Topic: Working Group activities for 2026

Topic: Work on state options outline

Discuss proposed revisions to the Statistical Handbook

The purpose of this meeting is to Discuss Comments Received on the Exposure for RBC Charge Recommendation on Longevity Risk for Longevity Reinsurance as well as Potential Adoption.

Meeting Materials

Agenda – April 9, 2026

1. Consider Adoption of APF 2024-12
   1. Genworth Comment Letter
2. Other Matters

Review Workplan for the Working Group.

Topic: Working Group projects

The purpose of the call is to receive an update from the Academy on Residual Tranches/Interests. 

Agenda and materials attached.

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. 

Agenda – April 16, 2026

1. Consider Adoption of the Task Force’s Spring National Meeting Minutes
2. Consider Re-exposure of APF 2026-03
   1. American Council of Life Insurers Comment Letter
3. Discuss SOA VBT Decision Points
   1. American Council of Life Insurers Comment Letter
4. Other Matters

Discuss Comments received on  3-16-26  draft Buyer's Guide on Deferrred Annuities

COMMENTS RECEIVED 

Maryland Insurance Administration

• Maryland revisions to 3-16 Draft Buyer's GUide on Deferred Annuities

Michigan Deparment Insurance and Financial Services 

• Michigan revisions to 3-16 Draft Buyer's Guide on Deferred Annuities

Academy

• Academy Letter
• Academy revisions to 3-16 Draft Buyer's Guide on Deferred Annuities 

Aspida

• Aspida revisions to 3-16 Draft Buyer's Guide on Deferred Annuities

Consumer Reps

• Letter from Brenda Cude, Dick Weber and Bonnie Burns
• Cude_Weber_Burns_revisions to 3-16 Draft Buyer's Guide on Deferred Annuities

NAFA

• NAFA letter
• NAFA revisions to 3-16 Draft Buyer's Guide on Deferred Annuities
• NAFA Questionnaire

Industry Coalition

• Industry Coalition letter 
• Industry coalition revisions 3-16 Draft Buyer's Guide on Deferred Annuities
• Industry coalition revisions CLEAN 3-16 Draft Buyer's Guide on Deferred Annuities

Discuss and consider adoption of the Health Knowledge Statements.

The purpose for this meeting will be to adopt the December Minutes, receive the report of the Receivership Financial Analysis (E) Working Group, and discuss a referral from the Macroprudential (E) Working Group.

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 (Posted)

Topic: Hospital consolidation tool and outline development.

Adjuster Licensing (D) Working Group monthly Webex Conference Call.

The purpose of the call is to 1) consider adoption of minutes and 2) receive comments on exposures. 

Discuss current PBM Examination Chapter Draft and Vote to Refer it to the Market Conduct Examination Guidelines (D) Working Group 

To be determined.

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

TOPIC:  Can Gen AI Review a Pricing GLM?

PRESENTERS:  NAIC’s Sam Kloese, ACAS and Roberto Perez, FCAS

The purpose of the call is to consider unfinished items from the 4/23 Working Group meeting agenda.

To be determined.

Agenda – April 30, 2026

1. Consider Adoption of APF 2026-03
2. Consider Adoption of APF 2026-02
3. Consider Disbanding the Variable Annuities Capital and Reserve (E/A) Subgroup
4. Consider Request to the Academy's LRWG to Review VM Default and Spread Methodology
5. Consider Exposure of APF 2026-04 2017 CSO Clarification
6. Other Matters

Purpose: consider adoption of the Cybersecurity Event Notification Portal Project proposal previously adopted by the Cybersecurity (H) Working Group