NAFA (National Association for Fixed Annuities)’s Post

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

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

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

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

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

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

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

Through collaboration with a focus on positive outcomes, our joint trades efforts are making a difference for Main Street Americans. Thanks to special guests Wayne Chopus of Insured Retirement Institute (IRI), Jillian Froment of American Council of Life Insurers - ACLI and Marc Cadin of Finseca for sharing your perspectives on the power of alignment in creating favorable legislative and regulatory outcomes that move us all toward a more #secureretirement. #annuityleadership #bettertogether #retirementplanning

From economic realities and candidate age to retirement uncertainties and the future of our political parties, there's a lot to consider as we prepare for the 2024 presidential election. Thanks to Tyler Brown for moderating a fun and engaging conversation with #pollsters Patrick Ruffini and Margie Omero. Their candid insights from both sides of the aisle give great perspective on what to watch as this historical journey unfolds! #annuityleadership #electioninsights #whatsnext