Enter the facts of one annuity sale. The page lists what NAIC Model #275, the annuity best-interest model, asks the file to show, with the section number for each. For the 20 states whose text was read or read in part, it also shows what that text says about retention and the disclosure form. Nothing you enter is stored or sent by this page.
Check the state where the client lives and the state where the sale is made. They can differ, and the guide says what to do then.
Use dates from 1990 to 2100. Dates use calendar months. When a month has no such day, its last day is used (February 29 becomes February 28).
Educational information, not legal, tax or securities advice. It does not decide whether a file is enough or whether a sale is in the client's best interest. The full notice is at the foot of this page.
Annuities Genius also has an Income Rider Calculator. A slider sets when the lifetime income begins, and you can solve for the premium or for the income. Whether a report belongs in your Model #275 file is for your compliance team.