Suitability standards for life and annuities: Not as uniform as they appear
January 20, 2026 by Brian Peterson
Suitability standards for life insurance and annuities haven’t stood still. Over the last decade, they’ve been revised, challenged in court and reinterpreted as regulators try to balance consumer protection with access to financial guidance. For organizations supporting insurance distribution across states and product types, that evolution has at times created more complexity than clarity.
Originally Posted at InsuranceNewsNet on Jan 20, 2026 by Brian Peterson.
Categories: Industry Articles
