90 Day Countdown
As we embark on the tail end of 2024, it’s important to take a minute to check in with ourselves and make sure we’re leaving this year better than we found it. Take a few moments and get your affairs…Continue Reading →
Hurricane Helene Impacts Insurance Policies
The aftermath of Hurricane Helen continues to impact several eastern states with millions without power, cities under water and roads washed away. FEMA has declared a national emergency and is working with local agencies to recover parts of Alabama, Florida,…Continue Reading →
Louisiana Adopts NAIC Annuity Regulations
Louisiana becomes the 45th state to adopt the NAIC’s (4) hour annuity training for all licensed producers selling, soliciting or negotiating annuities products. Louisiana has had an annuities requirement since 2012 but recently updated Regulation 89 Suitability in Annuity Transactions…Continue Reading →
Annuity Best Interest Training
As of 2020, Annuity Suitability training that includes the “Best Interest Standard” became a mandated training requirement for any insurance producer who sells, solicits, or negotiates an annuity product. This requirement was outlined in the NAIC Suitability in Annuity Transactions…Continue Reading →
Vermont Annuity Best Interest Requirement
Vermont has adopted the new Annuity Best Interest training requirement for all licensed life producers. Effective July 5, 2024, Regulation I-2023-01 Suitability in Annuity Transactions applies to all Vermont insurance producers who transact annuity products. Following the NAIC standards and…Continue Reading →
