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 Webinar: Use Reliable Income from an Annuity to Super-Power Your Retirement Lifestyle
June 16, 2025
Retirement planning is all about money — or is it? The need for an income plan to use those funds wisely is equally as important and challenging if you’re not sure where to start. Listen in as Tamiko Toland, Annuity Yoda and co-founder and CEO of IncomePath, shares a look at how to hack retirement by creating your own pension using annuities to achieve your desired lifestyle goals.
Financial Security Caucus Briefing: A paycheck for life? It’s a thing.
June 17, 2025
2168 Rayburn House Office Building
45 Independence Ave SW, Washington, DC 20515
The purpose of the Caucus is to educate lawmakers about the ongoing need for public policy that encourages Americans to save more, plan ahead, and protect their financial and retirement security. Join us in person for an open event that brings various industry stakeholders together to discuss the annuity marketplace and the value of these products in generating predictable retirement paychecks.
ACLI Webinar: Conning Presents – Annuity Market Outlook: Growth Trends, Challenges & Strategic Opportunities
June 26, 2025
Join Conning’s Head of Insurance Research, Scott Hawkins, for an in-depth exploration of the annuity market’s trajectory. This session will provide a forward-looking view of the trends driving growth and the structural shifts influencing product innovation and distribution. Drawing from Conning’s latest research, attendees will gain a clearer understanding of how demographic changes, regulatory developments, investment strategies, and evolving consumer preferences are reshaping the annuity and retirement market landscape.
Resources Provided by Sponsors and Coalition Members
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.
Build Confident Clients Athene
Practical ideas to help overcome retirement savings roadblocks.
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