Committees
Public Calendar
- 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 hour
Topic:To be determined.
Contact:Randy Helder
Phone: 816-783-8261
- 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 hour
Topic:The purpose of the call is 1) adoption of minutes; 2) adoption of Working Agenda; and 3) receive comments on Proposal 2025-12-IRE SVO Bond Fund Alignment.
Contact:Maggie Chang
Phone: 816.783.8976
- 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 hour
Topic:Business Call - Agenda to follow
Contact:Kris DeFrain / Roberto Perez
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.
- 5th -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 hour
Topic:The purpose of this meeting is to consider adoption of the Working Group’s meeting minutes and editorial listing, and to consider the exposure of new items.
Contact:Mary Caswell
Phone: 816-783-8409
- 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 hour
Topic:Consider Adoption of Annuity Best Interest Regulatory Guidance and Considerations Document
Contact:Jolie Matthews
Phone: 202-471-3982
- 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 hour
Topic:The purpose of the call is to adopt the Committee's 2026 proposed charges.
Contact:Dan Daveline
Phone: 816.783.8134
- 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: Specific companies, entities or individuals, including, but not limited to, collaborative financial and market conduct examinations and analysis.
- 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: 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.
- 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.
- 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 hour
Topic:The purpose of the meeting will be to adopt June 20 and Sept. 29 minutes, adopt the Working Group’s working agenda, and expose a proposal to incorporate the structural change presented in the Academy’s H-2 Underwriting Risk Report. Materials will be available on the working group web page prior to the meeting.
Contact:Derek Noe
Phone: 816.783.8973
- 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 hour
Topic:Meeting Materials
Contact:Teresa Cooper
Phone: 816-783-8226
- 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 hour
Topic:The purpose of this open meeting is to discuss the exposed draft guidance materials and IRIS. The comments received for the Handbook and IRIS edits being considered will be discussed.
Contact:Ralph Villegas
Phone: 816-783-8411
- 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 hour
Topic:Agenda – November 6, 2025
- Consider Exposure of APF 2025-15 Credit Ratings Consistency
- Consider Adoption of APF 2025-13 Non-US Mortality
- Consider Adoption of Revised AG 55 Templates
- Other Matters
Contact:Scott O'Neal
Phone: 816-783-8814
- 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 hour
Topic:The purpose of this meeting is to continue discussions regarding Funding Agreement Backed Notes.
Contact:Tim Nauheimer
Phone: 212.386.1967
- 12th - Joint Call:Public Webex Meeting
Property and Casualty Risk-Based Capital (E) Working Group
Catastrophe Risk (E) Subgroup
Webex Link
11:00 AM ET, 10:00 AM CT, 9:00 AM MT, 8:00 AM PT
Call Scheduled for 1 hour
Topic:The purpose of the call is to 1) consider adoption of the Joint Property and Casualty Risk-Based Capital (E) Working Group and Catastrophe Risk (E) Subgroup’s Oct. 8 minutes; 2) consider adoption of Proposal 2025-08-CR (Jan 1 – Oct 15 Cat Event List); 3) consider exposure of Proposal 2025-19-CR (Separating Earthquake and Hurricane Loss Experience Data in PR100s); 4) consider exposure of Proposal 2025-20-CR (Wildfire Rcat Implementation); 5) discuss Working Agenda; 6) discuss Securities Valuation Office (SVO) Fund Risk-Based Capital (RBC) Alignment project; 7) hear update from the Health Risk-Based Capital (E) Working Group regarding Proposal 2025-15-CA (A&H Underwriting Risk Structure Change); 8) hear a presentation from the Academy regarding the report of “Property and Casualty Risk-Based Capital Premium and Loss Concentration Factors.”
Contact:Eva Yeung
Phone: 816.783.8407
- 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 hour
Topic:PURPOSE: 1) adopt Meeting Minutes, 2) hear an overview of the revisions to the Title Insurance Shopping Tool Template, and 3) consider exposing the Title Insurance Shopping Tool Template
Contact:Anne Obersteadt
Phone:
- 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: Specific companies, entities or individuals, including, but not limited to, collaborative financial and market conduct examinations and analysis.
- 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.
- 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 hour
Topic:Agenda – November 13, 2025
- Consider Adoption of Revisions to Actuarial Guideline 49-A
- ACLI Comment Letter
- Consider Re-exposure of APF 2023-10
- Other Matters
Contact:Scott O'Neal
Phone: 816-783-8814
- Consider Adoption of Revisions to Actuarial Guideline 49-A
- 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 hour
Topic:The purpose of the call is to 1) consider adoption of Sept. 11 minutes; 2) consider adoption of Joint LRBCWG and VACR (E/A) SG minutes; 3) consider adoption of Working Agenda; and 4) discuss comment letters received on the exposed Covariance slide deck.
Contact:Kazeem Okosun
Phone: 816.783.8981
- 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 hour
Topic:The purpose of this meeting is to discuss the Group Annuity Data Collection APF and results of surveying companies regarding their mix of Group Annuity business.
Contact:Angela McNabb
Phone: 816-783-8631
- 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 hour
CALL CANCELED
Contact:Jolie Matthews
Phone: 202-471-3982
- Public Conference Call
Webex Link
3:30 PM ET, 2:30 PM CT, 1:30 PM MT, 12:30 PM PT
Call Scheduled for 1 hour
Topic:To be determined.
Contact:Randy Helder
Phone: 816-783-8261
- 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
12:00 PM ET, 11:00 AM CT, 10:00 AM MT, 9:00 AM PT
Call Scheduled for 1 hour
Topic:The purpose of this meeting is to discuss the comments due by November 14th on the Request for Longevity Reinsurance C2 Proposal and LR025.
Contact:Amy Fitzpatrick
Phone: 816-783-8837
- 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 hour
Topic:Purpose: regulators to provide updates on the changes made to the AI Systems Evaluation Tool to create the version to be discussed at the Fall National Meeting, in response to interested party feedback.
Contact:Scott Sobel
Phone: 816-783-8361
Confirmation Number:Meeting number (access code): 2334 683 8037
- 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 hour
Topic:The purpose of this meeting is to 1) consider adoption of its Oct. 23 and Summer National Meeting minutes; 2) consider adoption of its Working Group Minutes; 3) consider adoption of Proposal 2025-08-CR (Jan. 1—Oct. 15 Cat Event List); consider adoption of its Working Agenda; 5) discuss Statutory Accounting Principles (E) Working Group referral regarding collateral loan schedule BA reporting changes; 6) hear update regarding the risk-based capital (RBC) treatment for Securities Valuation Office (SVO) designated investments; and 7) discuss risk-based capital preamble.
Contact:Eva Yeung
Phone: 816.783.8407
- 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: 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 hour
Topic:The purpose of this meeting is to discuss drafts of papers produced by the AMIWG technical group ahead of the National Meeting.
Contact:Ned Tyrrell
Phone: 212.386.1986
- 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 hour
CALL CANCELED
Contact:Amy Fitzpatrick
Phone: 816-783-8837
- 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 hour
Topic:The purpose of this meeting is to continue discussion on revisions to the Statistical Handbook.
Contact:Libby Crews
Phone: 816-783-8563
- 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.
- 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: Specific companies, entities or individuals, including, but not limited to, collaborative financial and market conduct examinations and analysis.
- 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 hour
Topic:The purpose of the call will be to consider adoption of handbook guidance.
Contact:Elise Klebba
Phone: 816-783-8645
- 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 hour
Topic:Consider Adoption of 2026 Proposed Charges
Contact:Jolie Matthews
Phone: 202-471-3982
- 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 hour
CALL CANCELED
Contact:Scott O'Neal
Phone: 816-783-8814
- 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.
- 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: Consideration of individual state insurance department's compliance with NAIC financial regulation standards by the Financial Regulation Standards and Accreditation (F) Committee or any subgroup appointed thereunder.
- 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 hour
Topic:The purpose will be to discuss SAPWG Agenda Item 2024-06: Risk Transfer Analysis on Combination Reinsurance Contracts and comments received on the alternative proposal exposed during the Oct. 7 call. (Deadline for comments is Nov. 7.)
Contact:Dan Daveline
Phone: 816.783.8134
- 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 hour
Topic:Consider adoption of the Committee's and Life Actuarial (A) Task Force's 2026 charges, the 2026 GRET and revisions to AG 49-A.
Contact:Jennifer Cook
Phone: 202-471-3986
- 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: Specific companies, entities or individuals, including, but not limited to, collaborative financial and market conduct examinations and analysis.
- 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.