2018 Fall National Meeting
San Francisco, California
Thursday, November 15, 2018
9:00 - 10:00 a.m.
Hilton San Francisco Union Square - Continental 4 - Ballroom 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

 

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