Florida Statutes, Rules, and Regulations Pertinent to Life and Annuity Insurance, Including Variable Products

At what age does Florida's senior annuity surrender charge protection begin to apply?

Answer and explanation
Answer: A. Section 627.4554(9) applies its 10 percent surrender charge cap to an annuity contract issued to a senior consumer age 65 or older. Age 64 is the trigger for the secondary addressee lapse notice under section 627.4555, so the two thresholds are easily confused and should be kept apart.Source: Fla. Stat. § 627.4554 — 627.4554(9), Age threshold for senior protection

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