All Stories
Maureen James and Glenda Bean
2015 in review 2

2015 in Review

A Look at Regulatory Issues and Their Impact on Insurance Carriers and Distributors It has been another successful year for life insurance and annuity sales – and the ...
Holly Buchanan
woman 2

Three Reasons Why You Lose a Sale to a Woman

How many of your clients are couples? And how many of those couples include a woman? If you’re like most financial professionals, that’s the majority of your clients. While ...
NAFA Staff
2015 leaders 2

Industry Leaders Share Insights:

How 2015 Will Impact the Industry in the Year Ahead NAFA Annuity Outlook magazine staff asked several industry executives to share their insights on this question: From ...
Maribeth Kuzmeski

Getting Your Clients to Go Wild About You!

Financial advisors and insurance agents – just like sports teams and politicians – purposely reach out for the recognition and affirmation that they have what people ...
Chris Conklin
Long-Term Care

The Biggest Need Your Clients Haven’t Addressed: Long-Term Care

A key to success in sales is figuring out what your clients want and providing it to them.  The reality is that your clients want long-term care insurance (LTCI). They ...
Rod Mims
A closer look 2

A Closer Look at Income

Second in a two-part series on accumulation and income strategies. Last issue, we explored the value of fixed indexed annuities as accumulation vehicles. Here we’ll look ...
Tom Hegna
Mortallity Credits

Mortality Credits Get ‘Em While They’re Hot!

Retirement today is much different than it was for your clients’ parents and grandparents. Gone are the days of the shiny gold watch and the guaranteed corporate pension. ...
Jack Marrion


Cause & Effect Annuitization or buying a life income immediate annuity provides the highest possible guaranteed life income and yet a very small percentage of retirees ...
Pam Heinrich
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 ...
Cliff Andrews
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 ...