Rule: 69B-162.011 Prev   Up   Next

Rule Title: Suitability and Disclosure in Annuity Investments - Forms Required
Department: DEPARTMENT OF FINANCIAL SERVICES    Add to MyFLRules Favorites
Add to MyFLRules Favorites
Division: Division of Insurance Agent and Agency Services
Chapter: ANNUITY CONTRACTS

Latest version of the final adopted rule presented in Florida Administrative Code (FAC):

VIEW_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.
References in this version: 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
History of this Rule since Jan. 6, 2006
Notice /
Adopted
Section Description ID Publish
Date
View Text Change
69B-162.011
Suitability and Disclosure in Annuity Contracts-Forms Required. 7509854 8/21/2009
Vol. 35/33
View Text Change
69B-162.011
Suitability and Disclosure in Annuity Contracts-Forms Required. 7491715 8/14/2009
Vol. 35/32