NAIC Suitability in Annuity Transactions (Best Interest) Adoptions

The following states have adopted the revised NAIC Suitability in Annuity Transactions (Best Interest), effective 1/1/23. Click on each state for more information about training and disclosure requirements: 

• Hawaii
• Minnesota 
• North Carolina 
• South Dakota 
• Wyoming 

Click here for a list of states and information that have already adopted the NAIC Suitability in Annuity Transactions.