#3 series of 4 Webex meetings scheduled to review the comments received on exposure questions due July 17. The exposure questions and comments have been posted on the Life Insurance and Annuities Illustrations (A) Working Group Webpage under the “Exposure Drafts” tab.

Open call with agenda to follow.

#4  of 4 Webex meetings scheduled to review the comments received on exposure questions due July 17. The exposure questions and comments have been posted on the Life Insurance and Annuities Illustrations (A) Working Group Webpage under the “Exposure Drafts” tab.

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

Reset to original Length Extended to 90 Minutes 

Distributed to Life Actuarial (A) Task Force Members, Interested Regulators, and Interested Parties:

Agenda – September 10, 2026

1. Hear from the Canadian Institute of Actuaries on Canadian Mortality Tables
2. Consider Exposure of YE 2026 AG 53 Templates and AG 53 Guidance Document 
3. Consider Exposure of YE 2026 AG 55 Templates and AG 55 Guidance Document
4. Discuss Other Matters

Discuss proposed changes to the 2027 Title Statement of Actuarial Opinion instructions.

Part 2 of #4 in the series of 4 Webex calls to review of the comments received on exposure questions due July 17.

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 are posted.

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 are posted.

9/17 Agenda 

1. Consider adoption of SOA recommended HMI and FMI rates
   1. HMI and FMI Presentation
   2. HMI and FMI 2026 Recommendation w/ ALT FMI
   3. ACLI Comment Letter
   4. Model Office Analysis 
2. Consider adoption of GRET
3. Discuss Comments on Starting Asset Allocation Concept
   1. ACLI Comment Letter
   2. RRC Comment Letter
4. Discuss Other Matters

The purpose of the call is to discuss and consider exposure of: 1) 2027 proposed charges for the Task Force and its Working Groups; and 2) a memo response regarding funding agreement backed notes in receivership. 

Working Group Monthly Webex Meeting. 

Discuss comments received during the exposure period and consider adoption of the P/C and Title Statement of Actuarial Opinion Worksheet in the Financial Analysis Handbook

Discuss updates to the Statistical Handbook of Data Available to Regulators

The purpose of this meeting is to discuss comments received on updates to the Statistical Handbook. Materials will be available prior to the meeting on the Group Name’s website.

The purpose of this meeting is to discuss comments received on the Aug. 3 Draft Annuity Buyer's Guide.  Comments received are posted under the EXPOSURE DRAFTS tab 

Agenda – September 24, 2026

1. Consider Exposure of Referral to SAPWG on Reinsurance Collateral
2. Discuss Comments Received on Valuation Manual Default and Spread Methodology and Next Steps
   1. Academy Comment Letter
   2. ACLI Comment Letter
3. Consider Adoption of the Task Force’s Summer National Meeting Minutes
4. Hear Other Matters

The purpose of this meeting is to discuss comments for Proposal 2026-13-CR (Severe Convective Storm Implementation).