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Annuity Suitability (A) Working Group
View Membership Report

2026 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 91传媒 member jurisdictions.

Upcoming Meeting
Annuity Suitability Working Group March 11 Meeting

Public Webex Meeting
Wednesday, March 11, 2026
1:00 PM ET, 12:00 PM CT, 11:00 AM MT, 10:00 AM PT
Expected Duration: 1 hr

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Featured
Annuity Suitability Working Group March 11 Meeting

Public Webex Meeting
Wednesday, March 11, 2026
1:00 PM ET, 12:00 PM CT, 11:00 AM MT, 10:00 AM PT
Expected Duration: 1 hr

Consider Adoption of Annuity Best Interest Regulatory Guidance and Considerations Document

Featured
Annuity Suitability Working Group Oct. 7 Meeting

Public Webex Meeting
Tuesday, October 07, 2025
3:00 PM ET, 2:00 PM CT, 1:00 PM MT, 12:00 PM PT
Expected Duration: 1 hr

There are no meeting materials at this time.

Insurance Topics

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

Explore
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. 1, 2026)

FAQ Guidance Document

Safe Harbor Guidance Adopted by Committee 12.9.25

 

Related 91传媒 Publications

Committee and task force minutes PDF files will be posted to the Interactive Agenda approximately 10 business days after the conclusion of a national meeting. They are posted to the Interactive Agenda for each meeting tab on the Meetings page. The Proceedings of the 91传媒 are made available after the minutes are adopted at each subsequent meeting and may be accessed via the 91传媒 Publications page.

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.

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