Phase II of Fiduciary Rule implementation to be delayed 18 months
Department of Labor proposal released Wednesday would extend the transition period and delay of applicability from Jan. 1, 2018, to July 1, 2019.
Fixed Annuities
NAFA board rips into final DOL Fiduciary Rule after review; considering legal challenges
WASHINGTON (Apr. 21, 2016) — NAFA, the National Association for Fixed Annuities, announced today that its Board of Directors authorized staff to consider all options ... Read more
Dr. Jack Marrion, Americans for Annuity Protection attack DOL arguments for fiduciary-only rule
PHOENIX – The Department of Labor’s own evidence to support its new fiduciary-only rule actually undermines the DOL’s justification for its unwarranted disruption of consumer ... Read more
NAFA selects industry veteran, Charles R. “Chip” Anderson, as new Executive Director
Washington, D.C., April 8, 2015 – Following a widespread and in-depth search across multiple industries, the National Association for Fixed Annuities (NAFA) is proud to ... Read more
Bum knees push Kim O’Brien to sudden retirement as NAFA president and CEO
WASHINGTON, D.C. – The National Association for Fixed Annuities (NAFA) on Tuesday, Jan. 20, announced the retirement of Kim O’Brien, President & CEO, from the ... Read more
Upside Index Potential: A Fixed Index Annuity Breakdown
Which Fixed Index Annuity (FIA) offers the best upside index potential? It depends on the client, the state, the length of contract, and other relevant ... Read more
The Best Fixed Index Annuities Based on Cash Accumulation
One annuity salesman is contracted for many annuity carriers and keeps up on their caps, participation rates, spreads, etc. He appealed to the forum to ... Read more
The Best Annuity FMOs
For agents considering getting into annuities, what would you recommend as some of the best FMOs? Forum agents told us about their preferred FMOs who ... Read more
How a final expense agent can break back into annuity sales
A full-time final expense agent who hasn’t done any annuity business for a decade – even though it used to be a primary focus – ... Read more
Getting Started Selling Annuities
What would you tell someone who wants to get into annuities? The agent in question came from a life insurance background, but hoped to sell ... Read more
