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Re: COVID-19History will record March 11, 2020, as a day that changed the world’s trajectory. On that day, COVID-19 was declared a worldwide pandemic, and life as we knew it was [...]
Re: COVID-19History will record March 11, 2020, as a day that changed the world’s trajectory. On that day, COVID-19 was declared a worldwide pandemic, and life as we knew it was [...]
On April 2, 2020, NAFA hosted Extraordinary Times Call for Extraordinary Measures, presented by Maureen James and Roger Hayashi of Summit Compliance. Market downturns can create annuity sales opportunities, [...]
CARES Act — Small Business Provisions: Paycheck Protection Program and Economic Injury Disaster Loans On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security Act (H.R. 746, CARES) [...]
Last week, NAFA members received an update on the NAIC’s approval of significant revisions to its Suitability in Annuity Transactions Model Regulation. This is the culmination of a process [...]
Wealthmanagement.com details the potential impacts of the proposed H.R. 2474, Protecting the Right to Organize Act, and why groups like NAFA are weighing in to protect independent distribution from adverse [...]
NAFA Appoints 2020 Board of Directors New Leadership Prepares to Extend Oversight into Advocacy, Education and Integration Initiatives WASHINGTON (Jan. 20, 2020) — The general membership of NAFA, the [...]
Dear Members,Happy New Year and best wishes on the beginning of what is hopefully the new roaring ‘20s. As I look back on my inaugural year, it was an opportunity [...]
Both the House and the Senate see The Secure Act as the first step in providing meaningful legislation to help solve the issues surrounding Retirement Savings and Income. Chairman [...]
Financial Advisor (FA) ran the following article highlighting the several industry trade groups, including NAFA, who jointly signed the letter opposing the Massachusetts fiduciary proposal. ----- January 7, 2020 [...]
Financial Advisor (FA) reached out to several industry experts, including NAFA's president and CEO Chuck DiVencenzo and board member elect Tad Fifer of Lincoln Financial Group, to weigh in on [...]