Inflation, market performance, election outcomes, annuity sales — what does the future hold? Tune in to hear Nasdaq's Phil Mackintosh, Mark Marex, CFA and Michael Normyle examine macroeconomic trends to watch and the importance of index innovation in helping clients prepare for their retirement journey regardless of what's ahead. Register: https://lnkd.in/d5S7ViyK #annuityleadership #economictrends #fixedannuities
NAFA (National Association for Fixed Annuities)
Insurance
Washington, D.C. 2,208 followers
The premier association dedicated to protecting and promoting fixed annuities.
About us
NAFA, the National Association for Fixed Annuities, is the premier trade association exclusively dedicated to fixed annuities. Our mission is to promote the awareness and understanding of fixed annuities. We educate annuity salespeople, regulators, legislators, journalists, and industry personnel, about the value of fixed annuities and their benefits to consumers. NAFA’s membership represents every aspect of the fixed annuity marketplace covering 85% of fixed annuities sold by independent agents, advisors and brokers. NAFA was founded in 1998.
- Website
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http://www.nafa.com
External link for NAFA (National Association for Fixed Annuities)
- Industry
- Insurance
- Company size
- 2-10 employees
- Headquarters
- Washington, D.C.
- Type
- Nonprofit
- Founded
- 1998
- Specialties
- fixed annuities, insurance, annuities, lifetime income, safe money, advocacy, and education
Locations
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Primary
1717 Pennsylvania Ave NW, Suite 1025
Washington, D.C. 20006, US
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11933 W Burleigh St.
Wauwatosa, WI - Wisconsin 53222, US
Employees at NAFA (National Association for Fixed Annuities)
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Jason Kestler, CLTC
Executive Vice President, Head of Cross Channel Distribution
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Chuck DiVencenzo
Chief Collaborator and Advocate for Advisors Helping Americans Save and Retire Successfully.
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Pamela Heinrich
General Counsel at NAFA - National Association for Fixed Annuities
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Ryan D. Brown
Sales & Legal • Independent Annuity Distribution
Updates
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As the industry — and distribution in particular — evolves, the best and brightest professionals have continued to rise to the occasion to help protect and promote the value of #fixedannuities. Learn more about our prestigious Bo Johnson Independent Spirit Award and nominate a colleague deserving of the honor! Then, make plans to join us for the 2024 Annuity Distribution Summit Oct. 2-3 in Dallas to celebrate the winner live in person! https://lnkd.in/dQp_ENU #annuityleadership #bojo #award
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At NAFA, we’re grateful for the opportunity to work with many organizations and businesses that make independent distribution of #fixedannuities possible. Through your dedication and passion, we are collectively allowing our fellow Americans to pursue financial freedom and to retire with dignity. #IndependenceDay #July4 #secureretirement #annuityleadership
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In addition to enjoying two days of information-packed sessions, our Annuity Leadership Forum attendees descended upon Capitol Hill to advocate for increased consumer access to #fixedannuities and a resolution in the House and Senate declaring June as National #AnnuityAwareness Month. Thank you to everyone who shared their personal stories and passion in meetings with their elected officials, working to ensure Americans can leverage annuity products to retire with confidence and dignity! #annuityleadership #retirementplanning #HillWalk
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It's not coming ... it's here. Roy Goodart, MBA, Kristina Belnap and Scott Kosnoff provided valuable insights into AI and GenAI, how it's impacting the fixed annuity marketplace today, and how it might transform our industry in the years ahead. Thanks to our Education Committee chair Chris Fuhrer for moderating the discussion and ending our general sessions with a bang! #annuityleadership #AI #technologyinnovation
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What will the DOL fiduciary rule truly mean for independent distribution, and how are carriers and IMOs preparing to comply? We appreciate insights from legal and compliance leaders Tony Lengeling, Emily Kresowik, Rocky Robbins and Gissou Gotlieb in today's panel moderated by Kevin Mechtley as we think about how to educate, train and engage with annuity producers heading into this new fiduciary regime. #annuityleadership #fiduciaryrule #retirementsecurity
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Fun, funny and deeply real, our keynote speaker session gave every attendee a lot to think about in terms of what's driving policy, politics and media today. Thanks to Chuck DiVencenzo for moderating a fantastic conversation between Paul Begala and Stephen Hayes underscoring that we as Americans have much to agree on despite our differences. #annuityleadership #electioninsights #mediatoday
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What a spectacular way to open our second day at the NAFA #AnnuityLeadership Forum! Thanks, Scott C. Miller, for a thought-provoking look back at Hamilton's work building the U.S. Treasury and how we can apply financial lessons from our country's beginnings to current and potential crisis management. #alexanderhamilton #ustreasury #financialmanagement
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The annuity sales environment is under constant scrutiny. Thanks to Eric Taylor for moderating an outstanding discussion with Thomas Roberts and Gina Alsdorf J.D., LL.M. about two top-of-mind issues: the DOL #fiduciaryrule and the Cutter case. In addition to the potential for injunctive relief and what that could mean for the industry, they discussed considerations for carriers, IMOs and advisors in utilizing applicable PTEs and conducting compliant sales. #annuityleadership #regulation #litigation
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In May, the U.S. Securities and Exchange Commission announced the adoption of amendments to Regulation S-P. Thanks to Trish Carreiro, CIPP/US, CIPM, FIP and Jim Wintering for bringing light (and a bit of levity!) to this critical initiative, sharing considerations for organizations handling sensitive customer information and tips for complying with the regulation. #annuityleadership #cybersecurity #regulation
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