Annuity Suitability: Benchmarking Leading Practices
Benchmarking Leading Practices
As more and more states adopt the 2010 revisions to the NAIC Suitability in Annuity Transactions Model Regulation, companies are modifying their compliance practices and procedures to address the new regulatory requirements.
To gain insight as to the current state of industry practice regarding annuity suitability compliance, CEFLI will be undertaking a benchmarking study of annuity suitability compliance strategies.
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