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Florida Adopts Annuity Suitability Rule and Forms
by Karen A. Benson
Jorden Burt LLP - Miami Office
Ann Young Black
Jorden Burt LLP - Miami Office
Steven Kass
Jorden Burt LLP - Miami Office
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November 24, 2009
Previously published on November 4, 2009
Effective November 15, 2009, insurers and producers must comply with the Florida Department of Financial Services' ("DFS") Rule 69B-162.011 (the "Final Rule"), which mandates the use of suitability and replacement comparison forms with annuity sales to consumers age 65 or older. According to the Florida Administrative Weekly website, the Final Rule was filed for adoption on October 26, 2009.
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