Today’s insurance agents and financial advisors operate in a challenging planning environment. To complicate matters, the compliance landscape continues to evolve based on regulatory and legislative actions occurring at both the state and federal levels.
NAFA is committed to developing resources that help our Premier Partners educate their sales force in conducting better business, and to help our Supporting Partners continue to cultivate best practices that protect both their firms and the clients they support. Access key materials that cover the topics that impact the fixed annuity business, from our Best Interest Toolkit to assist producers with compliance best practices to our series of principal papers, fliers and issue-specific whitepapers.
Continue checking back as we update and add additional resources to this page!