Industry Professionals

As an industry professional, you understand the features and benefits of annuities, and are working to ensure these powerful products remain easily accessible to consumers regardless of their net worth. With so many regulatory and legislative issues on the table pertaining to annuities, it’s never been more crucial that you become active in the annuity education process. You have the ability to help our elected officials make decisions about these products that are in the best interest of your clients and all consumers.

If you’re an industry association or vendor, please consider becoming a member of the Coalition for Annuity Awareness. If you’re an independent marketing organization (IMO) or insurance carrier, please consider becoming an official NAAM sponsor. Finally, if you’re interested in co-sponsoring a gubernatorial proclamation declaring National Annuity Awareness Month in your state, please contact Janet Terpening at janet@nafa.com.

National Annuity Awareness Month Webcasts

June 8, 2017
9 Answers Every Investor Needs to Know about Annuities — presented by Paul McGillivray and Jeff Barnes
Listen to the Archived Webcast Replay (available to NAFA Members only)

June 15, 2017
The Evolution of Indices in FIAs— presented by Goldman Sachs
Listen to the Archived Webcast Replay (available to NAFA Members only)

June 29, 2017
A Recap from the Hill— presented by Chip Anderson and Cliff Andrews
Listen to the Archived Webcast Replay (available to NAFA Members only)

Downloadable Resources Provided by NAFA

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Addressing the Top Misconceptions of Annuities
As an agent or advisor, you may encounter several myths and misunderstandings when having a conversation with your clients about retirement planning and annuities. This guide can help you dispel some of the most common misconceptions in the marketplace and reveal the realities and advantages of these powerful products.

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Comparing Fixed Indexed Annuities with Other Retirement Savings Options
Helping clients choose the right accumulation vehicle for retirement can be difficult. There are many choices available – and, with differing needs and goals, choosing just the right option can prove to be challenging. Use this white paper to better understand the powerful advantages a fixed annuity can provide as part of a comprehensive retirement plan.

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Fast Facts on Fixed Annuities
Fixed annuities offer a unique and valuable blend of safety, growth potential, tax advantages and lifetime income – a good fit for many consumers. These top ten fast facts show the power and capabilities of fixed annuities and why they can be a valuable addition to your clients’ retirement plan.
Customizable Resources for Use with Consumers

Customizable Resources for Use with Consumers

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Defusing Your Top 4 Retirement Risks
Whether your long-term objective is to build a source of guaranteed lifetime income, save for a specific retirement goal, or leave a legacy for loves ones, fixed indexed annuities are designed to meet a variety of retirement needs. Learn how FIAs can be used to help combat common retirement risks.

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6 Quick Tips to Save for Your Retirement
Regardless of whether you’re 25 or 55, saving for retirement is a wise financial strategy. Everyone will face retirement at some point, either by choice or necessity. Whether you are on track for retirement savings or need to catch up, these six essential tips could help put more money in your piggy bank.

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A Foundation for a Solid Retirement
Today’s retirees are living longer, healthier, and more active lives than any generation before. Many people underestimate how long they will live, putting strain on personal savings and increasing the likelihood of outliving their assets. It’s important to have a strategy in place to help maintain your standard of living so you can fully enjoy your golden years.

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Preparing for Your Journey toward Retirement
Tomorrow doesn’t come with a guarantee. The sooner you start planning, the more confident you will feel. Follow these steps for addressing critical retirement concerns from accumulation to income while considering the valuable role of fixed indexed annuities in your strategy. By planning ahead, you can achieve the future you want.