room, per night or current tax rate. Five percent of your hotel room rate is being rebated to the NAIC to defray meeting expenses. Rooms cancelled within 72 hours (local time) of scheduled arrival will be charged one night's room and tax.

NAIC Summer 2025 National Meeting - August 10-13 - Minneapolis, MN

2025 Summer National Meeting
Hybrid Format
Minneapolis, MN
August 10-13, 2025

Meeting Documents

NAIC Events App and Website

All registered attendees will receive access to:

  • Open hybrid meetings taking place during the Summer National Meeting.
  • Meeting agendas, materials, summaries, and meeting minutes for all open meetings within ten (10) business days after the conclusion of the national meeting.
  • Recordings of all open meetings taking place during the Summer National Meeting. 

Registration is now open!

Regulator Registration (U.S. & International)

Non-Regulator Registration 

Federal/State Govt. Registration 

Special Insurance Dept. Representative Form

Interested media: Please contact news@naic.org for registration information

Fee Schedule

In Person

  • Received by Aug. 6: $875
  • Received after Aug. 6: $975
  • First Time & Local: $488
    First time attending & within 100 miles of Minneapolis, MN

In-person registration after Aug. 6 will be handled on-site. No capacity limit. 

Virtual: $875
 

On-Site Registration
Located at the Minneapolis Convention Center during the following days and times:

  • Saturday, August 9; 7:00 a.m. – 5:00 p.m. CT
  • Sunday, August 10; 7:00 a.m. – 5:30 p.m. CT
  • Monday, August 11; 7:00 a.m. – 6:30 p.m. CT
  • Tuesday, August 12; 7:00 a.m. – 5:00 p.m. CT
  • Wednesday, August 13; 7:00 a.m. – 5:00 p.m. CT (or until Plenary ends)

Please have your credit card or check available for on-site registration. The NAIC accepts American Express, Discover, MasterCard, and Visa.

Cancellation Policy
All meeting registration cancellations should be directed to the NAIC Meetings Department by emailing meetingsmail@naic.org. Refunds are issued accordingly:

Cancellation request by Aug. 6: Full refund.
Cancellation request after Aug. 6: No refund*.

Registration fees are NOT transferable to future meetings. However, substitutions are accepted.

*NOTE: If you are unable to attend the conference due to unforeseen circumstances such as a flight cancellation, a death in your immediate family, a verifiable illness, or other verifiable medical necessity, please contact the NAIC Meetings Department to discuss possible alternatives. You must contact the NAIC within seven business days after the meeting for your request to be considered.

Housing Information

Please note that both hotels are connected to the Minneapolis Convention Center via a skywalk. 

Hilton Minneapolis (Primary Hotel)

1001 S. Marquette Ave
Minneapolis, MN 55403

Room rate: $239.00 (single/double)

The group room rates include a $12 rebate per revenue producing room night payable to NAIC to offset the cost of space at the Minneapolis Convention Center.

Hyatt Regency Minneapolis

1300 Nicollet Mall
Minneapolis, MN 55403

Room rate: $239.00 (single/double)

The group room rates include a $10 rebate per revenue producing room night, excluding staff, payable to NAIC to offset the cost of space at the Minneapolis Convention Center.

How to Reserve a Room

Once your conference registration has been completed, you will receive your confirmation email, which will contain a link to book your hotel room at one of the hotels listed above. Note that room reservations can only be made online using this special NAIC reservation page. Call-in reservations will not be accepted. 

Reserved room blocks expire on July 14. However, rooms may sell out prior to this deadline. 

Arrival/departure date changes should be made directly with the hotel, which will be subject to a rate increase and availability after the initial reservation. 

All rooms are subject to 15.025% tax per room, per night or the current tax rate. Five percent of your hotel room rate is being rebated to the NAIC to defray meeting expenses. Rooms cancelled within 48 hours (local time) of scheduled arrival will be charged one night’s room and tax. 

Future National Meetings Calendar

New Date and Location:
Mar 22 - 25

New Date :
Aug 11 - 14

New Date :
Nov 14 - 17

San Diego, CA Columbus, OH Dallas, TX
Manchester Grand Hyatt San Diego Hilton Columbus Downtown Gaylord Texan Hotel & Convention Center

 

Apr 5 - 8

Aug 9 - 12

Dec 13 - 16

Kansas City, MO  New York, NY Nashville, TN 
Loews Kansas City Hotel   New York Hilton Midtown Omni Nashville 
Crowne Plaza Kansas City    Drury Plaza Hotel Nashville Downtown 
Kansas City Convention Center    Nashville Music City Center 

Mar 27 - 30

Aug 7 - 10

Dec 4 - 7

Arlington, TX Boston, MA National Harbor, MD
Loews Arlington Hotel & Convention Center Sheraton Boston Hotel Gaylord National Resort & Convention Center
Live! By Loews Arlington Boston Marriott Copley Place  
  John B. Hynes Veterans Memorial Convention Center  

Mar 19 - 22

Aug 6 - 9

Nov 28 - Dec 1

Oklahoma City, Ok Milwaukee, WI Anaheim, CA
Omni Oklahoma City Hotel Hilton Milwaukee City Center Anaheim Marriott
Sheraton Oklahoma City Downtown Hyatt Regency Milwaukee                Hilton Anaheim
Courtyard by Marriott Oklahoma City SpringHill Suites Milwaukee Downtown  
Fairfield Inn & Suites by Marriott Oklahoma City DoubleTree by Hilton Hotel Milwaukee             
Oklahoma City Convention Center Baird Center  

Once conference registration has been completed, a link to reserve your sleeping room at the NAIC designated meeting hotel(s) will be included in your registration confirmation email.

General Information

  • Draft meeting minutes will be posted approximately 30 days after the last National Meeting.
  • The dress code for NAIC meetings is business.

NAIC Policy Statements

PLEASE NOTE: Any materials submitted to the NAIC for comment, explanation, or for any other purpose related to discussions at NAIC meetings may be reproduced under the NAIC’s copyright, without further notice to the author, for the limited purpose of preserving the historical record in the Proceedings of the NAIC. Please contact legaloperations@naic.org with any questions about reproduction of materials.

Information on expense reporting is available from the Regulator page

NAIC Meetings Department
Phone: 816.783.8100
FAX: 816.460.7666
meetingsmail@naic.org

Events

Spring National Meeting Spring National Meeting
San Diego, CA
March 22 - 25, 2026
 
Commissioners' Fly-In Commissioners' Fly In
May 5-6, 2026
 
International Insurance Forum International Insurance Forum
May 7-8, 2026
 
Summer National Meeting Summer National Meeting
Columbus, OH
August 11-14, 2026
 
Insurance Summit Insurance Summit
September 29 - October 1, 2026
 
Fall National Meeting Fall National Meeting
Dallas, TX
November 14-17, 2026
 
Fall National Meeting Fall National Meeting
Hollywood, FL
December 8 - 11, 2025
 

Monthly Calendar

Reinsurance (E) Task Force
Public Webex Meeting
Webex Link
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Call Scheduled for 60 min
Topic: The purpose of this meeting is to consider the adoption of meeting minutes, receive working group reports, and discuss any other matters.
Contact: Jake Stultz
Phone: 816-783-8481

Risk-Based Capital (RBC) Investment Risk and Evaluation (E) Working Group
Public Webex Meeting
Webex Link
3:00 PM ET, 2:00 PM CT, 1:00 PM MT, 12:00 PM PT
Call Scheduled for 90 min
Topic: The purpose of this meeting is to: 1) hear an update from the American Academy of Actuaries on the Collateralized Loan Obligations (CLO) Risk-Based Capital (RBC) project; 2) receive comments on Proposal 2025-22-IRE CLO RBC Structure; and 3) any other matters.
Contact: Maggie Chang
Phone: 816.783.8976

Investment Analysis (E) Working Group
Regulator-to-Regulator Webex Meeting
12:00 PM ET, 11:00 AM CT, 10:00 AM MT, 9:00 AM PT
This is a regulator only session because the discussion or action contemplated will include:
Investment Committee (Regulator-Only)
Regulator-to-Regulator Webex Meeting
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
This is a regulator only session because the discussion or action contemplated will include:
Annuity Suitability Working Group March 4 Reg Only Meeting
Regulator-to-Regulator Webex Meeting
12:00 PM ET, 11:00 AM CT, 10:00 AM MT, 9:00 AM PT
This is a regulator only session because the discussion or action contemplated will include:
Consumer Information (B) Working Group Meeting
Public Conference Call
Webex Link
1:00 PM ET, 12:00 PM CT, 11:00 AM MT, 10:00 AM PT
Call Scheduled for 1 hr
Topic: Topic: Working Group planning
Contact: Joe Touschner
Phone: 202-649-4989

Government Relations Leadership Council Conference Call
Regulator-to-Regulator Webex Meeting
4:00 PM ET, 3:00 PM CT, 2:00 PM MT, 1:00 PM PT
This is a regulator only session because the discussion or action contemplated will include:
Investment Designation Analysis (E) Working Group
Regulator-to-Regulator Webex Meeting
10:00 AM ET, 9:00 AM CT, 8:00 AM MT, 7:00 AM PT
This is a regulator only session because the discussion or action contemplated will include:
Surplus Lines (C) Task Force - 03052026
Public Webex Meeting
Webex Link
12:00 PM ET, 11:00 AM CT, 10:00 AM MT, 9:00 AM PT
Call Scheduled for 1 hr
Topic: This call is in lieu of the 2026 Spring National Meeting. 
Contact: Andy Daleo
Phone: 816-783-8141

Blanks (E) Working Group
Public Webex Meeting
Webex Link
12:00 PM ET, 11:00 AM CT, 10:00 AM MT, 9:00 AM PT
Call Scheduled for 1 hr
Topic: The purpose of this meeting is to consider adoption of: 1) proposals previously exposed; 2) prior meeting minutes; and 3) the editorial listing, and to expose any new items.
Contact: Mary Caswell
Phone: 816-783-8409

Senior Issues (B) Task Force - R2R 26-3-5
Regulator-to-Regulator Webex Meeting
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
This is a regulator only session because the discussion or action contemplated will include:
CANCELED - Life Actuarial (A) Task Force - 03052026
Public Webex Meeting
Webex Link
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Call Scheduled for 1 hr
CALL CANCELED

Contact: Scott O'Neal
Phone: 816-783-8814

Credit Rating Provider (E) Working Group
Regulator-to-Regulator Webex Meeting
12:00 PM ET, 11:00 AM CT, 10:00 AM MT, 9:00 AM PT
This is a regulator only session because the discussion or action contemplated will include:
Health Care Affordability and Mitigation (B) Working Group
Public Conference Call
Webex Link
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Call Scheduled for 1 hr
Topic: Topic: Discuss work plan
Contact: Joe Touschner
Phone: 202-649-4989

Annuity Suitability Working Group March 11 Meeting
Public Webex Meeting
Webex Link
1:00 PM ET, 12:00 PM CT, 11:00 AM MT, 10:00 AM PT
Call Scheduled for 1 hr
Topic: Discuss Working Group 2026 Priorities and Work
Contact: Jolie Matthews
Phone: 202-471-3982

Uniform Education (D) Working Group
Public Conference Call
Webex Link
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Call Scheduled for 1 hr
Topic: The Working Group has scheduled monthly conference calls throughout the year. Meeting information has been posted on the Working Group webpage and the NAIC Public Calendar.The agenda and any materials will be posted on the Working Group webpage prior to the meeting. 
Contact: Greg Welker
Phone: 816-783-8872

Uniform Education (D) Working Group
Public Conference Call
Webex Link
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Call Scheduled for 1 hr
Topic: The Working Group has scheduled monthly conference calls through the year. Meeting information has been posted on the Working Group webpage and the NAIC Public Calendar.  
Contact: Greg Welker
Phone: 816-783-8872

Government Relations Leadership Council Conference Call
Regulator-to-Regulator Webex Meeting
4:00 PM ET, 3:00 PM CT, 2:00 PM MT, 1:00 PM PT
This is a regulator only session because the discussion or action contemplated will include:
CANCELED - Life Actuarial (A) Task Force - 03122026
Public Webex Meeting
Webex Link
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Call Scheduled for 1 hr
CALL CANCELED

Contact: Scott O'Neal
Phone: 816-783-8814

Market Conduct Examination Guidelines (D) Working Group
Public Webex Meeting
Webex Link
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Call Scheduled for 1 hr
Topic: Agenda/Materials were revised 3-11-2026, an Attachment 2 was added on that date
Contact: Petra Wallace
Phone: 816-783-8272
Confirmation Number: 2336 548 7597
Statistical Data Working Group
Public Conference Call
Webex Link
3:00 PM ET, 2:00 PM CT, 1:00 PM MT, 12:00 PM PT
Call Scheduled for 1 hr
Topic: The purpose of this meeting is to discuss comments received on updates to the Statistical Handbook. 
Contact: Libby Crews
Phone: 816-783-8563

Cybersecurity (H) Working Group
Public Webex Meeting
Webex Link
12:30 PM ET, 11:30 AM CT, 10:30 AM MT, 9:30 AM PT
Call Scheduled for 1 hr
Topic: Purpose: Following a Public Review period to allow for written public-comments, the Cybersecurity (H) Working Group will meet to hear and discuss the comments received to complete drafting of the Cybersecurity Event Notification Portal Project Intake Form and move to adopt at or before the Spring National Meeting. 
Contact: Koty Henry
Phone: 816-783-8379
Confirmation Number: Meeting number (access code): 2334 998 8840
Property and Casualty Insurance (C) Committee
Regulator-to-Regulator Webex Meeting
1:30 PM ET, 12:30 PM CT, 11:30 AM MT, 10:30 AM PT
This is a regulator only session because the discussion or action contemplated will include:
Valuation Analysis (E) Working Group – 03162026
Regulator-to-Regulator Call
12:00 PM ET, 11:00 AM CT, 10:00 AM MT, 9:00 AM PT
This is a regulator only session because the discussion or action contemplated will include:
Financial Stability (E) Task Force & Macroprudential (E) Working Group - 03162026
Public Webex Meeting
Webex Link
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Call Scheduled for 1 hr
Topic: The purpose of this meeting is to provide a MWG status update. This will be a virtual meeting for FSTF in lieu of meeting in person at the Spring National Meeting in San Diego. 
Contact: Tim Nauheimer
Phone: 212-386-1967

NAIC/American Indian and Alaska Native Committee
Public Conference Call
Webex Link
4:00 PM ET, 3:00 PM CT, 2:00 PM MT, 1:00 PM PT
Call Scheduled for 1 hr
Topic:
Contact: Traci Hallowell
Phone: 816-783-8262

Statutory Accounting Principles (E) Working Group R2R NM Prep
Regulator-to-Regulator Webex Meeting
1:30 PM ET, 12:30 PM CT, 11:30 AM MT, 10:30 AM PT
This is a regulator only session because the discussion or action contemplated will include:
Producer Licensing Uniformity (D) Working Group
Public Conference Call
Webex Link
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Call Scheduled for 1 hr
Topic: The Working Group has scheduled monthly conference calls throughout the year to take place on Tuesdays at 1:00pm CST.The agenda and any materials will be posted on the Working Group webpage prior to the meeting. 
Contact: Greg Welker
Phone: 816-783-8872

Casualty Actuarial and Statistical (C) Task Force Regulator Only
Regulator-to-Regulator Webex Meeting
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
This is a regulator only session because the discussion or action contemplated will include:
Audit Committee (Regulator-Only)
Regulator-to-Regulator Webex Meeting
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
This is a regulator only session because the discussion or action contemplated will include:
Accreditation Scope and Alignment (F) Working Group
Regulator-to-Regulator Webex Meeting
3:00 PM ET, 2:00 PM CT, 1:00 PM MT, 12:00 PM PT
This is a regulator only session because the discussion or action contemplated will include:
Adjuster Licensing (D) Working Group
Public Conference Call
Webex Link
1:00 PM ET, 12:00 PM CT, 11:00 AM MT, 10:00 AM PT
Call Scheduled for 1 hr
Topic: Adjuster Licensing (D) Working Group Monthly Webex Conference Call.
Contact: Greg Welker
Phone: 816-783-8872

Government Relations Leadership Council Conference Call
Regulator-to-Regulator Webex Meeting
4:00 PM ET, 3:00 PM CT, 2:00 PM MT, 1:00 PM PT
This is a regulator only session because the discussion or action contemplated will include:
Third-Party Data and Models (H) Working Group
Regulator-to-Regulator Webex Meeting
1:00 PM ET, 12:00 PM CT, 11:00 AM MT, 10:00 AM PT
This is a regulator only session because the discussion or action contemplated will include:
Government Relations Leadership Council Conference Call
Regulator-to-Regulator Webex Meeting
4:00 PM ET, 3:00 PM CT, 2:00 PM MT, 1:00 PM PT
This is a regulator only session because the discussion or action contemplated will include:
Regulator Only: Surplus Lines (C) Working Group - 03302026
Regulator-to-Regulator Webex Meeting
12:00 PM ET, 11:00 AM CT, 10:00 AM MT, 9:00 AM PT
This is a regulator only session because the discussion or action contemplated will include:
Reciprocal Exchanges (E) Working Group
Regulator-to-Regulator Webex Meeting
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
This is a regulator only session because the discussion or action contemplated will include:
Life Insurance and Annuities Illustrations (A) Working Group
Public Webex Meeting
Webex Link
12:00 PM ET, 11:00 AM CT, 10:00 AM MT, 9:00 AM PT
Call Scheduled for 1 hr
Topic: Discuss Feedback from exposure question. Comments due by email to jcook@naic.org COB March 24. Regulators have observed index annuity disclosures that suggest annual returns can range from 10%-25% for several years. This has brought up potential concerns around whether consumers are receiving reasonable expectations regarding future performance upon purchasing an annuity. What are both short-term and long-term approaches to ensure consumers receive reasonable expectations for index annuity returns at the point-of-sale?Please keep any comments at a high-level regarding potential direction for the Working Group and types of proposals, rather than providing specific proposals themselvesIn addition, please feel free to include any comments related to disclosures around newly-developed indices and any other elements related to the concerns described above
Contact: Jennifer Cook
Phone: 2024713986

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