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Advocacy in action blog

1 min read

NAIFA's State Advocacy Is Influencing Consumer Protections for Annuity Transactions Around the Country

By NAIFA on 6/1/23 9:07 AM

It's fitting on the first day of National Annuity Awareness Month for us to recognize the great work done by NAIFA leaders, members, and lobbyists in 37 states that have implemented the National Association of Insurance Commissioners (NAIC) model for annuity transactions. NAIFA chapters, along with our partners at ACLI, have worked with lawmakers and regulators in the states to get the measures enacted. 

Topics: Life Insurance & Annuities Annuity Awareness Month Annuity Best Interest
2 min read

Florida Governor Signs Enhanced Protections For Annuity Consumers Into Law

By NAIFA & ACLI on 5/26/23 4:30 PM

ACLI President and CEO Susan Neely and NAIFA-Florida President Jeff Chernoff issued the following joint statement on legislation signed into law in Florida that strengthens protections for annuity consumers:

Topics: State Advocacy Interstate Advocacy Press Release Annuity Best Interest Florida
6 min read

Congressional Conference Wrap-Up: NAIFA Is the One and Only

By NAIFA on 5/26/23 2:56 PM

NAIFA’s 10th annual Congressional Conference was an overwhelming success, demonstrating that NAIFA is the One and Only when it comes to our unmatched advocacy influence. More than 500 insurance and financial advisors from all over the United States gathered in Washington, D.C., to receive policy briefings and grassroots advocacy instruction, hear words of encouragement from distinguished guests, and take NAIFA's advocacy message directly to their elected officials on Capitol Hill.

Topics: Federal Advocacy Advocacy Partnerships Congressional Conference NAIFA Partner
1 min read

NAIFA Advocacy Gets Immediate Results

By NAIFA on 5/26/23 12:41 PM

NAIFA Is the One and Only!

Topics: Congressional Conference Supported Legislation SECURE 2.0
3 min read

NAIFA Recognizes Senator Tim Scott as a Former Insurance Agent and NAIFA Member Turned Presidential Candidate

By NAIFA on 5/19/23 1:05 PM

NAIFA recognizes Senator Tim Scott of South Carolina on the announcement of his campaign to run for President of the United States. Scott is a former NAIFA member and prior to serving in Congress was an insurance and financial services professional who built one of the most successful Allstate agencies in South Carolina.

Topics: Press Release Federal Advocacy Grassroots
1 min read

NAIFA Supports Tax Certainty for Main Street

By NAIFA on 5/18/23 4:40 PM

An important tax deduction for many individual- and family-owned businesses –  Section 199A of the Tax Cuts and Jobs Act – is set to expire in just two years. NAIFA strongly supports legislation sponsored by Senator Steve Daines (R-MT) that would make permanent the 20% deduction for pass-through businesses.

Topics: Small Business Taxes Federal Advocacy Supported Legislation
3 min read

NAIFA to Host Over 500 Attendees from Across America at its 10th Annual Congressional Conference

By NAIFA on 5/17/23 3:11 PM

NAIFA will host the 10th annual Congressional Conference May 22-23 in Washington, D.C. The event will feature targeted advocacy training with briefings on legislative issues that affect members’ businesses and the clients they serve. Expert presenters will offer best practices for conducting Congressional meetings and tips for developing impactful long-term relationships with legislators.

Topics: Press Release Federal Advocacy Grassroots Congressional Conference
2 min read

Federal Law Would Bolster Advisors’ Ability to Protect Senior Clients From Financial Fraud

By NAIFA on 5/16/23 12:00 PM

NAIFA strongly supports efforts to prevent the financial exploitation of seniors and vulnerable adults. As trusted and licensed insurance and financial professionals who abide by a Code of Ethics and work in the best interests of their clients, NAIFA members are often ideally positioned to recognize and help prevent financial abuse and exploitation.

Topics: Federal Advocacy Supported Legislation Senior Financial Protection
6 min read

New CMS Rule Sets Medicare Advantage and Part D Marketing Rules

By Mike Hedge on 4/25/23 5:07 PM

The Centers for Medicare and Medicaid Services (CMS) has published its final marketing rule for Medicare Advantage (MA) and Medicare Part D (Part D) plans. Below you can read about key changes that will most impact NAIFA members, as well as some of NAIFA’s concerns that were addressed by CMS.

Topics: Health Care Marketing Medicare Federal Advocacy Insurance & Financial Advisor Regulation
1 min read

SECURE Notarization Bill Introduced in Senate Would Benefit Consumers and Advisors

By Mike Hedge on 4/21/23 9:15 AM

On April 19, U.S. Senators Kevin Cramer (R-ND) and Mark Warner (D-VA) reintroduced the NAIFA-supported Securing and Enabling Commerce Using Remote and Electronic Notarization Act. This bipartisan bill would permit the nationwide use of Remote Online Notarizations (RONs), enabling notaries and signers to complete the process from different physical locations.

Topics: Federal Advocacy Supported Legislation Remote Notarization