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Rule Title: PURPOSE
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Department: STATE AUDITOR
Chapter: INSURANCE DEPARTMENT
Subchapter: Annuities
 
Latest version of the adopted rule presented in Administrative Rules of Montana (ARM):

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6.6.810    PURPOSE

(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.�

History: 33-1-313, MCA; IMP, 33-20-805, 33-20-807, MCA; NEW, 2021 MAR p. 1206, Eff. 10/1/21.


 

 
MAR Notices Effective From Effective To History Notes
6-264 10/1/2021 Current History: 33-1-313, MCA; IMP, 33-20-805, 33-20-807, MCA; NEW, 2021 MAR p. 1206, Eff. 10/1/21.
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