(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.