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SUITABILITY IN ANNUITY TRANSACTION MODEL …
www.naic.orgSUITABILITY IN ANNUITY TRANSACTIONS MODEL REGULATION . Executive Summary . Commissioners Thomas R. Sullivan (CT) and Adam Hamm (ND) chair and vice chair of the Life Insurance and Annuities (A) Committee, have developed the following Executive Summary to assist in uniform enforcement of the above referenced Model Regulation. This Executive
Suitability Guidelines for Producers - iPipeline
files.ipipeline.comTo meet the Athene’s guidelines, state regulations and the 2010 NAIC Suitability in Annuity Transaction Model Regulation, the producer must: