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.
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.
Listen in as Chuck DiVencenzo, president and CEO of NAFA, interviews Roger Proctor, CEO of Genex Capital, for an inside look at how assured annuities are transforming the way advisors and high-net-worth clients access predictable, secure income streams.
Roger shares insights on:
- Real-world scenarios where assured annuities provided liquidity and long-term income
- How Genex’s end-to-end model — from purchasing payments directly from annuitants to working with IMOs and brokers — creates a streamlined experience
- The role of assured Servicing, Genex’s in-house platform that ensures investor payments flow directly from insurers, providing full transparency and peace of mind
- Suitability considerations and how Genex’s AI-powered, peer-reviewed Annuity Protection and Optimization Program supports compliance and client outcomes
- Opportunities for advisors and carriers as new tools reshape the annuity landscape
As Roger says, “The sky’s the limit!” Don’t miss this forward-looking conversation on the future of fixed income innovation.
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.
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.