House of Representatives

SB 1098

insurance; rental cars

(NOW: annuity contracts; free look)

Sponsors: Senator Cirillo

 

DP

Committee on Financial Institutions & Insurance

DP

Caucus and COW

DP

Third Read

 

DP

As Passed the House

X

As Transmitted to the Governor

 

SB 1098 establishes that the ten day return and refund (free-look) provision relating to annuity contracts is not applicable to settled annuity contracts issued to original contract holders at the time of annuitization.

 

History

Arizona law provides consumers with a time frame of ten days to review and cancel an annuity contract and receive a refund for the full amount invested in the annuity.  This is also known as a “free-look.”  At the expiration of the free-look period, the contract is binding.  There are some existing annuities sold to education and non-profit communities that have a first and second phase of an annuity contract.  A first and second phase annuity is not a common product available to the general public and therefore is not addressed in the free-look provision of law.  The proposed legislation clarifies that the free-look provision is applicable for the initial contract only and does not apply to settled annuity contracts at the time of annuitization.

 

Provisions

 

·        Establishes that the ten-day return and refund (free-look) provision for annuity contracts is not applicable to settled annuity contracts issued to original contract holders at the time of annuitization.

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·        45th Legislature              

·        Second Regular Session  2          May 2, 2002

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