Federal Roundup

NAFA Meets with Senior Hill Counsels About Protecting Tax Deferral Recently, Kim O’Brien and CapCity Advocates conducted bipartisan meetings on the Hill with senior ...

State Roundup

As the front end of the Baby Boom generation transitions into senior citizen status, greater attention is being paid – at both the federal and state level – ...

NAFA comments cited as NY Adopts NAIC Model on Use of Senior-Specific Certifications and Professional Designations

NY has adopted, on a permanent basis, the NAIC Model Regulation on the Use of Senior-Specific Certifications and Professional Designations in the Sale of Life Insurance ...

State Roundup

As of this writing, it’s one month past the national 2012 elections. Most of the dust has settled, and most everyone is aware of the results at the federal level: President ...

Fiscal Cliff Compromise

Happy New Year.  We begin this year as we ended the last – approaching another cliff.  To start the year off right, I appeared yesterday on CNBC to discuss the ramifications ...

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 Meets with Senior Administration Officials on Qualified Longevity Annuity Contract Proposed Rule In August, NAFA’s President and CEO, Kim O’Brien, along with NAFA’s ...

Proposed Amendments to Ohio Administrative Code, § 3901-5-01 (Agent Continuing Education) and § 3901-5-09 (Agent Licensing)

The National Association for Fixed Annuities (“NAFA”) appreciates the opportunity to provide written comments to support the Ohio Department of Insurance’s proposed amendments ...

Notice of Proposed Rule Making regarding Proposed 11 NYCRR 225 (Ins. Reg. 199) Suitability in Annuity Transactions

The National Association for Fixed Annuities (“NAFA”)1 appreciates the opportunity to provide comments on the use of senior-specific certifications and professional ...
Fixed Annuity Landscape

The Fixed Annuity Landscape: What a Difference a Year Makes

Low rates, Hartford’s exit and continued regulatory uncertainty made first quarter 2012 a difficult one for the fixed annuity industry, in spite of the ratings agencies’ ...