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Recent posts by NAIFA

1 min read

Bryon Holz Urges Producers to Attend NAIFA's Congressional Conference

By NAIFA on 4/11/22 3:46 PM

NAIFA’s annual Congressional Conference is crucial to our grassroots advocacy strategy. The event brings NAIFA members together as a critical mass to advocate on behalf of their businesses, clients, consumers, and the insurance and financial services industry. It provides targeted advocacy training with briefings on specific legislative issues, best practices for conducting congressional meetings, and tips for developing impactful long-term relationships with legislators.

Bryon Holz, NAIFA President-Elect, urges every producer in financial services and insurance to attend this year's Congressional Conference to be an advocate for your Main Street USA clients.

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Topics: NAIFA Events NAIFA Conference
1 min read

Upcoming Webinar: Busting Through The Gridlock with Diane Boyle

By NAIFA on 4/11/22 10:42 AM

Don't miss NAIFA Senior Vice President of Government Relations Diane Boyle on InsuranceNewsNet's webinar "Busting Through the Gridlock: A D.C. Legislative Preview" on April 13, 2022, at 1:00 pm eastern.

In a time of uncertainty leading into the 2022 midterms and 2024 presidential election, insurance and financial professionals may be able to break through the gridlock in Washington, D.C. 

In the webinar, Boyle will outline the legislation affecting insurance and financial professionals and the Main Street Americans they represent.

Topics: Advocacy webinar Federal Advocacy
1 min read

CMS Wants NAIFA Members' Feedback on the 2023 Medicare & You Handbook Draft

By NAIFA on 4/8/22 3:00 PM

The Centers for Medicare and Medicaid Services (CMS) is asking for NAIFA members who work with the seniors or Medicare markets to provide feedback on the draft of their Medicare & You Handbook for 2023.

If you would like to submit comments on this draft, please do so using the spreadsheet linked below. Comments must be submitted by Wednesday, April 13, by the end of the day to Cody Schoonover (cschoonover@naifa.org).

Topics: Advocacy Medicare Federal Advocacy
2 min read

NAIFA Strongly Supports SECURE 2.0 Retirement Bill Passed by the House

By NAIFA on 3/29/22 9:41 PM

NAIFA commends the House of Representatives on passing the SECURE 2.0 (H.R.2954) retirement planning legislation in a 414-5 vote. The popular legislation simplifies the process and creates incentives for employers to create and enroll employees in workplace retirement plans. It also creates greater flexibility for workers who contribute to the plans.

Topics: Retirement Planning Legislative & Regulatory Press Release Federal Advocacy
2 min read

Sen. Scott Touts Care Planning and LTC Insurance in Committee Hearing

By NAIFA on 3/25/22 2:36 PM

Senator Tim Scott (R-SC) knows the importance of the insurance and financial services industry and the role of agents and advisors in the wellbeing of Main Street Americans. He gained much of this understanding in his pre-political career as an insurance professional and NAIFA member.

Topics: Long Term Care Limited & Extended Care Planning Center Federal Advocacy
4 min read

Next-Level Political Involvement: NAIFA Members Are Running for Office

By NAIFA on 3/22/22 2:40 PM

Being politically engaged is part of being a good NAIFA citizen. Understanding and working to influence public policy to promote financial security benefits NAIFA members' businesses, colleagues, clients, and communities, as well as all consumers. This election year, at least seven NAIFA members are taking their advocacy to the next level by running for statewide office.

Topics: State Advocacy Leaders
2 min read

NAIFA-GA Members Gather in Atlanta for a Successful Legislative Day With State Lawmakers

By NAIFA on 3/21/22 2:58 PM

NAIFA’s Georgia chapter (NAIFA-GA) held its annual Legislative Day in Atlanta earlier this year. Speakers at the event included:

Topics: State Advocacy
1 min read

NAIFA’s GOTV Resources Now Available to Empower Political Participation

By NAIFA on 3/17/22 10:19 AM

NAIFA’s Get Out the Vote (GOTV) resources are now available to NAIFA members and the general public online at gotv4financialsecurity.org. The website provides educational materials to help NAIFA members and the consumers who they help achieve financial security understand how the election process works and make informed decisions at the polls.

Topics: State Advocacy Press Release Federal Advocacy
2 min read

NCOIL Adopts NAIFA-Supported Resolution to Preserve Independent Contractor Status for Advisors

By NAIFA on 3/9/22 9:35 AM

The National Council of Insurance Legislators (NCOIL) unanimously approved a "Resolution Supporting Independent Contractor Status for Insurance Agents and Other Licensed Financial Professionals" at its Spring Meeting in Las Vegas. The resolution, sponsored by NCOIL President and California Assemblyman Ken Cooley states that "NCOIL will encourage states and federal entities that are debating worker classification policies and that are considering adopting a strict ABC Test and or other similarly worker classification laws to continue issuing exemptions for, or exempting out, licensed insurance agents and other financial professionals."

Topics: Legislative & Regulatory Interstate Advocacy Press Release
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NAIFA Member's Client Illustrates the Importance of Choices for Investors

By NAIFA on 2/28/22 5:38 PM

NAIFA has partnered with the American Council of Life Insurers (ACLI) and other organizations to encourage states to adopt consumer-protection legislation or regulations based on a model created by the National Association of Insurance Commissioners (NAIC), which requires advisors to work in their client's best interests on annuity transactions. NAIFA also supports the Securities and Exchange Commission's Regulation Best Interest

Topics: Federal Advocacy