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Annuity Suitability (A) Working Group

2024 Membership

2024 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.

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 (April 30, 2024)

FAQ Guidance Document


Related NAIC Publications


Media Inquiries
(816) 783-8909

Jolie Matthews
Sr. Health & Life Policy Counsel, Government Relations

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