Welcome to the Clearinghouse

The Annuity Suitability Clearinghouse allows insurers to obtain certificates of Annuity Suitability Supervision from third party distribution organizations (TPD’s) to meet the requirements of the NAIC’s Suitability Model Regulation.


  
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240.744.3024









Compliane & Ethics Forum for Life Insurers
contact@cefli.org


Enroll Now

For Insurers

Once you have enrolled, you will be asked to complete your company profile (notification settings, contacts and customize your list of TPD's should you choose).




For Third-Party Distributors (TPDs)

A TPD may be considered a general agency, broker dealer, bank, independent marketing organization or any distribution group that has a selling agreement with an insurance company. The Clearinghouse will enable TPDs to provide one certificate of annuity suitability supervision to insurers with whom they have a selling agreement. Upon enrolling, TPDs can customize their profile (certificate fulfillment settings, custom certificate options, fulfillment tracking and more).