Best Interest Best Practices Toolkit

Suitability compliance has long been a requirement for annuity professionals in their process of recommending or selling annuity products to consumers. 2021 marks the beginning of a heightened standard: a best interest requirement added to the amended version of the NAIC’s Suitability Model Regulation #275 that is vigorously being adopted by states across the country.

Get up to speed on the best interest standard, as well as the four obligations required for compliance, with help from NAFA’s best practices resource! This comprehensive toolkit will walk you through key considerations for completing training and preparing your practice to seamlessly maintain compliance and act in the best interest of those you serve.

Use the interactive flipbook below to quickly navigate this members-only content, or download a copy of the PDF for access to fillable versions of the forms in the appendix!

Download the Toolkit