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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
Calendar
Annuity Suitability WG Meeting 3-25-21

Public Webex Meeting
Thursday, March 25, 2021
12:30 PM ET, 11:30 AM CT, 10:30 AM MT, 9:30 AM PT Expected Length of Call: 90 minutes
Webex Link

Continue Discussion of Revisions to FAQ Guidance Document

Annuity Suitability WG Call 3-9-21

Public Webex Meeting
Tuesday, March 09, 2021
3:30 PM ET, 2:30 PM CT, 1:30 PM MT, 12:30 PM PT Expected Length of Call: 90 minutes
Webex Link

Meeting in lieu of Spring National Meeting to Continue Discussion of FAQ Document Revisions

Annuity Suitability WG Call 2-22-21

Public Webex Meeting
Monday, February 22, 2021
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT Expected Length of Call: 90 minutes
Webex Link

Discuss Revisions to the FAQ Guidance Document

Annuity Suitability WG Call 12-14-20

Public Webex Meeting
Monday, December 14, 2020
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT Expected Length of Call: 1.5 hours
Webex Link

Discuss Comments Received on Draft FAQ

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

Legislative Tracking

State Adoption Map

Related NAIC Publications

Draft meeting minutes are available free for meeting attendees 10 business days after a national meeting concludes, using the User ID and Password supplied by the NAIC. Regulators may access minutes via StateNet.
Final committee minutes and Proceedings of the NAIC are available to non–attendees, after adoption at the next national meeting, for free in the PDF format through the NAIC Products & Services website.

Contacts

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

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.