Guidance for Insurers When Submitting Life and Annuity Product Filings

Life Product Outlines

General Information

Product Type Product Outlines - Last Updated
Current Version (PDF) Previous Version (PDF) Current Version (Word) Summary
Of
Changes (PDF)

Individual Life Insurance

 

Individual Whole Life and Endowment

12/15/2014 12/20/2012 12/15/2014 12/15/2014

Individual Term Life

04/14/2021 10/26/2018 04/14/2021 04/14/2021

Individual Universal Life

08/23/2018 01/22/2015 08/23/2018 08/23/2018

Individual Variable Life

03/08/2013 07/28/2010 03/08/2013  

Individual Life Insurance Application

02/19/2020 10/10/2017 02/19/2020 02/19/2020

Individual Economatic Life Products

09/27/2012 12/10/2001 09/27/2012  

Individual Joint Life

08/27/2020 10/29/2012 08/27/2020 08/27/2020

Group Life Insurance

 

Group Term Life

07/11/2012 01/27/2010 07/11/2012  

Group Universal Life Insurance

08/23/2018 07/03/2013 08/23/2018 08/23/2018

Group Variable Universal Life Insurance

10/11/2013 09/09/2002 10/11/2013  

Individual Annuities

 

Individual Fixed and/or Variable Deferred Annuity Outline

10/06/2020 05/20/2014 10/06/2020 10/06/2020
(html)

Group Annuities

 

Group Fixed and/or Variable Annuity Contracts Subject to Individual Standards

07/25/2014

08/02/2012

07/25/2014

07/25/2014

Allocated Group Annuity Contracts Not Subject to Section 4223

05/21/2013 02/25/2002 05/21/2013  

Guaranteed Interest Contracts

10/11/2013 05/06/1999 10/11/2013  

Separate Account Agreements

10/11/2013 01/30/2001 10/11/2013  

Immediate Participation Guarantee and Deposit Administration Contracts

12/14/2012

08/11/2000 12/14/2012  

Synthetic Guaranteed Investment Contracts

06/03/2013 07/17/2000 06/03/2013  

Group Annuity Terminal Funding and Close Out Contracts Outline

09/24/2012 03/23/2000 09/24/2012  

Credit Insurance

 

Credit Insurance

05/03/2013 09/09/2002 05/03/2013  

Other

 

Fraternal Benefit Societies

06/06/2013   06/06/2013  

Accelerated Payment of the Death Benefit Product Outline

02/19/2021

04/20/2016 02/19/2021 02/19/2021
(html)

Charitable Gift Annuities

02/06/2019

09/07/2017

02/06/2019

02/06/2019

Company-Owned Life Insurance

10/17/2013 02/28/2002 10/17/2013  

Immediate Annuities

02/28/2013   02/28/2013  

Individual and Group Funding Agreements

05/03/2013 01/18/2001 05/03/2013  

Equity-Index Products, Design Guidance

10/31/2007   10/31/2007  

Fund Change Only

11/01/2010      

Reference Area

Statutes, Regulations and Circular Letters Which Impact the Product Outlines