Cheers to another incredible event!

Thanks to a passionate, diverse group of attendees from all arms of fixed annuity distribution and support for making our 11th annual Annuity Distribution Summit a resounding success! Held Oct. 23-25 at the East Coast’s most awarded winery and resort, Château Élan, this event provided attendees with a deeper look at everything from combatting distraction in the workplace and reinforcing ethical leadership to identifying and addressing the current challenges and opportunities of independent distribution. NAFA would like to extend a sincere “thank you” to our incredible speaker lineup and special guests, and to everyone for contributing ideas and conversation to help maximize the value of this premier industry gathering.

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Annuity Distribution Summit

OCTOBER 7-9, 2020

Hyatt Regency Tamaya

Santa Ana Pueblo, NM

Allianz
It’s important for a fixed index annuity to not only guarantee income but to provide income with the opportunity to increase. Allianz offers innovative annual and multi-year reset increasing income options.

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American Equity
As baby boomers continue to retire in droves, they continue to turn to fixed index annuities for income stability and protection. As you work with clients, consider a product’s renewal rate history, transparency of design and fees.

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Athene
The fact that many consumers do not purchase annuities when it likely is in their rational self-interest to do so is called the “annuity puzzle.” Discover the 10 common behavioral biases against annuities and solutions for overcoming them.

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Nationwide
How should investors read and use the news for their benefit? Pay attention to the fundamentals, which have a bigger influence on market value than the fickle winds of the political climate.

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S&P Dow Jones Indices
Global capital markets are constantly fluctuating, so it’s crucial to mitigate the impact of unexpected dips. Learn how the S&P MARC 5% Excess Return (ER) Index fares when used within annuity products.

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ADI Meetings & Events
Experiential meeting design engages guests in personal ways and puts attendees and their individual needs first. Learn how to create an interactive environment for participants at any type of gathering.

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AllPro Direct Marketing
What you say is important. ALLPRO’s digital media solution, Delv Media, assures your message will be delivered with purity through your producer network while providing engagement opportunities that close business.

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Circle Sideways
How do you carefully craft messaging that acknowledges internal marketers, advisors and consumers? Keep these tenets in mind: Alignment is essential; What’s old is new; and Cohesion is key.

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EquiTrust
Rate setting is a function of the overall business objectives of the carrier. EquiTrust strives to provide the same value to the client each year. Learn more about the key elements of annuity rate setting.

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National Western Life
Individuals continue to seek peace of mind through financial products. National Western Life aspires to be the company individuals choose when seeking financial peace of mind through insurance products.

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North American Company
Relationships between financial professionals and their female clients require a high degree of trust and communication. What happens when you think you’re hitting the mark but clients feel you’re underperforming?

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Thanks to our event sponsors!