Annuity Suitability (A) Working Group
Interim Meeting
Kansas City, Missouri
Thursday, May 31, 2018 8:30 a.m. - 5:00 p.m. and Friday, June 1, 2018 8:30 a.m. - 12:00 p.m. Marriott Downtown Kansas City - Basie C/C1 - Second Level

2018 Spring National Meeting
Milwaukee, Wisconsin
Saturday, March 24, 2018
9:30-10:30 a.m.
Wisconsin Center, First Floor, 103ABC

Annuity Suitability (A) Working Group
Conference Call
March 14, 2018
12:00 PM ET/11:00 AM

 

Contacts

Annuity Suitability (A) Working Group

 

2018 Charges

Ongoing Support of NAIC Programs, Products or Services

  1. Review and revise, as necessary, the Suitability in Annuity Transactions Model Regulation (#275).

  2. Consider how to promote greater uniformity across NAIC Member jurisdictions