DEPARTMENT OF FINANCIAL SERVICES
Division of Insurance Agent and Agency Services
RULE NO.:RULE TITLE:
69B-162.011Suitability and Disclosure in Annuity Investments - Forms Required
PURPOSE AND EFFECT: The rulemaking will update current forms to implement chapter 2023-130, Laws of Florida.
SUBJECT AREA TO BE ADDRESSED: Is to ensure the best interest of the consumer regarding the sale of annuities in the state of Florida.
RULEMAKING AUTHORITY: 624.308, 627.4554 FS.
LAW IMPLEMENTED: 627.4554 FS.
IF REQUESTED IN WRITING AND NOT DEEMED UNNECESSARY BY THE AGENCY HEAD, A RULE DEVELOPMENT WORKSHOP WILL BE NOTICED IN THE NEXT AVAILABLE FLORIDA ADMINISTRATIVE REGISTER.
THE PERSON TO BE CONTACTED REGARDING THE PROPOSED RULE DEVELOPMENT AND A COPY OF THE PRELIMINARY DRAFT, IF AVAILABLE, IS: Ray Wenger, Chief, Bureau of Investigation, (850)413-5605, or Ray.Wenger@myfloridacfo.com.
THE PRELIMINARY TEXT OF THE PROPOSED RULE DEVELOPMENT IS NOT AVAILABLE.
Document Information
- Purpose:
- The rulemaking will update current forms to implement chapter 2023-130, Laws of Florida.
- Rulemaking Authority:
- 624.308, 627.4554 FS.
- Law:
- 627.4554 FS.
- Related Rules: (1)
- 69B-162.011. Suitability and Disclosure in Annuity Contracts-Forms Required.