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Annuity Suitability (A) Working Group

2024 Membership (PDF)

2025 Charge

1.听 听 The听Annuity Suitability (A) Working Group听飞颈濒濒:

A.听听听 Consider how to promote greater uniformity in the adoption of the Suitability in Annuity Transactions Model Regulation (#275) across 不良研究所官方 member jurisdictions.

Annuity Suitability (A) Working Group

Annuity Suitability (A) Working Group
Sunday, November 17, 2024
4:00 PM - 5:00 PM MT

Gaylord Rockies Hotel鈥擜urora Ballroom C/D鈥擫evel 2

Insurance Topics

Our improved resource can help you navigate committee-curated topics for a comprehensive understanding.

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State Implementation of 2020 Revisions to Suitability in Annuity Transactions Model Regulation (#275)

Note: When viewing the state legislative tracking information in the link above, please be aware the reference to "REGISTER" means "RULE."听

State Implementation Map听(Dec. 1, 2024)

FAQ Guidance Document

Related 不良研究所官方 Publications

Contacts

Media Inquiries
(816) 783-8909
news@naic.org


Jolie H. Matthews
Sr. Health & Life Policy Counsel
202-471-3982

Please see the current Committee List for a complete list of committee members.