Wessel will be responsible for overseeing the association’s finances and building operations.
The National Association of Insurance and Financial Advisors (NAIFA), the nation’s largest financial services membership organization, mourns the loss of a respected leader in the insurance and financial services industry, Raymond H. “Mickey” Moran, CLU, ChFC.
The award is the highest honor that can be bestowed upon an individual in the life insurance and financial planning industry.
The National Association of Insurance and Financial Advisors (NAIFA) is disappointed by the action taken by the Securities and Exchange Commission (SEC) earlier today to Adopt Rule 151A, reclassifying certain indexed annuities as securities.
In June, 2008 the SEC issued a new proposed rule (SEC Release No. 33-8933, File No. S7-14-08) that would classify certain indexed annuities as securities. The proposal would accomplish this by creating a new Rule 151A that would change the treatment of indexed annuities under the insurance products exemption found in Section 3(a)(8) of the Securities Act of 1933.
Home / About Us / NAIFA News / New PIB: Top Ten Retirement Planning Mistakes
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Thursday August 28 2008
Learn how to avoid distribution planning traps and create liqudity that allows these clients to maintain tax deferral for the long term.
