Annuity Leadership Forum Attendee Hub

Thank you for carving time out of your busy schedule to attend the 11th annual Annuity Leadership Forum & Virtual Hill Walk! To maximize the value of your investment, we’ve created easy access to a library of materials and information you can use to bolster your business. From reviewing session replays and tapping into sponsor resources to participating in our celebration of National Annuity Awareness Month, we’ve got everything you need easily accessible below.

Have questions? Contact Bailey Sorensen or Janet Terpening.

NAFA 2021 Annuity Leadership Forum Digital Packet

Review, replay, remember

Need to review part of a session for a refresher on the great content delivered by our experts? Or have a conflict attending a live session? Access our replays any time that’s convenient for you.

2021 NAFA Annuity Leadership Forum - Hill Walk Prep Meeting

Hill Walk Prep Meeting (6/14/21)

The Economic & Political Realities Facing the President and Congress feat. Austan Goolsbee (6/15/21)

A Look at Regulatory & Legal Issues Impacting the Industry (6/15/21)

From MDL 275 to SECURE Act 2.0 — State Regulation & Federal Legislation Overview and Updates (6/16/21)

Educating, Engaging and Enhancing Cultural Relations in the Industry (6/17/21)

From COVID-19 to Cryptocurrency to Federal Activities, a Discussion on Possible Future Economic Outcomes (6/17/21)

Why You Should Care About QLAC in Secure 2.0 (6/17/21)

New Research: More Seeking Annuity Benefits – Is Distribution Ready for Gen X? (6/19/21)

Thanks to our event sponsors!

Get helpful tips from our sponsors

Our sponsors represent some of the most well-respected names in fixed annuity distribution and support services. Read copies of articles they’ve provided on timely topics and sales considerations.

11 years of delivering on increasing income potential - Allianz

Annuities are designed to meet long-term needs for retirement income by providing tax deferral, a death benefit during the accumulation phase, and a guaranteed stream of income at retirement. Allianz could increase that income.

Solving the Annuity Puzzle

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.

RILA Sales Surge as Investors Seek Growth and Protection - Great American

Great American Life Insurance Co.
RILAs are quickly becoming an industry favorite partly because of the innovative design, but also due to economic conditions affecting more traditional types of annuities. Discover how you can effectively position them for clients.

Staying focused when headlines react - Nationwide

News headlines lead investors to make irrational and emotional decisions, many times due to the hard-wiring of the human brain. Help them stick to investment basics, seek opportunities to buy when others sell, and benefit from your expertise.

Volatility Controlled - Less is Mower?

As the industry and its products continue to evolve, volatility-controlled indices have been gaining in popularity. This simple metaphor explains the benefits of such options in the context of keeping control when mowing one’s lawn.

Your safety and comfort is our job. - ADI Meetings & Events

ADI Meetings & Events
The complexities of conducting safe, comfortable events in today’s unique environment has never underscored more the value of having a trusted planning partner. See how ADI is working to protect you and those you serve.

Proud sponsor of NAFA. - American Equity

American Equity
A lot goes into preparing for retirement. Every client’s goals are different, as is the path they choose to reach them. As you assist them on the journey, be sure to communicate how integrity and consistency are fundamentals that FIAs offer.

We turn pause buttons into revenue buttons.

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.

Who's Listening ... Is Who's Winning

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.

Simple, smart retirement income solutions - Delaware Life

Delaware Life
With today’s uncertainties and planning complexities, clients want and need simple, smart retirement income solutions. Contact Delaware Life to learn more about how we can help you effectively meet those needs.

Global Atlantic
Discover the value of protection from market losses with opportunities for your clients’ income, long-term care and legacy needs. Contact us for information on how to put our products, service and support to work.

Why Now Is the Best Time to Market

Every economic downturn has one commonality — fear. And fear will paralyze timid marketers. Find out how to leverage effective branding at this moment to leave an indelible imprint for years to come.

National Western Life
When every client is one-of-a-kind, an annuity that offers a custom fit is the only choice. Learn more about how the NWL ChoiceOptimizer was designed with today’s consumer needs in mind and how to position it with clients.

Spread #AnnuityAwareness

As a leader of the Coalition for Annuity Awareness, NAFA has been integral to the success and expansion of recognizing June as National Annuity Awareness Month.

Make plans to join us in October

We’re thrilled to be getting back together as we return to in-person events with this fall’s 13th annual Annuity Distribution Summit! Mark your calendar and plan to attend.