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

Who is responsible for providing the Policy Disclosure Form under the current Florida replacement rule?

Answer and explanation
Answer: A. Rule 69O-151.202 places the obligation on the insurer or its licensed and appointed agent. The existing insurer has separate duties under rule 69O-151.008, the Office adopts the form rather than distributing it, and the rule contemplates no independent third party.Source: Fla. Admin. Code r. 69O-151.202 — 69O-151.202, Who must provide the form

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