BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 999
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          Date of Hearing:   May 4, 2011

                           ASSEMBLY COMMITTEE ON INSURANCE
                                 Jose Solorio, Chair
                    AB 999 (Yamada) - As Amended:  March 31, 2011
           
          SUBJECT  :   Long-term care insurance

           SUMMARY  :   Modifies the long-term care (LTC) insurance rate 
          development process.  Specifically,  this bill  :  

          1)Requires every LTC insurer to post a specimen of each 
            individual or group policy form it sells on its internet 
            website.

          2)Provides that if the loss ratio calculated pursuant to 
            existing law produces a ratio that is less than the highest 
            lifetime expected loss ratio for that policy form in all 
            previous filings, then premiums must be reduced so that the 
            loss ratio is equal to or higher than the previously filed 
            highest loss ratio.

          3)Prohibits reliance on asset investment yields as a 
            justification for rate increases.

          4)Requires for both pre- and post-stabilization policies that 
            loss experience on all of an insurer's policy forms be pooled 
            for purposes of measuring loss ratios.

          5)Limits the approval of rate increases on pre-stabilization 
            policies to no more than once every five years.

          6)Limits the approval of rate increases on post-stabilization 
            policies to no more than once every ten years.

          7)Provides that, notwithstanding any provision of law, the 
            Insurance Commissioner (IC) may approve rate filings if an 
            insurer demonstrates that the rates are necessary to protect 
            the financial condition of the insurer, including avoidance of 
            further reductions in capital and surplus.

           EXISTING LAW  :

          1)Regulates both the rates and marketing of LTC insurance.









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          2)Provides that, for pre-stabilization LTC policies, premiums 
            are deemed reasonable if there is an expected loss ratio of 
            60%, provided that this loss ratio increases to 70% for rate 
            increases filed on or after December 31, 2009.

          3)Specifies the criteria that shall be used in evaluating 
            expected loss ratios.

          4)Provides that no rate increase may be implemented without the 
            prior approval of the IC, based on specified actuarial 
            criteria.

          5)Includes, among the specified actuarial criteria, that the 
            insurer's actuarial certification include a statement that the 
            premium rate schedule is sufficient to cover anticipated costs 
            under moderately adverse experience, and that the rates are 
            reasonably expected to be sustainable over the life of the 
            policy form with no future premium increases expected.

           FISCAL EFFECT  :   Undetermined.

           COMMENTS  :   

           1)Purpose  .  According to the author, this bill is intended to 
            modify the long-term care insurance ratemaking process to 
            protect consumers from the excessive rate volatility that has 
            characterized the long-term care insurance market.  Despite 
            the "rate-stabilization" efforts enacted in 2000, and 
            implemented in 2002 and 2003, insurers have continued to 
            underestimate the real cost of long-term care insurance, and 
            consumers who purchase policies they expect to pay premiums on 
            for many years before needing the coverage have faced 
            unexpectedly large rate increases.  The goal of this bill is 
            to have long-term care rates more accurately reflect the 
            actual costs so that consumers will know what they are buying. 
             The author is concerned that too many consumers become locked 
            into high-priced policies that they purchased with the 
            expectation of lower premiums.

           2)Background  .  Long-term care insurance is a relatively new, 
            albeit very important, insurance product.  As life 
            expectancies have increased, a growing number of people find 
            the need to have late-in-life long term care services, which 
            can be very expensive.  Thus, an insurance product to help pay 
            for these expenses has developed.  But LTC insurance is 








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            different in many ways from most other insurance products.  
            While it is possible that a catastrophic event will result in 
            LTC needs in the early years of a policy, the general 
            expectation is that a policyholder will pay premiums for many 
            years before ever needing to make a claim.  The incentive to 
            pay premiums for many years before needing the insurance is 
            based on the pricing mechanism that rewards those who purchase 
            during their relatively younger, healthier years.  As people 
            age, and begin to have health problems, they either face 
            extremely high premiums or do not qualify at all for this type 
            of insurance.

          The nature of LTC insurance - the expectation that claims will 
            occur only years in the future - has made predicting what the 
            claim costs will be very difficult.  It is widely accepted 
            that the insurance industry did a poor job prior to the early 
            2000's of predicting these costs.  There are a number of 
            factors: increasing life expectancies; life extending 
            technology; poor assumptions on how many policies would lapse; 
            and even basic predictions about what nursing home care would 
            cost.  The result was that people who bought LTC insurance 
            products based on an evaluation of what they could afford 
            found themselves faced with very sharp and repeated premium 
            increases as the industry began to see actual costs develop.

          The industry and regulators in the late 1990's began to address 
            these problems by adopting new rate-making rules.  These rules 
            have been termed "rate stabilization."  Policies sold 
            pre-2002-03 are termed "pre-stabilization" policies, and 
            policies sold since then are termed "post-stabilization" 
            policies.  According to the author and sponsor, the Department 
            of Insurance (DOI), the post-stabilization reforms have not 
            worked well, and the same issues that plagued the 
            pre-stabilization market continue to plague the 
            post-stabilization market.  LTC insurers are not entirely in 
            agreement with this assessment, noting that most of the rate 
            increases in recent years have been for pre-stabilization 
            policies.  Nonetheless, the LTC insurance industry has 
            acknowledged that some changes are needed.

           Posting policy forms  .  The LTC insurers have objected to the 
            requirement that every policy form be posted on the insurer's 
            website as impractical and confusing for consumers.  In lieu 
            of this requirement, insurers have suggested posting a 
            specimen outline of coverage on the DOI's LTC rate comparison 








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            website, to make it convenient for a consumer to compare both 
            rates and coverage.  The DOI has proposed to adopt this 
            suggestion, provided that the insurer also post on its website 
            and provide written notice at the point of solicitation that a 
            consumer has the right to request, and receive within 15 days, 
            the actual policy form.  

           3)Pooling of loss experience  .  The LTC insurers have objected to 
            the scope of the pooling requirement.  The bill requires the 
            loss experience on all policies of an insurer and its 
            affiliates to be pooled together.  The industry has agreed in 
            concept that there should be some pooling of experience, but 
            proposes that the pooling be done with several different 
            classifications of similar types of policies.  The DOI has 
            responded that some degree of separate classification is 
            acceptable, but the industry's proposal goes too far.  The DOI 
            has provided responsive language for the industry to consider.

           4)Limitation on reliance on investment returns  .  The LTC 
            insurers agree that a limitation on reliance on investment 
            yield is acceptable, but believe the bill's language is too 
            broad.  Instead, the industry has proposed to modify the 
            language by limiting application of the prohibition when the 
            insurer can demonstrate that its returns are lower than 
            specified criteria, or when the IC determines that a change in 
            interest rates are justified due to changes in laws or 
            regulations that are retroactively applicable to LTC insurance 
            previously sold in this state.  
           
           5)Loss ratio limitation  .  The LTC insurers argue that this new 
            limitation should apply only prospectively, and that more 
            detail is required to properly implement this limitation.  
            They have proposed language to accomplish this goal.

           6)5-year/10-year rule  .  The bill proposes to limit the frequency 
            of rate increases to once every five years for 
            pre-stabilization policies, and once every ten years for post 
            stabilization policies.  The purpose of this rule is to 
            encourage LTC insurers to take care to estimate their expected 
            costs so that policies are not sold to unsuspecting consumers 
            at enticing but unrealistically low prices.  In this regard, 
            proponents note that LTC insurers selling post-stabilization 
            policies are already required to assume, and build into their 
            rates, that moderately adverse circumstances will prevail in 
            relation to the actuarial assumptions used to build the rates.








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          LTC insurers have objected to this rule, arguing that it is 
            unrealistic to preclude any rate increases for such a duration 
            due to the myriad uncertainties that can arise in that time 
            period.  They also argue that, with the prior approval 
            requirement, the IC already has the tools to prevent 
            unrealistically low rates.  In lieu of this rule, the LTC 
            insurers have proposed that each insurer have a choice between 
            a five-year limitation for both pre- and post-stabilization 
            policies, and complying with an annual actuarial certification 
            that shows rates are at an appropriate level, and requiring an 
            action plan in the event the actuarial analysis shows 
            problems.

           7)Amendments in Committee  .  The author and the LTC insurers are 
            continuing discussions, and it is anticipated that a number of 
            the outstanding issues will be resolved by amendments adopted 
            to address the issues outlined, above.

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          AARP
          Alzheimer's Association, California Council
          American Nurses Association of California (ANA\C) (with 
          amendments)
          California Advocates for Nursing Home Reform (CANHR)
          California Alliance for Retired Americans
          California Commission on Aging
          California Department of Insurance (CDI)
          California Health Advocates (CHA)
          California Professional Firefighters (CPF)
          California School Employees Association, AFL-CIO
          California Senior Legislature
          Gray Panthers of Sacramento
          State (of California) Independent Living Council (SILC)

           Opposition 

           American Council of Life Insurers (ACLI)
          America's Health Insurance Plans (AHIP)
          Association of California Life and Health Insurance Companies 
          (ACLHIC)
           








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          Analysis Prepared by  :    Mark Rakich / INS. / (916) 319-2086