In the second part of this interview, conducted at NAFA’s recent IMO Summit in Aspen, Co. (see part one here), NAFA President and CEO Kim O’Brien continues her discussion about the future of annuity regulation, the important issues NAFA is currently tracking, and what it all means to those who work in the insurance industry.
She weighs in on the SEC’s request to create a uniform fiduciary standard for broker/dealers; the future of fixed indexed annuities and qualified longevity annuity contracts (QLACs); Senator Orin Hatch’s Secure Annuities for Employee (SAFE) Retirement Act of 2013; and the role annuities could play in solving America’s underfunded pension crisis.
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- Summary and timeline of the Glenn Neasham case
- Opportunities to sell annuities to qualified plans: The QLACS are coming
- Glenn Neasham is the winner — and still lost
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