Indiana, Utah and Vermont Have Adopted the Revised NAIC Suitability in Annuity Transactions (Best Interest) Rule
Indiana, Utah and Vermont have adopted the Revised NAIC Suitability in Annuity Transactions regulation (effective July 1, 2024 in Indiana and Utah; effective July 5, 2024 in Vermont)
Financial professionals in the states of Indiana, Utah, and Vermont must complete required training due to the National Association of Insurance Commission (NAIC) revisions to its Model Regulation 275 Suitability in Annuity Transactions.
Please read the state-specific bulletins for deadlines and changes to the Corebridge application submission process.