➤ Suitability in Annuity Transactions Model
Since 2003, state insurance regulators have overseen the sale of annuities to ensure products sold to consumers are suitable for them, based on a review of their needs. The Suitability in Annuity Transactions Model Regulation (#275) serves as a basis for this regulatory framework. Model #275 sets forth standards and procedures for recommending annuity products to consumers to ensure their insurance and financial objectives are appropriately addressed.
➤ NAIC Annuity Best Interest Standard CE Courses
Our NAIC Annuity Best Interest Standard solution allows producers to access their state CE training requirement from one consolidated platform. Each of our state-approved continuing education courses meet state requirements and allows producers to earn their CE credits online.