Annuity Suitability Best Interest Requirements

Presented on: January 17, 2023 at 9:30 am

Effective January 1, 2023, licensed insurance producers will need to comply with best interest standards and disclosure requirements when selling annuities and must do so by July 1, 2023.

In this webinar, we’ll be covering what’s required from a producer to comply with the new rule (NAIC Model #275). Join us for an informative session that will help you get up to speed on the new requirements.