Life insurance and annuity products
[DOCX File]Statutory Accounting Principles Working Group
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1.01A For the products (and related assets) that are not registered with the SEC, identify whether the products are considered private placement variable annuity products or private placement life insurance.
[DOCX File]Eight Hour mandatory LOng - California Insurance …
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life insurance. annuity. disability insurance. critical illness insurance. accelerated death benefit. other products as they become available in the marketplace. Hybrid long-term care policies. life/long-term care. annuity/long-term care. other hybrid products as they become available in the marketplace. Group Coverage (Section 10231.6 of the CIC)
Life Insurers: Market Conduct Profile - 2005
If the insurer offered for sale during the year either; small face amount policies (less than $25,000 face amount other than juvenile), graded death benefit products, corporate owned life insurance (including BOLI), and/or deferred annuity products covering annuitants in excess of age 90 at issue, and the product was not discussed in the answer ...
[DOC File]White Paper Outline - DTCC
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Financial Activity Reporting (FAR) enables insurance carriers to provide their distributors with the annuity and life insurance financial transaction information they need in order to comply with the anti-money laundering provisions of the USA PATRIOT Act and general suitability regulations.
[DOCX File]NAIC Guidance Manual for Rating Aspects of the Long-Term …
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In today’s marketplace, the life/LTCI combination is sold with the following life insurance products: term, whole life, universal life, indexed life and variable life. The annuity/LTCI combination is sold with the following annuity products: fixed, indexed, variable and single premium immediate annuity.
[DOC File]Individual Immediate Annuities Product Outline (02/28/2013)
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The disclosure should also advise same-sex spouses who own or are considering the purchase of annuity products that provide benefits based upon status as a spouse to consult a tax advisor prior to purchase and/or prior to exercising benefits provided by the annuity product. ... of the Insurance Law provides that the estate of the life insurance ...
[DOCX File]LIFE, ACCIDENT AND HEALTH INSURERS
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Discontinued filings: Analysis of Annuity Operations by Lines of Business, Analysis of Increase in Annuity Reserves During Year, and Interest Sensitive Life Insurance Products …
[DOC File]Transmittal and Standards for Life and Annuity ...
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The advertisement does not directly or indirectly imply that insurance products are investment vehicles. The use of "investing" or "saving," except in connection with a variable product, must be in direct reference to retirement or long-term savings or investing. ... Transmittal and Standards for Life and Annuity Advertisements - Form 440-3308 ...
[DOC File]Transmittal aAnd Standards for Life and Annuity ...
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Equity Indexed products. (Any equity indexed life or annuity product filing must include the advertising material at the time of policy submission.) Advertisements that illustrate projections, and are developed for advertising purposes. (i.e. key employee, retirement funds, etc.) (*not to be confused with #1 above) Other
[DOC File]2004 Annuity Education Outline - CA Department of Insurance
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Background. Section 1749.8 of the California Insurance Code took effect on January 1, 2005. This law states that life agents who sell annuity products must first complete eight (8) hours of annuity training that is approved by the California Department of Insurance (CDI) followed by four (4) hours of CDI approved annuity training every license renewal period thereafter.
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