Florida Department of State and Division of Library and Information Services
Notice: 28323241
Final Adopted Version in F.A.C.
Department: DEPARTMENT OF FINANCIAL SERVICES
Division: Division of Insurance Agent and Agency Services
Chapter: ANNUITY CONTRACTS

VIEW NOTICE

Overview
RULE:
69B-162.011   Suitability and Disclosure in Annuity Investments - Forms Required
RULE FILE DATE: 5/2/2024
RULE EFFECTIVE DATE: 5/22/2024
HISTORY NOTES: Rulemaking Authority 624.308, 627.4554 FS. Law Implemented 627.4554 FS. History–New 12-25-09, Amended 10-21-14, 5-22-24.
OVERSIGHT COMMITTEE: Joint Administrative Procedures Committee
Florida Administrative Law Central Online Network (F.A.L.C.O.N.)
RELATED COURT CASES: Division of Administrative Hearings
FEDERAL RULES
AND REGULATIONS: 		Electronic Code of Federal Regulations
HOW TO LINK TO
THIS NOTICE: 		http://flrules.org/gateway/ruleno.asp?id=69B-162.011&Section=0
REFERENCE MATERIALS: Ref-16581 Appendix A - Insurance Agent (Producer) Disclosure for Annuities, DFS-H1-1990
Ref-16582 Appendix B - Consumer Refusal to Provide Information - DFS-H1-1991
Ref-16583 Appendix C - Consumer Decision to Purchase an Annuity Not Based on a Recommendation - DFS-H1-1992


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