Fixed annuities play a vital role in helping consumers provide for their own financial security in retirement. All stakeholders touched by fixed annuities – such as government, the industry, the general public, and even competitors – share a common objective that consumer’s best interests should be served.

NAFA, as the only independent, non-profit organization dedicated exclusively to promote the awareness and understanding of fixed annuities, has created a series of principle papers to provide stakeholders with guidance and education on key issues affecting fixed annuities.

Working cooperatively with insurance companies and distribution partners, NAFA will disseminate the principle papers and make available an online summer education series. NAFA will also work directly with the National Association of Insurance Commissioners (NAIC) and state insurance departments to make this content available to licensing programs and continuing educational courses.


The NAFA Education Committee Focuses on Helping IMOs and Carriers Educate their Producers.

How IMOs and Carriers Can Utilize the Principle Papers:

  1. Download the NAFA Principle Papers
  2. Customize them with your organization's contact information
  3. Disseminate them to your database to educate your producers

These are great educational tools for your network of insurance professionals selling fixed and fixed indexed annuities. It is provided as a free, value-added service to our NAFA member organizations.


We also encourage you to invite NAFA Executive Director Kim O’Brien to present to your producers on one of these important topics on your next conference call or online event.

FOR AGENT USE ONLY. Not for use in solicitation or advertising to the public.