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CS/HB 965: Annuity Investments by Seniors

GENERAL BILL by Murzin ; (CO-INTRODUCERS) Anderson ; Benson ; Fiorentino ; Negron ; Slosberg

Annuity Investments by Seniors; specifies duties of insurers & insurance agents re making annuity investment recommendations to senior consumers; limits responsibility of insurers or insurance agents under certain circumstances; provides for enforcement by Financial Regulation Office & Financial Services Dept.; provides exemption from application for variable annuities, etc. Creates 627.4554.

Effective Date: 10/01/2004
Last Action: 4/30/2004 House - Died in Committee on Commerce, Link/Iden/Sim/Compare passed, refer to CS/CS/SB 2994 (Ch. 2004-390)
Bill Text: Web Page | PDF

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  • Bill History

    Date Chamber Action
    2/11/2004 House • Prefiled
    2/19/2004 House • Referred to Insurance; Public Safety & Crime Prevention; Commerce; Commerce & Local Affairs Appropriations (AP); Appropriations
    3/2/2004 House • Introduced, referred to Insurance; Public Safety & Crime Prevention; Commerce; Commerce & Local Affairs Appropriations (AP); Appropriations -HJ 00079
    3/9/2004 House • On Committee agenda-- Insurance, 03/11/04, 10:15 am, 212-K
    3/11/2004 House • Favorable with CS amendment by Insurance; YEAS 20 NAYS 0 -HJ 00243
    3/15/2004 House • Pending review of CS under Rule 6.3(b)
    3/22/2004 House • Original reference(s) removed: Public Safety & Crime Prevention; Business Regulation; Commerce & Local Affairs Appropriations (AP); Appropriations -HJ 00309; CS referred to Public Safety & Crime Prevention; Commerce -HJ 00309
    3/23/2004 House • On Committee agenda-- Public Safety & Crime Prevention, 03/25/04, 6:00 pm, Morris Hall
    3/25/2004 House • Favorable by Public Safety & Crime Prevention; YEAS 14 NAYS 0 -HJ 00327; Now in Commerce -HJ 00327
    4/30/2004 House • Died in Committee on Commerce, Link/Iden/Sim/Compare passed, refer to CS/CS/SB 2994 (Ch. 2004-390)

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  • CS/HB 965, Committee Substitute 1 (Current Bill Version) Posted 3/15/2004 at 1:07 PM

    Bill Text:   Web Page | PDF
    Analyses:   None

    Related Bills (3)

    Bill Number Subject Filed By Relationship Last Action and Location
    S 2280 (c1) Annuity Investments by Seniors Atwater Similar Last Action: 4/30/2004 H Died in Committee on Commerce, Link/Iden/Sim/Compare passed, refer to CS/CS/SB 2994 (Ch. 2004-390)
    Location:
    S 2442 (c2) Life Insurance & Annuity Contracts Margolis Compare Last Action: 4/30/2004 S Died in Committee on Appropriations Subcommittee on General Government, Link/Iden/Sim/Compare passed, refer to CS/CS/SB 2994 (Ch. 2004-390)
    Location:
    S 2994 (e2) Posey Compare Last Action: 7/1/2004 Approved by Governor; Chapter No. 2004-390; See also CS/CS/SB 2038 (Ch. 2004-370), CS/SB 2588 (Ch. 2004-374), CS/SB 2960 (Ch. 2004-340)
    Location:

    Citations - Statutes (1)

    Citation Catchline Location in Bill Location In Bill Help
    627.4554

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  • HB 965, Original Filed Version Posted 2/13/2004 at 8:23 AM