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Annuity Suitability (A) Working Group

2025 Membership (PDF)

2025 Charge

1.    The Annuity Suitability (A) Working Group will:

A.    Consider how to promote greater uniformity in the adoption of the Suitability in Annuity Transactions Model Regulation (#275) across VsportV体育 member jurisdictions.

Insurance Topics

Our improved resource can help you navigate committee-curated topics for a comprehensive understanding.

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State Implementation of 2020 Revisions to Suitability in Annuity Transactions Model Regulation (#275)

Note: When viewing the state legislative tracking information in the link above, please be aware the reference to "REGISTER" means "RULE." 

State Implementation Map (Feb. 28, 2025)

FAQ Guidance Document

 

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Contacts

Media Inquiries
(816) 783-8909
news@naic.org


Jolie H. Matthews
Sr. Health & Life Policy Counsel
202-471-3982

Please see the current Committee List for a complete list of committee members.