[lmi-commits] [lmi] master ec0b298 110/156: Add NASD illustration second explanatory notes page

[Greg Chicares]

branch: master
commit ec0b2983553f05397045d6d75e6fd21fe5a6d104
Author: Vadim Zeitlin <address@hidden>
Commit: Vadim Zeitlin <address@hidden>

    Add NASD illustration second explanatory notes page
    
    Apart of slightly hackish HasComplianceTrackingNumber variable
    definition, this is quite straightforward as well.
---
 ledger_pdf_generator_wx.cpp |  18 +++-
 nasd_notes2.mustache        | 225 ++++++++++++++++++++++++++++++++++++++++++++
 2 files changed, 238 insertions(+), 5 deletions(-)

diff --git a/ledger_pdf_generator_wx.cpp b/ledger_pdf_generator_wx.cpp
index b540b48..42d8bb0 100644
--- a/ledger_pdf_generator_wx.cpp
+++ b/ledger_pdf_generator_wx.cpp
@@ -803,6 +803,13 @@ class pdf_illustration : protected html_interpolator
         add_abbreviated_variable("ContractNumber", full_abbrev_length / 2);
 
         add_variable
+            ("HasComplianceTrackingNumber"
+            ,(*this)("{{>compliance_tracking_number}}")
+                .as_html().find_first_not_of(" \n")
+                != std::string::npos
+            );
+
+        add_variable
             ("HasScaleUnit"
             ,!invar.ScaleUnit().empty()
             );
@@ -838,6 +845,11 @@ class pdf_illustration : protected html_interpolator
             ("StateIsCarolina"
             ,state_abbrev == "NC" || state_abbrev == "SC"
             );
+
+        add_variable
+            ("StateIsMaryland"
+            ,state_abbrev == "MD"
+            );
     }
 
     // Use non-default font sizes to make it simpler to replicate the existing
@@ -1822,11 +1834,6 @@ class pdf_illustration_regular : public pdf_illustration
             );
 
         add_variable
-            ("StateIsMaryland"
-            ,state_abbrev == "MD"
-            );
-
-        add_variable
             ("StateIsTexas"
             ,state_abbrev == "TX"
             );
@@ -2278,6 +2285,7 @@ class pdf_illustration_nasd : public pdf_illustration
         add<nasd_supplemental>();
         add<standard_page>("nasd_column_headings");
         add<standard_page>("nasd_notes1");
+        add<standard_page>("nasd_notes2");
     }
 
     std::string get_upper_footer_template_name() const override
diff --git a/nasd_notes2.mustache b/nasd_notes2.mustache
new file mode 100644
index 0000000..f71486a
--- /dev/null
+++ b/nasd_notes2.mustache
@@ -0,0 +1,225 @@
+{{>nasd_header}}
+
+<font size="-1">
+
+<p align="center"><b>EXPLANATORY NOTES</b></p>
+
+<p>
+{{GuarMortalityFootnote}}
+</p>
+
+<p>
+This illustration assumes death of the insured at
+age {{EndtAge}}.
+</p>
+
+{{#StateIsCarolina}}
+    <p>
+    In the states of North Carolina and South Carolina, Guaranteed Issue
+    Underwriting is referred to as "Limited Underwriting" and Simplified Issue
+    Underwriting is referred to as "Simplified Underwriting".
+    </p>
+{{/StateIsCarolina}}
+
+{{#StateIsMaryland}}
+    <p>
+    In the state of Maryland, Guaranteed Issue Underwriting
+    is referred to as "Nonstandard Limited Underwriting"
+    and Simplified Issue Underwriting is referred to as
+    "Nonstandard Simplified Underwriting".
+    </p>
+{{/StateIsMaryland}}
+
+<p>
+{{LoanFootnote}}
+</p>
+
+<p>
+{{PortabilityFootnote}}
+</p>
+
+{{#HasTerm}}
+    <p>
+    {{TermFootnote}}
+    </p>
+{{/HasTerm}}
+
+{{#HasSupplSpecAmt}}
+    <p>
+    {{TermFootnote}}
+    </p>
+{{/HasSupplSpecAmt}}
+
+{{#HasWP}}
+    <p>
+    {{WaiverFootnote}}
+    </p>
+{{/HasWP}}
+
+<p>
+{{AccelBftRiderFootnote}}
+</p>
+
+{{#DefnLifeInsIsGPT}}
+    <p>
+    {{OverloanRiderFootnote}}
+    </p>
+{{/DefnLifeInsIsGPT}}
+
+{{#HasADD}}
+    <p>
+    {{ADDFootnote}}
+    </p>
+{{/HasADD}}
+
+{{#HasChildRider}}
+    <p>
+    The ${{ChildRiderAmount}}&nbsp; {{ChildFootnote}}
+    </p>
+{{/HasChildRider}}
+
+{{#HasSpouseRider}}
+    <p>
+    The ${{SpouseRiderAmount}}&nbsp; {{SpouseFootnote}}
+    </p>
+{{/HasSpouseRider}}
+
+{{#UsePartialMort}}
+    <p>
+    This illustration reflects the client's mortality assumption
+    of {{PartMortTableMult[1]}} of the {{PartMortTableName}}
+    table with all deaths at the end of the year.
+    </p>
+{{/UsePartialMort}}
+
+{{#GenderBlended}}
+    <p>
+    Custom blending of cost of insurance charges is based
+    on the plan's assumed distribution of initial selected
+    face amount by gender and tobacco use. This illustration
+    assumes that the distribution remains constant
+    in future years. Custom blending is available only on plans
+    of 100 or more lives. Custom blend assumptions:
+    {{#SmokerBlended}}
+        tobacco = {{SmokerPct}};
+    {{/SmokerBlended}}
+    {{^SmokerBlended}}
+        no blending by tobacco use;
+    {{/SmokerBlended}}
+    male = {{MalePct}}.
+    </p>
+{{/GenderBlended}}
+{{#SmokerBlended}}
+    <p>
+    Custom blending of cost of insurance charges is based
+    on the plan's assumed distribution of initial selected
+    face amount by gender and tobacco use. This illustration
+    assumes that the distribution remains constant
+    in future years. Custom blending is available only on plans
+    of 100 or more lives. Custom blend assumptions:
+    tobacco = {{SmokerPct}};
+    {{#GenderBlended}}
+        male = {{MalePct}}.
+    {{/GenderBlended}}
+    {{^GenderBlended}}
+        no blending by gender.
+    {{/GenderBlended}}
+    </p>
+{{/SmokerBlended}}
+
+<p>
+The state of issue is
+{{StatePostalAbbrev}}.
+</p>
+
+{{#IsInforce}}
+    <p>
+    This illustration assumes a beginning account value of
+    ${{InforceUnloanedAV}} as
+    of the date of this illustration.
+    </p>
+
+    <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.
+    </p>
+{{/IsInforce}}
+
+{{#HasComplianceTrackingNumber}}
+    <p>
+    Compliance tracking number: {{>compliance_tracking_number}}
+    </p>
+{{/HasComplianceTrackingNumber}}
+
+{{#UWTypeIsGuaranteedIssueInTexasWithFootnote}}
+    <p>
+    *** This policy is classified as substandard guaranteed issue
+    per the requirements of the Texas Insurance Department.
+    </p>
+{{/UWTypeIsGuaranteedIssueInTexasWithFootnote}}
+
+
+<p align="center"><b>GUARANTEED PRINCIPAL ACCOUNT</b></p>
+
+<p>
+The Guaranteed Principal Account (GPA) has a guaranteed
+minimum annual interest rate of
+{{InitAnnGenAcctInt_Guaranteed}}.
+Guarantees are based on the claims-paying ability of the
+issuing company or companies.
+</p>
+
+
+<p align="center"><b>SEPARATE ACCOUNT</b></p>
+
+<p>
+{{HypotheticalRatesFootnote}}
+</p>
+
+{{^Composite}}
+    <p>
+    This illustration is based on total Separate Account
+    fund expenses of {{TotalIMF[1]}}.
+    </p>
+    {{#AvgFund}}
+        <p>
+        Investment management fees are based on equal
+        initial allocations among the available funds.
+        </p>
+    {{/AvgFund}}
+    {{#CustomFund}}
+        <p>
+        Investment management fees are based on an initial allocation
+        of 100% to a custom fund selected by the purchaser.
+        </p>
+    {{/CustomFund}}
+{{/Composite}}
+
+<p>
+<b>
+This material must be preceded or accompanied by the current prospectus for the
+{{PolicyMktgName}} Insurance {{ContractName}} and the prospectuses (or summary
+prospectuses, if available) for its underlying investment choices. Before
+purchasing a {{ContractName}}, you should carefully consider the investment
+objectives, risks, charges and expenses of the {{ContractName}} and its
+underlying investment choices. Please read the prospectuses carefully before
+investing or sending money.
+</b>
+</p>
+
+<p>
+{{SubsidiaryFootnote}}
+</p>
+
+<p>
+Securities offered through registered representatives of
+{{CoUnderwriter}}&nbsp;
+{{CoUnderwriterAddress}}
+or a broker-dealer that has a selling agreement with
+{{MainUnderwriter}}.
+</p>
+
+</font>