Participation by NAIFA members is key to our grassroots advocacy strength. Learn how you can make a difference by signing up to be a NAIFA Advocacy Ambassador. Be a legislative contact, write a letter to the editor or op-ed, testify at a public hearing, visit with your lawmaker, or host an event. Find out all of the ways you can get involved.
Recent posts by NAIFA
1 min read
Advocacy Ambassadors Bolster NAIFA's Grassroots Influence
Topics: State Advocacy Federal Advocacy Grassroots
1 min read
Register for NAIFA's Congressional Conference
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May 22-23, 2023
JW Marriott
Washington, D.C.
Registration for NAIFA's annual Congressional Conference is open.
The Congressional Conference is NAIFA's signature advocacy event. Each year, NAIFA members and their industry colleagues gather in Washington, D.C., to receive advocacy training, hear from top political pundits and members of Congress, and meet with their lawmakers during the largest association Capitol Hill fly-in in the insurance and financial services industry.
3 min read
NAIFA and WIFS Announce Stronger Partnership and Launch of Inaugural Women’s Financial Security Fly-In
NAIFA and Women in Insurance & Financial Services (WIFS) have agreed to continue to work closely together and support their mutual goals in the areas of professional development; diversity, equity, and inclusion; and political advocacy. The two associations have signed an expanded partnership agreement. Under the agreement, NAIFA and WIFS share resources and NAIFA represents WIFS’s political advocacy interests.
Topics: Federal Advocacy Advocacy Partnerships WIFS
3 min read
NAIFA Hails Passage of SECURE 2.0 and RILA Act to Benefit Consumers Preparing for Retirement
Passage of the Registered Index-Linked Annuities (RILA) Act and the SECURE Act 2.0 as part of the 2023 Omnibus Appropriations bill greatly benefits consumers as well as the insurance financial professionals who help them prepare for retirement and achieve financial security. The National Association of Insurance and Financial Advisors (NAIFA) has strongly advocated on behalf of both pieces of legislation.
“With this bipartisan legislation, Congress makes it easier for Americans to prepare for retirement and gives them greater access to innovative annuity products that guarantee lifetime income while offering some protections from market volatility,” said NAIFA President Lawrence Holzberg, LUTCF, LACP. “SECURE 2.0 will also make it easier for more companies to offer retirement plans for their employees. Preparing for a secure retirement is a vital part of any financial plan and receiving a guaranteed lifetime income can be an important part of that plan for many consumers. It’s great to see strong advocacy efforts by NAIFA, our members, and our advocacy partners pay off with a great win for consumers.”
Topics: Retirement Planning Life Insurance & Annuities Legislation & Regulations Press Release Federal Advocacy SECURE 2.0
2 min read
NAIFA Congratulates 2023 NAIC Leaders
NAIFA would like to congratulate newly elected National Association of Insurance Commissioners (NAIC) elect officers for 2023:
- President: Missouri Insurance Director Chlora Lindley-Myers. Chlora Lindley-Myers was confirmed as the director of the Missouri Department of Commerce and Insurance on April 13, 2017.
Topics: Press Release NAIC Model Regulation
2 min read
NAIFA Asks DOL to Exempt Financial Professionals from Proposed Employment Classification Rule
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.
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.
