State Roundup

State Roundup

TRIPPING THE FIDUCIARY LINE: Now What Happens? If the Department of Labor’s proposed fiduciary rule is adopted as it is currently written, fiduciary status and duties ...
Federal Roundup

Federal Roundup

Retirement Industry Braces for a Final Ruling as DOL Public Hearing Marathon Concludes Congress returned from its annual August recess, but the fiduciary debate raged on ...
NAFA

Change is on Everyone’s Mind

Message from NAFA Last month, NAFA had the privilege of hosting 190 of its members from companies and vendors representing all aspects of fixed annuity distribution at the ...
Federal Roundup

Federal Roundup

The Summer of Fiduciary The summer of 2015 will long be remembered as the “Summer of Fiduciary.” The hot humid air has returned to Washington, D.C., and along with ...
Chip

What We Do Matters! Message from NAFA

Those of you that have been involved with the industry for an extended period are, unfortunately, very familiar with routinely having to play defense. The industry, despite ...
Chip Anderson

NAFA Fights to Protect Your Business

Message from NAFA First and foremost, I’d like to thank the industry for the warm welcome I received as I assumed the post of Executive Director at NAFA on May 1. Working ...
7 ways to create

7 Ways to Create a P.U.R.E. Presence Online

The Internet never sleeps, and having an online presence gives your business a virtual 24-hour showroom. It allows potential customers from near and far to research your ...
Ups and Downs of Annuity Sales

The Ups & Downs of Annuity Sales

LIMRA Secure Retirement Institute Reports Decline in Annuity Sales in First Quarter 2015 Total U.S. annuity sales dropped 7 percent in the first quarter, totaling $54.4 ...
State roundup 2

State Roundup

STATE OF THE STATES: A Mid-Year Review At the time of this writing—mid-June—the vast majority of state legislatures have adjourned for the year—and many states that ...
Federal Roundup

Federal Roundup

All eyes in the retirement marketplace are focused on the Department of Labor’s fiduciary proposal, which has consumed massive amounts of bandwidth from trade associations ...