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February 1, 2022

By Paul Garofoli, Regional Sales Director, Individual Annuities. Published originally by ThinkAdvisor.

With a little context and explanation, you can help demystify annuities and help clients make more informed decisions.
February 1, 2022

Get the industry recognition you deserve. Let us help you with certification letters.
February 1, 2022

Need help preparing for DOL Fiduciary Rule 3.0? Get NAFA’s newest resource – the “DOL Fiduciary Rule 3.0 Best Practices: A Practical Guide for Annuity Professionals.”
February 1, 2022

Make sure your client’s application experience is a positive one from the get-go. Here’s how.
January 4, 2022

Congrats to our team member, Paul Garofoli, for receiving the ID 20 Award from NAILBA.
January 4, 2022

We know you’re committed to offering your clients access to a guaranteed income stream in retirement. Get insights about the strategic need for annuities in ThinkAdvisor’s “The Case for Fixed Indexed Annuities.”
January 4, 2022

Clients who took a distribution in 2021 will receive their IRS Form 1099-R no later than the second week in February.
January 4, 2022

Please review this recent compliance alert.
Alabama: Rule 482-1-137-.01+, Suitability of Individual Annuity Sales Recommendations
January 4, 2022

Please review this recent compliance alert.
Kentucky: Rule 806 KAR 12:120, Suitability of Individual Annuity Sales Recommendations
January 4, 2022

Please review this recent compliance alert.
Maine: Rule 02-031 Chapter 917, Suitability of Individual Annuity Sales Recommendations