Fixed Annuity News

The fixed annuity industry is constantly changing. From product evolution and distribution consolidation to pending regulation and legislation, NAFA works diligently to keep up with every aspect of the marketplace and provide you with its most pertinent news in a timely manner. Utilize the information below to read about recent media coverage in our Monday Media Reports, access all things NAFA via our NAFAwire, visit our Press Room for the association’s most current news releases or to catch up on our Twitter feed.

Industry News

Annuity sales rise in Q1 thanks to just two product types
17 May – Emile Hallez – Investment News

“Although sales figures were down considerably for most categories compared with the first quarter of 2020, fixed-rate deferred annuities and registered index-linked annuities, or RILAs, saw purchases up by 46% and 89%, respectively, according to a report from Limra’s Secure Retirement Institute.”

Annuities: 10 Things You Must Know
22 May – Sandra Block – Kiplinger

“As traditional sources of guaranteed retirement income — such as pensions — disappear, many retirees are wondering where to turn. An annuity may be the answer, but not all annuities are alike, and some may not be appropriate for you.”

How Secure Act 2.0, Delayed RMD Age Would Boost Annuities
26 May – Ben Mattlin – Think Advisor

“In early May, the U.S. House of Representatives introduced the Securing a Strong Retirement Act of 2021. Known as Secure Act 2.0, since it builds on 2019′s Setting Every Community Up for Retirement Enhancement (Secure) Act, the bipartisan bill expands opportunities for retirement savers.”

Senate Revives Bill to Raise RMD Age, Boost Income Annuities
24 May – Allison Bell – Think Advisor

“Two senators have tossed another bill into the river of retirement legislation flowing into the Senate Finance Committee and the House Ways and Means Committee.”

NAFA Partners with Fellow Industry Leaders for Annuity Awareness Month
2 June – NAFA –

As part of a collaborative effort to help Americans recover from the financial hardships of the ongoing pandemic and create a more secure retirement future, NAFA, the National Association for Fixed Annuities, is leading the charge in bringing National Annuity Awareness Month into the spotlight during the month of June.

What You Need to Know About Annuities and the SECURE Act
1 June – Kelly LaVigne – Kiplinger

“Back in late 2019, in what now feels like a decade ago, news came out of Washington of the passage of the SECURE Act. Somewhat buried in a busy news cycle, the passage of this legislation was applauded by consumer groups and financial institutions alike for its changes to retirement account rules.”

The 2021 State of Annuities
1 June – John Hilton – Insurance Newsnet

“The pandemic brought a double-barrel shot of pain to the annuity industry in 2020. In addition to the sudden economic wreckage, face-to-face sales were virtually eliminated overnight. As 2021 reaches the midpoint, insurers and producers have recovered lost ground and added gains.”

Annuity Industry Players Would Like Everyone’s Attention
2 June – Allison Bell – Think Advisor

“NAFA wants financial professionals to cut through the COVID-19 pandemic blahs and tell consumers about this month’s National Annuity Awareness Month outreach campaign.”

8 Surprising Ways to Prosper From Annuities
3 June – David Rodeck – Kiplinger

“As financial tools go, fixed annuities are not particularly flashy. In exchange for a premium or a lump sum of cash, these insurance contracts earn a moderate fixed return, currently 1.5% to 3% a year, to deliver a steady, guaranteed income for the rest of your life and even that of a spouse or partner. “It’s like having your own personal pension plan,” says Sara Wiener, assistant vice president of annuities at Principal Financial Group in Des Moines, Iowa.”

Monday Media Report

Monday Media Report

The NAFA Media Report features a summary of the previous week’s fixed annuity media coverage. NAFA welcomes your contributions and suggested additions.

Access the most current report »

The Call

The Call

The Call features timely and seasonal regulatory and legislative updates to help NAFA members stay on top of issues impacting their businesses. Both federal and state editions are distributed to keep you informed.

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