Client Relationship Summary Initial Proposal to NAICby Kim O'BrienSeptember 10, 2020October 20, 2021NAIC Suitability Best Interest Model, State Regulation Advocacy FACC Proposes CRS Concept to NAIC Suitability Working Group Download to read the entire document. Client Relationship Summary Initial Proposal to NAIC 1 file(s) Leave a Reply Cancel replyYou must be logged in to post a comment.