Protecting the Future of Fixed Annuities

An Evolving Standard of Conduct for Annuity Transactions

Throughout the past several years and across multiple regulatory regimes, the standard of conduct required of financial professionals when making an annuity recommendation to a retail consumer has evolved beyond a “suitability” obligation to one of “best interest.” NAFA continues to advocate for uniform state adoption of the 2020 NAIC Model Regulation #275, which enhances consumer protection — without harming access to fixed annuity products and the professionals that will help them secure their retirement future.

Learn more about NAFA’s advocacy efforts »

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Diversifying Education

Index-Linked Annuities

Recommended Resources

Annuities are valuable tools for helping everyday consumers achieve their retirement goals and secure predictable income they cannot outlive. NAFA seeks to underscore our commitment to educating an increasingly diverse population of  Main Street consumers by offering Spanish language versions of some of its most popular consumer-friendly resources.

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20 Reasons to Be a NAFA Member

20 Reasons to Be a NAFA Member

Join the Association

At NAFA, membership truly has its privileges. Stay active, educated and up to speed with NAFA as your guide.

Whether you build, market, sell or support fixed annuity products, we offer membership to every distribution channel.

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NAFA PRESS ROOM

MEMBER BENEFIT

EVENT UPDATE

Save the Date: Annuity Leadership Forum | June 20-21, 2023 | The Ritz-Carlton, Washington, D.C.