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Annuity Suitability (A) Working Group

2021 Membership

2021 Adopted Charges:

The Annuity Suitability (A) Working Group will:

  1. Review and revise, as necessary, the Suitability in Annuity Transactions Model Regulation (#275). (COMPLETED)
  2. Consider how to promote greater uniformity across NAIC-member jurisdictions

There are no call materials at this time.

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

Legislative Tracking

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

State Implementation Map

FAQ Guidance Document


Related NAIC Publications


Media Inquiries
(816) 783-8909

Jolie Matthews
Sr. Health & Life Policy Counsel, Government Relations
Phone: 202-471-3982

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