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Annuity Suitability (A) Working Group
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2026 Charge

1.    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.

Upcoming Meeting
Annuity Suitability Working Group March 11 Meeting

Public Webex Meeting
Wednesday, March 11, 2026
1:00 PM ET, 12:00 PM CT, 11:00 AM MT, 10:00 AM PT
Expected Duration: 1 hr
Webex Link

Discuss Working Group 2026 Priorities and Work

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Featured
Annuity Suitability Working Group March 11 Meeting

Public Webex Meeting
Wednesday, March 11, 2026
1:00 PM ET, 12:00 PM CT, 11:00 AM MT, 10:00 AM PT
Expected Duration: 1 hr
Webex Link

Discuss Working Group 2026 Priorities and Work

Featured
Annuity Suitability Working Group Nov. 5 Meeting

Public Webex Meeting
Wednesday, November 05, 2025
12:00 PM ET, 11:00 AM CT, 10:00 AM MT, 9:00 AM PT
Expected Duration: 1 hr
Webex Link

Consider Adoption of Annuity Best Interest Regulatory Guidance and Considerations Document

Featured
Annuity Suitability Working Group Oct. 7 Meeting

Public Webex Meeting
Tuesday, October 07, 2025
3:00 PM ET, 2:00 PM CT, 1:00 PM MT, 12:00 PM PT
Expected Duration: 1 hr
Webex Link

Discuss Comments on Draft Safe Harbor Guidance Document

There are no meeting materials at this time.

Insurance Topics

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Explore
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 (Feb. 1, 2026)

FAQ Guidance Document

Safe Harbor Guidance Adopted by Committee 12.9.25

 

Related NAIC Publications

Committee and task force minutes PDF files will be posted to the Interactive Agenda approximately 10 business days after the conclusion of a national meeting. They are posted to the Interactive Agenda for each meeting tab on the Meetings page. The Proceedings of the NAIC are made available after the minutes are adopted at each subsequent meeting and may be accessed via the NAIC Publications page.

Contacts

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

Jolie H. Matthews
Sr. Health & Life Policy Counsel
202-471-3982

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