|
Container
|
Title
|
|
1992/053
|
Part 10 (1992/053): Additions, 1971-1983
9.1 cubic feet (9 records center cartons and 1 oversize folder)
: Records, 1971-1983, on life insurance cost disclosure. Included are records on the lawsuit Aetna Life Insurance Company v. Commissioner of Insurance, which sought to prevent the implementation of Chapter Ins 2.14, Wisconsin Administrative Code, including witness files and transcripts of proceedings. Also included are background and research files on cost disclosure, investigations of the practices of specific insurance companies, and records on the task force to evaluate the National Association of Insurance Commissioners model life insurance solicitation regulation.
|
|
|
Life insurance cost disclosure records
|
|
|
Background
|
|
|
Box
1
Folder
1
|
American Council of Life Insurance, statements to the Committee on Commerce, Science, and Transportation, 1979
|
|
|
Box
1
Folder
2-3
|
Briefs, 1980 September-October
|
|
|
Box
1
Folder
4
|
Drafts, copies of rules
|
|
|
Box
1
Folder
5
|
National Association of Insurance Commissioners “C3” Life Insurance Solicitation Regulation Task Force, 1979 November 19-20
|
|
|
Box
1
Folder
6
|
Life insurance cost disclosure
|
|
|
Box
1
Folder
7-8
|
Reading material
|
|
|
Box
1
Folder
9
|
Legal, case precedents
|
|
|
Box
1
Folder
10
|
Lapsation study, National Association of Insurance Commissioners
|
|
|
Box
1
Folder
11-12
|
Background
|
|
|
Box
1
Folder
13
|
General Casualty Company of Wisconsin, 16.02 report, 1983
|
|
|
Box
2
Folder
1
|
Legal documents, prior
|
|
|
Box
2
Folder
2
|
Jacoby study
|
|
|
Box
2
Folder
3
|
Federal Trade Commission information
|
|
|
Box
2
Folder
4
|
Life insurance cost disclosure, staff report to the Federal Trade Commission, Bureau of Consumer Protection and Bureau of Economics, 1979 July
|
|
|
Investigations
|
|
|
Box
2
Folder
5-14
|
North Central Life Insurance Company
|
|
|
Box
3
Folder
1
|
North Central Life Insurance Company (continued)
|
|
|
Box
3
Folder
2-8
|
“Packet 8b” (policies)
|
|
|
Box
4
Folder
1-12
|
American Bankers Life Insurance Company of Florida
|
|
|
National Association of Insurance Commissioners
|
|
|
Box
5
Folder
1
|
Constitution and by-laws
|
|
|
“C3” life insurance solicitation regulation task force
|
|
|
Box
5
Folder
2
|
1979
|
|
|
Box
5
Folder
3-4
|
Life insurance information
|
|
|
Box
5
Folder
5
|
Hearing, 1980 August
|
|
|
Box
5
Folder
6
|
Transcript
|
|
|
Box
5
Folder
7
|
“A” committee, accounting practices, 1980 December
|
|
|
Box
5
Folder
8
|
“B” committee, market conduct, 1980 December
|
|
|
Box
5
Folder
9-15
|
“B3” subcommittee, competition, 1979-1980
|
|
|
Box
5
Folder
16
|
“D1” subcommittee, property insurance
|
|
|
Miscellaneous
|
|
|
Box
6
Folder
1
|
Reply brief
|
|
|
Box
6
Folder
2
|
Rules, other states
|
|
|
Box
6
Folder
3
|
Surrender Cost Index, Wisconsin range data
|
|
|
Box
6
Folder
4
|
Society of Actuaries study
|
|
|
Box
6
Folder
5
|
State life fund
|
|
|
Box
6
Folder
6
|
Statistics, miscellaneous
|
|
|
Box
6
Folder
7
|
Subpoena
|
|
|
Box
6
Folder
8
|
Wisconsin buyer's guide
|
|
|
Box
6
Folder
9
|
Witness questions
|
|
|
Box
6
Folder
10
|
Miscellaneous, since decision
|
|
|
Box
6
Folder
11
|
National Association of Life Underwriters statement, 1975
|
|
|
National Association of Insurance Commissioners, 1973-1975
|
|
|
Box
6
Folder
12
|
Cost comparison
|
|
|
Box
6
Folder
13
|
Interim model
|
|
|
Box
6
Folder
14
|
New committee to review
|
|
|
Box
6
Folder
15
|
Rule draft, 1975 October
|
|
|
Box
6
Folder
16
|
Research projects summary
|
|
|
Box
6
Folder
17
|
Newspaper clippings
|
|
|
Box
6
Folder
18
|
Northwestern Mutual Life Insurance Company policy statement
|
|
|
Box
6
Folder
19
|
Policy comparisons, national underwriter, 1980
|
|
|
Box
6
Folder
20
|
Preliminary policy summary
|
|
|
Box
6
Folder
21
|
Insurance Fact Book, 1978
|
|
|
Box
6
Folder
22
|
Jackman, W.L., final decision
|
|
|
Box
6
Folder
23
|
Legal documents
|
|
|
Box
6
Folder
24
|
Legal research
|
|
|
Box
6
Folder
25
|
Magazine and newspaper
|
|
|
Box
6
Folder
26
|
Manipulation, denials
|
|
|
Box
6
Folder
27
|
Memos
|
|
|
Box
6
Folder
28
|
Court of appeals, drafts, 1980 June 30
|
|
|
Box
6
Folder
29
|
Deaths versus surrenders, summary
|
|
|
Box
6
Folder
30
|
Definitions
|
|
|
Box
6
Folder
31-33
|
Exhibits
|
|
|
Box
6
Folder
34
|
Allstate market research
|
|
|
Best's
|
|
|
Box
6
Folder
35
|
Management reports, totals, 1979 December 24
|
|
|
Box
6
Folder
36-40
|
Statistical studies, 1978-1979
|
|
|
Box
6
Folder
41
|
Correspondence, other
|
|
|
Box
6
Folder
42
|
Action facts
|
|
|
Box
6
Folder
43
|
Administrative procedure
|
|
|
Aetna
|
|
|
Box
6
Folder
44
|
Aeconomaster policy and application
|
|
|
Box
6
Folder
45
|
Annual statement
|
|
|
Box
6
Folder
46
|
Policy summaries
|
|
|
Box
6
Folder
47
|
Letter, 1974, five year index
|
|
|
Box
6
Folder
48
|
Sales, originals
|
|
|
Box
6
Folder
49
|
Allstate, agent training information
|
|
|
Box
2
Folder
15
|
Notes
|
|
|
Box
2
Folder
16
|
Aetna Life Insurance Company and others v. Commissioner of Insurance, case number 80-518
|
|
|
Box
7
Folder
1
|
Aetna Life Insurance Company and others v. Commissioner of Insurance, case number 80-518
|
|
|
Box
7
Folder
2
|
Research reports, final copies
|
|
|
Box
7
Folder
3-5
|
National Association of Insurance Commissioners research project, 1975 December
|
|
|
Box
7
Folder
6
|
Data on life insurance cost disclosure
|
|
|
Transcripts of proceedings
|
|
|
Section Ins 2.14, Wisconsin Administrative Code
|
|
|
Box
7
Folder
7
|
DuRose, Stanley C., creation, 1971 November 16
|
|
|
Box
7
Folder
8
|
Exhibits
|
|
|
Box
7
Folder
9-10
|
Mitchell, Susan, amendment, 1979 April 16
|
|
|
Box
7
Folder
11-12
|
Exhibits
|
|
|
Wilde, Harold, repeal, sections Ins 2.14 and Ins 2.15
|
|
|
Box
7
Folder
13
|
1977 July 19
|
|
|
Box
7
Folder
14-15
|
Exhibits
|
|
|
Box
7
Folder
16
|
1978 June 27
|
|
|
Box
7
Folder
17-18
|
Exhibits
|
|
|
Aetna Life Insurance Company and others v. Commissioner of Insurance and others, case number 78-CV-2419
|
|
|
Temporary restraining order hearing
|
|
|
Box
7
Folder
19-21
|
1978 December 19-21
|
|
|
Box
8
Folder
1-2
|
1978 December 22 and 27
|
|
|
Box
8
Folder
3
|
Moorhead, Ernest J., deposition, 1980 January 7
|
|
|
Box
8
Folder
4-18
|
Trial, 1980 January 9-29
|
|
|
Witness files, Aetna Life Insurance Company and others v. Commissioner of Insurance and others, case number 78-CV-2419
|
|
|
Box
9
Folder
1
|
Rath, James
|
|
|
Box
9
Folder
2
|
Anderson, Dan
|
|
|
Box
9
Folder
3-4
|
Du Rose, Stanley
|
|
|
Box
9
Folder
5
|
Formisano, Roger
|
|
|
Box
9
Folder
6
|
Gile, Brad
|
|
|
Box
9
Folder
7
|
Mehr, Robert I.
|
|
|
Box
9
Folder
8
|
Mitchell, Susan
|
|
|
Box
9
Folder
9
|
Moorhead, E.J.
|
|
|
Box
9
Folder
10-12
|
Murphy, Richard
|
|
|
Box
9
Folder
13
|
Overberg, Paul
|
|
|
Box
9
Folder
14
|
Snell, William
|
|
|
Box
9
Folder
15-16
|
Seiler, Robert
|
|
|
Oversize Folder
|
Presentation charts and diagrams, insurance policy statistics, 1980 January
|
|
