Comments on Proposed Rule: Updated Disclosure Requirements and Summary Prospectus for Variable Annuity and Variable Life Insurance Contracts

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Date Received
Date Letter Type Commenter Name
Public Comment Lembegue Verlaine Valery Yves
Public Comment Anonymous
Public Comment Yassi Abdullah
Public Comment Yinan Ying
Public Comment Miles Brooks
Meeting with SEC Officials Memorandum from the Division of Investment Management regarding a November 14, 2019, meeting with representatives of the Investment Company Institute (ICI)
Public Comment Jason Berkowitz, Chief Legal and Regulatory Affairs Officer, Insured Retirement Institute
Public Comment Bernard Mihayo
Public Comment Eric J. Johnson, President, Global Investment Markets, Donnelley Financial Solutions (DFIN)
Meeting with SEC Officials Memorandum from the Office of the Chairman regarding a September 23, 2019, meeting with representatives of the Investment Company Institute
Meeting with SEC Officials Memorandum from the Division of Investment Management regarding a September 6, 2019, meeting with representatives of AXA Equitable Life Insurance Company
Meeting with SEC Officials Memorandum from the Division of Investment Management regarding an August 7, 2019, meeting with representatives of the Insured Retirement Institute (IRI)
Meeting with SEC Officials Memorandum from the Division of Investment Management regarding a June 7, 2019, meeting with representatives of AARP
Meeting with SEC Officials Memorandum from the Division of Investment Management regarding a May 29, 2019, meeting with representatives of the Committee of Annuity Insurers
Meeting with SEC Officials Memorandum from the Division of Investment Management regarding a May 15, 2019, meeting with representatives of Brighthouse Financial
Public Comment Charles V. Callan, SVP Regulatory Affairs, Broadridge Financial Solutions, Inc.
Public Comment Dave Paulsen, Executive Vice President, Chief Distribution Officer, Transamerica
Public Comment David Certner, Legislative Counsel and Legislative Policy Director, AARP
Public Comment Marc Cadin, Chief Executive Officer, Association for Advanced Life Underwriting
Public Comment Robin Traxl, Senior Vice President, Policy & Deputy General Counsel, Financial Services Institute
Public Comment Todd Solash, President, Individual Retirement, Life & Retirement, American International Group (AIG)
Public Comment Wayne Chopus, President & CEO, Insured Retirement Institute
Public Comment Elizabeth Goldman, Clinical Professor of Law and Student Members, Cardozo School of Law Securities Arbitration Clinic
Public Comment Robert J. McCarthy, Director of Regulatory Policy, Wells Fargo Advisors
Public Comment Stephen T. Joyce, American Funds Distributors, Inc. and Erik A. Vayntrub, Vice President, Associate Counsel, Capital Research and Management Company
Public Comment Campbell Pryde, President and CEO, XBRL US
Public Comment Eric J. Johnson, President, Global Investment Markets, Donnelley Financial Solutions (DFIN)
Public Comment William W. Lester, President and Chief Executive Officer, Ameritas Life Insurance Corp.
Public Comment Martha C. Chemas, Esq.
Public Comment Barbara Roper, Director of Investor Protection, and Micah Hauptman, Financial Services Counsel, Consumer Federation of America

Last Reviewed or Updated: Dec. 18, 2025

File Number
S7-23-18
Release Number
33-10569
34-84508
IC-33286
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