Skip to content
FACC-Letters & Lady Only
  • About
    • FACC Focus
    • Board of Directors
    • President/CEO
    • Advisory Councils
  • Advocacy
    • Issues & Positions
    • DOL
    • NAIC Suitability Best Interest Model
    • NAIC FAQ
    • Secure Act
  • News
    • Blog
    • Press
    • Events
      • Annuity Nuts & Bolts with Harry Stout
      • FACC Annual Meeting – Dallas 2022
  • Resources
    • Resources
    • Accupoint
    • AssessBEST
    • VIP
    • Member Portal
  • Join
    • Benefits of Membership
    • Join Today
  • Contact
Menu
  • About
    • FACC Focus
    • Board of Directors
    • President/CEO
    • Advisory Councils
  • Advocacy
    • Issues & Positions
    • DOL
    • NAIC Suitability Best Interest Model
    • NAIC FAQ
    • Secure Act
  • News
    • Blog
    • Press
    • Events
      • Annuity Nuts & Bolts with Harry Stout
      • FACC Annual Meeting – Dallas 2022
  • Resources
    • Resources
    • Accupoint
    • AssessBEST
    • VIP
    • Member Portal
  • Join
    • Benefits of Membership
    • Join Today
  • Contact

Client Relationship Summary Initial Proposal to NAIC

  • by Kim O'Brien
  • September 10, 2020October 20, 2021
  • NAIC Suitability Best Interest Model, State Regulation Advocacy

FACC Proposes CRS Concept to NAIC Suitability Working Group

Download to read the entire document.

Icon

Client Relationship Summary Initial Proposal to NAIC

1 file(s)

Leave a Reply Cancel reply

You must be logged in to post a comment.

Recent Posts

  • FACC Letter Regarding May Lawsuit (May 2022)
  • FACC Lawsuit Talking Points
  • Complaint: FACC et al. v. DOL 02-02-2022
  • Press Release: Trade Association Challenges DOL Fiduciary Rule in Texas Federal Court
  • 1-13-22 FACC Letter to DOL Requesting TEP Extension

Recent Comments

    Library

    • May 2022
    • March 2022
    • February 2022
    • January 2022
    • October 2021
    • August 2021
    • September 2020
    • August 2020
    • February 2020
    • December 2019
    • October 2019
    • September 2019
    • August 2019
    • July 2019
    • June 2019
    • March 2019
    • February 2019
    • January 2019
    • November 2018
    • October 2018
    • June 2018
    • April 2018
    • March 2018
    • January 2018
    • October 2017
    • September 2017
    • August 2017

    Categories

    • DOL
    • Educational Resources
    • Federal Regulation Advocacy
    • NAIC Suitability Best Interest Model
    • Press Releases
    • Regulatory Comments
    • State Regulation Advocacy
    • Uncategorized

    Meta

    • Log in
    • Entries feed
    • Comments feed
    • WordPress.org

    The Federation of Americans for Consumer Choice (FACC)
    2017- 2022 ALL RIGHTS RESERVED.
    Any re-publication or distribution without prior written consent is prohibited.