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 Lee Stiegemeier at lee@circlesideways.com.

Educational Events

NAFA’s 13th Annual Annuity Leadership Forum & Virtual Hill Walk
June 20-21, 2023
This leading industry event provides attendees with a critical opportunity to discuss the regulation, legislation and other important issues facing our organizations and businesses today, including with elected officials via our Hill Walk.

InsuranceNewsNet Webinar: Annuities Unleashed: What lies ahead?
June 7, 2023 | 12 p.m. CT

The annuity sales landscape is changing fast, with potential disruptions from technology, regulations and distribution all converging at once. Listen in as Todd Taylor, head of New York Life’s Retail Annuities business, and Todd Giesing, director of annuity research for LIMRA, cover the trends in annuity products and sales and highlight what to look for in the coming years.

NAFA Webinar: Putting the Puzzle Pieces Together: An Update on Recent Retirement Tax Legislation and Related Advanced Sales Solutions
June 8, 2023 | 1:30 p.m. CT
Join us as NAFA hosts Ann Hagerty, Advanced Sales Counsel at Securian Financial, for an overview of SECURE 2.0 Act of 2022 provisions that can help clients pursue their financial objectives, as well as tax implications to weigh and other considerations for annuity producers and their clients.

Alliance for Lifetime Income Webinar: Briefing on the 2023 Protected Retirement Income and Planning Study Findings
June 15, 2023 | 10:00 a.m. CT
Join the Alliance for Lifetime Income as their researchers review key findings from the newest PRIP installment, an annual study that examines the rapidly changing retirement planning landscape, its effects on advisors and their clients, sentiments around traditional investment strategies and retirement security, shifts in retirement planning strategies and the emerging role of annuities in portfolio allocations.

ACLI Twitter Chat: The Importance of Guaranteed Lifetime Income for All Retirement Savers, Particularly Latino and Hispanic Americans
June 26, 2023 | 12:00 p.m. CT
Join ACLI and MANA, A National Latina Organization, to discuss how to help more retirement savers, particularly Hispanic and Latino Americans, access long-term financial certainty. #LatinoRetirement2023 #RetiroLatino2023

NAFA Webinar: A Better Conversation on Annuities
June 27, 2023 | 10:30 a.m. CT
Join us as NAFA hosts Adam Rivituso, Director of Third-Party Consultants & National Sales at Invesco for “words to use” and “words to lose” when communicating about annuities to clients as derived from more than 20 years of data on client conversations.

Resources Provided by Sponsors and Coalition Members

PRIP 2023 Chapter 1 Alliance for Lifetime Income
Examine how Americans are changing retirement savings strategies.

PRIP 2023 Chapter 2 Alliance for Lifetime Income
Examine how financial professionals are changing approaches to planning and investment allocations.

Retirement Planning, May 2023 – Research conducted by Morning Consult ACLI
New research shows retirement savers are eyeing guaranteed lifetime income products and financial planning options as key financial supports in the current economic environment.

Unlocking the Power of FIAs in a Secure Retirement Plan IALC
Jim Poolman, executive director of IALC, details the basics and benefits of FIAs in helping clients achieve their retirement planning goals.

The Retirement Saving and Income Handbook Insured Retirement Institute (IRI)
Learn about commonly available annuities and non-annuity alternatives as well as the structure, benefits and limitations of each solution.

7 Reasons to Consider Annuities Now NAFA
Help consumers learn how to take control of their finances and their futures by putting fixed annuities in their retirement toolbox with this informational flier.

Matching Money Mindset with Fixed Index Annuity (FIA) Benefits American Equity
Emphasize these three benefits unique to annuities to bridge consumer knowledge gaps.

Annuities Language Glossary Lincoln Financial Group
Demystify the language used to describe annuities and their features with this glossary.

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