MEDIA KIT 2014 Contact Matt Pardine at 800-765-0372, Ext. 6405, for details on advertising opportunities. B U I L D I N G Y O U R B R A N D G E N E R A T I N G L E A D S S T A Y I N G A H E A D O F I N D U S T R Y C H A N G E
Your Marketing Dollars Go Further! FISCAL GRAND BARGAINING EXCLUSIVE INTERVIEW WITH David M. Walker Former US Comptroller General, Speaks out on the President s Budget Proposal, Tax Reform, the GAO Report and More.» 18 MORE INSIDE» Fixed Annuities Under Fire» 6 The Story of the Bank Notice» 30 Indexed and Income Products Set Records» 40 Understanding the Downside of Index Interest» 58 May/June 2013 Volume 2 Issue 3 With NAFA Annuity Outlook magazine you are guaranteed to get the most out of your marketing dollars. In addition to reaching the magazine s minimum audience of 30,000 insurance professionals (producers, marketing organizations, financial advisors, carrier staff), your message will also get promoted to the National Association for Fixed Annuities (NAFA) membership of carriers and independent marketing organizations that represent over 114,000 agents and registered representatives. This group is responsible for approximately $50 billion of annuity sales annually. Additionally, a portion of every marketing dollar you invest in the magazine goes directly to NAFA initiatives that support the sales of fixed annuity products, and educating regulators, legislators, consumers, and members of the media about fixed annuities and their benefits. Immediate Recognition The National Association for Fixed Annuities was founded in 1998 and the NAFA brand is immediately recognized by most individuals that will have access to this publication and your advertising. This provides you with a greater opportunity to reach more prospects and to build an almost instant trust with our readers because of your connection to an organization that has been instrumental in such initiatives as the defeat of SEC Rule 151A. Longevity NAFA Annuity Outlook is a bi-monthly publication (published every two months) that is primarily focused on providing news, resources (e.g. sales and training), and regulatory information to insurance professionals and financial advisors within the annuity marketplace. With the magazine being published bi-monthly, your marketing dollars go further than they would in monthly publications because they don t get pushed aside in 30-days or less. Additionally, NAFA Annuity Outlook articles and advertisers will receive additional promotion over 2 MEDIA KIT 2014 Contact Matt Pardine at 800-765-0372, Ext. 6405 for sponsorship opportunities.
the 60-day period between publications. This will keep your branding and promotions top of mind with key audiences and will allow you to maximize your advertising dollars. Reach Your Audience Multiple Times in Multiple Ways The best approach to marketing is to have a consistent message that can be duplicated and presented to your audience in multiple formats. This improves brand recognition, awareness, and response rates. When you advertise in NAFA Annuity Outlook that s exactly what you get. In addition to well designed ads in a magazine with great recognition, you also reach your audience via the following media: NAFA Annuity Outlook Website: The magazine s website not only provides online access to the stories in the magazine but also provides multiple ways for our audience to be interactive with those stories and your brand and advertising. The website also provides you with an opportunity to make your message more interactive. Social Media: Our social media program provides you with additional opportunities to further your message through real time engagement with our readers. Email Editions: Throughout the time period of each edition we will promote various articles via our email editions of the magazine. As a sponsor of the magazine, your advertisements will receive additional exposure and opportunities to generate more leads through these promotions. Email Blast Opportunities: An additional benefit provided to you as an advertiser will be the ability to further the reach of your message through special email blasts that will be offered exclusively to magazine advertisers that will be distributed only to a well qualified list of magazine subscribers. ipad, Android and Kindle Fire Apps: The interactive ipad, Android and Kindle Fire apps allow for readers to read the magazine on their tablet device and to receive new issues of the magazine automatically. This provides you with multiple ways to reach your audience. Ads in the ipad, Android or Kindle Fire edition can be interactive and provide additional content allowing you to get better informed and qualified leads. Our ipad or Android supplemental editions will also provide you with more opportunities to reach your audience. Showcase Your Company in a Special 8-Page Magazine Supplement Sponsors of an 8-page supplement also receive consumer-ready materials to create a compelling call to action that drives agent leads to your company. Supplement sponsorship opportunities are very LIMITED. March/April July/August November/December Full toolbox to Help Promote and Build your Business www.ssoptimization.com Social Security O P T I M I Z A T I O N educate your clients and Prospects Each issue of NAFA Annuity Outlook Magazine contains educational content that will help insurance professionals educate themselves and their clients on various areas of retirement. In this special issue, we cover the concept of Social Security Optimization, a hot topic within our industry. SPonSored By: MEDIA KIT 2014 3
PHOTO CREDIT: SIERRAH PETTY AND ANGELA TUCKER By Dr. Laurence Kotlikoff minutes. Editorial Focus NAFA Annuity Outlook is designed to provide critical information and tools to insurance agents, financial advisors, insurance marketing organizations, carrier staff, and really anyone involved in the insurance industry. While our primary focus concerns the annuity marketplace and regulation, the magazine will have special sections that also provide information concerning other insurance products. Our goal is to also be a resource for the investment and wealth management markets as well. Firm editorial calendars will be developed prior to each publication so that we can ensure that our readers always have access to relevant information. You can always count on each issue to provide information on the following: Product Information Regulatory Issues and Changes Sales and Marketing Ideas Breaking News Market Trends Industry Best Practices Industry Statistics and Updates Please submit any editorial inquiries to editorial@annuityoutlookmagazine.com Reprints NAFA Annuity Outlook puts you in touch with the industry s latest sales and marketing ideas, market research, industry trends, and critical compliance information. Articles can be used as important business tools for today s carriers and distributors looking to communicate critical sales and compliance information to their producers. Recognizing the value in re-distributing this content to your producers, we are offering special discounted reprints that can be custombranded with your logo and message. Custom-Branded Reprints of Articles Some Key Benefits of Ordering Reprints Powerful way to brand your company 2 March/April 2013 NAFA Annuity Outlook FEATURE The Power of Social Security Optimization Finding $120,000 in 2 Minutes Was Just the Start Right now your clients may be asking you, When do I withdraw my Social Security benefits? Or, How much can I expect to receive monthly? Maybe it s, Should I take early or delay? Answering their questions about Social Security benefits and how they fit into retirement is becoming one of the hottest retirement planning topics today, necessitating more familiarity with Social Security Optimization. Social Security benefit provisions are highly complex, especially when looking at the 2,728-rule Handbook. This is why getting things right from the beginning can make a huge difference to your clients lifetime benefits and their future retirements. Take my friend Glenn Loury, one of the world s top economists, with a PhD from MIT. Glenn is 65 and teaches at Brown. His wonderful wife, Linda, passed away last year after a long fight with cancer. At dinner a month ago, Glenn told me he was going to wait till 70 to collect Social Security. I said, Glenn, do you think you might be able to collect a survivor benefit based on Linda s earnings history? No way, he said. I earned more than Linda. Glenn, I said, You re paying for dinner. I then proceeded to make him $120,000 in the course of 2 Glenn s far smarter than me, but I ve spent years learning Social Security s rules and embedding them into my company s software. Our Social Security lifetime benefit maximizer is now a part of a bundle of Social Security training, client acquisition, education, and micro website tools marketed by Smarter Retirement Strategies at mysmarterpractice.com. The bundle also includes a host of columns I ve written describing optimal Social Security strategies and answering Social Security questions. This is a marvelous resource for retaining old customers and generating new business. Plus, the software let s you give expert advice without learning Social Security s entire list of often Byzantine provisions. Innovative way to increase your company s thought leadership in the industry Great educational tool (articles on important topics) to mail your agents and advisors A new way to get your marketers phones ringing An excellent handout for your special agent events QUANTITY PRICE 250 $375 500 $650 1,000 $1,250 2,500 $2,450 5,000 $4,900 10,000 $8,750 To order reprints go to www.annuityoutlookmagazine.com and click on the Order Reprints tab. NAFA Premier Partner members receive a 10% discount on reprint rates. 4 MEDIA KIT 2014 Contact Matt Pardine at 800-765-0372, Ext. 6405 for sponsorship opportunities.
Publication Ad Sizes Magazine trims to 8.25" x 10.75"; keep live matter 1/4" from all sides that bleed. Perfect alignment of type or design across gutter of two facing pages cannot be guaranteed. Allow a 1/4" safety at gutter on spreads. Submit files preferably as a PDF that include your bleeds. No crop marks needed. All images must be 300 dpi or greater. Build ad in CMYK. Inside Front Cover Live: 7.75" x 10.25 Trim: 8.25" x 10.75" Bleed: 8.75" x 11.25" Inside Back Cover Live: 8.25 7.75" x 10.75 x 10.25 Trim: 8.25" x 10.75" Bleed: 8.75" x 11.25" Back Cover Live: 7.75" x 10.25 Trim: 8.25" x 10.75" Bleed: 8.75" x 11.25" Two-Page Spread Live: 16" x 10.25 Trim: 16.5" x 10.75 Gutter:.25" on inside of facing pages Bleed: 17" x 11.25" Full Page Live: 7.75" x 10.25 Trim: 8.25" x 10.75" Bleed: 8.75" x 11.25" 2/3 Page Vertical Live: 4.75" x 10.25 Trim: 5.25" x 10.75" Bleed: 5.75" x 11.25" 1/2 Page Horizontal Live: 7.75" x 4.625" Trim: 8.25" x 5.125" Bleed: 8.75" x 5.625" 1/3 Page Vertical Live: 2.25" x 10.25" Trim: 2.75 x 10.75" Bleed: 3.25" x 11.25" 1/4 Page Live: 4.75" x 5" Bleed: No Bleed High Impact Opportunities Additionally, the following high-impact opportunities will be available to you via special issues of the magazine: Belly Bands, Inserts, Gatefolds, Cover Wraps, Polybag Inserts, and Post-It Notes. INSERT Distribute printed brochures by inserting them or tipping them on your ad into the magazine. It s a simple, yet highimpact approach to getting a prospective client s attention. COVER WRAP/TIP ON Grab readers attention before they even read the magazine with a custom designed cover treatment on top of the front cover. BUSINESS REPLY CARD Make it easy for readers to ask you for more information by binding a business reply card next to your ad. FRENCH DOOR Produce a partial cover wrap that ensures that readers see your message the minute their issue arrives. POST-IT NOTE Give your ad a personal feel by sticking a Post-It note on top of your ad. PRODUCT SHOWCASE This heavier stock, two-sided card insert stands out in the center of the magazine and forces every reader to view it. It s an opportunity for a carrier to list its upcoming products or best sellers, and gives distributors the chance to promote their most important products, or services. It truly showcases your premier product, sales support and service. GATEFOLD Increase your ad size and how well your ad is recalled by readers by placing your marketing message across three pages POSTER Make a HUGE impact by inserting a folded poster into the magazine. Give readers a reason to put your message on their wall. BELLY BAND Direct readers right to your ad inside the magazine with a printed paper band that wraps around the outside of the magazine. POLYBAG INSERT Insert your pre-printed brochure into a plastic polybag that helps protect subscribers copies. MEDIA KIT 2012 MEDIA KIT 2014 5
NAFA Annuity Outlook 2014 Rate Card Print Circulation: 30,000 Online Circulation: 200,000 - Email, ipad and Android Apps Magazine 12X 6X 3X 1X Back Cover $7,800 $8,900 $9,200 $9,900 Inside Front Cover $6,700 $7,600 $7,900 $8,600 Inside Back Cover $6,200 $7,200 $7,500 $8,100 Two Page Spread $6,100 $7,000 $7,400 $7,900 Full Page $4,200 $4,900 $5,100 $5,500 2/3 Page Vertical $3,300 $3,800 $3,900 $4,200 1/2 Page Horizontal $2,700 $3,100 $3,300 $3,500 1/3 Page Vertical $2,400 $2,700 $2,900 $3,000 1/4 Page Vertical $2,000 $2,200 $2,400 $2,600 NAFA Premier Partner members receive a 10% discount on advertising rates. 6 MEDIA KIT 2014 Contact Matt Pardine at 800-765-0372, Ext. 6405 for sponsorship opportunities.
Editorial Calendar 2013 2014 Print Circulation: 35,000 - Online Circulation: 200,000 - ipad and Android Apps Published Bi-Monthly Every issue of NAFA Annuity Outlook has a focus on annuity sales, marketing, trends and technology; helping financial professionals get an edge on growing their practice. 2013 January/February March/April May/June July/August September/October November/December 2014 January/February March/April May/June July/August September/October November/December THEME THEME FISCAL GRAND BARGAINING EXCLUSIVE INTERVIEW WITH David M. Walker Former US Comptroller General, Speaks out on the President s Budget Proposal, Tax Reform, the GAO Report and More.» 18 MORE INSIDE» Fixed Annuities Under Fire» 6 The Story of the Bank Notice» 30 Indexed and Income Products Set Records» 40 Understanding the Downside of Index Interest» 58 Selling Inside Out - Winning the Hearts & Minds of Your Clients Optimizing Social Security - Dr. Laurence Kotlikoff Fiscal Grand Bargaining - Former U.S. Comptroller David M. Walker Top 10 Financial Challenges to Funding Retirement - Dr. David Babbel Behind the Scenes of Fixed Annuity Regulation: Peeling Back the Curtain on Federal and State Regulation The Political Outlook for Annuity Tax Laws Top End of the Year Sales Ideas What Consumers Really Want - Breaking Through What is Beyond the Baby Boomers? Positioning Annuities for Charitable Giving What s Impacting Your Practice On Capitol Hill & the State Capitals Hybrid Products Finding Success in the New World of Compliance & Suitability Making Your Mark - Find Your Entrepreneurial Focus Building Your Practice and a Legacy A Year Under the Affordable Care Act Brand Building May/June 2013 Volume 2 Issue 3 Editorial calendar is subject to change. Popular contributors include: Sheryl J. Moore, Dr. Jack Marrion, Kim O Brien, Todd Mauney, Amy McIlwain and Harry Stout - among many others. Articles in NAFA Annuity Outlook are intended for informing insurance professionals only and its content is not to be used in the solicitation or advertising to the general public. The opinions expressed by NAFA Annuity Outlook contributors and advertisers do not necessarily reflect the viewpoint of NAFA or the publisher. The mention of an organization name, product, or service in any articles, materials, or advertisements on this publication should not be construed as an endorsement. NAFA and Annuity Outlook, Inc. make no warranties regarding the accuracy of the information provided within this publication. All rights reserved. Material may not be reproduced in whole or in part in any form without prior written permission from the publisher. MEDIA KIT 2014 7
[ MEDIA KIT 2013 ] MEDIA KIT 2014 Annuity Outlook The Fixed Annuity Resource Contact Matt Pardine at 800-765-0372, Ext. 6405, for details on advertising opportunities. A D V I S O R R E C R U I T I N G 155 Willowbrook Blvd. Suite 210 Wayne, NJ 07470 800-765-0372, Ext. 6405