2019 Spring National Meeting
Orlando, Florida
LIFE INSURANCE AND ANNUITIES (A) COMMITTEE AND ANNUITY SUITABILITY (A) WORKING GROUP
Saturday, April 6, 2019
9:00 – 10:00 a.m.
JW Marriott Orlando—Coquina Ballroom North—Lobby Level

Annuity Suitability (A) Working Group
Open Interim Meeting
Chicago, Illinois
Monday, Oct. 22, 2018 1:00 - 6:00 p.m. and Tuesday, Oct. 23, 2018 8:00 a.m. - 2:00 p.m.
Chicago Marriott O'Hare - Chicago Ballroom E-F - Main Floor

2018 Summer National Meeting
Boston, Massachusetts
Saturday, August 4, 2018
9:00-10:30 a.m.
Hynes Convention Center, Room 312, 3rd Level

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

 

Feb. 15, 2019 Suitability Model Comments

  1. Americans for Asset Protection (AAP) Comments
  2. American Bankers Association (ABA) Comments
  3. American Council of Life Insuers (ACLI) Comments
  4. ACLI Markup
  5. California Insurance Department (CDI) Comments
  6. Committee of Annuity Insurers (CAI) Comments
  7. Davis & Harman Comments
  8. Fixed Annuity Consumer Choice (FACC) Campaign Comments
  9. Independent Insurance Agent and Brokers of America (IIABA) Comments
  10. Independent Marketing Organization (IMO) Leadership Comments
  11. Insured Retirement Institute (IRI) Supplemental Comments
  12. Jackson Comments
  13. Jackson Industry Comments
  14. Jackson Joint Comments
  15. Joint Industry Trades Comments
  16. National Association for Fixed Annuities
  17. National Association of Insurance and Financial Advisors (NAIFA) Comments
  18. New York State Department of Financial Services (NYS DFS) Comments
  19. Ohio Deparment of Insurance (ODI) Comments

April 27 Suitability Model Comments

  1. Revised April 27 Comment Chart Compilation
  2. AARP Comments
  3. American Council of Life Insurers May 29 Comments
  4. Americans for Annuity Protection (AAP) Comments
  5. American Council of Life Insurers Comments
  6. California Department of Insurance (CDI) comments
  7. California Health Advocates Comments
  8. Consumer Federation of America (CFA) and Center for Economic Justice (CEJ) Comments
  9. Committee of Annuity Insurers Comments
  10. Fixed Annuity Consumer Choice Campaign (FACC Campaign) Comments
  11. Iowa Insurance Division Comments
  12. Iowa Insurance Division May 25 Comment Letter
  13. Industry Coalition Comment Letter
  14. Jackson and AXA Comments
  15. National Association of Fixed Annuities Comments
  16. National Alliance of Life Companies (NALC) Comments
  17. New York State Department of Financial Services (NYS DFS) Comments
  18. O'Neal Law Group Comments
  19. Producer Coalition Comments
  20. Shaw Financial Services Comments

Suitability Model Revisions Comment Chart

Iowa Proposed Revisions to Chairman's Draft

Draft Suitability Model Revisions Comments

Contacts

Annuity Suitability (A) Working Group

 

2019 Charges:

The Annuity Suitability (A) Working Group will:

  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