Suitability in the Sale of Annuities

Beginning March 29, 2012, this rule:

  • Clarifies requirements for determining if an annuity product is suitable for a consumer.
  • Requires a special education course for any licensee selling annuities.

See WAC 284-17-265 (www.apps.leg.wa.gov) and WAC 284-23-390 (www.apps.leg.wa.gov).

Updated 07/29/2014

See also

Need more help?