Current through Register Vol. 1, January 10, 2025
(1) The purpose of these rules is to provide: (a) model forms for mandatory disclosures to consumers prior to the recommendation or sale of an annuity and for documenting certain events at the time of a recommendation or sale of an annuity; and(b) the process for approving, and certifying compliance with, training courses necessary to educate insurance producers prior to engaging in the recommendation or sale of an annuity.NEW, 2021 MAR p. 1206, Eff. 10/1/2021AUTH: 33-1-313, MCA; IMP: 33-20-805, 33-20-807, MCA