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NAFA IMO Summit 2013

Agent Link recently attended the 2013 NAFA IMO Summit in Aspen, Colorado, and we had a wonderful time. Jason Kushner, the Managing Editor of our online publication,, put together a charming piece summarizing the event. For those of you who didn’t have a chance to attend, we encourage you to join us next year!

Despite the mountainous trek up to the St. Regis’ blistery Aspen location, a record number of IMO agents, advisors, carrier representatives and industry vendors showed up for the fifth annual NAFA IMO Summit from October 16 through October 18, 2013. This premier event, held exclusively for IMOs and the independent channel, is meant to address universal needs and concerns within the industry. In addition to a series of expos, committee meetings and general networking sessions, the IMO Summit offered attendees more than eight special presentations on issues relevant to the insurance and annuities industry.

Founded in 1998 and headquartered in Washington D.C., the National Association of Fixed Annuities is exclusively dedicated to promoting the awareness and understanding of fixed income and deferred annuities through the education of policymakers, journalists, consumers and other industry players about the benefits of fixed annuities. NAFA’s membership represents every aspect of the fixed annuity marketplace covering 84 percent of the fixed annuities sold by independent agents, advisors and brokers.

The general buzz at this year’s IMO Summit might have been about attendance, but the presentations were all about furthering education. Content was selected and organized by NAFA members to help their peers prepare for changes in the market and grow their business. Topics included everything from accountability legislation and compliance to risk management and how to tap social media.  

“We have all the products that we need in this room,” said Chair of Government Relations and Vice President of Marketing Chris Conroy, “The future is all about education.”

Presenters included Former Iowa Insurance Commissioner Susan Voss, Certified Identity Theft Risk Management Author Julie Ryan, and President and CEO of Currin Compliance Callie Currin, Esq. amongst others.

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