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Producer Advisories
January 3, 2023

Clients who took a distribution in 2022 will receive their IRS Form 1099-R in the mail no later than February 15.
Producer Advisories
January 3, 2023

Please review this recent compliance alert: Regulation 3 AAC 23.208(9)+, Suitability of Individual Annuity Sales Recommendations.
Producer Advisories
January 3, 2023

Please review this recent compliance alert: House Bill 2111 and Senate Bill 3079, Suitability of Individual Annuity Sales Recommendations.
Producer Advisories
January 3, 2023
Minnesota has adopted the NAIC’s Suitability in Annuity Transactions Model Regulation that was amended in February 2020. The Model now incorporates a best interest standard of care for any sale or recommendation of an annuity.
Producer Advisories
January 3, 2023

Please review this recent compliance alert: Rule 11 NCAC 12.0462, Suitability of Individual Annuity Sales Recommendations.