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Annuity Suitability (A) Working Group

2023 Membership

2023 Adopted Charge:

The Annuity Suitability (A) Working Group will:

A.    Consider how to promote greater uniformity in the adoption of the Suitability in Annuity Transactions Model Regulation (#275) across NAIC member jurisdictions.

Annuity Suitability WG Call 7-25-22

Public Webex Meeting
Monday, July 25, 2022
3:00 PM ET, 2:00 PM CT, 1:00 PM MT, 12:00 PM PT
Expected Length of Call: 1 hr
Webex Link

Continue Discussion of Draft Safe Harbor FAQs


Annuity Suitability WG Call 5-26-22

Public Webex Meeting
Thursday, May 26, 2022
3:00 PM ET, 2:00 PM CT, 1:00 PM MT, 12:00 PM PT
Expected Length of Call: 90 minutes
Webex Link

Discuss Comments on Additional FAQs.


Annuity Suitability WG Call 5-3-22

Public Webex Meeting
Tuesday, May 03, 2022
2:00 PM ET, 1:00 PM CT, 12:00 PM MT, 11:00 AM PT
Expected Length of Call: 1 hr
Webex Link

Organizational Meeting


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." 

cmte-a-aswg-mdl-275-adoption-map.pdf  (November 27, 2023)

FAQ Guidance Document

 

Related NAIC Publications

Contacts

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


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

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