Suggested Maximum Gift Annuity Rates, Quality Training Opportunties, and Consumer Protection Advocacy

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Simmons Endowment Fund

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The Terry L. Simmons Philanthropic Endowment Fund will provide scholarships to worthy individuals who would otherwise be unable to attend the Conference on Gift Annuities.

 

Annuity Disclosure Model Regulation Draft

(To be adopted by State Legislatures)

ANNUITY DISCLOSURE MODEL REGULATION
Draft: 10/18/10

Revisions to Model 245, as adopted by the Annuity Disclosure (A) Working Group, Oct. 18, 2010
Underlining and overstrikes show the changes from the existing model. Comments are being requested on this draft.
Comments should be submitted by email only by Nov. 19, 2010, to Jolie Matthews at This email address is being protected from spambots. You need JavaScript enabled to view it..

Click here to view a current copy of the draft on the NAIC website.

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