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Florida suitability rule proposal withstands industry challenge
  • Jorden Burt LLP
  • USA
  • October 15 2009

On October 9, 2009, the Florida Division of Administrative Hearings ("DOAH") dismissed the American Council of Life Insurance's ("ACLI") petition to invalidate the Florida Department of Financial Services' ("DFS") Proposed Rule 69B-162.


FL proposes rule to adopt annuity suitability forms
  • Jorden Burt LLP
  • USA
  • July 28 2009

On May 22, 2009, a notice of proposed rulemaking to adopt new Rule 69B-162.


Florida public hearing on rule proposal for annuity suitability and replacement rule forms
  • Jorden Burt LLP
  • USA
  • June 17 2009

On June 16, 2009, the Florida Department of Financial Services ("DFS") held a public hearing on its proposed Rule 69B-162.






Kathleen A. Nandan
  • Reed Smith LLP