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Get the information, training and continuing education credits you need to satisfy the new NAIC Model Regulation and become an expert in annuity transactions. 

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NAIC Annuity Best Interest State Adoptions

The NAIC's revised Suitability in Annuity Transactions Model Regulation and new Best Interest standard is being adopted on a state-by-state basis. States are not required to adopt the revision. However, if your state does not adopt the updated model regulation, this may lead to additional annuity training requirements.


The map below shows the adoption status of the updated model regulation in each state (the “NAIC Model Regulation States”). States highlighted green on the map have officially adopted the revised Suitability in Annuity Transactions Model Regulation and Best Interest training standard, and WebCE courses are available to complete. The yellow states have adopted the new regulation, but it has not yet taken effect. Courses cannot be attempted until after the effective date; therefore WebCE cannot offer courses for these states until the effective dates shown on the chart to the right of the map below. The blue states are considering adoption and grey states have no action.


WebCE courses available to satisfy the training requirements are titled 1-Hour NAIC Best Interest Standard for Annuities and 4-Hour Annuity Suitability and Best Interest Standards. 

Map of states adopting Annuity Transactions Model Regulation

Map Last Updated: March 2024

BEST INTEREST ADOPTION EFFECTIVE DATES
Alabama 1/1/2022 Montana
10/1/2021
Alaska 1/15/2023 Nebraska 7/1/2021 
Arkansas
7/8/2021
New Hampshire
2/16/2024
Arizona
1/1/2021
New Mexico 10/1/2022
California   1/1/2025 North Carolina 1/1/2023
Colorado 11/1/2022
North Dakota 1/1/2022
Connecticut 3/1/2022
Ohio 2/14/2021
Delaware
8/1/2021
Oklahoma 9/1/2023
 Florida 1/1/2024
Oregon
1/1/2024
Georgia 8/1/2023
Pennsylvania 6/20/2022
Hawaii
1/1/2023 Rhode Island 4/1/2021
Idaho 7/1/2021  South Carolina 11/27/2022
Illinois 8/1/2023 South Dakota 1/1/2023
Iowa 1/1/2021
Tennessee 1/1/2024
 Kansas 1/1/2024   Texas 9/1/2021
Kentucky 1/1/2022 Utah 7/1/2024
Maine 1/1/2022 Vermont 7/5/2024
Maryland 10/8/2022 Virginia 9/1/2021
 Massachusetts 12/9/2022 Washington 1/1/2024
 Michigan 6/29/2021 West Virginia 6/8/2023
 Minnesota 1/1/2023  Wisconsin 10/1/2022 
Mississippi  1/1/2022 Wyoming 7/5/2023 
 

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