The corporation is dedicated to advancing the causes of independent distribution through insurance-licensed professionals in all appropriate and lawful ways and giving members opportunities for education, advancement, and improvement in all aspects of their independent agent and agency businesses.
Learn how to align yourself with a professional RIA in your area so you can not leave any money on the table when you are working with a client. Too many times do agents only capture a portion of a clients portfolio and not the entire account leaving the door open for a competitor to enter the picture.
The National Association for Fixed Annuities, or NAFA, is a national trade association exclusively dedicated to promoting the awareness and understanding of fixed annuities. NAFA is the only association whose sole purpose is to advocate for fixed annuities and educate the public, as well as regulators and legislators, about the benefits fixed annuities have for those in or planning for retirement.
A Registered Social Security Analyst® (RSSA®) will provide you with a unique Social Security plan, to help you decide on the optimal claiming decisions. Using the RSSA Roadmap® Optimization Software, an RSSA® will help you maximize your Social Security claiming strategy to increase your lifetime benefits.
It’s no longer enough to just say you are a fiduciary – now you must prove it! In fact, if you are not willing to do everything it takes to be a fiduciary, or worse if you’re not 100% sure of exactly what being a true fiduciary entails, we recommend you do not claim to be a fiduciary at all. These days, carelessly claiming to be a fiduciary without proper knowledge, education, and a proven best-interest standard of practice could result in costly litigation. The problem with saying that you are not a fiduciary, however, is that your clients and certain regulators are still demanding it.
Founded in 1890, the National Association of Insurance and Financial Advisors is the leading association for financial service professionals in the United States of America. NAIFA members, in every Congressional district and every state house, subscribe to a strong Code of Ethics and represent a full spectrum of practice specialties to promote financial security for all Americans. Complimented by its professional development and consumer communities, the Society of Financial Service Professionals and Life Happens, the association delivers value through advocacy, service, and education.