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[lmi-commits] [lmi] master 2d93248 118/156: Add the rest of group privat
From: |
Greg Chicares |
Subject: |
[lmi-commits] [lmi] master 2d93248 118/156: Add the rest of group private placement illustration pages |
Date: |
Tue, 30 Jan 2018 17:22:27 -0500 (EST) |
branch: master
commit 2d932481b25813fcb136753160539c074189dec1
Author: Vadim Zeitlin <address@hidden>
Commit: Vadim Zeitlin <address@hidden>
Add the rest of group private placement illustration pages
This is mostly straightforward and just required adding one new
"MecYearIs0" variable.
---
ledger_pdf_generator_wx.cpp | 11 +++
reg_d_group_column_headings.mustache | 35 ++++++++
reg_d_group_header.mustache | 9 ++
reg_d_group_narrative_summary.mustache | 102 +++++++++++++++++++++++
reg_d_group_narrative_summary2.mustache | 140 ++++++++++++++++++++++++++++++++
5 files changed, 297 insertions(+)
diff --git a/ledger_pdf_generator_wx.cpp b/ledger_pdf_generator_wx.cpp
index 93c62a9..cd889f3 100644
--- a/ledger_pdf_generator_wx.cpp
+++ b/ledger_pdf_generator_wx.cpp
@@ -2417,9 +2417,20 @@ class pdf_illustration_reg_d_group : public
pdf_illustration
)
:pdf_illustration(ledger, output)
{
+ // Define variables specific to this illustration.
+ auto const& invar = ledger.GetLedgerInvariant();
+
+ add_variable
+ ("MecYearIs0"
+ ,invar.MecYear == 0
+ );
+
// Add all the pages.
add<cover_page>();
add<reg_d_group_basic>();
+ add<standard_page>("reg_d_group_column_headings");
+ add<standard_page>("reg_d_group_narrative_summary");
+ add<standard_page>("reg_d_group_narrative_summary2");
}
std::string get_upper_footer_template_name() const override
diff --git a/reg_d_group_column_headings.mustache
b/reg_d_group_column_headings.mustache
new file mode 100644
index 0000000..485d4c0
--- /dev/null
+++ b/reg_d_group_column_headings.mustache
@@ -0,0 +1,35 @@
+{{>reg_d_group_header}}
+
+<p align="center"><b>Column Definitions</b></p>
+
+<p>
+<b>Policy Year</b>
+<br>
+{{PolicyYearFootnote}}
+</p>
+
+{{^Composite}}
+ <p>
+ <b>End of Year Age</b>
+ <br>
+ {{AttainedAgeFootnote}}
+ </p>
+{{/Composite}}
+
+<p>
+<b>Premium Outlay</b>
+<br>
+{{OutlayFootnote}}
+</p>
+
+<p>
+<b>Cash Surrender Value</b>
+<br>
+{{CashSurrValueFootnote}}
+</p>
+
+<p>
+<b>Death Benefit</b>
+<br>
+{{DeathBenefitFootnote}}
+</p>
diff --git a/reg_d_group_header.mustache b/reg_d_group_header.mustache
new file mode 100644
index 0000000..193d0a0
--- /dev/null
+++ b/reg_d_group_header.mustache
@@ -0,0 +1,9 @@
+{{!
+ The header is split in two parts, upper and lower one, only to allow
+ inserting the title between them, as a couple of pages do. But we still
+ provide this "full header" template for the pages that don't have any
+ title to make them simpler.
+ }}
+{{>reg_d_group_header_upper}}
+<br></br>
+{{>reg_d_group_header_lower}}
diff --git a/reg_d_group_narrative_summary.mustache
b/reg_d_group_narrative_summary.mustache
new file mode 100644
index 0000000..15f8d2d
--- /dev/null
+++ b/reg_d_group_narrative_summary.mustache
@@ -0,0 +1,102 @@
+{{>reg_d_group_header_upper}}
+<p align="center">Narrative Summary</p>
+{{>reg_d_group_header_lower}}
+
+<p>
+{{PolicyMktgName}} is a {{PolicyLegalName}} issued by {{InsCoName}}.
+{{ProductDescription}}
+</p>
+
+<p>
+<u>Stable Value Feature</u> {{StableValueFootnote}}
+</p>
+
+<p>
+This illustration assumes Initial Death Benefit Option {{InitDBOpt}}.
+</p>
+
+<p>
+This policy is only available to entities that meet the definition
+of "accredited investor" or "qualified purchaser" under applicable
+Federal securities laws. Purchase of this policy is suitable
+only for entities of substantial economic means. Each prospective
+purchaser will be required to represent that it is familiar
+with and understands the fundamental risks and financial hazards
+of purchasing the policy. Each prospective purchaser must
+also represent that it meets minimum financial and other
+suitability standards.
+</p>
+
+<p>
+{{NoVanishPremiumFootnote}}
+</p>
+
+<p>
+The definition of life insurance elected for this contract
+is the
+{{#DefnLifeInsIsGPT}}
+ guideline premium test. The guideline single premium
+ is ${{InitGSP}}
+ and the guideline level premium
+ is ${{InitGLP}}.
+{{/DefnLifeInsIsGPT}}
+{{^DefnLifeInsIsGPT}}
+ cash value accumulation test.
+{{/DefnLifeInsIsGPT}}
+</p>
+
+<p>
+{{InsCoName}}
+{{RejectPremiumFootnote}}
+</p>
+
+<p>
+Account values, cash surrender values, and death benefits
+are illustrated as of the end of the year.
+</p>
+
+<p>
+PLEASE READ THE FOLLOWING IMPORTANT TAX DISCLOSURE
+<br>
+The initial 7-pay premium limit is ${{InitSevenPayPrem}}.
+As illustrated, this contract
+{{#IsMec}}
+ fails
+{{/IsMec}}
+{{^IsMec}}
+ passes
+{{/IsMec}}
+the seven-pay test defined in Section 7702A
+of the Internal Revenue Code and therefore
+{{#IsMec}}
+ {{^MecYearIs0}}
+ becomes a Modified Endowment Contract (MEC) in policy year
+ {{MecYearPlus1}}.
+ {{/MecYearIs0}}
+ {{#MecYearIs0}}
+ is a Modified Endowment Contract (MEC).
+ {{/MecYearIs0}}
+ As a MEC, any loans or withdrawals are taxed to the extent
+ of any gain in the contract, and an additional 10% penalty
+ tax will apply to the taxable portion of the loan
+ or withdrawal.
+{{/IsMec}}
+{{^IsMec}}
+ is not a Modified Endowment Contract (MEC).
+ Subsequent changes in the contract, including but not limited
+ to increases and decreases in premiums or benefits, may cause
+ the contract to be retested and may result in the contract
+ becoming a MEC.
+{{/IsMec}}
+</p>
+
+<p>
+<b>
+This illustration is not written or intended as tax
+or legal advice and may not be relied on for purposes
+of avoiding any federal tax penalties. For more information
+pertaining to the tax consequences of purchasing
+or owning this policy, consult with your own independent tax
+or legal counsel.
+</b>
+</p>
diff --git a/reg_d_group_narrative_summary2.mustache
b/reg_d_group_narrative_summary2.mustache
new file mode 100644
index 0000000..01ca25b
--- /dev/null
+++ b/reg_d_group_narrative_summary2.mustache
@@ -0,0 +1,140 @@
+{{>reg_d_group_header_upper}}
+<p align="center">Narrative Summary</p>
+{{>reg_d_group_header_lower}}
+
+<p>
+{{GuarMortalityFootnote}}
+</p>
+
+<p>
+The loan interest rate may be fixed or adjustable as elected
+by the policy owner.
+</p>
+
+<p>
+{{#UseExperienceRating}}
+ {{ExpRatingFootnote}}
+{{/UseExperienceRating}}
+{{^UseExperienceRating}}
+ The illustration does not assume any mortality
+ experience rating.
+{{/UseExperienceRating}}
+</p>
+
+<p>
+<b>
+This illustration may only be used when preceded or accompanied
+by the offering memorandum for {{PolicyLegalName}} ({{PolicyMktgName}})
+insurance contract and its underlying investment choices.
+For a complete listing of the underlying investment choices,
+please refer to the offering memorandum. Before purchasing
+a variable life insurance contract, investors should
+carefully consider the investment objectives, risks, charges
+and expenses of the variable life insurance contract
+and its underlying investment choices. Please read
+the offering memorandum carefully before investing
+or sending money.
+</b>
+</p>
+
+{{#HasTerm}}
+ <p>
+ {{TermFootnote}}
+ </p>
+{{/HasTerm}}
+
+{{#HasWP}}
+ <p>
+ {{WaiverFootnote}}
+ </p>
+{{/HasWP}}
+
+{{#UsePartialMort}}
+ <p>
+ This illustration reflects an initial mortality assumption
+ of {{PartMortTableMult[1]}} of the {{PartMortTableName}} table
+ with all deaths at the end of the year.
+ </p>
+{{/UsePartialMort}}
+
+{{#GenderBlended}}
+ <p>
+ {{MortalityBlendFootnote}}
+ Custom blend assumptions:
+ {{#SmokerBlended}}
+ tobacco = {{SmokerPct}};
+ {{/SmokerBlended}}
+ {{^SmokerBlended}}
+ no blending by tobacco use;
+ {{/SmokerBlended}}
+ male = {{MalePct}}.
+ </p>
+{{/GenderBlended}}
+{{^GenderBlended}}
+ {{#SmokerBlended}}
+ <p>
+ {{MortalityBlendFootnote}}
+ Custom blend assumptions:
+ tobacco = {{SmokerPct}};
+ {{#GenderBlended}}
+ male = {{MalePct}}.
+ {{/GenderBlended}}
+ {{^GenderBlended}}
+ no blending by gender.
+ {{/GenderBlended}}
+ </p>
+ {{/SmokerBlended}}
+{{/GenderBlended}}
+
+<p>
+The state of issue is {{StatePostalAbbrev}}.
+</p>
+
+{{#HasComplianceTrackingNumber}}
+ <p>
+ Compliance tracking number: {{>compliance_tracking_number}}
+ </p>
+{{/HasComplianceTrackingNumber}}
+
+<p>
+SEPARATE ACCOUNT
+</p>
+
+<p>
+{{HypotheticalRatesFootnote}}
+</p>
+
+<p>
+This illustration is based on total Separate Account fund expenses
+of {{TotalIMF[1]}}.
+</p>
+
+<p>
+<b>
+This illustration may not reflect your actual tax
+and accounting consequences and is not intended as tax advice
+nor may it be relied on for purposes of avoiding any federal
+tax penalties. Consult professional tax advisors for tax advice.
+</b>
+</p>
+
+<p>
+Placement Agents:
+{{CoUnderwriter}} serves as the
+placement agent for contracts sold by its registered
+representatives.
+ {{MainUnderwriter}}
+serves as the placement agent for contracts sold by registered
+representatives of other broker-dealers that have entered into
+distribution agreements with
+ {{MainUnderwriter}}.
+</p>
+
+<p>
+{{CoUnderwriter}} and
+ {{MainUnderwriter}} are
+subsidiaries of {{InsCoName}}
+({{InsCoShortName}}) and are
+located at {{InsCoStreet}}.
+</p>
+</p>
- [lmi-commits] [lmi] master ec490eb 153/156: Revise and extend some comments in PDF generation code, (continued)
- [lmi-commits] [lmi] master ec490eb 153/156: Revise and extend some comments in PDF generation code, Greg Chicares, 2018/01/30
- [lmi-commits] [lmi] master 38cab5e 096/156: Make footer template depend on illustration kind, Greg Chicares, 2018/01/30
- [lmi-commits] [lmi] master d1204c2 111/156: Factor out common parts of render_or_measure_fixed_page_part(), Greg Chicares, 2018/01/30
- [lmi-commits] [lmi] master e388f6e 037/156: Add beginning of numeric summary page using an external template, Greg Chicares, 2018/01/30
- [lmi-commits] [lmi] master 531699b 115/156: Factor out common page_with_basic_tabular_report class, Greg Chicares, 2018/01/30
- [lmi-commits] [lmi] master a85943b 124/156: Add the rest of individual private placement illustration pages, Greg Chicares, 2018/01/30
- [lmi-commits] [lmi] master f0b9cea 113/156: Add "Assumption Detail" page to NASD illustrations, Greg Chicares, 2018/01/30
- [lmi-commits] [lmi] master 031070b 132/156: Implement supplemental report page for the regular illustrations, Greg Chicares, 2018/01/30
- [lmi-commits] [lmi] master 9fe1d07 125/156: Implement page-specific footer for "Tabular Details" pages, Greg Chicares, 2018/01/30
- [lmi-commits] [lmi] master 4f3a02e 078/156: Add company logo to the cover page, Greg Chicares, 2018/01/30
- [lmi-commits] [lmi] master 2d93248 118/156: Add the rest of group private placement illustration pages,
Greg Chicares <=
- [lmi-commits] [lmi] master 1272ce2 127/156: Don't include "Assumptions" page in composite NASD illustrations, Greg Chicares, 2018/01/30
- [lmi-commits] [lmi] master e00ab7d 080/156: Hide "attained age" column for composite illustrations, Greg Chicares, 2018/01/30
- [lmi-commits] [lmi] master 29e63d6 117/156: Add basic illustration page of group placement illustration, Greg Chicares, 2018/01/30
- [lmi-commits] [lmi] master 1a9bfb3 137/156: Factor out standard_supplemental_report class, Greg Chicares, 2018/01/30
- [lmi-commits] [lmi] master 7c0ff88 145/156: Add copyright notices to all .mst template files, Greg Chicares, 2018/01/30
- [lmi-commits] [lmi] master 2fd6a11 147/156: Use shorter and more consistent names for external templates, Greg Chicares, 2018/01/30
- [lmi-commits] [lmi] master b09a25f 026/156: Implement numbering pages in the PDF output, Greg Chicares, 2018/01/30
- [lmi-commits] [lmi] master bb75971 033/156: Implement the second part of the narrative summary page, Greg Chicares, 2018/01/30
- [lmi-commits] [lmi] master 964db82 067/156: Rename columns_headings_page to column_headings_page, Greg Chicares, 2018/01/30
- [lmi-commits] [lmi] master 2a94469 074/156: Use Mustache template files from the data directory, Greg Chicares, 2018/01/30