- Life Insurance and Annuities (A) Committee
- Accelerated Underwriting (A) Working Group (disbanded)
- Annuity Suitability (A) Working Group
- Life Actuarial (A) Task Force
- Experience Reporting (A) Subgroup
- Generator of Economic Scenarios (GOES) (E/A) Subgroup
- Life and Annuity Illustration (A) Subgroup
- Longevity Risk (E/A) Subgroup
- Valuation Manual (VM)-22 (A) Subgroup
- Variable Annuities Capital and Reserve (E/A) Subgroup
- Life Insurance and Annuities (A) Committee
- Accelerated Underwriting (A) Working Group (disbanded)
- Annuity Suitability (A) Working Group
- Life Actuarial (A) Task Force
- Experience Reporting (A) Subgroup
- Generator of Economic Scenarios (GOES) (E/A) Subgroup
- Life and Annuity Illustration (A) Subgroup
- Longevity Risk (E/A) Subgroup
- Valuation Manual (VM)-22 (A) Subgroup
- Variable Annuities Capital and Reserve (E/A) Subgroup
2025 Charge
- The Valuation Manual (VM)-22 (A) Subgroup will:
- Recommend requirements for non-variable (fixed) annuities in the accumulation and payout phases for consideration by the Task Force, as appropriate. Continue working with the Academy on a PBR methodology for non-variable annuities.
Public Webex Meeting
Wednesday, May 07, 2025
3:00 PM ET, 2:00 PM CT, 1:00 PM MT, 12:00 PM PT
Expected Length of Call: 1 hr
To be determined.
Public Webex Meeting
Tuesday, May 27, 2025
3:00 PM ET, 2:00 PM CT, 1:00 PM MT, 12:00 PM PT
Expected Length of Call: 1 hr
The proposed PBR framework for non-variable annuities is being exposed for a 16-day public comment period ending, Friday, May 9, 2025:
The following are being exposed for a 37-day public comment period ending, Friday, May 30, 2025:
Please send comments to Amy Fitzpatrick by close of business on the dates listed above.
The following documents are being exposed for a public comment period ending, Wednesday, March 26, 2025:
- SPA Policy Holder Behavior Assumptions Proposed Edits (Clean)
- SPA Policy Holder Behavior Assumptions Proposed Edits (Redline)
Please send comments to Amy Fitzpatrick by close of business on March 26, 2025.
The following document is being exposed, with specific comment periods for the questions outlined below:
- For items 1 – 3 (Reinvestment Guardrail, SERT Threshold, SERT Mortality Sensitivity), please provide related comments by Feb. 25 to allow for discussion at a Feb. 26 meeting.
- For item 4, please provide comments by Mar. 17.
Please send comments to Amy Fitzpatrick according to the timing outlined above.
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ExploreContacts
Media Inquiries
(816) 783-8909
news@naic.org
Amy Fitzpatrick
Life Associate Actuary
816-783-8837
Please see the current Committee List for a complete list of committee members.