COVID-19 Response Gallery
For the past 11 years, we enjoyed the longest-running bull market in U.S. history. We’ve also seen unprecedented growth in the fixed annuity marketplace, as education and awareness efforts continue to help consumers understand the value of these unique products in planning for a comfortable retirement.
As the coronavirus pandemic broke out, market and economic volatility grew, and individuals all over the world saw life as we knew it change. Though things are uncertain, NAFA is here to help you stay up to speed on current events, and make tips and resources available for helping you protect your business, your employees and your clients through these turbulent times.
News & Updates
Resources
Webinars
Today’s Largest Emerging & Expanding Market: Women
Tuesday, September 3, 2024
8:30am PT | 9:30am MT | 10:30 a.m. CT | 11:30 a.m. ET
presented by Athene
Trending Conversations: People care about elections. Markets don’t.
Tuesday, September 10, 2024
8:30am PT | 9:30am MT | 10:30 a.m. CT | 11:30 a.m. ET
presented by Invesco
Navigating the Matrix: DOL Rule Q&A
Recording Now Available on Demand!
In the last two-and-a-half months, our industry has been digging deep into the Department of Labor’s final fiduciary rule. From advisor recordkeeping and disclosures to carrier processes and reporting, there’s a collective anticipation that significant changes are needed to comply with this complex regulation. Yet many questions still remain.
Don’t miss your opportunity to ask an expert for her legal opinion!
NAFA was pleased to host Carlton Fields, for the newest edition of our DOL update webinar series and shares:
- Provides an analysis of anticipated business changes and requirements
- Examines key considerations for advisors when recommending a rollover
- Answers some of the most frequently asked questions we’ve received from producers to date
- And more!
An Inside Look at DOL’s New Fiduciary – Only Regime
Recording Now Available on Demand!
Despite industry’s best efforts to protect independent distribution and preserve the existing robust regulatory environment, producers will now be subject to fiduciary requirements when rolling funds out of ERISA plans into annuities. But what exactly does this mean? What aspects of business will change and what will remain? And how will this new landscape of retirement advice impact clients?
Get a glimpse into the future as legal experts dissect this complex and confounding rule!
NAFA’s outside legal counsel, Groom Law Group, is back to make sense of it all and answer your most pressing questions in the fourth edition of our DOL update series. Groom Law Group:
- Provides an analysis of differences between the proposed and final versions of the rule
- Examines the newly amended PTEs and circumstances in which they might come into play
- Discusses specific implications for carriers, IMOs and independent agents
- Reviews implementation timelines and transition periods
- Shares thoughts on an advocacy strategy as NAFA continues to battle this reckless rule