Slide background
Slide background
Slide background

Protecting the Future of Fixed Annuities

A Timeline of NAIC’s Best Interest Standard

NAFA encourages states to evolve annuity suitability

In addition to the work being done at the federal level in response to and in support of various retirement reform measures, NAFA was heavily involved in the NAIC’s efforts to modify the Suitability in Annuity Transactions Model Regulation (#275) for the past three years. In support of enhancing consumer protection — without harming consumers’ access to the fixed annuity products and professionals that will help them secure guaranteed retirement income — NAFA is now working to encourage uniform adoption of the amended version of the regulation adopted by the NAIC on Thursday, February 13, 2020.

Learn more about NAFA’s advocacy efforts »

Furthering Education

ANNUITY CREDITING STRATEGIES: CAP STRATEGY

Recommended Resource

NAFA’s newest educational series seeks to break down specific features and benefits of fixed indexed annuities in a way that anyone can understand. First, take a look at how the point-to-point cap strategy works and why it’s a popular index crediting method available on many FIAs.

Download the paper

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.

Join Today!

MEMBER BENEFIT

EVENT UPDATE

NAFA rings the Nasdaq opening bell. Watch the video »