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Tagged: annuity



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...


State Roundup

The 2017 state legislative session is in full swing: at this writing, 45 state legislatures are in active session. And of course regulatory activity by state departments of insurance goes on year ‘round. Currently...


2016 Legislative and Regulatory Roundup

State Roundup NAFA tracks legislative and regulatory activity at the state and federal level on behalf of the fixed annuity industry. We follow a broad range of proposed bills and rules, including the adoption...


IRI Issues First-Quarter 2016 Annuity Sales Report

  Fixed Annuities Reach Highest Mark in Seven Years as Robust Fixed Indexed Annuity Sales Continue WASHINGTON, D.C. (June 17, 2016) — The Insured Retirement Institute (IRI) today announced final first-quarter 2016 sales results for...


Perspectives on Annuity Awareness

NAFA Annuity Outlook magazine reached out to industry leaders to ask for their take on where we are and where we need to head to have an impact on the annuity awareness front lines....


The Future of Annuity Suitability

The new DOL Fiduciary Rule (“the DOL Rule”) is likely to have a profound effect on the way insurers and agents do business. For annuity business involving retirement plans and IRAs, the DOL Rule...


The 60/40 Portfolio is DEAD!

Long Live Life Insurance and Annuities! Financial advisors need to adapt and stay ahead of the trends! There are so many traditional views of the “proper way” to retire that have worked for 40...