NAIC Annuity Suitability Training
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.
(Click here to read an overview of each available course.)