Events

FINAL Joint Meeting Agenda

Agenda Item #2

• Standards for Individual Deferred Index Linked Variable Annuity Contracts (Commonly Marketed as Registered Index Linked Annuities)
• Additional Standards for Market Value Adjustment Feature Provided Through a Separate Account
• Transmittal Memo
• ILVA Briefing Sheet

Agenda Item #3

• Transmittal Memo 
• Additional Standards for Index-Linked Crediting feature for Deferred Non-Variable Annuities and the General Account Portion of Individual Deferred Variable Annuity Contract
• 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

Agenda Item #7 

•  Consent Agenda

Agenda Item #8

• Strategic Plan 2.0 - Proposed Action Items

PLACE:  Phoenix Convention Center 

301 B-D West - Level 3

Phoenix, AZ 85004

The Compact’s meeting will be a hybrid meeting. We will use WebEx for the virtual platform.

WebEx Meeting Link
To Join by Phone:
844-740-1264 (Toll Free)
Meeting ID: 2631 577 1380