Financial / Insurance Resource Links

October 2, 2017

Advantage Group Associates 

Advantage Group is the foremost authority in the indexed life and indexed annuity 

markets. This market research firm specializes in competitive intelligence, product 

development, marketing and sales of indexed insurance products. 



An industry one-stop shop for integrated marketing solutions. The combination of their 

database and robust media tools offers market penetration available in the insurance 

and financial services industry. 


A.M. Best 

A.M. Best Company is a full-service credit rating organization dedicated to serving the 

financial services industries, including the banking and insurance sectors. 


American Bankers Association (ABA) 

The American Bankers Association brings together banks of all sizes and charters into 

one association. ABA works to enhance the competitiveness of the nation's banking 

industry and strengthen America’s economy and communities. 



AnnuitySpecs is a one-stop shop for all Indexed Annuity needs. They provide the 

product tools to understand Indexed Annuities inside-and-out. 


Association for Advanced Life Underwriter 

AALU is a national association of nearly 2,000 advanced life insurance planners who are 

committed to preserving insurance through political involvement. The mission of AALU is 

to promote, preserve and protect advanced life insurance planning for the benefit of 

members, their clients, the industry and the general public. 


Association for Insured Retirement Solutions (NAVA) 

NAVA addresses the need and importance of retirement income preparation and 

management for retirement-focused Americans, and within this mission, NAVA focuses 

on annuity and variable life products to fulfill important objectives of retirement income 




Bankrate is one of the Web's leading aggregator of financial rate information. Bankrate 

continually surveys approximately 4,800 financial institutions in all 50 states in order to 

provide clear, objective, and unbiased rates to consumers. 


Benefits Selling Magazine 

An authority for brokers and agents selling core, voluntary and retirement products. Their 

goal is to provide practical sale-focused information for benefits brokers and agents to 

boost their business, to act as a resource for their clients, and help shape the entire 



Boomer Market Advisor 

This publication delivers real-world case studies and sales and marketing strategies 

advisors need to succeed with the demands of their boomer clients. 


Bond Market Association 

Advocate for the bond market; excellent research on trends in fixed income. 



This national insurance magazine is focused and edited to specifically address the 

brokerage marketplace and the unique informational needs of independent life and 

health producers who select the products best suited to their clients' needs from a 

variety of companies and marketers. 


Chartered Property Casualty Underwriters (CPCU) 

The CPCU Society is a community of credentialed property and casualty insurance 

professionals who promote excellence through ethical behavior and continuing 



Charter Financial Analyst Institute (CFA) 

CFA offers programs leading to the Chartered Financial Analyst (CFA) designation 

which is increasingly important in becoming established as an equities analyst 


Financial Executives Institute (FEI) 

Organization of senior financial executives from U.S. and Canadian corporations. Site 

provides information on association conferences, technical issues, publications, career 

services, and legislative and regulatory issues. 


Financial Industry Regulatory Authority (FINRA) 

Non-governmental regulator for securities firms doing business in the U.S. Created 

through the consolidation of NASD and the member regulation, enforcement and 

arbitration functions of the New York Stock Exchange. 


Financial Planning Association (FPA) 

FPA has 100 chapters throughout the country representing more than 28,500 members 

involved in all facets of providing financial planning services. Working in alliance with 

academic leaders, legislative and regulatory bodies, financial services firms and 

consumer interest organizations, FPA fosters the value of financial planning and 

advances the financial planning profession. 


Fitch Ratings 

Fitch Ratings is a leading global rating agency committed to providing the world's credit 

markets with independent, timely and prospective credit opinions. 


GAMA International 

GAMA is dedicated to supporting the professional development of field leaders in the 

insurance and financial services industry. 


Gen Re 

Gen Re offers customized reinsurance programs that help you achieve your life/health risk management objectives. 



As a premier internet provider of insurance industry information, InsuranceNewsNet 

helps keep professionals current on critical, need-to-know industry news. With more than 

20,000 pages of content from more than 12,000 sources, INN offers essential valueadded 

expertise in organizing, analyzing and filtering insurance news from worldwide 

sources to help industry professionals make better and more informed decisions. 


Inter-Company Marketing Group (ICMG) 

Members are marketing and business development decision-makers with insurance 

carriers, distributors, third party administrators, and other related companies. 


Investment Company Institute (ICI) 

National organization representing U.S. investment companies, including mutual funds, 

closed-end funds, and unit investment funds. 


Investment Counsel Association of America (ICAA) 

Membership includes investment advisor firms that work with a wide range of 

institutional and individual clients. ICAA promotes and represents the profession before 

legislative and regulatory bodies. 


LifeHealthPRO is the online destination for life & health insurance advisors, designed to provide them with the essential elements they need to run their practice and increase their bottom line. 



Over 850 financial services companies in more than 70 countries around the world turn 

to LIMRA to help them build their businesses and improve their performance. Services 

include industry experience, along with resources in Research, Consulting, Assessment, 

Development, and Compliance and Regulatory Services. 



LOMA is an international association through which more than 1,200 insurance and 

financial services companies from over 80 countries engage in research and educational 

activities to improve company operations. 


Million Dollar Round Table (MDRT) 

MDRT, the premier association of financial professionals, is an international, 

independent association representing less than 1 percent, of the world's most successful 

life insurance and financial services professionals from 476 companies in 76 nations and 




Moody's Investors Service is among the world's most respected and widely utilized 

sources for credit ratings, research and risk analysis. 


Municipal Securities Rulemaking Board 

This board makes the rules regulating dealers who deal in municipal bonds, municipal 

notes, and other municipal securities 


National Association of Active Investment Managers (NAAIM) 

NAAIM is a non-profit association of registered investment advisors who provide active 

money management services to their clients, in order to produce favorable risk-adjusted 

returns as an alternative to more passive, buy and hold strategies. NAAIM’s purpose is 

to promote the common interests of those investment advisors who provide active 

investment management services to clients. 


National Association for Critical Illness Insurance (NACII) 

NACII was established to provide a forum for discussion on Critical Illness Insurance; to 

become a distribution source for information and education on Critical Illness Insurance; 

and, to serve as a distribution channel for establishing and promoting Critical Illness 

Insurance industry policy, industry education and industry position. 


National Association of Estates Planners & Councils (NAEPC) 

NAEPC is a national organization of professional estate planners and affiliated Estate 

Planning Councils focused on establishing and monitoring the highest professional and 

educational standards. 


National Association for Fixed Annuities (NAFA) 

NAFA was created to provide training, education and foster better understanding of fixed 

annuities including declared-rate, index and payout. It is the only independent, non-profit 

organization dedicated exclusively to the education and promotion of these unique 



National Association of Health Underwriters (NAHU) 

NAHU represents licensed health insurance agents, brokers, consultants and benefit 

professionals through more than 200 chapters across America. NAHU offers its 

members a multitude of educational opportunities and business-development tools. 


National Association of Insurance Commissioners (NAIC) 

Organization of insurance regulators from all states and dependent areas, providing a 

forum for the development of uniform policy when uniformity is appropriate. 


National Association of Insurance and Financial Advisors (NAIFA) 

NAIFA is comprised of associations representing the business interests of members 

nationwide. NAIFA's mission is to advocate for a positive legislative and regulatory 

environment, enhance business and professional skills, and promote the ethical conduct 

of its members. 


National Association of Independent Life Brokerage Agencies (NAILBA) 

NAILBA is a nonprofit trade association, representing 100,000 producers who deliver 

more than one billion dollars in first year life insurance premiums annually. 


National Association of Securities Dealers (NASD) 

Largest U.S. securities industry self-regulating body; represents stock brokerage firms 

dealing in over-the-counter and other markets. Aims to standardize practices, establish 

and enforce high standards in securities trading, and consult with the government and 



National Ethics Bureau 

The National Ethics Bureau is a membership organization of background-checked 

financial professionals. 


National Futures Association 

Self-regulatory organization that works in conjunction with the U.S. government 

oversight to legislate the futures trading industry 


National Underwriter Company 

NUCO publishes a broad array of print, e-media and software products for the insurance 

and financial services industries. Its key publications include the two weekly magazines, 

National Underwriter, Property & Casualty and National Underwriter, Life & Health. 


New York Society of Security Analysts 

Site contains good career information, including tips for successful interviews. 


New York Stock Exchange (NYSE) 

Not-for-profit corporation that oversees a self-regulated marketplace for the trading of 

financial instruments. Releases monthly statistics on trading volume and member 

income statements. 


North American Securities Administrators Association (NASAA) 

NASAA is the voice of the state securities agencies responsible for efficient capital 

formation and grass-roots investor protection. Site includes sections on blue-sky 

guidelines and investor education, and lists securities regulators by location. 


Professional Insurance Marketing Association (PIMA) 

PIMA is the forum for leaders in the insurance direct marketing industry to craft strategic 

relationships, develop business opportunities and perfect their expertise. 


Safe Money Places 

This website describes and compares various safe money places. It is designed to give 

consumers the facts, or at least what they think are the facts. It also provides the links to 

sources backing up data used. Although opinions are given, the site tries to separate 

opinion from fact. 


Securities and Exchange Commission (SEC) 

Federal agency to protect the investing public against malpractice in the securities 

industry. Supervises all national securities exchanges, broker-dealers, and investment 



Securities Industry Association (SIA) 

The major lobbying organization for the U.S. securities firms. 

Securities Industry and Financial Markets Association (SIFMA) 

SIFMA is a trade association for securities firms. Site includes a list of members with 

links to their home pages, articles, and issue briefs. 



SIFMA brings together the shared interests of hundreds of securities firms, banks and asset managers. 


Society of Actuaries (SOA) 

The SOA is an educational, research and professional organization dedicated to serving 

the public and Society members. The Society's vision is for actuaries to be recognized 

as the leading professionals in the modeling and management of financial risk and 

contingent events. 


Society of Insurance Research (SIR) 

SIR was founded in 1970 to provide a forum for the free exchange of ideas in all areas of 

insurance research. It has expanded to marketing and planning, as well as research. 


Standard and Poor's 

Standard & Poor's is a leading provider of financial market intelligence. The world's 

foremost source of credit ratings, indices, investment research, risk evaluation and data, 

Standard & Poor's provides financial decision-makers with intelligence to feel confident 

about their decisions. 


U.S. Commodity Futures Trading Commission 

Oversees and regulates the commodity futures industry. 


Windstorm Insurance Network, Inc. (WIND) 

The only professional organization exclusively dedicated to enlightening its members on 

issues of significance to the insurance industry and related professional fields, arising 

from windstorms and wind related natural disasters. 


Wink, Inc. 

Wink strives to provide the best competitive intelligence to the life insurance and annuity industries. 


Women in Insurance and Financial Services (WIFS) 

WIFS’ vision is to provide a strong network of women helping each other develop the 

success that lies within each of them. WIFS works toward the mission by supporting, 

encouraging, and advancing the success of women in the insurance and financial 

services industry. 


CEM cannot be held responsible in any way for the listing of any of these organizations. 

CEM provides this only as a resource and validity of all information should be obtained 

by the hosting organization. 

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