Clik here to view.
Does Index Interest Have a Place in Modern Portfolio Theory?
Modern portfolio theory and asset allocation have been the foundations of investing for the last 50 years. The overall strategy was to diversify investments between three primary categories or asset...
View ArticleFederal Roundup
The 2012 Election dust has settled and it appears to have produced “status quo” results in terms of the overall balance of power in Washington. Currently, Congress and the Administration are eagerly...
View ArticleState 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 Barack Obama was re-elected...
View ArticleExperts from the 2013 NAFA IMO SUMMIT
Exclusive Interviews with Industry Leaders to Assist Your Business This Year. The weekend of October 17-19, 2012, NAFA held its annual IMO Summit in Scottsdale, Arizona. This event, which focuses on...
View ArticleMessage from the President
Typically, we use this space to provide the outlook for fixed annuities. However, since this is our membership renewal season, we will take the opportunity to provide a look back at the association’s...
View ArticleMessage from the President
NAFA turns 15 years old this March. We began as the National Association for Indexed Products (NAIP) in 1998. Its original founders were the leading indexed annuity carriers and marketing organizations...
View ArticleClik here to view.
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 – to the ways in which older Americans may be...
View ArticleFederal 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 staff of the House Financial...
View ArticleAvoiding Dangerous Waters: Follow Best Practices When Using Professional...
Excerpts from the NAFA Principles for Use of Professional Designations, a principle paper published by NAFA’s Education Committee in 2013. In recent years, the number of designations that are used by...
View ArticleClik here to view.
The Power of Social Security Optimization Finding $120,000 in 2 Minutes Was...
Right now your clients may be asking you, “When do I withdraw my Social Security benefits?” Or, “How much can I expect to receive monthly?” Maybe it’s, “Should I take early or delay?” Answering their...
View Article