ANNUITY DISCLOSURE MODEL REGULATION
Table of Contents
Section 1. Purpose
Section 2. Authority
Section 3. Applicability and Scope
Section 4. Definitions
Section 5. Standards for the Disclosure Document and Buyer’s Guide
Section 6. Standards for Annuity Illustrations
Section 7. Client Relationship Summary
Section 8. Notice of Producer Compensation
Section 9. Report to Contract Owners
Section 10. Penalties
Section 11. Separability
Section 12. [Optional] Recordkeeping
Section 13. Effective Date
Appendix A. Annuity Illustration Example
Appendix B. Client Relationship Summary Form
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