A comment letter submitted by NAIFA President Lawrence Holzberg, LUTCF, LACP, on behalf of the association to the U.S. Department of Labor urges the department to provide an exemption or carve-out for financial professionals in a proposed rule on employee or independent contractor classification under the Fair Labor Standards Act.
Recent posts by NAIFA
2 min read
NAIFA Asks DOL to Exempt Financial Professionals from Proposed Employment Classification Rule
Topics: Legislation & Regulations Press Release Federal Advocacy Producer Employment
2 min read
State Senate Hearing on LTC Features Testimony of NAIFA-WA's Chris Bor
Chris Bor, LUTCF, CLU, ChFC, a loyal NAIFA member since 1998 and Immediate Past President of NAIFA-WA, testified at a hearing of the Washington State Senate Business, Financial Services & Trade Committee on the use of life insurance, annuities, and policy riders in long-term care planning. He gave an overview of a wide variety of LTC planning options and discussed the value of agents and advisors to consumers. Bor also serves as Vice-Chair of NAIFA's National Membership Committee.
Topics: Long-Term Care Life Insurance & Annuities State Advocacy Washington
5 min read
Leaders Share NAIFA's Advocacy Message With Congress
NAIFA members attending the National Leadership Conference in Washington, D.C., held more than 150 meetings with their Senators, Representatives, and congressional staffers. NAIFA's grassroots advocacy is second-to-none in the insurance and financial services industry. Our members' message resonates loudly with Congress because NAIFA members represent the interests of their Main Street clients from across the country.
Topics: Federal Advocacy Grassroots
2 min read
NAIFA Financial Professionals Meet With Members of Congress
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
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
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
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
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
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 Press Release New York Federal Advocacy
1 min read
NAIFA Partners With BIPAC to Support Employee Voter Registration Week
NAIFA is excited to partner with BIPAC to support Employee Voter Registration Week.
