In-Person Joint Meeting of the Management Committee and Commission
– Eastern
Final Agenda
Agenda Item #2, Public Hearing on Certain Uniform Standards
GROUP TERM LIFE PRODUCT LINE
- Group Term Life Insurance Policy and Certificate Standards
- Uniform Standards for Group Term Life Insurance Enrollment Forms and Statement of Insurability Forms
- Uniform Standards for Group Term Life Insurance Statement of Insurability Change Form
- Uniform Standards for Riders, Endorsements or Amendments Used to Effect Group Term Insurance Certificate Changes
- Uniform Standards for Riders, Endorsements or Amendments Used to Effect Group Term Life Insurance Policy Changes
- Group Term Life Insurance Uniform Standards for Accelerated Death Benefits
- Group Term Life Insurance Uniform Standards for Accidental Death Benefits
- Group Term Life Insurance Uniform Standards for Accidental Death and Dismemberment Benefits
- Group Term Life Insurance Uniform Standards for Waiver of Premium While the Certificateholder is Totally Disabled
GROUP WHOLE LIFE PRODUCT LINE
- Group Whole Life Insurance Policy and Certificate Standards
- Uniform Standards for Group Whole Life Insurance Enrollment Forms and Statement of Insurability Forms
- Uniform Standards for Group Whole Life Insurance Statement of Insurability Change Form
- Uniform Standards for Riders, Endorsements or Amendments Used to Effect Group Whole Insurance Certificate Changes
- Uniform Standards for Riders, Endorsements or Amendments Used to Effect Group Whole Life Insurance Policy Changes
- Group Whole Life Insurance Uniform Standards for Accelerated Death Benefits
- Group Whole Life Insurance Uniform Standards for Accidental Death Benefits
- Group Whole Life Insurance Uniform Standards for Accidental Death and Dismemberment Benefits
- Additional Standards for Waiver of Premium Benefits for Total Disability and Other Qualifying Events for Whole Life Insurance Policies and Certificates
- Additional Standards for Graded Death Benefits for Whole Life Insurance Policies and Certificate
- Product Standards Committee Transmittal Memo - June 3, 2024
CERTAIN INDIVIDUAL ANNUITY BENEFIT FEATURE STANDARDS
- Additional Standards for Index-Linked Crediting feature for Deferred Non-Variable Annuities and the General Account Portion of Individual Deferred Variable Annuity Contracts
- Additional Standards for Bonus Benefits (for Individual Deferred Non-Variable Annuities)
- Additional Standards for Market Value Adjustment Feature Provided Through the General Account
- Additional Standards for Bonus Benefits for Individual Deferred Variable Annuity Contracts
- Explanatory Memo dated July 17, 2024
Agenda Item #3, Management Committee and Commission Consideration of Adoption of Amendments to Certain Individual Annuity Benefit Feature Uniform Standards
- Additional Standards for Index-Linked Crediting feature for Deferred Non-Variable Annuities and the General Account Portion of Individual Deferred Variable Annuity Contracts
- Additional Standards for Bonus Benefits (for Individual Deferred Non-Variable Annuities)
- Additional Standards for Market Value Adjustment Feature Provided Through the General Account
- Additional Standards for Bonus Benefits for Individual Deferred Variable Annuity Contracts
- Additional Standards for Guaranteed Minimum Death Benefits for Individual Deferred Variable Annuities
- Additional Standards for Waiver of Surrender Charge Benefit
- Additional Standards for Guaranteed Living Benefits for Individual Deferred Variable Annuities
Agenda Item #6, Proposed Amendments to the Compact Bylaws
Agenda Item #7, Commission Review and Discussion on Proposed Strategic Action Items for New Three-Year Strategic Plan
Agenda Item # 8, Consent Agenda
PLACE: Chicago, IL
The Compact’s meeting will be a hybrid meeting.
To Join by Phone: 1 (844) 740-1264 (Toll free)
Meeting ID: 2633 894 7852
Timezones
- Eastern Time (ET): Thursday, 8/15/2024 3:00 PM
- Central Time (CT): Thursday, 8/15/2024 2:00 PM
- Mountain Daylight Time (MDT): Thursday, 8/15/2024 1:00 PM
- Mountain Standard Time (MST): Thursday, 8/15/2024 12:00 PM
- Pacific Time (PT): Thursday, 8/15/2024 12:00 PM
- Alaska Time (AT): Thursday, 8/15/2024 11:00 AM
- Hawaii-Aletuian Time (HST): Thursday, 8/15/2024 9:00 AM
- Puerto Rico (AST): Thursday, 8/15/2024 3:00 PM
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