NAFA Events

NAFA, the National Association for Fixed Annuities, is the proud host of monthly educational webinars covering business-building topics in a variety of areas, as well as two premier events each year held for its members. These events provide an opportunity for membership to network with one another, advocate on behalf of fixed annuities, and ideate ways to enhance distribution and engage the annuity professionals who provide much-needed education and retirement solutions to consumers across the United States. Interested in presenting one of our webinars or speaking at one of our conferences? Complete the intake form.


Inherited Annuities: Transferring Wealth to the Next Generation

Wednesday, April 17, 2024
9:00am PT | 10:00am MT | 11:00am CT | 12:00pm ET

presented by MassMutual Ascend

The Newest Fiduciary Rule: An Expert Analysis

Recording Now Available on Demand!

NAFA’s general counsel and director of government affairs Pam Heinrich speaks with Andrew Payne, VP and general counsel at Creative One, and Tyler Brown, AVP of government affairs at North American, about the new “Retirement Security Rule” package and how it could impact your business.

  • The newest definition of fiduciary and when fiduciary status is triggered
  • Need-to-know amendments to PTE 84-24 and 2020-02 for independent producers seeking exemptive relief
  • Supervision expectations for financial institutions — and what that means for carriers and IMOs
  • Proposed changes to disclosures, agent compensation and more to comply with new requirements

NAFA’s next steps, and what members can do to support our efforts

The DOL Proposal’s Potential Impacts on the Fixed Annuity Community

Recording Now Available on Demand!

NAFA interviews experts from Groom Law for a conversation on:

  • What DOL is looking for in mitigating conflicts of interest and delivering advice in clients’ best interests
  • Why language would matter in the proposed new regulatory environment
  • The significant ramping up of processes and resources that, in the end, could ultimately land on consumers
  • The likelihood this proposal would increase distribution costs, as financial institutions and professionals will need to do more work and take more risk

What it all means for carriers, IMOs and independent agents

NAFA Annuity Leadership Forum & Hill Walk

June 24-25, 2024 | Washington, DC

With fixed annuity regulation in full focus, there’s never been a more critical time to engage in protecting independent distribution and consumer choice. Make plans to join us for our 14th annual Annuity Leadership Forum, where we’ll discuss everything from continued best interest adoption at the state level to DOL’s newest fiduciary rule package to pending litigation that could have far-reaching effects on the future of annuities. You’ll have the opportunity to hear from a carefully curated speaker lineup of industry experts, featured speakers and Congressional leaders on how to position your business to grow and thrive in any environment.

NAFA Annuity Distribution Summit

October 2-3, 2024 | Dallas, TX

A heightened focus on future planning has annuity sales reaching record levels. Yet uncertainties around economic and regulatory pressures are making it difficult for independent distribution to determine the best path forward. Join us at our 16th annual Annuity Distribution Summit to learn more about the challenges and opportunities facing our industry and those we serve now and in the near future. IMO, carrier, index provider and vendor principals and executives are encouraged to attend to hear from a powerful lineup of expert speakers and special guests while enjoying collaboration and networking at the gorgeous Ritz-Carlton Dallas, Las Colinas, a true getaway destination!