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 [email protected].

Educational Events

NAFA’s 11th Annual Annuity Leadership Forum & Virtual Hill Walk
June 15-17, 2021 | See agenda for times
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 Virtual Hill Walk.

Twitter Chat with the Alliance for Lifetime Income & NAFA
June 22, 2021 | 12:00 p.m. CT
Check back for soon-to-be-revealed details on this engaging event as NAFA hosts speakers from the Alliance for Lifetime Income and CANNEX, who will reveal a new body of research summarizing advisor/consumer disconnects on annuities.
All industry professionals are encouraged to participate!

NAFA Webinar: How FIAs Address 3 Key Risks in Retirement Planning
June 23, 2021 | 10:30 a.m. CT
Join us as Tamiko Toland, director of retirement markets for CANNEX Financial Exchanges, Ltd., dives into tips for positioning annuities to help clients address critical retirement risks and achieve their long-term financial goals.

Carlton Fields Presents: Implications of the Confluence of Fiduciary and Best Interest Rules for Annuity Recommendations
June 23, 2021 | 12:00 p.m. CT
ACLI is proud to sponsor this webinar in which attendees will get a firsthand look at the implications of the confluence of SEC Regulation Best Interest, the SEC’s Standard of Conduct Interpretation for Investment Advisers, and the DOL’s Prohibited Transaction Exemption 2020-02 for annuity recommendations, and learn what you need to know to best position your company to take advantage of opportunities in the registered investment adviser space.

Twitter Chat Hosted by ACLI
June 28, 2021 | 12:00-1:00 p.m. CT
Join ACLI for a discussion about retirement security solutions for savers and how we can help more American families achieve long-term financial security. #SecureRetirement2021

For details and questions, visit

NAFA & NAIFA Webinar: How the Annuity Industry Is Navigating an Advisor Sea Change
June 29, 2021 | 10:30 a.m. CT
Don’t miss your chance to hear from a number of panelists from all arms of distribution as they discuss the impending unique confluence of events: the industry faces a significant advisor shortage as more Americans than ever turn age 65.

NAFA Webinar: Managing Risk through Volatility Control
June 30, 2021 | 10:30 a.m. CT
Join us for an engaging and educational conversation between NAFA and one of our newest members, The Index Standard, for the answers to all your vol-control questions.

Resources Provided by Sponsors and Coalition Members

7 Reasons to Consider Annuities in 2022 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.

6 Reasons Your Clients Should Consider Buying an Annuity Brokers International
Planning for retirement looks different for everyone, but annuities can work for many.

7 Annuity Myths and Their Antidotes Brokers International
Use these tips to debunk clients’ common misconceptions about how annuities work.

Types of Annuities Brokers International
Quickly compare fixed annuity features with fixed indexed annuities using this guide.

Should I Buy an Income Annuity? CANNEX
See the trade-offs of receiving income from an annuity versus the estate you leave.

What Is My Return with an Income Annuity? CANNEX
This interactive analysis graphs the return of an income annuity against your longevity.

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

4 Ways to Build Client Confidence Now Lincoln Financial Group
Use these best practices going forward to build and maintain trusted client relationships.

Addressing the Top Misconceptions of Annuities NAFA
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.

Comparing Fixed Indexed Annuities with Other Retirement Savings Options NAFA
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.

Fast Facts on Fixed Annuities NAFA
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.

5 Key Things to Know About Digital Advertising for Annuity Professionals Summit Compliance Group
Protect your business by building compliance into your digial advertising strategy.

Customizable Resources for Use with Consumers

Defusing Your Top 4 Retirement Risks NAFA
Discover how to address four common risks for a financially secure retirement.

6 Quick Tips to Save for Your Retirement NAFA
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.

A Foundation for a Solid Retirement NAFA
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.

Preparing for Your Journey toward Retirement NAFA
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.

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