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Demystifying NYS Annuity Nonforfeiture
Introduction
Lesson 1: Overview of Applicable Law and Regulation (8:04)
Lesson 2: Definitions (31:14)
Lesson 3: Filling in the Blanks (60:16)
The Real World - How the definitions apply to real products - Examples
Lesson 1: Plain Vanilla SPDA (11:18)
Lesson 2:Plain Vanilla FPDA
Lesson 3: SPDA with MVA
Lesson 4: FPDA with MVA
Lesson 5: SPDA with indexed account option
Lesson 6: FPDA with indexed account option
Deferred Income Annuities (DIAs) & Group Issues
Lesson 1: Deferred Income Annuities - DIAs
Lesson 2: Group Issues
Other requirements ยง4223
Section 4 Introduction
Lesson 1: Combination Products
Lesson 2: Annual Statement
Lesson 3: Commutation
What actuarial support must accompany a filing?
Introduction
Lesson 1: Additional Actuarial Material
Lesson 2: Regular Deferred Annuity
Lesson 3: Deferred Annuity with MVA
Lesson 4: Deferred Annuity with index account option
Lesson 5: DIA
Lesson 6: Retrospective Application of Withdrawal Charges
Recap & Review
Lesson 1: Where to start in thinking about nonforfeiture in NY
Lesson 2: NAIC Model
Resources
Try your hand at nonforfeiture compliance
Example 1
Example 2
Example 3
Example 4
Example 5
Example 6
Live Webinar Replay
12/21/16 Live Webinar Replay - Interview with Tom Hartman (25:00)
Lesson 6: Retrospective Application of Withdrawal Charges
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