NAVA Outlook Newsletters
The NAVA Outlook is published monthly as part of Annuity Market News. It contains articles and information on the latest developments and issues affecting the industry. As part of membership, all NAVA members receive a complimentary hard copy and electronic subscription to Annuity Market News.
To see a full list of newsletters and articles for a specific year, click on the year below, or click on a specific month to see a list of all the articles in that issue. Starting with the Jan/Feb 2002 issue, you can also click on specific articles to get a single PDF of each one.
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| Equity-Indexed Annuities and Variable Annuities—Similarity in Name Only - Page 3 |
| President's Message - Page 4 |
| A Fresh View of the Retiree Market - Page 5 |
| Chairman's Letter - Page 7 |
| Income Annuities: Myths and Realities - Page 2 |
| Chairman's Letter - Page 4 |
| Highlights of the Cerulli Report Retirement Income: Positioning for Success - Page 5 |
| President's Message - Page 7 |
| NAVA’s Public Relations Program Continues to Net Positive Results - Page 3 |
| What Today’s Retirees Can Teach Us About Marketing Retirement Income - Page 4 |
| President's Message - Page 7 |
| NAVA: An Effective Voice for the Annuity Industry - Page 3 |
| Public Relations Committee Update - Page 6 |
| Regulatory Initiatives- Page 8 |
| Operations & Technology Committees Update- Page 10 |
| Members Ratified Since the 2005 Annual Meeting - Page 12 |
| VUL Guarantees--New Designs Merely Scratch the Surface - Cover Page |
| Payout Annuities and the Retirement Income Market - Page 4 |
| Why VUL Can Be the Right Choice for the Right Client - Page 6 |
| Asset Allocation Programs Under the Investment Advisers Act - Cover Page |
| Modern Annuities In An Antiquated Tax Regime - Page 4 |
| Banking On Variable Annunities - Page 6 |
| Top Issues Facing Annuity Insurers - Cover Page |
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Findings of the NAVA Strategy Summit Creating a Straight Through Process - Chart - Page 3 |
| Achieving Real Cost Savings from E-Delivery - Page 4 |
| Things Are Happening in Automated Underwriting - Page 6 |
| The Variable Payout Annuity Market: A Research Update - Cover Page |
| InFRE Joins the National Retirement Planning Coalition - Cover Page |
| Industry Trends The Year in Review - Page 5 |
| Examining the Real Risk in Variable Annuities - Cover Page |
| Treasury Department and IRS Activities Affecting Variable Annuities - Page 4 |
| Valuing the Risk of Variable Annuity Guarantees - Page 6 |
| NAVA...Exploring New Ideas, Pushing Into New Arenas - Cover Page |
| Retirement Readiness - Page 4 |
| Regulatory Initiatives - Page 6 |
| Newly Ratified Members - Page 8 |
| Technology Committee Update - Page 9 |
| NAVA Publications Update - Page 12 |
| Lump Sum or Annuity - That is the Question - Page 15 |
| New Guidance for Partial 1035 Tax-Free Exchanges - Cover Page |
| Guaranteed Living Benefits Spur VA Sales, Grow in Complexity - Page 4 |
| NAVA's 2003-2004 Board of Directors - Page 5 |
| Hedging Variable Annuity Guarantees - Page 6 |
| John D. Marsh Memorial Awards - Page 7 |
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| NAVA's Technology Committee Taking the Lead in Industry Standardization - Cover Page | |
| Annuity Distribution: Is the Revolution Over? - Cover Page | |
| The Year in Review - Page 8 |
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| Marketing Practices: Variable Annuities in Qualified Plans-The Superior Choice - Cover Page | |
| New Gallup Survey Shows Who Owns Non-Qualified Annuities - Page 4 |
| Entering a New Decade…The Best is Yet to Come - Cover Page | |
| Newly Ratified Members - Page 4 | |
| Lifetime Annuity Payout Bill - Page 5 | |
| The Value Of Lifetime Annuitization - Page 6 | |
| NAVA Publications Update - Page 7 | |
| Regulatory Reform Initiatives - Page 8 | |
| Standardization Initiative - Page 10 |
2001 Newsletters
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| Strategies for "Life" in the Financial Services Industry - Cover Page | |
| VAs and the Internet: Let the Dance Begin! - Page 6 | |
| The State of the Annuitization Market - Page 7 | |
| Private Placement Variable Life Insurance: Charting the SEC’s and the CFTC’s Regulatory Waters - Page 10 |
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| Technology Fueling Annuity Distribution Like Never Before - Cover Page | |
| Moving from a Growth Investor to an Income Investor - Page 5 | |
| Welcome to the Real New Millennium! - Page 6 | |
| Privacy Regulation—A Work in Progress - Page 9 |
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| Why Lincoln Restructured Its Distribution - Cover Page | |
| Three Keys to Success in the Retirement Income Market - Cover Page | |
| NASD Takes Action Against Variable Annuity Sellers - Page 7 | |
| New Scrutiny for Fund Substitutions - Page 9 |
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| Suitability—Managing Your Company’s Risks - Cover Page | |
| Annuity Death Benefits as Income in Respect of a Decedent - Page 4 | |
| The New Tax Bill: How Will It Affect Variable Products? - Page 6 | |
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Teamwork—Legal, Marketing, Compliance—Produces Great Results - Page 10 |
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| NAVA...A Decade of Service to the Industry - Cover Page | |
| Regulatory Reform Initiatives - Page 5 | |
| Asset Retention—It's What You Keep That Counts - Page 6 | |
| Asset Retention—It's What You Can't Do That Counts - Page 10 | |
| When Asked to Choose Between the Customer and Company Procedure, What Do You Choose? - Page 13 | |
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Why Traditional Strategies for Accumulation May Not Work for Retirement Income - Page 16 | |
| Variable Product Illustrations—Mysteries Revealed - Page 18 | |
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The Growing Market for Single Premium Immediate Variable Annuities - Page 22 | |
| Eight Compelling Reasons to Outsource Immediate Variable Annuity Administration - Page 24 |
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| Throw Out the Dartboard—Does Portfolio Optimization Produce Better Risk-Adjusted Performance? - Cover Page | |
| The State of the IVA Market: An Update - Page 4 | |
| Much Needed Relief From Section 26(c) - Page 6 | |
| Sector Investing: A Testament to the Art of Specialization - Page 8 | |
| Unbundled Annuities...The Devil is in the Details - Page 10 | |
| John D. Marsh Memorial Awards - Page 11 | |
| Underlying Fund Advisers Put on Alert: Fund Adviser Sanctioned for Failure to Supervise Sub-Adviser’s Portfolio Manager - Page 12 | |
| The Road to CRM - Page 14 | |
| NAVA’s 2001-2002 Board of Directors - Page 15 |
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| Taking Control of Your Business Through Conservation - Cover Page | |
| Variable Products—Service Challenges & Solutions - Page 4 |
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| Using Technology to Close the Sales/Marketing Loop - Cover Page | |
| MetLife Employee Wins Trip to Australia - Cover Page | |
| Variable Annuity Sales - Page 4 | |
| SEC Clarifies Suitability - Page 6 |
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| A New Frontier: Financial Privacy Regulation - Cover Page | |
| Financial Services Modernization - Page 4 | |
| Unbundling Variable Annuity Contracts - Page 6 | |
| NAVA’s Regulatory Initiatives - Page 7 |
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| Variable Life Sales Continue to Climb - Cover Page | |
| The Technology of Tomorrow is Here Today - Page 2 | |
| Annuities, Taxes, and the 106th Congress - Page 4 | |
| Insurance Regulatory Reform: What Form Will It Take? - Page 6 |
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| Variable Annuities—Retire On Your Terms - Cover Page | |
| Taking A Long-Term View: The Road to Dow 100,000 - Cover Page | |
| NAVA’s Regulatory Reform Initiatives - Page 5 | |
| Compensating and Retaining Service Representatives - Page 10 |
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| California Becomes First State to Implement Legislation Regulating Guaranteed Living Benefits - Cover Page | |
| Life Insurance Policy Owner Bill of Rights - Cover Page | |
| E-Sign: Electronic Parity—Opportunities and Challenges for Financial Services Enterprises - Page 8 | |
| IMSA Members Approach Three Year Assessment - Page 10 |