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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 Adoption Map - Model 275

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.