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NAIL Model Laws, Regulations, Guidelines and Other ResourcesSpring 2020SUITABILITY IN ANNUITY TRANSACTIONS MODEL REGULATION Table of Contents Section 1. Section 2. Section 3. Section 4. Section 5. Section
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NAICS suitability in annuity refers to the requirement for annuity providers to determine if the annuity product they are offering is suitable for the customer based on the NAICS code of the customer's business.
Annuity providers and insurance companies are required to file NAICS suitability in annuity.
NAICS suitability in annuity forms can be filled out by providing information about the customer's NAICS code, business type, and specific details about the annuity product being offered.
The purpose of NAICS suitability in annuity is to ensure that annuity products are offered to customers whose business activities align with the specific requirements of the product.
Information such as the customer's NAICS code, business type, and details of the annuity product must be reported on NAICS suitability in annuity forms.
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