Committees
Public Calendar
- 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: Specific companies, entities or individuals, including, but not limited to, collaborative financial and market conduct examinations and analysis.
- 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:Consider Adoption of its draft proposed 2025 charges and revisions to Model #171
Contact:Jolie Matthews
Phone: 202-471-3982
- Public Webex Meeting
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 the call is to 1) review comments on Company Licensing Handbook exposure, 2) discuss pre and post redomestication notification; and 3) discuss biographical affidavit investigation reports and vendor review process.
Contact:Jane Barr
Phone: 816.783.8413
- Regulator-to-Regulator Webex Meeting
3:30 PM ET, 2:30 PM CT, 1:30 PM MT, 12:30 PM PT
This is a regulator only session because the discussion or action contemplated will include: Consultations with NAIC staff members related to NAIC technical guidance, including, but not limited to, Annual and Quarterly Statement Blanks and Instructions, the Accounting Practices and Procedures Manual, and similar materials.
- 6th -Public Webex Meeting
Webex Link
12:00 PM ET, 11:00 AM CT, 10:00 AM MT, 9:00 AM PT
Call Scheduled for 30 mins
Topic:The purpose of this meeting is to expose new proposals, adopt the editorial listing, review charges and the state disclosure checklists, and receive a memo from the Statutory Accounting Principles (E) Working Group.
Contact:Mary Caswell
Phone: 816-783-8409
- 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: Consultations with NAIC staff members related to NAIC technical guidance, including, but not limited to, Annual and Quarterly Statement Blanks and Instructions, the Accounting Practices and Procedures Manual, and similar materials.
- 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 call will be to discuss the NAIC State Licensing Handbook - Chapter 18 Adjuster.
Contact:Greg Welker
Phone: 8167838872
- 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 Minutes
Topic:VM-22 Subgroup Agenda – Nov 6
- Pre-Need Annuity Exemption
- National Guardian Life comments
- Longevity Reinsurance
- ACLI proposal
i. Comment letter
ii. Comparison between proposal and k-factor method
- NJ DOI response
1. Proposed amendment
Contact:Amy Fitzpatrick
Phone: 816-783-8837
- Pre-Need Annuity Exemption
- 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: Consideration of strategic planning issues relating to federal legislative and regulatory matters or international regulatory matters.
- Public Webex Meeting
Webex Link
11:00 AM ET, 10:00 AM CT, 9:00 AM MT, 8:00 AM PT
Call Scheduled for 1 hr
Topic:Changed from
11/21to 11/07The purpose of the call is to adopt the Working Group’s minutes from the September 26th call, discuss comments received on exposed Financial Analysis Handbook guidance, and consider adopting revisions to the Handbook.
Contact:Rodney Good
Phone: 816-783-8430
- 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 meeting is in lieu of meeting at the 2024 Fall National Meeting.
Contact:Andy Daleo
Phone: 816-783-8141
- 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:
Contact:Petra Wallace
Phone: 8167838272
- 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 Working Group will be meeting to discuss the NAIC State Licensing Handbook.
Contact:Greg Welker
Phone: 816-783-8872
- Agenda
- Uniform Licensing Standards Chart
- SLH - Chapter 1 Modern Producer Licensing
- SLH - Chapter 6 Prelicensing Education
- SLH - CHapter 7 Application Review for Initial Licenses
- SLH - Chapter 8 Testing Programs
- SLH - Chapter 9 Lines of Insurance
- SLH - Chapter 10 Surplus Lines Producer Licenses
- SLH - Chapter 11 Appointments
- SLH - Chapter 12 Business Entity
- SLH - Chapter 13 Temporary Licenses
- SLH - Chapter 14 Continuing Education
- SLH - Chapter 18 Adjuster
- SLH - Chapter 19 Bail Bonds Agent
- SLH - Chapter 24 Managing General Agents
- SLH - Chapter 25 Multiple Employer Welfare Arrangements
- SLH - Chapter 30 Viatical and Life Settlement Brokers
- Regulator-to-Regulator Webex Meeting
11:00 AM ET, 10:00 AM CT, 9:00 AM MT, 8:00 AM PT
This is a regulator only session because the discussion or action contemplated will include: Consultations with NAIC staff members related to NAIC technical guidance, including, but not limited to, Annual and Quarterly Statement Blanks and Instructions, the Accounting Practices and Procedures Manual, and similar materials.
- 12th - SCORI Health Workstream Nov 12 Reg Only MeetingRegulator-to-Regulator Webex Meeting
12:00 PM ET, 11:00 AM CT, 10:00 AM MT, 9:00 AM PT
CALL CANCELED
This is a regulator only session because the discussion or action contemplated will include: Specific companies, entities or individuals, including, but not limited to, collaborative financial and market conduct examinations and analysis.
- 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 revisions made from comments received on the previously exposed Premium Increase Transparency Guidance and consider adoption of the revised Guidance document.
Contact:Anne Obersteadt / Sara Robben
Phone:
- 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: Specific companies, entities or individuals, including, but not limited to, collaborative financial and market conduct examinations and analysis.
- Public Webex Meeting
Webex Link
3:00 PM ET, 2:00 PM CT, 1:00 PM MT, 12:00 PM PT
Call Scheduled for 30 Minutes
Topic:The purpose of this meeting is for the Task Force to adopt reports of its Working Groups.
Contact:Bailey Henning
Phone: 816-783-8129
- Regulator-to-Regulator Webex Meeting
3:30 PM ET, 2:30 PM CT, 1:30 PM MT, 12:30 PM PT
This is a regulator only session because the discussion or action contemplated will include: Specific companies, entities or individuals, including, but not limited to, collaborative financial and market conduct examinations and analysis.
- Public Webex Meeting
Webex Link
4:00 PM ET, 3:00 PM CT, 2:00 PM MT, 1:00 PM PT
Call Scheduled for 1 hr
Topic:Purpose: hear a presentation about how AI is used in insurance including implementation challenges and lessons learned, and receive an update on the AI systems evaluation work
Contact:Miguel Romero
Phone:
Confirmation Number:Meeting number (access code): 2861 688 0509
- 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:The purpose of this call will be to discuss: 1) Discuss CE Survey and 2) NAIC State Licensing Handbook.
Contact:Greg Welker
Phone: 816-783-8872
- Regulator-to-Regulator Webex Meeting
4:00 PM ET, 3:00 PM CT, 2:00 PM MT, 1:00 PM PT
CALL CANCELED
This is a regulator only session because the discussion or action contemplated will include: Consideration of strategic planning issues relating to federal legislative and regulatory matters or international regulatory matters.
- Regulator-to-Regulator Webex Meeting
4:00 PM ET, 3:00 PM CT, 2:00 PM MT, 1:00 PM PT
CALL CANCELED
This is a regulator only session because the discussion or action contemplated will include: Consideration of strategic planning issues relating to federal legislative and regulatory matters or international regulatory matters.
- Regulator-to-Regulator Webex Meeting
4:00 PM ET, 3:00 PM CT, 2:00 PM MT, 1:00 PM PT
CALL CANCELED
This is a regulator only session because the discussion or action contemplated will include: Consideration of strategic planning issues relating to federal legislative and regulatory matters or international regulatory matters.