Fabio
91 lines
4.9 KiB
Markdown
91 lines
4.9 KiB
Markdown
---
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type: "Bill"
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title: "Relating to annuities; and prescribing an effective date."
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description: "Establishes best interest standard for recommendations or sales of annuities to prospective purchasers. Specifies contents of and requirements for compliance with standard."
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jurisdiction: "us/states/or"
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legislature: "Oregon Legislative Assembly"
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session: "2023R1"
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identifier: "SB 536"
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citation: "Oregon SB 536 (2023R1)"
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classification: ["bill"]
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subjects: []
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status: "enacted"
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primary_sponsors: ["Janeen Sollman"]
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version_count: 5
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action_count: 27
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vote_count: 4
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first_action: "2023-01-09T18:53:53+00:00"
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last_action: "2023-06-14T19:00:32+00:00"
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source: "openstates"
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source_identifier: "ocd-bill/b1f68eb2-3956-409f-bf5a-cfc56cb28d76"
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source_url: "https://olis.oregonlegislature.gov/liz/2023R1/Measures/Overview/SB536"
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source_hash: "95d56453eeee374232a388c93f61659cf731046ba7c8be1df9ecdb74d54cbc0a"
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vintage: "2026-07-01"
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source_snapshot: "https://data.openstates.org/daily/2026-07-01/public.pgdump"
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retrieved_at: "2026-07-06"
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confidence: "reported"
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tags: ["legislation", "bill", "us-or"]
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---
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# Oregon SB 536 (2023R1) — Relating to annuities; and prescribing an effective date.
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Establishes best interest standard for recommendations or sales of annuities to prospective purchasers. Specifies contents of and requirements for compliance with standard.
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## Version chain
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The bill's text revisions, in order — the diff chain from filing to enrollment.
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1. **Introduced** (filed) — [source](https://olis.oregonlegislature.gov/liz/2023R1/Downloads/MeasureDocument/SB536/Introduced)
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2. **Senate Amendments to Introduced** (filed) — [source](https://olis.oregonlegislature.gov/liz/2023R1/Downloads/MeasureDocument/SB536/Senate%20Amendments%20to%20Introduced)
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3. **A-Engrossed** (committee substitute) — [source](https://olis.oregonlegislature.gov/liz/2023R1/Downloads/MeasureDocument/SB536/A-Engrossed)
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4. **SJUD Amendment -2** (committee substitute) — [source](https://olis.oregonlegislature.gov/liz/2023R1/Downloads/ProposedAmendment/23538)
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5. **Enrolled** (enrolled) — [source](https://olis.oregonlegislature.gov/liz/2023R1/Downloads/MeasureDocument/SB536/Enrolled)
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## Votes
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- Third reading. Carried by Javadi. Passed. — **52–5** (pass) · lower
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- Third reading. Carried by Sollman. Passed. — **26–3** (pass) · upper
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- Heard and Reported Out — **10–0** (pass) · lower
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- Heard and Reported Out with Amendments — **5–0** (pass) · upper
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## Sponsors
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- Janeen Sollman — primary (person)
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## Timeline
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The legislative action history — every referral, reading, and vote.
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- **2023-01-09T18:53:53+00:00** Introduction and first reading. Referred to President's desk. `introduction, reading-1, referral-committee`
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- **2023-01-13T21:33:54+00:00** Referred to Judiciary. `referral-committee`
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- **2023-01-25T21:01:00+00:00** Public Hearing held.
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- **2023-03-22T20:02:00+00:00** Work Session held.
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- **2023-03-31T19:57:47+00:00** Recommendation: Do pass with amendments. (Printed A-Eng.) `committee-passage-favorable`
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- **2023-04-03T17:34:01+00:00** Second reading. `reading-2`
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- **2023-04-04T17:33:44+00:00** Carried over to 04-05 by unanimous consent.
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- **2023-04-05T19:55:09+00:00** Carried over to 04-06 by unanimous consent.
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- **2023-04-06T20:01:02+00:00** Carried over to 04-10 by unanimous consent.
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- **2023-04-11T03:43:03+00:00** Carried over to 04-11 by unanimous consent.
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- **2023-04-11T19:51:32+00:00** Third reading. Carried by Sollman. Passed. `passage, reading-3`
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- **2023-04-11T20:25:54+00:00** First reading. Referred to Speaker's desk. `introduction, reading-1, referral-committee`
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- **2023-04-14T00:26:03+00:00** Referred to Economic Development and Small Business. `referral-committee`
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- **2023-04-25T20:01:00+00:00** Public Hearing held.
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- **2023-05-09T20:02:00+00:00** Work Session held.
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- **2023-05-10T22:39:03+00:00** Recommendation: Do pass. `committee-passage-favorable`
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- **2023-05-11T19:06:41+00:00** Second reading. `reading-2`
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- **2023-05-15T19:36:33+00:00** Rules suspended. Carried over to May 16, 2023 Calendar.
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- **2023-05-16T19:08:21+00:00** Rules suspended. Carried over to May 17, 2023 Calendar.
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- **2023-05-17T19:46:43+00:00** Rules suspended. Carried over to May 18, 2023 Calendar.
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- **2023-05-18T19:29:13+00:00** Rules suspended. Carried over to May 22, 2023 Calendar.
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- **2023-05-22T18:15:48+00:00** Third reading. Carried by Javadi. Passed. `passage, reading-3`
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- **2023-05-24T18:17:31+00:00** President signed. `passage`
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- **2023-05-25T17:14:23+00:00** Speaker signed. `passage`
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- **2023-06-01T18:30:00+00:00** Governor signed. `executive-signature`
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- **2023-06-14T18:51:29+00:00** Chapter 143, 2023 Laws.
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- **2023-06-14T19:00:32+00:00** Effective on the 91st day following adjournment sine die.
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## Source
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OpenStates / OpenCivicData bulk snapshot [2026-07-01](https://data.openstates.org/daily/2026-07-01/public.pgdump); origin `ocd-bill/b1f68eb2-3956-409f-bf5a-cfc56cb28d76`. Confidence: reported (aggregated from official Oregon legislature records).
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