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UPDATED BLOG: Minnesota Adopts Suitability Guidelines


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Suitability guidelines are very important for annuity products.  Those of us with good ethical standards need to make sure that the industry is treating consumers well.  Two groups putting suitability standards into effect are FINRA and the NAIC.  I just updated a blog post about suitability standards from the two organizations as Minnesota became the 31st state to adopt the NAIC’s guidelines.

Written by Rachel Summit

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