Message from the President

Troubling Trends – Message From the President

If you’re a returning reader of this Annuity Outlook magazine feature, you know that I am a bit of a Pollyanna. If the dog ate my homework, I saw it as an opportunity ...
Kim O'Brien

LICENSED TO SELL… AND STAY COMPLIANT! PART II

MESSAGE FROM THE PRESIDENT In the last issue, we mentioned there were a number of significant developments in state actions against sellers of annuities. Those state actions ...
Kim O'Brien

LICENSED TO SELL… AND STAY COMPLIANT!

MESSAGE FROM THE PRESIDENT There have been a number of significant developments in state actions against sellers of annuities that provide great insight into what regulators ...
The STate of the States

The State of the States

NAFA spends many hours each day working with state regulators and those influencing public policy to promote a healthy sales environment that protects consumers. NAFA also ...
Kim O'Brien

BREAKING NEW GROUND WITH NATIONAL ANNUITY AWARENESS MONTH

MESSAGE FROM THE PRESIDENT In June, NAFA joined with the Coalition for Annuity Awareness and celebrated the inaugural June National Annuity Awareness Month with many educational ...
Kim O'Brien

Trends in Regulatory Oversight – Part 2

“The Battle Over IRAs” Message from the President I have a passion for musical theater and have directed and/or choreographed over 56 productions for community theater ...

Trends in Regulatory Oversight – Part 1: “The Battle Over Standard of Care”

Message From President I have never been much of a conspiracy theorist. In fact, those who know me would probably peg me as a Pollyanna of all things positive. However, ...
Kim O Brien

2014 – The Year of the Fixed Annuity

Message from the President – Kim O’Brien The Chinese Lunar calendar follows a 12-year cycle to form the Chinese zodiac, in which each cycle is represented by ...
NAFA Insights

NAFA Member Insights on Industry Challenges & Solutions

In 2013, NAFA celebrated its 15th anniversary, and we do believe that the next 15 years will be both an exciting and a challenging time for all. Here at NAFA our greatest ...
Kim O Brien

A BRIGHT NEW DAY FOR FIXED ANNUITIES

MESSAGE FROM THE PRESIDENT As we close out another year at NAFA and reflect on the activities and challenges of 2013, we can’t help but be amazed that this marked the ...