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Annuity Outlook Magazine


NAFA Welcomes 2018 Board of Directors

New Leadership Poised to Continue Fight against Unnecessary Regulatory Overreach WASHINGTON (January 16, 2018) — The general membership of NAFA, the National Association for Fixed Annuities, approved recommendations for its newly elected 2018 board...


3 Steps to Be a Champion

3 Key Steps for Quickly Developing the Mindset of a Champion Annuity Professional In my 33-year career as a Professional Sport Psychologist, teaching Olympic gold medal winners, world champions and professional athletes how to...



The NAFA Annuity Distribution was held in San Diego in October and was a huge success. The NAFA staff received a number of positive comments on the meeting content, the beautiful location at the...


Legacy Marketing Group Introduces the Reliable Living Plan

A reliable, tax-free* solution to help consumers confidently cover the costs of long-term care. PETALUMA, CA, December 7, 2017—Legacy Marketing Group® is excited to introduce the Reliable Living PlanTM, a unique alternative to traditional...


DOL 18-Month Delay Rule Taking Place Nov. 29

DOL 18-Month Delay Rule Scheduled for Publication in the Federal Register on November 29th WASHINGTON (November 27, 2017) — Last week the Office of Management and Budget approved the 18-month delay rule, extending the...


DOL Fiduciary Rule Delay Moves Forward

DOL Delay Moving Forward WASHINGTON (November 2, 2017) — The long-anticipated fiduciary rule delay was sent to the OMB yesterday (November 1) for final review. While the details are not yet public, we believe...


Technology Vs. Talking

Most people have smartphones. I’m amused by the fact that the word “phone” is part of what we call these things because we use them as “telephones” only 7% of the time. Mostly, we...