Suitability

 

2. Discuss Suitability White Paper
The working group reviewed the white paper (Attachment Four-B)

1999-4v2, Suitability Working Group

FIND: NAIC notes, 1,2,3,

NAIC – 

Suitability of Sales of Life Insurance and Annuities  

1 site_soa.org _life insurance_ _suitability_ -exam – Google Search

2 site_soa.org _life insurance_ _suitability_ -exam – Google Search

SEC – Suitabilty

New York State Department of Financial Services
Insurance Regulation 187 (11 NYCRR 224)
Suitability and Best Interest in Life Insurance and Annuity Transactions 

Law

Law Reviews

2002 – MY CUSTOMER’S KEEPER: THE SEARCH FOR A UNIVERSAL SUITABILITY STANDARD IN THE SALE OF LIFE INSURANCE. Richard J. Wirth, Western New England Law Review

2013 – Suitability and Non-Maleficence: A Proposal for Insurance Producer Regulatory Reform, Mark Franke, Loyola

Legal Cases

1958 – Knox v Anderson , Hawaii

2010 – Pike v New York Life, New York