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Advocacy in action blog

NAIFA


Recent posts by NAIFA

2 min read

NAIFA Financial Professionals Meet With Members of Congress

By NAIFA on 11/15/22 2:15 PM

NAIFA members, in Washington, D.C., for NAIFA’s National Leadership Conference, went to Capitol Hill to participate in more than 150 in-person meetings with members of Congress and their staff.

Topics: Retirement Legislation & Regulations Press Release Federal Advocacy
2 min read

NAIFA's O'Gara Tells the SBA It's Important for Advisors to Remain Independent Contractors

By NAIFA on 11/10/22 12:31 PM

Josh O'Gara, CLU, ChFC, CFP, loyal member since 2011, spoke on behalf of NAIFA during a virtual roundtable discussion on Department of Labor’s proposed rule on Independent Contractor Classification Under the Fair Labor Standards Act. The event was held by the U.S. Small Business Administration’s Office of Advocacy to gather input from people and businesses potentially affected by the proposed rule. NAIFA strongly supports an exemption for insurance and financial professionals under any legislation or DOL regulation that would reclassify independent contractors as employees.

Topics: Federal Advocacy

It's Election Day

By NAIFA on 11/8/22 12:30 AM

It's Election Day! NAIFA encourages everyone to get out and vote (if you haven't voted already). The results of this election is likely to have profound implications for your business and clients.

Topics: Federal Advocacy
3 min read

NAIFA-NY Members Meet With DFS Officials to Address Challenges Serving Clients in the State

By NAIFA on 10/20/22 2:06 PM

Members of NAIFA’s New York chapter (NAIFA-NY) held a virtual meeting with officials from the state Department of Financial Services (DFS). State President Gary Cappon, CLU, LUTCF, RICP, FSCP, CLTC, provided introductions and a brief rundown of NAIFA’s advocacy work and support for the agent and advisor community and the consumers they serve. He also discussed challenges with financial product availability in the state. President-Elect Vinny Dallo, ChFC, CLU, CLTC, LUTCF, and Vice President of Advocacy Paul Sciacca presented “A Day in the Life of a Financial Professional,” highlighting how NAIFA members serve families and businesses in the state.

Topics: Legislation & Regulations State Advocacy Press Release
3 min read

Robert A. Miller to Receive NAIFA’s Terry Headley Lifetime Defender Award

By NAIFA on 10/18/22 10:00 AM

NAIFA is proud to announce that Robert A. Miller, M.S., M.A., Partner at Miller-Pomerantz Insurance and Financial Services in New York City, is the recipient of NAIFA’s Terry Headley Lifetime Defender Award.

Miller, a loyal member since 1983, was NAIFA’s national President for the 2011-2012 term. He had previously served as President of the NAIFA-New York state chapter and NAIFA-New York City. He was elected to the NAIFA Board of Trustees in 2005 and has served as trustee liaison to the CEO Outreach Program, the Young Advisor Team, and the Corporate Partnerships Program. He also served as chair of the NAIFA Governance Committee and was a member of the NAIFA Finance Committee.

Topics: Advocacy Awards Press Release IFAPAC
2 min read

NAIFA’s Advocacy Highlighted at LICONY Meeting

By NAIFA on 10/13/22 2:33 PM

NAIFA Senior Vice President for Government Relations Diane Boyle appeared with other industry thought leaders on the National & Federal Insurance Perspective Panel at the Life Insurance Council of New York (LICONY) Annual Meeting and Planning Conference in Albany. She discussed with other panelists the top issues facing the insurance and financial services industry, the promotion of diversity and inclusion in the insurance sector, issues caused by the COVID-19 pandemic, and NAIFA’s work with the American Council of Life Insurance (ACLI) to remove unnecessary barriers to recruiting new insurance professionals.

Topics: Diversity, Equity & Inclusion Press Release New York Federal Advocacy
1 min read

NAIFA Partners With BIPAC to Support Employee Voter Registration Week

By NAIFA on 9/27/22 5:32 PM

NAIFA is excited to partner with BIPAC to support Employee Voter Registration Week.

Topics: Advocacy
2 min read

NAIFA's Gandy at the NAIC: Diversity Is Needed to Offer Financial Security for All

By NAIFA on 9/22/22 11:24 AM

NAIFA Trustee Christopher Gandy, LACP, loyal member since 2003 and Founder of Midwest Legacy Group, said during a “Diversity, Equity, and Inclusion in Producer Licensing,” panel discussion at the National Association of Insurance Commissioners (NAIC) 2022 Insurance Summit that he faced many challenges as an African American breaking into the insurance and financial services industry.

Topics: Diversity, Equity & Inclusion Interstate Advocacy Leaders Future Leaders
1 min read

Take Action: New Rule Would Place Burdens on Medicare Advisors

By NAIFA on 9/22/22 10:17 AM

A NAIFA Action Alert asks agents and advisors to contact their members of Congress and express concerns over a new Medicare marketing rule and request that lawmakers ask the Department of Health and Human Services for a delay of six to twelve months, during which the Centers for Medicare & Medicaid Services can work with stakeholders to improve the rule.

Topics: Legislation & Regulations Medicare
1 min read

NAIFA's Gandy Contributes to NAIC Discussion on DEI and Licensing

By NAIFA on 9/19/22 2:51 PM

NAIFA Trustee Christopher Gandy, LACP, loyal member since 2003 and Founder of Midwest Legacy Group, is participating in a panel discussion at the National Association of Insurance Commissioners (NAIC) 2022 Insurance Summit. The session, “Diversity, Equity, and Inclusion in Producer Licensing,” is exploring how regulators and the insurance industry are addressing DEI issues in the distribution of insurance through pre-licensing and licensing exam procedures.

Topics: Diversity, Equity & Inclusion Interstate Advocacy Press Release Licensing

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