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What's New with Regulation Best Interest Annuity Requirements

 

States With Current Requirement (Effective Date / Expiry Date)

  • Arizona
    • Effective Date: January 1st, 2021 - (01/01/2021)
    • Expiry Date: July 1st, 2021 - (07/01/2021)
  • Iowa
    • Effective Date: January 1st, 2021 - (01/01/2021)
    • Expiry Date: July 1st, 2021 - (07/01/2021)
  • Ohio
    • Effective Date: February 14th, 2021 - (02/14/2021)
    • Expiry Date: August 17th, 2021 - (08/17/2021)
  • Rhode Island
    • Effective Date: April 1st, 2021 - (04/01/2021)
    • Expiry Date: October 1st, 2021 - (10/01/2021)

States With Upcoming Requirement

  • Michigan - Effective Date: 06/29/2021
  • Idaho - Effective Date: 07/01/2021
  • Nebraska - Effective Date: 07/01/2021
  • Arkansas - Effective Date: 07/08/2021
  • Delaware - Effective Date: 08/01/2021