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Financial Planning Month-October

October is Financial Planning Month

2 min read

The Rise of the Variable Annuity

By Tom Hegna on 6/22/21 11:22 AM

June is one of my favorite months of the year, and not just because summer weather is perfect for golfing. It’s also Annuity Awareness Month! Much of my work is dedicated to spreading the word about how annuities are a key part of an optimal retirement plan. I’ve been happy to see that annuities have been growing in popularity over the last few years. According to LIMRA, in 2020 alone, annuity sales totaled over $219 billion, with variable annuities being the most popular choice. I’m a fan of variable annuities myself, so I thought I’d take some time to look at some reasons why they’re such big sellers.

Topics: Annuities Annuity Awareness Month
2 min read

NAIFA Partners with NAFA to Support Annuity Awareness Month

By Suzanne Carawan on 6/3/21 11:49 AM

The National Association for Fixed Annuities (NAFA) is the exclusive trade association solely dedicated to fixed annuities. NAFA has brought together industry leaders to spread awareness via the Coalitions for Annuity Awareness in celebration of Annuity Awareness Month. The Coalition is comprised of industry associations that serve consumers by educating them about annuity products. NAIFA recognizes the importance of NAFA’s mission to spread awareness on annuities, making the partnership between our two organizations a natural fit. NAIFA, like NAFA, understands the role annuities play in today’s market. The significance these products have on Americans in an environment that has enabled people to live healthier, longer lives are invaluable. NAFA has worked tirelessly for more than a decade to have the month of June be well-recognized and respected as an Annuity Awareness month, a vision that is now materialized via the Coalition of Annuity Awareness.

Topics: Annuities Press Release Annuity Awareness Month
1 min read

B-Ds That Have Approved NAIFA’s LACP Are Among the Best in the Business

By NAIFA on 6/22/20 4:28 PM

Broker-dealers that have approved NAIFA’s Life and Annuities Certified Professional (LACP) certification for use by their representatives rank among the top B-D firms in the country. Mass Mutual’s MML Investors Services, Cambridge Investment Research, Royal Alliance Associates, SagePoint Financial, Woodbury Financial Services, FSC Securities, and Principal Securities are all among the leaders in Financial Advisor magazine’s B-D ranking and Think Advisor’s Broker-Dealer Reference Guide. Combined, the firms have more than 20,000 producing representatives eligible to apply for LACP certification.

Topics: Certifications & Designations Annuities LACP
2 min read

Engaging Prospects During Annuity Awareness Month

By NAIFA on 6/17/20 10:00 AM

June is Annuity Awareness Month, a campaign designed to educate  consumers about annuities and the role they play in a sound financial plan. This is an excellent time to start the conversation with clients and prospects and explain how annuities can help them reach their retirement goals.

Topics: Annuities
2 min read

June is Annuity Awareness Month!

By NAIFA on 6/7/20 6:08 PM

June is Annuity Awareness Month, a campaign designed to educate  consumers about annuities and the role they play in a sound financial plan. This is an excellent time to start the conversation with clients and prospects and explain how annuities can help them reach their retirement goals.

Topics: Annuities
1 min read

Knowledge of Annuities Boosts Ownership

By NAIFA on 11/4/14 1:58 PM

A new LIMRA Secure Retirement Institute study found that the more knowledge someone has about annuities, the more likely he or she is to have a positive attitude about them and eventually own one.

Topics: Annuities Grow Your Business consumers LIMRA
2 min read

Total Annuity Sales Improve in Second Quarter 2014

By NAIFA on 9/23/14 11:30 AM

Total U.S. annuity sales reached $61.4 billion in the second quarter of this year, improving eight percent from prior year, according to LIMRA Secure Retirement Institute. In the first six months of 2014, total U.S. annuity sales increased 10 percent, compared with sales in 2013.

Topics: Annuities Grow Your Business industry news LIMRA

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