NAFA Plugs into National Retirement Planning Week® Events

Milwaukee, WI (March 26, 2014) The National Association for Fixed Annuities (NAFA) announced today that the association will be participating in several National Retirement Planning Week® events during April 7-11. The week is coordinated by the National Retirement Planning Coalition (NRPC) to help consumers focus on their financial needs in retirement.

“Securing one’s retirement income is becoming increasingly difficult,” said NAFA’s President and CEO Kim O’Brien. “Opportunities like National Retirement Planning Week® are critical to raise awareness and help American’s better understand secure retirement options like fixed annuities.”

NAFA will actively participate in the week’s activities, including:

April 7: Serving on an industry expert panel at 9 a.m. Central where members of the media are invited for an  unveiling of the new Insured Retirement Institute (IRI) research findings on Boomer’s retirement expectations. Contact Andrew Simonelli at to join the conference call.

April 8: Hosting an online educational session for financial professionals – “What Your Clients Don’t Know About Retirement Could Hurt Them” will be held at 10:30 a.m. Central. This online session will help financial professionals better understand the facts, the changes, and retirement solutions available in light of the high costs associated with healthcare. NAFA will also be represented at the Jump$tart Coalition’s annual financial literacy awards dinner in Washington, D.C.

April 9: Participation in an event with the American Savings Education Council, which will discuss new retirement trends, research and planning tools as well as participating in a webinar for financial advisors on Social Security’s part within a winning retirement strategy.

April 10: Participation in the Insured Retirement Institute’s Capitol Hill event. NAFA will also offer another online education session for financial professionals – “Suitably Using Annuities in Charitable Planning” will be held at 10:30 a.m. Central. Financial professionals will learn why to discuss charitable planning, how it benefits clients and suitable approaches to the conversation for retirement planning.

NAFA has also declared June Annuity Awareness Month.

During June, NAFA, along with fellow trade associations, will provide educational material, webcasts and social media communications to help educate financial professionals and the public on the important role fixed annuity products play in helping Americans save for retirement. The association’s Annuity Leadership Forum will be held in Washington D.C., June 11-13 and includes a walk on Capitol Hill to meet with Senators and Representatives to educate Congress on the excellence and success of the suitability standard and to unveil the consumer detriments of a fiduciary standard on the sale of fixed annuities.

For more National Retirement Planning Week® events or information go to

NAFA, the National Association for Fixed Annuities, is an advocacy trade association exclusively dedicated to fixed annuities by educating regulators, legislators, journalists, and industry personnel, about the value of fixed annuities and their benefits to consumers. NAFA’s membership represents every aspect of the fixed annuity marketplace covering 85% of fixed annuities sold by independent agents, advisors and brokers. NAFA was founded in 1998. Get more information at

The National Retirement Planning Coalition (NRPC) is composed of prominent financial industry and advocacy organizations dedicated to raising the public awareness of the need for comprehensive retirement planning.


Media Contact: Scott Hinds – 414-332-9306, ext.2, or                                                                     2014­_0324_PR_NRPW