Members with a Common Mission

The process of creating, distributing and promoting the resources needed to help consumers understand annuity products and make more informed retirement planning decisions is a collaborative one. In addition to industry associations, our Coalition members include companies that support those associations and the marketing organizations, insurance carriers and personal producers all working to achieve the same goal.

As an industry professional, you may want to consider joining one or more of these associations to receive the various member benefits they offer. As a consumer, you may want to consider contacting one of our support members for the various services they offer.

American Council of Life Insurers

The American Council of Life Insurers (ACLI) advocates on behalf of 280 member companies dedicated to providing products and services that promote consumers’ financial and retirement security. More than 90 million American families depend on our members for life insurance, annuities, retirement plans, long-term care insurance, disability income insurance, reinsurance, dental and vision and other supplemental benefits.

ADI Meetings & Events

Incentive travel and meeting management is our business. Since 1982, we continue to deliver extraordinary experiences for some of the world’s largest companies. If your job is to deliver events that impact your customers, employees and stakeholders, ADI will drive project management for your high stake events from event concept and planning through execution.

Alliance for Lifetime Income

The Alliance for Lifetime Income is a nonprofit 501(c)(6) organization formed and supported by some of the nation’s leading financial services organizations to create awareness and educate Americans about the importance of protected lifetime income. The Alliance provides consumers and financial advisors with the educational resources, tools and insights they can use to build plans for protected retirement income.


CapCity Advocates is a federal government relations firm that specializes in bipartisan advocacy before the House and Senate. The business focuses on traditional “shoe-leather” lobbying as a foundation for clients’ success in Washington, DC. Our hands-on approach is geared toward personal service and positive results.



CANNEX is committed to supporting the retirement market and helping our clients improve their various processes and programs to better serve the public. Guaranteed lifetime income is an important component of any portfolio in retirement. We have and will continue to invest resources in the research & development of concepts that will assist in the education and adoption of retirement income products and programs.

Circle Sideways

Circle Sideways

At Circle Sideways, the simple marriage of smart marketing strategy and outstanding creative provides businesses of all sizes with a leg up on their competition. From brand development and management to professional writing and design, Circle Sideways combines traditional and online marketing initiatives that make your audience take notice … and take action.


As the voice of the financial security profession, Finseca’s sole focus is creating an environment that enables people to protect and enhance financial well-being — for themselves, their families, and their businesses. With nearly 6,000 members, Finseca represents and serves the entire financial security profession, regardless of role, marketplace, or experience. Finseca members provide life insurance and retirement planning solutions.


Established in 2011, the Indexed Annuity Leadership Council (IALC) is a consortium of life insurance companies that offer fixed indexed annuities (FIAs). The IALC’s mission is to help educate the public, including retirement savers, the media, regulators, and financial professionals about the benefits of FIAs. These products offer principal protection from market loss, a predictable, guaranteed retirement income, and can contribute balance to retirement savers’ long-term financial plans.


Insurance and Financial Media Network (IFMN) combines InsuranceNewsNet, AdvisorNews, Ignite Marketing and First Class Data under one umbrella to provide deeper market insight and seamless service to align with the company’s vision. The new organization features a fresh look with vibrant colors and logos and enhanced platforms that deliver services quickly and effectively.

Insured Retirement Institute

The Insured Retirement Institute (IRI) is the leading financial services trade association for the retirement income industry. IRI provides a wealth of educational, research, advocacy, and ops & tech benefits to its members, which represent the entire supply chain of insured retirement strategies, including insurers, banks, asset managers, broker-dealers, distributors, financial advisors and solution providers.


NAFA, the National Association for Fixed Annuities, is the premier trade association exclusively dedicated to fixed annuities. Its mission is to promote the awareness and understanding of fixed annuities. NAFA educates annuity salespeople, regulators, legislators, journalists, and industry personnel about the value of fixed annuities and their benefits to consumers.


NAIFA is the largest, most influential and oldest association of insurance and financial professionals in the United States. It represents the lifeblood of an industry that contributes to the financial security of 90 million American families. NAIFA membership carries an obligation to abide by NAIFA’s Code of Ethics, which requires agents and advisors to always serve their clients’ best interests.

Summit Compliance Group

Summit Compliance Group provides affordable, customized compliance services for insurance producers, independent marketing organizations, insurance carriers, registered investment advisers and other financial institutions. We offer a variety of customized and turnkey solutions including advertising compliance review, compliance training, distribution compliance, compliance assessments and audits, written policies and procedures development, cybersecurity risk assessments, RIA registration and compliance support, and much more.

Interested in becoming a member? Contact Bailey Sorensen at to learn more about how you can make a true impact in supporting a worthy cause!