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[lmi-commits] [lmi] master 569fa2f 5/5: Show inforce as-of date in certa


From: Greg Chicares
Subject: [lmi-commits] [lmi] master 569fa2f 5/5: Show inforce as-of date in certain footnotes
Date: Wed, 3 Jun 2020 12:18:27 -0400 (EDT)

branch: master
commit 569fa2fda80a13029097bfada298f2551df3b862
Author: Gregory W. Chicares <gchicares@sbcglobal.net>
Commit: Gregory W. Chicares <gchicares@sbcglobal.net>

    Show inforce as-of date in certain footnotes
    
    The old footnotes were incorrect in that inforce values are generally
    as of a date earlier than the illustration date.
---
 finra_notes2.mst          | 14 ++++++++------
 ill_reg_narr_summary2.mst | 13 ++++++++-----
 2 files changed, 16 insertions(+), 11 deletions(-)

diff --git a/finra_notes2.mst b/finra_notes2.mst
index c4c79df..26d03b3 100644
--- a/finra_notes2.mst
+++ b/finra_notes2.mst
@@ -149,17 +149,19 @@ The state of issue is {{StateOfJurisdiction}}.
 <!-- PDF !! Total AV is described, but only unloaned AV is shown. -->
     <p>
     This illustration assumes a beginning account value of
-    ${{InforceUnloanedAV}} as
-    of the date of this illustration.
+    ${{InforceUnloanedAV}}
+    as of {{InforceAsOfDate}},
+    the end of the last completed {{ContractName}} month.
     </p>
 
 <!-- PDF !! FnInforceTaxBasis -->
     <p>
     This illustration assumes a beginning cost basis of
-    ${{InforceTaxBasis}} as
-    of the date of this illustration; the actual cost basis
-    may be higher or lower. Consult the Home Office for cost
-    basis information.
+    ${{InforceTaxBasis}}
+    as of {{InforceAsOfDate}},
+    the end of the last completed {{ContractName}} month;
+    the actual cost basis may be higher or lower.
+    Consult the Home Office for cost basis information.
     </p>
 {{/IsInforce}}
 
diff --git a/ill_reg_narr_summary2.mst b/ill_reg_narr_summary2.mst
index 5c7a98e..c887e5d 100644
--- a/ill_reg_narr_summary2.mst
+++ b/ill_reg_narr_summary2.mst
@@ -97,16 +97,19 @@ in the Tabular Detail.
 <!-- PDF !! Total AV is described, but only unloaned AV is shown. -->
     <p>
     This illustration assumes a beginning account value of
-    ${{InforceUnloanedAV}} as of the date of this illustration.
+    ${{InforceUnloanedAV}}
+    as of {{InforceAsOfDate}},
+    the end of the last completed {{ContractName}} month.
     </p>
 
 <!-- PDF !! FnInforceTaxBasis -->
     <p>
     This illustration assumes a beginning cost basis of
-    ${{InforceTaxBasis}} as
-    of the date of this illustration; the actual cost basis
-    may be higher or lower. Consult the Home Office for cost
-    basis information.
+    ${{InforceTaxBasis}}
+    as of {{InforceAsOfDate}},
+    the end of the last completed {{ContractName}} month;
+    the actual cost basis may be higher or lower.
+    Consult the Home Office for cost basis information.
     </p>
 {{/IsInforce}}
 



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