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Nava Outlook

NAVA Bids Farewell to Mark Mackey: Colleagues and Board Members Share Their Best Wishes

October 2008 - As its first full-time president and CEO, Mackey guided NAVA from a small start-up to a significant force in the variable annuity and retirement income industries.

On the Road to STP: October 2008

October 2008 - Electronic signing of electronic documents produces a truly 'paper-free' STP process, which will reduce errors, compress process time, and assure a transparent, expeditious, and error-free outcome.

NAVA Chairman Clifford Jack Offers a Special Welcome to New President

October 2008 - For more than 10 years, Cathy Weatherford provided exemplary leadership for the National Association of Insurance Commissioners (NAIC).

NAVA Welcomes Catherine J. Weatherford as New President: Former CEO of National Association of Insurance Commissioners (NAIC)

October 2008 - After a successful 12-year tenure as EVP and CEO of NAIC, and with long experience in insurance regulation, government, and public policy, Weatherford is poised to move NAVA forward.

On the Road to STP

September 2008 - Developed by IBM and NAVA, the STP Reference Model provides a framework for implementing the NAVA STP Standards by annuity distributors and insurance carriers.

Guaranteed Income Riders in DC Plans

September 2008 - Insurance company record keepers have begun to provide guaranteed income riders as a new investment choice on their group annuity 401k platforms.

Debt vs. Retirement Savings: A Losing Battle for Many

September 2008 - Consumers don't necessarily classify outstanding balances on credit cards, overdue utility bills, and 'payday loans' from friends or family members, as 'debt.'

On the Road to STP August 2008

August 2008 - Obtaining acceptance from state insurance regulators is a key objective of NAVA's Straight-through Processing (STP) Standards initiative.

U.S. Colleges and Universities Provide Retirement Industry Research

August 2008 - Colleges and universities throughout the United States are now dedicating much sought after grant money to individual and department research on retirement topics.

The Inherited (Stretch) IRA and The Inherited (Stretch) Annuity

August 2008 - U.S. retirement assets reached $16.4 trillion in 2006, and part of that money will be 'in motion' as individuals leave current employers and retire.

Nationwide Financial's Approach to Building a Higher Performance Culture

July 2008 - Zealous Intent - The concept of 'Zealous Intent' is demonstrated by Nationwide Financial's implementation of a consistent sales process in 2006.

On the Road to STP - July 2008

July 2008 -

Myths and Realities About Retirement Preparedness

July 2008 -

Replicating the Industry's Best Performers

July 2008 - NAVA is pleased to present the third in a series of articles by NAVA member Tom Rieman, on helping wholesalers and the advisors they serve employ the practices the marketplace is actively seeking.

Attention NAVA Members: Requesting Articles for our Newsletter

June 2008 - The NAVA Editorial Advisory Board is currently seeking article submissions for upcoming issues of Outlook, NAVA's monthly newsletter. Published monthly as a component of Retirement Income Reporter, Outlook keeps professionals in the annuity industry informed about important issues affecting their business. NAVA will consider all articles between 500 and 2,500 words, related to member interests. Articles on the following topics are encouraged: regulatory, annuity industry trends, retirement marketplace, investment management, operations, marketing & sales, product trends, variable life, research, and technology. NAVA will not consider article submissions containing 'sales pitches' about an individual, a company, or products. Articles that have already been published in other newsletters, magazines, or journals are welcome.