guidelines

Guidelines for Use of Professional Designations

NAFA Guiding Principles are published by the NAFA Education Committee for annuity professionals to help them prepare to better communicate with consumers. The following ...
privacy and security simplified copy

Privacy & Security Simplified

We all know we’re supposed to protect our clients’ and employees’ confidential information.  But how do we do that?  What are the best ways to secure data? As executives, ...
astonishing 18 copy

18 Astonishing Social Media Stats for Financial Advisors

Have you been wondering if your target demographic is using social media? Can you reach them? Do they want to interact with a financial professional on social sites? The ...
5 questions on compliance copy

5 Questions on Compliance for Cailie Currin

What can you tell our readers about the SEC and FINRA’s warnings about helping clients with IRA rollovers? To lay the foundation for the answer to this question, it is ...
digital executor plan copy

Do Your Clients Have a “Digital Executor Plan?”

You are the trusted financial professional. You are diligently working, thinking of every strategy to help your clients with their finances while they are alive and beyond ...
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 ...
Phoenix

Guaranteed Income Is a “Must Have” for Annuity Sales

A Recent Survey Attempts to Forecast Important Annuity Market Trends By Annuity Outlook Staff Several factors are contributing to a positive outlook for our industry. Listen ...
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 ...
Marrion article

Why 2014 Will be Good for FIA Sales

For the first time in three years I am very optimistic about the coming year’s indexed annuity sales. In spite of the shenanigans in Washington, the Fed’s floundering ...
Maselli 1

Prospecting Strategies for the New Year

Insurance professionals always ask me, “What’s the most effective prospecting strategy?” That would seem like a tricky question since there are hundreds of ways to ...