New Annuity Suitability Form Requirement Pushed Back to 03/13/2024
Updated suitability forms 4465-NAIC & 4465-NAIC-MN are delayed and are now starting March 13, 2024, due to additional updates and software migration coordination.
Updated suitability forms 4465-NAIC & 4465-NAIC-MN are delayed and are now starting March 13, 2024, due to additional updates and software migration coordination.