---
type: "Bill"
title: "Insurance: annuity transactions."
description: "Existing law requires agents and insurers to fulfill certain requirements with regard to the replacement of existing life insurance policies and annuities."
jurisdiction: "us/states/ca"
legislature: "California Legislature"
session: "20112012"
identifier: "AB 689"
citation: "California AB 689 (20112012)"
classification: ["bill"]
subjects: ["Insurance: annuity transactions."]
status: "enacted"
primary_sponsors: ["Blumenfield"]
version_count: 9
action_count: 29
vote_count: 6
first_action: "2011-02-17"
last_action: "2011-09-21"
source: "openstates"
source_identifier: "ocd-bill/7f563ac0-f9e7-4425-a55e-327ad4949989"
source_url: "http://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=201120120AB689"
source_hash: "1479f93ed5d0f7c4da4139f0c2f5dde504205beca4dd3829385521169c4b81a8"
vintage: "2026-07-01"
source_snapshot: "https://data.openstates.org/daily/2026-07-01/public.pgdump"
retrieved_at: "2026-07-06"
confidence: "reported"
tags: ["legislation", "bill", "us-ca"]
---

# California AB 689 (20112012) — Insurance: annuity transactions.

Existing law requires agents and insurers to fulfill certain requirements with regard to the replacement of existing life insurance policies and annuities.

## Version chain

The bill's text revisions, in order — the diff chain from filing to enrollment.

1. **02/17/11 - Introduced** (filed) — [source](https://leginfo.legislature.ca.gov/faces/billPdf.xhtml?bill_id=201120120AB689&version=20110AB68999INT)
2. **03/31/11 - Amended Assembly** (committee substitute) — [source](https://leginfo.legislature.ca.gov/faces/billPdf.xhtml?bill_id=201120120AB689&version=20110AB68998AMD)
3. **04/26/11 - Amended Assembly** (committee substitute) — [source](https://leginfo.legislature.ca.gov/faces/billPdf.xhtml?bill_id=201120120AB689&version=20110AB68997AMD)
4. **05/04/11 - Amended Assembly** (committee substitute) — [source](https://leginfo.legislature.ca.gov/faces/billPdf.xhtml?bill_id=201120120AB689&version=20110AB68996AMD)
5. **05/27/11 - Amended Assembly** (committee substitute) — [source](https://leginfo.legislature.ca.gov/faces/billPdf.xhtml?bill_id=201120120AB689&version=20110AB68995AMD)
6. **06/27/11 - Amended Senate** (committee substitute) — [source](https://leginfo.legislature.ca.gov/faces/billPdf.xhtml?bill_id=201120120AB689&version=20110AB68994AMD)
7. **09/21/11 - Chaptered** (committee substitute) — [source](https://leginfo.legislature.ca.gov/faces/billPdf.xhtml?bill_id=201120120AB689&version=20110AB68992CHP)
8. **AB689** (committee substitute) — [source](http://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=201120120AB689)
9. **08/29/11 - Enrolled** (enrolled) — [source](https://leginfo.legislature.ca.gov/faces/billPdf.xhtml?bill_id=201120120AB689&version=20110AB68993ENR)

## Votes

- AB 689 BLUMENFIELD Concurrence in Senate Amendments — **76–0** (pass) · lower
- AB 689 BLUMENFIELD Assembly Third Reading — **79–0** (pass) · lower
- Do pass, but re-refer to the Committee on Judiciary. — **9–0** (pass) · upper
- Do pass as amended and be re-referred to the Committee on Appropriations. — **12–0** (pass) · lower
- Special Consent #8 AB689 Blumenfield By Calderon — **34–0** (pass) · upper
- Do pass. — **16–0** (pass) · lower

## Sponsors

- Blumenfield — primary (person)
- Anderson — coauthor (person)
- Calderon — principal coauthor (person)
- Carter — coauthor (person)
- Correa — coauthor (person)
- Feuer — coauthor (person)
- Gaines — coauthor (person)
- Hagman — coauthor (person)
- Lieu — coauthor (person)
- Lowenthal — coauthor (person)
- Price — coauthor (person)
- Solorio — coauthor (person)
- Wieckowski — coauthor (person)
- Wyland — coauthor (person)

## Timeline

The legislative action history — every referral, reading, and vote.

- **2011-02-17** Read first time. To print. `reading-1`
- **2011-02-18** From printer. May be heard in committee March 20.
- **2011-03-31** Referred to Com. on INS. `referral-committee`
- **2011-03-31** From committee chair, with author's amendments: Amend, and re-refer to Com. on INS. Read second time and amended. `reading-2, amendment-introduction, reading-1, amendment-passage`
- **2011-04-04** Re-referred to Com. on INS. `referral-committee`
- **2011-04-25** From committee: Do pass as amended and re-refer to Com. on APPR. (Ayes 12. Noes 0.) (April 13). `amendment-passage, committee-passage, committee-passage-favorable`
- **2011-04-26** Read second time and amended. `reading-2, reading-1, amendment-passage`
- **2011-04-27** Re-referred to Com. on APPR. `referral-committee`
- **2011-05-04** From committee chair, with author's amendments: Amend, and re-refer to Com. on APPR. Read second time and amended. `reading-2, amendment-introduction, reading-1, amendment-passage`
- **2011-05-05** Re-referred to Com. on APPR. `referral-committee`
- **2011-05-12** From committee: Do pass. (Ayes 16. Noes 0.) (May 11). `committee-passage, committee-passage-favorable`
- **2011-05-16** Read second time. Ordered to third reading. `reading-2, reading-1`
- **2011-05-27** Read third time and amended. Ordered to third reading. (Page 1583.) `reading-3, reading-1, amendment-passage`
- **2011-05-31** Read third time. Passed. Ordered to the Senate. (Ayes 79. Noes 0. Page 1634.) `reading-3, reading-1, passage`
- **2011-05-31** In Senate. Read first time. To Com. on RLS. for assignment. `reading-1`
- **2011-06-08** Referred to Coms. on INS. and JUD. `referral-committee`
- **2011-06-23** From committee: Do pass and re-refer to Com. on JUD. (Ayes 9. Noes 0.) (June 22). Re-referred to Com. on JUD. `referral-committee, committee-passage, committee-passage-favorable`
- **2011-06-27** From committee chair, with author's amendments: Amend, and re-refer to committee. Read second time, amended, and re-referred to Com. on JUD. `reading-2, amendment-introduction, reading-1, amendment-passage, referral-committee`
- **2011-06-28** Withdrawn from committee.
- **2011-06-28** Re-referred to Com. on APPR. `referral-committee`
- **2011-08-15** From committee: Be placed on second reading file pursuant to Senate Rule 28.8. `committee-passage`
- **2011-08-16** Read second time. Ordered to third reading. `reading-2, reading-1`
- **2011-08-17** Ordered to special consent calendar.
- **2011-08-22** Read third time. Passed. Ordered to the Assembly. (Ayes 34. Noes 0. Page 2018.). `reading-3, reading-1, passage`
- **2011-08-22** In Assembly. Concurrence in Senate amendments pending. May be considered on or after August 24 pursuant to Assembly Rule 77.
- **2011-08-25** Senate amendments concurred in. To Engrossing and Enrolling. (Ayes 76. Noes 0. Page 2558.). `committee-passage-favorable, amendment-passage`
- **2011-08-31** Enrolled and presented to the Governor at 1:30 p.m.
- **2011-09-20** Approved by the Governor. `executive-signature`
- **2011-09-21** Chaptered by Secretary of State - Chapter 295, Statutes of 2011.

## Source

OpenStates / OpenCivicData bulk snapshot [2026-07-01](https://data.openstates.org/daily/2026-07-01/public.pgdump); origin `ocd-bill/7f563ac0-f9e7-4425-a55e-327ad4949989`. Confidence: reported (aggregated from official California legislature records).