Member Spotlight
NAFA proudly boasts an extensive network of Affiliate Partners who provide advice, support, tools and resources our membership at large can use to excel in all aspects of business. Periodically, we will turn our spotlight onto a specific partner and detail how members can engage with the company to maximize the value of their offerings.
Please note these recordings can also be accessed by visiting our NAFA Education YouTube channel.
MRI is advancing the way agents and advisors understand clients starting with how they think. At the intersection of behavioral finance and portfolio strategy, MRI’s tools help financial professionals align investments with individual comfort, capability and confidence. From their proprietary risk scoring process to actionable coaching insights, MRI arms advisors with the intelligence needed to guide clients toward more informed, emotionally sound decisions.
Listen in as Chuck DiVencenzo, president and CEO of NAFA, speaks with Dr. Charles Chaffin, renowned behavioral finance expert and co-creator of the Money & Risk Inventory™, about how psychology is driving a smarter, more personalized approach to client engagement.
Charles shares insights on:
- How emotions and biases drive investor behavior — and what annuity professionals can do about it
- MRI’s Comfort with Risk scoring system and how it maps clients to suitable portfolio models
- The power of side-by-side comparisons: client risk tolerance, loss capacity and past experience
- Clear, color-coded feedback that helps agents and advisors strategize with confidence
- How to coach clients through financial decisions with insights into money scripts, values, learning styles, and communication preferences
These days, clients want instant advice but need meaningful guidance. Discover how MRI equips you to say the right thing, at the right time, in the right way.
Member Spotlight Archive
For nearly a decade, Annuity.org has provided readers with carefully researched, timely personal finance information. Our free and comprehensive online resource offers professional insights from experienced industry experts on a variety of financial topics. Whether you’re looking for tools to help you manage your finances, or you simply want to learn more about annuities and structured settlements, Annuity.org offers the information you need to make smart decisions about your money.
Carlton Fields serves the needs of the life, annuity, and retirement solutions industry, having represented life insurance companies throughout the United States in national bet-the-company class action and complex commercial litigation cases. We bring an integrated and complementary approach to servicing our life insurance clients by drawing on the collective experience of our business, regulatory, and litigation attorneys.
Genex Capital helps individuals unlock the value of future structured settlement and annuity payments when they need it most. For over 20 years, we’ve purchased future payment rights and offered them to individual and institutional buyers, completing transactions in as little as six to eight weeks. With more than $600 million in deals to date, we’re a trusted direct funder — committed to offering our best price upfront and delivering fast, transparent service backed by a team of experienced legal and financial professionals.
Formerly known as Insurance Technologies, Hexure powers your sales with digital solutions that connect data, processes and experiences across the entire sales cycle. Your clients get the experience they want. You get the efficiency you need. Carriers, IMOs, BGAs and financial institutions alike turn to us for customizable, point-of-sale illustrations and bespoke solutions that deliver automated, cohesive sales journeys.
Invesco Indexing develops and licenses customized, proprietary indexes that leverage the global scale of Invesco — one of the world’s premiere global investment management firms. Our customized indexes are constructed by experienced investment professionals, and include companies of all market capitalizations in both developed and emerging markets. We can also create uniquely tailored indexes to help clients meet specific financial objectives.
For more than 30 years, we’ve been making regulatory compliance a practical part of business so you can focus on doing what you do best and translating that into growth. We also offer NAFA members exclusive discounts on services. Our job is to make regulatory compliance work for you, not against you.
The Index Standard provides actionable insights that empower financial professionals to optimize their choices regarding indices and index-linked products. Whether you’re focused on annuities, structured products or ETFs, their unbiased perspective and data-driven assessments can help you navigate today’s complex index landscape and achieve success for you and your clients.