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FINANCIAL SERVICES INDUSTRY ORGANIZATIONS

Annuity Rates Increasing March 1, 2022

Financial Services Industry Organizations Directory

5148 East University Avenue
Pleasant Hill Iowa 50327
United States
Phone: 855-275-9465
Description: A third-party market research firm that tracks indexed annuity and indexed life products, carriers and sales. – NID:1319

AMERICAN BANKERS ASSOCIATION

1120 Connecticut Avenue NW
Washington D.C. 20036
United States
Phone: 800-BANKERS
Web: http://www.aba.com
Description: Represents banks of all sizes on issues of national importance for financial institutions and their customers. Brings together all categories of banking institutions, including community, regional and money center banks and holding companies, as well as savings associations, trust companies and savings banks. – NID:930

AMERICAN BANKERS INSURANCE ASSOCIATION

1120 Connecticut Avenue, NW
Washington D.C. 20036
United States
Phone: 202-663-5172
Web: http://www.aba.com
Description: A separately chartered affiliate of the American Bankers Association. A full service association for bank insurance interests dedicated to furthering the policy and business objectives of banks in insurance. – NID:931

AMERICAN FINANCIAL SERVICES ASSOCIATION

919 18th St., NW, Suite 300
Washington D.C. 20006
United States
Phone: 202-296-5544
Web: https://www.afsaonline.org/
Description: The national trade association for market funded providers of financial services to consumers and small businesses. – NID:933

ASSOCIATION OF FINANCIAL GUARANTY INSURERS

Mackin & Casey LLC,139 Lancaster Street
Albany New York 12210
United States
Phone: 518-449-4698
Web: http://www.afgi.org
Description: Trade association of the insurers and reinsurers of municipal bonds and asset-backed securities. – NID:952

BANK ADMINISTRATION INSTITUTE

115 S. LaSalle Street, Suite 3300
Chicago Illinois 60603-3801
United States
Phone: 800-224-9889
Web: http://www.bai.org
Description: A professional organization devoted exclusively to improving the performance of financial services companies through strategic research and information, education and training. – NID:958

BANK FOR INTERNATIONAL SETTLEMENTS

Centralbahnplatz 2, 4051
Basel Switzerland
CH
Phone: 41-61-280-8080
Web: http://www.bis.org
Description: An international organization which fosters cooperation among central banks and other agencies in pursuit of monetary and financial stability. – NID:1451
BANK INSURANCE & SECURITIES ASSOCIATION
2025 M Street, NW, Suite 800
Washington D.C. 20036
United States
Phone: 202-367-1111
Web: http://www.bisanet.org
Description: Fosters the full integration of securities and insurance businesses with depository institutions’ traditional banking businesses. Participants include executives from the securities, insurance, investment advisory, trust, private banking, retail, capital markets and commercial divisions of depository institutions. – NID:960
BANK INSURANCE MARKET RESEARCH GROUP
154 East Boston Post Road
Mamaroneck New York 10543
United States
Phone: 914-381-7475
Web: http://www.singerpubs.com
Description: Provides market research and investment sales data to the bank and insurance industries based on surveys of depository and insurance entities augmented by analysis of government data. – NID:961
BANK POLICY INSTITUTE
600 13th Street NW, Suite 400
Washington D.C. 20005
United States
Phone: 202-289-4322
Web: https://bpi.com/
Description: A forum for U.S. financial industry leaders working together to determine and influence the most critical public policy concerns related to the integration of the financial services. – NID:1279
BISRA – BANK INSURANCE & SECURITIES RESEARCH ASSOCIATES
300 Day Hill Road
Windsor Connecticut 06095-4761
United States
Phone: 860-298-3935
Description: Consultant focusing on the financial services marketplace. Conducts studies of sales penetration, profitability, compensation and compliance. (formerly Kehrer-LIMRA). – NID:1088
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
1425 K Street NW, Suite 800
Washington D.C. 20005
United States
Phone: 202-379-2200
Web: http://www.cfp.net
Description: Group whose mission is to create awareness of the importance of financial planning and the value of the financial planning process and to help underserved populations have access to competent and ethical financial planning. – NID:967
COLLEGE SAVINGS PLANS NETWORK
1201 Pennsylvania Avenue, NW, Suite 800
Washington D.C. 20004
United States
Phone: 800-987-4859
Web: http://www.collegesavings.org
Description: The College Savings Plans Network is an affiliate to the National Association of State Treasurers. It is intended to make higher education more attainable. The Network serves as a clearinghouse for information on existing college savings programs. – NID:970
COMMODITY FUTURES TRADING COMMISSION
Three Lafayette Centre, 1155 21st Street NW
Washington D.C. 20581
United States
Phone: 202-418-5000
Web: http://www.cftc.gov
Description: Independent agency created by Congress to protect market participants against manipulation, abusive trade practices and fraud. – NID:974
CONFERENCE OF STATE BANK SUPERVISORS
1129 20th Street, N.W., 9th Floor
Washington D.C. 20036
United States
Phone: 202-296-2840
Web: http://www.csbs.org
Description: National organization that advocates on behalf of the nation’s state banking system. – NID:975
CONSUMER BANKERS ASSOCIATION
1225 Eye St., NW, Suite 550
Washington D.C. 20005
United States
Phone: 202-552-6378
Web: http://www.consumerbankers.com/
Description: This group represents retail banking issues in the nation’s capital. – NID:978
DMA – DATA & MARKETING ASSOCIATION
225 Reinekers Lane, Suite 325
Alexandria Virginia 22314
United States
Phone: 212-768-7277
Web: https://thedma.org
Description: Integrates the data & marketing oncept with mainstream insurance and financial services marketing to create a strategic business synergism, a division of the ANA (Association of National Advertisers). – NID:985
EASTBRIDGE CONSULTING GROUP, INC.
50 Avon Meadow Lane #101
Avon Connecticut 06001
United States
Phone: 860-676-9633
Web: http://www.eastbridge.com
Description: Provides consulting, marketing, training and research services to financial services firms, including those involved in worksite marketing and the distribution of individual and employee benefits products. – NID:986
EMPLOYEE BENEFIT RESEARCH INSTITUTE
1100 13th Street NW, Suite 878
Washington D.C. 20005-4051
United States
Phone: 202-659-0670
Web: http://www.ebri.org
Description: The Institute’s mission is to advance the public’s, the media’s and policymakers’ knowledge and understanding of employee benefits and their importance to the U.S. economy. – NID:987
FEDERAL DEPOSIT INSURANCE CORPORATION (FDIC)
550 17th Street NW
Washington D.C. 20429-9990
United States
Phone: 877-275-3342
Web: http://www.fdic.gov
Description: The FDIC’s mission is to maintain the stability of and public confidence in the nation’s financial system. The FDIC has insured deposits and promoted safe and sound banking practices since 1933. – NID:990
FEDERAL FINANCIAL INSTITUTIONS EXAMINATION COUNCIL
3501 Fairfax Drive
Arlington Virginia 22201-2305
United States
Phone: 703-516-5588
Web: http://www.ffiec.gov
Description: A formal interagency body empowered to prescribe uniform principles, standards, and report forms for the federal examination of financial institutions by the Board of Governors of the Federal Reserve System. – NID:991
FEDERAL RESERVE
20th Street and Constitution Avenue NW
Washington D.C. 20551
United States
Phone: 202-452-3000
Web: http://www.federalreserve.gov
Description: Central bank of the United States was founded by Congress in 1913 to provide the nation with a safer, more flexible and more stable monetary and financial system. – NID:993
FINANCIAL INDUSTRY REGULATORY AUTHORITY (FINRA)
1735 K St., NW
Washington D.C. 20006
United States
Phone: 301-590-6500
Web: http://www.finra.org
Description: Largest non-governmental regulator for all securities firms doing business in the United States. Created in July 2007 through the consolidation of NASD and the member regulation, enforcement and arbitration functions of the New York Stock Exchange. – NID:994
FINANCIAL SERVICES FORUM
601 13th Street NW, Suite 750 South
Washington D.C. 20005
United States
Phone: 202-457-8765
Web: https://www.fsforum.com/
Description: An organization of chief executive officers of major U.S. financial services firms dedicated to the execution and coordination of activities designed to promote the development of an open and competitive financial services industry. – NID:997
FUTURES INDUSTRY ASSOCIATION
2001 Pennsylvania Avenue NW, Suite 600
Washington D.C. 20006
United States
Phone: 202-466-5460
Web: https://fia.org/
Description: Association representative of all organizations that have an interest in the futures market. – NID:1004
GLOBAL ASSOCIATION OF RISK PROFESSIONALS
111 Town Square Place, 14th Floor
Jersey City New Jersey 07310
United States
Phone: 201-719-7210
Web: https://www.garp.org
Description: International group whose aim is to encourage and enhance communications between risk professionals, practitioners and regulators worldwide. – NID:1007
INSURED RETIREMENT INSTITUTE
1100 Vermont Avenue, NW, 10th Floor
Washington D.C. 20005
United States
Phone: 202-469-3000
Web: http://www.irionline.org
Description: Source of knowledge pertaining to annuities, insured retirement products and retirement planning; provides educational and informational resources. Formerly the National Association for Variable Annuities (NAVA). – NID:1067
INTERNATIONAL FINANCIAL RISK INSTITUTE
C/O FIDUCIAIRE AMEDIA SA, 2, cours de Rive
1204 Geneva Switzerland
CH
Web: http://ifci.ch/
Description: Nonprofit foundation created with the objective of promoting global understanding of commodity trading as well as financial futures and options. – NID:1320
INTERNATIONAL SWAPS AND DERIVATIVES ASSOCIATION
10 E. 53rd Street, 9th Floor
New York New York 10022
United States
Phone: 212-901-6000
Web: http://www.isda.org
Description: The association’s primary purpose is to encourage the prudent and efficient development of the privately negotiated derivatives business. – NID:1080
INVESTMENT COMPANY INSTITUTE
1401 H Street NW
Washington D.C. 20005
United States
Phone: 202-326-5800
Web: http://www.ici.org
Description: The national association of the American investment company industry. – NID:1082
INVESTMENTS & WEALTH INSTITUTE
5619 DTC Parkway, Suite 500
Greenwood Village Colorado 80111
United States
Phone: 303-770-3377
Web: http://www.riia-usa.org
Description: Financial services industry association focusing on the financial and public policy issues related to the income needs of retirees. Members include insurance companies, banks, securities firms and others. – NID:1238
MICHAEL WHITE ASSOCIATES
823 King of Prussia Road
Radnor Pennsylvania 19087
United States
Phone: 610-254-0440
Web: http://www.bankinsurance.com
Description: Consulting firm that helps clients plan, develop and implement bank insurance sales programs. Conducts research on and benchmarks performance of bank insurance and investment fee income activities. – NID:1107
MONEY MANAGEMENT INSTITUTE
1177 Avenue of the Americas, 7th Floor
New York New York 10036
United States
Phone: 646-868-8500
Web: http://www.mminst.org/
Description: National organization for the managed account solutions industry, represents portfolio manager firms and sponsors. – NID:1321
MORNINGSTAR ANNUITY RESEARCH CENTER
22 West Washington Street
Chicago Illinois 60602
United States
Phone: 312-696-6000
Web: https://www.morningstar.com/company
Description: Software technology and research data firm that helps annuity manufacturers, distributors, and financial advisors implement new technology and business practices in the sale and servicing of annuities. – NID:1299
MORTGAGE BANKERS ASSOCIATION OF AMERICA
1919 M Street NW, 5th Floor
Washington D.C. 20036
United States
Phone: 202-557-2700
Web: https://www.mba.org/
Description: Represents the real estate finance industry. – NID:1119
MUSEUM OF AMERICAN FINANCE
25 Broadway, 5th Floor
New York New York 10004
United States
Phone: 212-908-4110
Web: http://www.moaf.org
Description: An affiliate of the Smithsonian Institution, the museum is the nation’s only independent public museum dedicated to celebrating the spirit of entrepreneurship and the democratic free market tradition. – NID:1121
NATIONAL ASSOCIATION FOR FIXED ANNUITIES
1155 F Street NW, Suite 1050
Washington D.C. 20004
United States
Phone: 414-332-9306
Web: http://nafa.com/
Description: Promotes the growth, acceptance and understanding of annuity and life products; provides educational and informational resources. – NID:1129
NATIONAL ASSOCIATION OF FEDERAL CREDIT UNIONS
3138 10th Street North
Arlington Virginia 22201-2149
United States
Phone: 800-336-4644
Web: http://www.nafcu.org
Description: Trade association that exclusively represents the interests of federal credit unions before the federal government and the public. – NID:1130
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS
2901 Telestar Court
Falls Church Virginia 22042-1205
United States
Phone: 877-866-2432
Web: http://www.naifa.org
Description: Professional association representing health and life insurance agents. – NID:1133
NATIONAL ASSOCIATION OF MORTGAGE BROKERS
601 Pennsylvania Ave. NW, South Building
Washington D.C. 20004
United States
Phone: 202-434-8250
Web: http://www.namb.org
Description: National trade association representing the mortgage broker industry; promotes the industry through programs and services such as education, professional certification and government affairs representation. – NID:1137
NATIONAL ASSOCIATION OF PROFESSIONAL INSURANCE AGENTS
419 North Lee Street
Alexandria Virginia 22314
United States
Phone: 703-836-9340
Web: http://www.pianet.com
Description: Trade association of independent insurance agents. Operations: Lobbying, Education, Communications, Business Building Tools and Insurance Products – NID:1140
NATIONAL CREDIT UNION ADMINISTRATION
1775 Duke Street
Alexandria Virginia 22314-3428
United States
Phone: 703-518-6300
Web: http://www.ncua.gov
Description: An independent agency in the executive branch of the federal government responsible for chartering, insuring, supervising and examining federal credit unions. – NID:1146
NATIONAL FUTURES ASSOCIATION
300 South Riverside Plaza, #1800
Chicago Illinois 60606-6615
United States
Phone: 312-781-1300
Web: http://www.nfa.futures.org
Description: Industrywide self-regulatory organization for the commodity futures industry. – NID:1149
NATIONAL REVERSE MORTGAGE LENDERS ASSOCIATION
1400 16th Street NW, Suite 420
Washington D.C. 20036
United States
Phone: 202-939-1760
Web: http://www.nrmlaonline.org
Description: The group educates consumers about the opportunity to utilize reverse mortgages and trains lenders to be sensitive to the needs of older Americans. – NID:1158
OFFICE OF THE COMPTROLLER OF THE CURRENCY
400 7th St. SW, Suite 3E-218
Washington D.C. 20219
United States
Phone: 202-649-6800
Web: http://www.occ.treas.gov
Description: The primary regulator of all federal and many state-chartered thrift institutions, which include savings banks and savings and loan associations. – NID:1180
OPTIONS INDUSTRY COUNCIL
125 South Franklin Street, Suite 1200
Chicago Illinois 60606
United States
Phone: 888-678-4667
Web: https://www.optionseducation.org/
Description: Nonprofit association created to educate the investing public and brokers about the benefits and risks of exchange-traded options. – NID:1183
PENSION RESEARCH COUNCIL
The Wharton School of the University of Pennsylvania, 3620 Locust Walk, 3000 Steinberg Hall – Dietrich Hall
Philadelphia Pennsylvania 19104-6302
United States
Phone: 215-898-7620
Web: https://pensionresearchcouncil.wharton.upenn.edu/
Description: Organization committed to generating debate on key policy issues affecting pensions and other employee benefits. – NID:1209
S&P GLOBAL MARKET INTELLIGENCE
55 Water Street
New York New York 10041
United States
Phone: 212-438-1000
Web: https://www.spglobal.com/marketintelligence/en/
Description: Research firm that collects, standardizes and disseminates all relevant corporate, financial, market and M&A data as well as news and analytics for the industries it covers: banking, specialized financial services, insurance, real estate and energy. – NID:1247
SECURED FINANCE NETWORK
370 7th Ave., Suite 1801
New York New York 10001
United States
Phone: 212-792-9390
Web: https://www.sfnet.com/
Description: The trade group of the asset-based financial services industry, with members throughout the U.S., Canada and around the world. – NID:973
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION (SIFMA)
120 Broadway, 35th Floor
New York New York 10271-0080
United States
Phone: 212-313-1200
Web: http://www.sifma.org
Description: Association bringing together the shared interests of securities firms to accomplish common goals. – NID:1244
SOCIETY OF FINANCIAL SERVICES PROFESSIONALS
3803 West Chester Pike
Newtown Square Pennsylvania 19073-2334
United States
Phone: 610-526-2500
Web: https://national.societyoffsp.org/
Description: Advances the professionalism of credentialed members with resources to serve their clients’ financial needs. – NID:1251
THE COMMITTEE OF ANNUITY INSURERS
c/o Davis & Harman LLP, 1455 Pennsylvania Avenue, NW Suite 1200
Washington Washington D.C. 20004
United States
Phone: 202-347-2230
Web: http://www.annuity-insurers.org
Description: Group whose goal is to address federal legislative and regulatory issues relevant to the annuity industry and to participate in the development of federal tax and securities policies regarding annuities. – NID:1276
THE FINANCIAL PLANNING ASSOCIATION
1290 Broadway, Suite 1625
Denver Colorado 80203
United States
Phone: 800-322-4237
Web: http://www.plannersearch.org/
Description: Group whose primary aim is to foster the value of financial planning and advance the financial planning profession. – NID:1278
THE HEDGE FUND ASSOCIATION
415 Madison Ave, 14th Floor
New York New York 10017
United States
Phone: 646-762-9668
Web: https://www.hedgefundassoc.org/
Description: An international not-for-profit association of hedge fund managers, service providers and investors formed to unite the hedge fund industry and add to the awareness of the advantages and opportunities in hedge funds. – NID:1281
THE NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS
8700 W. Bryn Mawr Avenue, Suite 700N
Chicago Illinois 60631
United States
Phone: 847-483-5400
Web: http://www.napfa.org
Description: Organization of fee-only financial planning professionals serving individuals and institutions. – NID:1285
U.S. Mortgage Insurers
1101 17th Street NW, Suite 700
Washington D.C. 20036
United States
Phone: 202-280-1820
Web: http://www.usmi.org
Description: Represents the private mortgage insurance industry. MICA provides information on related legislative and regulatory issues, and strives to enhance understanding of the role private mortgage insurance plays in housing Americans. – NID:1120
U.S. SECURITIES AND EXCHANGE COMMISSION
100 F Street NE
Washington D.C. 20549
United States
Phone: 202-942-8088
Web: http://www.sec.gov
Description: Primary mission is to protect investors and maintain the integrity of the securities markets. – NID:1243
Jason Caudill, MBA

Jason Caudill, MBA

Jason is passionate about annuities and the important role they can play inside a retirement portfolio. He's distributed more than $1.5 Billion in annuities over a 17-year career; serving in many roles, including RVP at the largest independent Annuity Brokerage Firm, VP of Marketing at a top Insurance Company, and Regional Director in the Private Client Group at a Fortune 500 Company.

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