NAIC Guide - Llama 3.2 3B Fine-tuned (Experimental)

Note: This is an experimental model created for learning and research purposes. It should not be used for actual insurance advice.

Overview

• Answer questions from specific source documents
• Cite sources (guide name, section)
• Refuse off-topic questions

Training

• Base Model: Llama 3.2 3B Instruct
• Method: LoRA fine-tuning with MLX on Apple Silicon
• Training Data: ~1,700 synthetic Q&A pairs generated from 5 official NAIC Buyer's Guides covering:
  • Annuities (general and fixed)
  • Life insurance
  • Cancer insurance
  • Long-term care insurance

Usage with Ollama

1. Download naic-guide-f16.gguf
2. Create a Modelfile:

   FROM ./naic-guide-f16.gguf
   PARAMETER temperature 0.3
   SYSTEM "You are a precise advisor that answers questions about life insurance and annuities using ONLY the official NAIC Buyer's Guides. Always cite the guide name and section. If something isn't covered in the guides, say so. Never give personalized financial, legal, or tax advice."

3. Register with Ollama:
   ollama create naic-guide -f Modelfile
4. Run:
   ollama run naic-guide

Example

Limitations

• This is an experimental model for educational purposes only
• Not a substitute for professional insurance advice
• Knowledge is limited to the 5 NAIC guides used in training
• May occasionally hallucinate or provide incomplete information

License