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? Contact us for more information.

Webinars

Selling Annuities in a Virtual World. You’re the captain. Annuities Genius is your crew.

Wednesday, June 3, 2020
8:30 a.m. PT | 9:30 a.m. MT | 10:30 a.m. CT | 11:30 a.m. ET

Join us for an introduction to the Annuity Genius software that allows you to stop getting lost in lists. Annuities Genius is a comprehensive decision-making platform—not just a list of products and rates. Designed to give you concise, digestible information that allows you to get straight to helping your clients make decisions about their retirement solutions.

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How to Wow, Work With & Win Customers NOW & Seamlessly Transition to “Business Abnormal” LATER

Wednesday, June 10, 2020
8:30 a.m. PT | 9:30 a.m. MT | 10:30 a.m. CT | 11:30 a.m. ET

Join us as Kelly McDonald, 2018 NAFA Annuity Distribution Summit Keynote, Author & Public Speaker, covers:

  • How to address the concerns your customers have right NOW
  • How to keep selling and keep serving customers in a way that is relevant for virtual communication – without being tone deaf or insensitive
  • How to stay visible without spamming your customers
  • 5 low-cost, no-cost action items that you can apply immediately
  • What to do – and NOT do – when things go wrong
  • How to prepare for the rebound – the consumer insights you need now to create an action plan
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NAFA Annuity Leadership Forum & Hill Walk

June 8-10, 2020 | The Mayflower Hotel | Washington, D.C.

NAFA will celebrate a decade of annuity leadership specific to its advocacy pillar at the 10th annual Forum in 2020. This powerful annual event provides a unique opportunity for attendees to discuss the most important legislative and regulatory issues facing the fixed annuity industry. Through networking and engaging presentations, we have the ability to share our experience and expertise in ways that help address these issues and further our commitment to annuity products and professionals. Premier Partners and Supporting Partners alike are invited to attend, walk the Hill to express their concerns about pending and potential regulation and legislation with lawmakers, and celebrate National Annuity Awareness Month in our nation’s capital!

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NAFA Annuity Leadership Forum

NAFA Annuity Distribution Summit

October 7-9, 2020 | Hyatt Regency Tamaya | Santa Ana Pueblo, NM

The 12th annual Summit will be held at the Hyatt Regency Tamaya Resort & Spa, nestled on 550 acres of the Native American Santa Ana Pueblo between the Sandia Mountains and the Rio Grande River just 30 minutes north of downtown Albuquerque. The Distribution Summit is the largest gathering of IMO, carrier, bank and broker-dealer principals and executives in the industry, with a focus on the unique issues facing distribution within these channels. Attendees will have the opportunity to learn, share and enhance relationships with one another. Join us for this one-of-a-kind event to hear from keynote speakers, panelists and others engaged in the most pertinent fixed annuity issues on the horizon.

Recap 2019