Customer Suitability Survey

Proactively monitor annuity suitability

The NAIC’s Suitability in Annuity Transactions Model Regulation requires you to monitor annuity sales across all channels to detect unsuitable sales. LIMRA’s Customer Suitability Survey (CSS) help you do that with a powerful system that combines

• An industry-standard post-purchase survey featuring questions mapped to Model Regulation requirements
• A robust system that proactively flags potential suitability issues, allows you to record steps taken, and provides the reports you need

Now you can proactively detect unsuitable annuity sales, spotlight inappropriate sales activities, and provide explicit feedback and reports to your distribution partners to support their supervision of annuity sales.