CEFLI Publishes 2018 Annuity Suitability Benchmarking Survey Results

Summit Meeting

CEFLI Publishes 2018 Annuity Suitability Survey Results

CEFLI’s fourth Annuity Suitability Benchmarking Survey gathered significant data from 57 life insurers about the nature and scope of their annuity suitability review process.  The Survey serves as a way to gauge current annuity suitability compliance practices in the life insurance industry and to monitor year-to-year changes which may be important in identifying possible trends and issues for further review.


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