Comments on Indexed Annuities and Certain Other Insurance Contracts

Comments have been received from individuals and entities using a variety of Letter Types:

Comment
A: 81
B: 36
C: 12
D: 35
E: 12
F: 20
G: 456
H: 10
I: 27
J: 71
K: 4
L: 13
M: 4
N: 862
O: 22

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Date Received
Date Letter Type Commenter Name
Public Comment William C. O'Connor, CFP, EA, ATA, LPL Registered Principal
Public Comment Alvin L. Helfenbein, CLU CSA, CEO Helfenbein Insurance Agency Inc.
Public Comment Brian Davis, Annuity Sales, Harlingen, Texas
Public Comment Dale Maitland, Ypsilanti, Michigan
Public Comment David S. Rosen, Freehold, New Jersey
Public Comment Derrick L. Alford, Registered Financial Consultant, Pres., Fiscal Fitness Financial Services, Inc.
Public Comment Ernestine S. Cohn, NAIFA, Sam Leandro, California
Public Comment Gail Buckner
Public Comment Gary L. Wright, CEO, Premier Wealth Management LLC., Fort Worth, Texas
Public Comment George M. Villa
Public Comment Harold A. Johnson, MR., Bloomingdale, Michigan
Public Comment Harriet Cosby, MBA, Southfield, Michigan
Public Comment James P. Wayne, Adjunct Business Professor, Shawnee State University/ LUTCF/Insurance Agency Owner, Portsmouth, Ohio
Public Comment Kris B. Lloyd, Sr.
Public Comment Lawrence T. Hakim, Association of Financial Planning, Harper Woods, Michigan
Public Comment Lenore S. Gorosh, Independent Agent, Health Life, Bloomfield Hills, Michigan
Public Comment Luke T. Gelinas, MA Insurance Producer
Public Comment Marvin Ivey, Greenville, Northwest Territories
Public Comment Michael R. Sedita
Public Comment Nawana E. Ross, Milpitas, California
Public Comment Nina Pastuhov
Public Comment Norma G. Brinn, MDRT Producer, Virginia Beach, Virginia
Public Comment R. Douglas Cobb, Investment Advisor Representative, Cobb Planning Group
Public Comment R. Russell Daniel, Sage Capital Financial Advisors
Public Comment Raymond Huff, NAIFA, Dayton, Ohio
Public Comment Richard G. Razmus, President of Insurance Agency, Grand Rapids, Michigan
Public Comment Richard G. Young, Jr.
Public Comment Rick Shingler, Kisimmee, Florida
Public Comment Robert W. Rainey, Life Insurance Producer - MassMutual Life Ins. Co., Valencia, California
Public Comment Ron Escobedo, Wheaton, Illinois

Last Reviewed or Updated: Dec. 18, 2025

File Number
S7-14-08
Release Number
33-8933
34-58022
How to submit comments