Skip to main content
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." 

State Implementation Map (February 23, 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.