Annuity Buyer’s Guide (A) Working Group
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Annuity Buyer’s Guide (A) Working Group
Life Insurance and Annuities (A) Committee
Annuity Buyer's Guide (A) Working Group
Annuity Suitability (A) Working Group
Life Actuarial (A) Task Force
Experience Reporting (A) Subgroup
Generator of Economic Scenarios (GOES) (E/A) Subgroup
Longevity Risk (E/A) Subgroup
Valuation Manual (VM)-22 (A) Subgroup
Variable Annuities Capital and Reserve (E/A) Subgroup
Life Insurance and Annuities Illustrations (A) Working Group
Annuity Buyer’s Guide (A) Working Group
Life Insurance and Annuities (A) Committee
Annuity Buyer's Guide (A) Working Group
Annuity Suitability (A) Working Group
Life Actuarial (A) Task Force
Experience Reporting (A) Subgroup
Generator of Economic Scenarios (GOES) (E/A) Subgroup
Longevity Risk (E/A) Subgroup
Valuation Manual (VM)-22 (A) Subgroup
Variable Annuities Capital and Reserve (E/A) Subgroup
Life Insurance and Annuities Illustrations (A) Working Group
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2026 Charges
The
Annuity Buyer’s Guide (A) Working Group
will:
Review and revise the
NAIC Buyer’s Guides for Deferred Annuities
in light of changes in the marketplace.
Meeting Materials
Exposure Drafts
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Featured
Annuity Buyer's Guide (A) Working Group
Public Webex Meeting
Monday, April 20, 2026
11:00 AM ET, 10:00 AM CT, 9:00 AM MT, 8:00 AM PT
Expected Duration: 1 hour
Webex Link
Discuss Comments received on  3-16-26
draft Buyer's Guide on Deferrred Annuities
COMMENTS RECEIVED
Maryland Insurance Administration
Maryland revisions to 3-16 Draft Buyer's GUide on Deferred Annuities
Michigan Deparment Insurance and Financial Services
Michigan revisions to 3-16 Draft Buyer's Guide on Deferred Annuities
Academy
Academy Letter
Academy revisions to 3-16 Draft Buyer's Guide on Deferred Annuities
Aspida
Aspida revisions to 3-16 Draft Buyer's Guide on Deferred Annuities
Consumer Reps
Letter from Brenda Cude, Dick Weber and Bonnie Burns
Cude_Weber_Burns_revisions to 3-16 Draft Buyer's Guide on Deferred Annuities
NAFA
NAFA letter
NAFA revisions to 3-16 Draft Buyer's Guide on Deferred Annuities
NAFA Questionnaire
Industry Coalition
Industry Coalition letter
Industry coalition revisions 3-16 Draft Buyer's Guide on Deferred Annuities
Industry coalition revisions CLEAN 3-16 Draft Buyer's Guide on Deferred Annuities
Agenda
There are no meeting materials at this time.
See all Current Exposure Drafts
COMMENTS REQUESTED
Please provide comments in Word documents with redlines to
jcook@naic.org
on or before April 16, 2026.
Comments are requested on
draft Buyer's Guide on Deferrred Annuities
regarding clarity, tone, organization, and whether the draft effectively addresses key consumer risks and decision points.
Also attached are two examples of interactive materials that could potentially be incorporated into the consumer guide:
checklist of annuity questions
from the
Florida Office of Insurance Regulation annuity guide
A sample
Appendix A
from the NAIC Suitability in Annuity Transactions Model Regulation (Best Interest Model)
These materials are provided as reference points for discussion. Consider whether similar tools would improve consumer understanding and usability in our guide.
COMMENTS RECEIVED
Maryland Insurance Administration
Maryland revisions to 3-16 Draft Buyer's GUide on Deferred Annuities
Michigan Deparment Insurance and Financial Services
Michigan revisions to 3-16 Draft Buyer's Guide on Deferred Annuities
Academy
Academy Letter
Academy revisions to 3-16 Draft Buyer's Guide on Deferred Annuities
Aspida
Aspida revisions to 3-16 Draft Buyer's Guide on Deferred Annuities
Consumer Reps
Letter from Brenda Cude, Dick Weber and Bonnie Burns
Cude_Weber_Burns_revisions to 3-16 Draft Buyer's Guide on Deferred Annuities
NAFA
NAFA letter
NAFA revisions to 3-16 Draft Buyer's Guide on Deferred Annuities
NAFA Questionnaire
There are no committee documents at this time.
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