The purpose of the call will be to consider adoption of handbook guidance. 

The Working Group plans to meet monthly to finalize its priorities and charges for 2025.  

Discuss comments received on the definition of third-party data and model vendors.

The purpose of this call will be to: Review and finalize revisions to the State Licensing Handbook - Chapter 18 (Adjuster Licensing).

To the working group members: please be ready to discuss the proposed edits to the Handbook’s Chapter 18, Adjuster Licensing, which have been posted on the Working Group website since the end of last year.

Agenda – July 10, 2025

1. Hear American Academy of Actuaries’ Presentation on YRT Reinsurance
2. Other Matters

Meeting Materials

1. Consider adoption of Valuation Manual Amendments
2. Consider adoption of Asset Adequacy Testing for Reinsurance Actuarial Guideline

Discuss and consider adoption of the Alternative Proposal for revised cost-sharing factors associated with the MSA Framework’s Single LTCI Multistate Rate Review Approach.

Purpose: In light of recent insurance organization incidents and apparent targeting by the Scattered Spider group, Coalition security experts will deliver a 40-minute, insurance-focused threat briefing. Drawing on security and threat intelligence, the speaker will outline threat trends relevant to our sector, detail what is known of Scattered Spider’s modus operandi, and discuss practical mitigations. The briefing will focus on concrete, actionable insights for both technical and nontechnical audiences and include time for Q&A.

The Working Group plans to meet monthly on the 1st Tuesday of each month to finalize its priorities and charges for 2025.  

The invites for each monthly meeting will be located on the PLUWG webpage and the NAIC Public Calendar. 

1. Overview

   1. Background on longevity reinsurance reserve approach 

2. Longevity Risk Subgroup Chair Exposure of Longevity Risk Factor Approach Proposal Request 

3. Next Steps

Discuss comments received on the Statistical Handbook of Data Available to Regulators

The purpose of this meeting is to Discuss Comments Received on the Exposure 5/8/25. 

The purpose of this call will be to discuss Funding Agreement Backed Notes.

Continue discussion of the long-duration A&H disclosure items and other observations and issues regarding the P/C Statement of Actuarial Opinion instructions.

To be determined.

The purpose of the call is to discuss a referral received from the Chief Financial Regulator Forum regarding access to audit workpapers that some examination teams have experienced.

The purpose of the call will be to receive and discuss comments received on the Committee’s proposed reorganization of the Valuation of Securities (E) Task Force and its related proposed charges. 

Purpose: To facilitate training and the sharing of expertise through predictive analytics webinars (aka "Book Club").       

Topic: Balancing Risk Assessment and Social Fairness: An Auto Telematics Case Study

Continue drafting changes to the NAIC Homeowners’ Shopping Tool.

The purpose of the call will be to consider adoption of proposed changes to the ORSA Guidance Manual. 

This interim meeting is being held in lieu of the Summer National Meeting

The purpose of the meeting will be to consider adoption of working group reports. 

The purpose of the meeting is to discuss and consider for public exposure the drafting group’s draft Decision Framework document.