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.

Webinars

Economic Trends and Index Innovation

Thursday, July 25, 2024
9:30am PT | 10:30am MT | 11:30 a.m. CT | 12:30 p.m. ET

presented by Nasdaq

Navigating the Matrix: DOL Rule Q&A

Recording Now Available on Demand!

In the last two-and-a-half months, our industry has been digging deep into the Department of Labor’s final fiduciary rule. From advisor recordkeeping and disclosures to carrier processes and reporting, there’s a collective anticipation that significant changes are needed to comply with this complex regulation. Yet many questions still remain.

Don’t miss your opportunity to ask an expert for her legal opinion!

NAFA was pleased to host Carlton Fields, for the newest edition of our DOL update webinar series and shares:

  • Provides an analysis of anticipated business changes and requirements
  • Examines key considerations for advisors when recommending a rollover
  • Answers some of the most frequently asked questions we’ve received from producers to date
  • And more!

An Inside Look at DOL’s New Fiduciary – Only Regime

Recording Now Available on Demand!

Despite industry’s best efforts to protect independent distribution and preserve the existing robust regulatory environment, producers will now be subject to fiduciary requirements when rolling funds out of ERISA plans into annuities. But what exactly does this mean? What aspects of business will change and what will remain? And how will this new landscape of retirement advice impact clients?

Get a glimpse into the future as legal experts dissect this complex and confounding rule!

NAFA’s outside legal counsel, Groom Law Group, is back to make sense of it all and answer your most pressing questions in the fourth edition of our DOL update series. Groom Law Group:

  • Provides an analysis of differences between the proposed and final versions of the rule
  • Examines the newly amended PTEs and circumstances in which they might come into play
  • Discusses specific implications for carriers, IMOs and independent agents
  • Reviews implementation timelines and transition periods
  • Shares thoughts on an advocacy strategy as NAFA continues to battle this reckless rule

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!

NAFA Annuity Leadership Forum & Hill Walk

June 24-25, 2024 | Washington, DC

With a focus on increasing access to lifetime income options via a SECURE 3.0 package and increasing support for federal resolutions declaring June as National Annuity Awareness Month in both the House and Senate, attendees of our 14th annual Annuity Leadership Forum enjoyed an exciting Hill Walk at this incredible event. In addition to poignant keynote and featured speakers who addressed the intersection of politics and policy ahead of the much-anticipating 2024 election, our expert panelists provided thought-provoking insights on the future of independent distribution under DOL’s new fiduciary-only regime, cybersecurity regulations and protections, and how AI and technology are changing the fixed annuity marketplace. Thanks to all who attended and to our sponsors for making this powerful event possible.