What if my Company wrote annuities between 2013 through 2021, but has written no annuities after December 31, 2020, do we need to file the 2022 Annuity Suitability Request?

Answer: No, this request is for new annuity sales after January 1, 2021. Please respond to this email indicating that this company no longer sells annuities.  

My company won't allow email of confidential company information unless transmitted in a secure manner. Are there alternatives to sending it to you encrypted?

Answer: Yes, please contact market.analysis@iid.iowa.gov and the Division has a secure site that is available.

The Company did not sell new annuities in 2023, why do we receive this request?

Answer: The Division uses the financial statements filed with the NAIC to determine which companies reported premiums in Iowa. This request is sent to all companies that reported annuity premium.

Can you change who, within my company, receives this request?

Answer: The request is sent to the Government Relations and Market Conduct contacts filed with the NAIC. Please contact the NAIC directly to make any changes.

How can the Division change the email address this request is sent to?

Answer: The request is sent to the Government Relations and Market Conduct contacts filed with the NAIC. Please contact the NAIC directly to make any changes.