CORRECTION: Rulemaking Development–Suitability of Annuity Sales to Senior Citizens

Jan 8, 2009


CORRECTION:  Per the Florida Department of Financial Services, the proposed Rule number below has been corrected to 69B-162.011.


The Florida Department of Financial Services, Division of Agent and Agency Services, has issued a Notice of Proposed Rule Development regarding the following Rule:

  • 69B-162.011:  Suitability and Disclosure in Annuity Contracts-Forms Required

The proposed Rule would implement Annuity Suitability and Disclosure and Comparison of Annuity Contracts forms for use in sales of annuities to senior consumers.

A copy of the proposed Rule text and related forms are attached for your review.

Details of the Rule Development Workshop are as follows:

Date:  Monday, February 2, 2009
Time:  9:30 a.m.
Place:  Room 116 of the Larson Building, 200 East Gaines Street, Tallahassee, Florida


Should you have any questions or comments, please do not hesitate to contact Colodny Fass.


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