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L&HMAmedium

Under 211 CMR 96.00, the producer's best-interest standard is satisfied by complying with which four obligations?

ASolicitation, application, delivery, and servicing
BUnderwriting, illustration, replacement, and rescission
Care, disclosure, conflict-of-interest, and documentation
DFiduciary, prudent-investor, ERISA, and FINRA

Why this is the answer

The MA adoption of NAIC Model 275 in 211 CMR 96.00 codifies four producer obligations: care, disclosure, conflict-of-interest, and documentation. Compliance with all four satisfies the best-interest standard.

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