Organizations Filed Purposes:
NAFA is exclusively dedicated to promoting the awareness and understanding of fixed income and deferred annuities through the education of policymakers, journalists, consumers, and the industry.
EDUCATION/PROMOTION - NAFA participates in promoting June as National Annuity Awareness Month by contributing content to AnnuRetirement.com, promotional material in trade publications, solicitation of state Governors for proclamations and holds one of its two annual conferences during June focused on the use of annuities in retirement planning. Monthly webinars are produced to education industry professionals on fixed annuities and fixed indexed annuities. Additionally, whitepapers, toolkits and media responses were developed and were distributed to enhance the understanding of, and compliance with, the use of annuities in retirement portfolios. NAFA works with CapCity Advocates to assist in educating and informing federal regulators, legislators and policymakers about fixed annuities and their role in financial planning increase awareness of NAFA and its mission. NAFA works with other trade associations in activities on both the state and federal level that further our mission and the number of Americans who own a fixed annuity.
CONFERENCES - NAFA held the Annuity Leadership Forum and Annuity Distribution Summit virtually in 2020. Both conferences were designed to educate and inform attendees about fixed annuities and compliance with regulations and legislation governing fixed annuities. The events provided innovative and forward-thinking presentations by thought leaders in the industry and the business community. Both conferences resulted in net revenue gains to the association.
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
| Name | Title | Hours Per Week | Total Salary |
|---|
| Charles Divencenzo Jr | Executive Director | 40 | $190,995 |
| Dave Wolfe | Director | 1 | $0 |
| Eric Taylor | Director | 1 | $0 |
| Matt Tarkenton | Director | 1 | $0 |
| Janet Sipes | Director | 1 | $0 |
| David Schliesman | Director | 1 | $0 |
| Craig Rudesill | Director | 1 | $0 |
| Andrew Payne | Director | 1 | $0 |
| Brad Newcomb | Director | 1 | $0 |
| Tim Minard | Director | 1 | $0 |
| Kevin Mechtley | Director | 1 | $0 |
| Nate Lucius | Director | 1 | $0 |
| Ryan Lex | Director | 1 | $0 |
| Jason Krohnke | Director | 1 | $0 |
| Jason Kestler | Director | 1 | $0 |
| Tad Fifer | Director | 1 | $0 |
| Bruce Donaldson | Director | 1 | $0 |
| Mike Morrone | Treasurer | 2 | $0 |
| Heather Kane | Secretary | 2 | $0 |
| Lauri Beck | Vice Chair | 2 | $0 |
| Jim Maietta | Past Chair | 2 | $0 |
| Christopher S Conroy | Chair | 2 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/202140989349300409_public.xml