Additional States Adopt Changes to Suitability Rules
Financial professionals in Maryland, New Mexico, and Wisconsin must complete required training due to National Association of Insurance Commission (NAIC) revisions to its Model Regulation 275, Suitability in Annuity Transactions. Please read the bulletin for deadlines and changes to our application submission process for each state below:
New Mexico Bulletin (effective 10/1)
Wisconsin Bulletin (effective 10/1)
Maryland Bulletin (effective 10/8)