Federal Roundup

Prepared for NAFA by CapCity Advocates Tax Reform The recent two-year bipartisan budget agreement has temporarily paved the way for a revitalized tax reform debate. However, ...
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Exclusive Interview with Former US Comptroller General David M. Walker

The Fiscal Grand Bargain: Former US Comptroller General Speaks Out About What’s Really Happening on Capitol Hill The editorial staff of NAFA Annuity Outlook Magazine ...
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Generating Lifetime Income Can Be a Simple Concept

Managing downside risk has become a critical issue for retirees since the recession of 2008-2009. After watching their savings being reduced by one-third or more, they have ...

State Roundup

Suitability Gets Magnified in June When the Dodd-Frank Wall Street Reform and Consumer Protection Act was enacted in July 2010, State insurance regulators, insurance companies, ...

Preserve Tax Deferral Benefits for Annuities

In today’s challenging economic times a growing number of Americans rely on annuities to help provide security for their retirement. Indeed there are more than ...

Federal Roundup

NAFA June Washington D.C. Conference a Success! NAFA’s Annuity Leadership Forum was a big success, with over 100 folks attending the Washington, D.C. event. The conference ...

CFTC Adopts “Swaps” Definition that Excludes Fixed Annuities

The CFTC met this morning and just adopted final rules and interpretations (as part of a joint rulemaking with the SEC which has not yet acted, but will, on these proposals) ...

The Outlook for The Consumer Gold Standard of Care – Suitability

Unquestionably, discussions are escalating in Washington, D.C. and across the country regarding fiduciary standards of care being applied to sales made by broker-dealers. ...

Federal Roundup

NAFA Submits Comments on Administration’s Longevity Annuity Proposed Rule NAFA’s last issue of Annuity Outlook reported that the Treasury Department, in early February, ...