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Regulatory Update: NAIC Summer 2020 National Meeting

Data Matters

The Annuity Suitability Working Group (ASWG) led the NAIC’s multi-year efforts to develop revisions to the Suitability in Annuity Transactions Model Regulation (SAT) to incorporate a requirement for producers to act in the “best interest” of a retail customer when making a recommendation of an annuity.

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Regulatory Update: NAIC Summer 2021 National Meeting

Data Matters

The revised SAT, which the NAIC adopted in February 2020, incorporates a requirement for producers to act in the “best interest” of a retail customer when making a recommendation of an annuity.

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7 Benefits of Metadata Management

erwin

Metadata management is key to wringing all the value possible from data assets. However, most organizations don’t use all the data at their disposal to reach deeper conclusions about how to drive revenue, achieve regulatory compliance or accomplish other strategic objectives. What Is Metadata? Faster speed to insights.

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