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.