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NAIFA Holds Successful “Day on the Hill” Grassroots Event

The National Association of Insurance and Financial Advisors concluded its annual political involvement and political action training meeting today by sending 150 insurance and financial advisors to Capitol Hill meetings with their elected leaders and congressional staff.

NAIFA Encouraged by SEC’s Deliberate Pace on Fiduciary Rule

One year after the SEC fiduciary report, trade group remains committed to ensuring middle-market access to affordable financial advice and services.

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NAIFA Comments on Federal Insurance Office

Comments address range of industry issues, including SEC/DOL standard of conduct, producer licensing, STOLI, annuities

InvestmentNews Features NAIFA President Robert Miller

NAIFA President Robert Miller is the subject of a feature article in the current issue of InvestmentNews.

Home / About Us / NAIFA-Florida News / DFS Annuity Suitability Forms Released

DFS Annuity Suitability Forms Released

The Department of Financial Services has released temporary forms to be used when making a suitablity determination when selling or exchanging annuities for seniors.

The final forms are still being finalized in the required rule making process, so the Department has released the forms to be used in the interim, since the law (F.S. 627.4554) now requires the analysis to be done. Click here to access the DFS website and the links for the forms.

NAIFA-Florida will notify members when the final forms are released, call us at 850-422-1701 with questions or concerns.

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