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
Inherited Annuities: Transferring Wealth to the Next Generation
Wednesday, April 17, 2024
9:00am PT | 10:00am MT | 11:00am CT | 12:00pm ET
presented by MassMutual Ascend
The Newest Fiduciary Rule: An Expert Analysis
Recording Now Available on Demand!
NAFA’s general counsel and director of government affairs Pam Heinrich speaks with Andrew Payne, VP and general counsel at Creative One, and Tyler Brown, AVP of government affairs at North American, about the new “Retirement Security Rule” package and how it could impact your business.
- The newest definition of fiduciary and when fiduciary status is triggered
- Need-to-know amendments to PTE 84-24 and 2020-02 for independent producers seeking exemptive relief
- Supervision expectations for financial institutions — and what that means for carriers and IMOs
- Proposed changes to disclosures, agent compensation and more to comply with new requirements
NAFA’s next steps, and what members can do to support our efforts
The DOL Proposal’s Potential Impacts on the Fixed Annuity Community
Recording Now Available on Demand!
NAFA interviews experts from Groom Law for a conversation on:
- What DOL is looking for in mitigating conflicts of interest and delivering advice in clients’ best interests
- Why language would matter in the proposed new regulatory environment
- The significant ramping up of processes and resources that, in the end, could ultimately land on consumers
- The likelihood this proposal would increase distribution costs, as financial institutions and professionals will need to do more work and take more risk
What it all means for carriers, IMOs and independent agents