To assist member companies with their implementation efforts related to state adoptions of the revised NAIC Suitability in Annuity Transactions Model Regulation, CEFLI has developed a few summary and checklist documents. Additionally, CEFLI conducted a series of five (5) educational webinars on various aspects of the revised Model Regulation, which can be found here.
2020 NAIC Suitability in Annuity Transactions Model RegulationWPAdminSummit2020-07-09T17:14:55+00:00