➤ 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 online CE courses allow advisors to access their state CE training requirement quickly and easily. Each of our state-approved CE courses meet state requirements and allows advisors to earn their CE credits online.