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Annuity Suitability (A) Working Group

2024 Membership

2025 Proposed 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.

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.

Annuity Suitability (A) Working Group

Annuity Suitability (A) Working Group
Sunday, November 17, 2024
4:00 PM - 5:00 PM MT

Gaylord Rockies Hotel—Aurora Ballroom C/D—Level 2

Insurance Topics

Our improved resource can help you navigate committee-curated topics for a comprehensive understanding.

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 (Dec. 1, 2024)

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.