Wyoming Addresses Suitability and Annuity Transactions

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WY | The Wyoming Department of Insurance today issued a memorandum to insurers, producers, and continuing education providers. It announces the recent update to Chapter 64: Regulation Governing Suitability and Annuity Transactions. The regulation takes effect on July 5, 2023.

The updated chapter also addresses continuing education requirements for annuities producers. The deadline for completing annuity-specific CE is January 5, 2024.

Lastly, the chapter provides a link to annuity-related disclosure forms.

Click here to read the memorandum in full.

  • Bulletin
  • Wyoming
  • Department of Insurance

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