- Life Insurance and Annuities (A) Committee
- Annuity Buyer's Guide (A) Working Group
- Annuity Suitability (A) Working Group
- Life Actuarial (A) Task Force
- Experience Reporting (A) Subgroup
- Generator of Economic Scenarios (GOES) (E/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 Illustrations (A) Working Group
- Life Insurance and Annuities (A) Committee
- Annuity Buyer's Guide (A) Working Group
- Annuity Suitability (A) Working Group
- Life Actuarial (A) Task Force
- Experience Reporting (A) Subgroup
- Generator of Economic Scenarios (GOES) (E/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 Illustrations (A) Working Group
2026 Charges
- The Life Insurance and Annuities Illustrations (A) Working Group will:
- Evaluate concepts for improving life insurance and annuity illustrations and disclosures, and consider revisions to relevant ÐÓ°ÉÊÓƵ models or develop other guidance where feasible and appropriate.
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Public Webex Meeting
Tuesday, June 02, 2026
12:00 PM ET, 11:00 AM CT, 10:00 AM MT, 9:00 AM PT
Expected Duration: 1 hour
Discuss comments received by May 18 deadline on Exposure Question below and decide next steps.
What should be the starting point of a short-term solution: Model 245 language or something else (such as AG 49-A, other guidance, or starting anew)?
- If language similar to Model 245 or other existing guidance, what types of modifications do you believe are necessary to address current regulatory concerns regarding illustrated rates and transparency (i.e., which sections/parts do you believe need to be added or modified)?
- If starting anew, then how can the scope be limited to ensure progress towards a short-term solution before a longer-term solution is developed?
Public Webex Meeting
Tuesday, March 31, 2026
12:00 PM ET, 11:00 AM CT, 10:00 AM MT, 9:00 AM PT
Expected Duration: 1 hour
COB March 24.
Regulators have observed index annuity disclosures that suggest annual returns can range from 10%-25% for several years. This has brought up potential concerns around whether consumers are receiving reasonable expectations regarding future performance upon purchasing an annuity. What are both short-term and long-term approaches to ensure consumers receive reasonable expectations for index annuity returns at the point-of-sale?
- Please keep any comments at a high-level regarding potential direction for the Working Group and types of proposals, rather than providing specific proposals themselves
- In addition, please feel free to include any comments related to disclosures around newly-developed indices and any other elements related to the concerns described above
Public Webex Meeting
Tuesday, February 24, 2026
12:00 PM ET, 11:00 AM CT, 10:00 AM MT, 9:00 AM PT
Expected Duration: 1 hour
There are no meeting materials at this time.
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Jennifer R. Cook
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202-471-3986
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816-783-8834
Please see the current Committee List for a complete list of committee members.