NAIFA-Greater Washington, D.C., member and Young Advisor Team Leader of the Year Brian Haney, CLTC, CFS, CFBS, CIS, LACP, CAE, provides his insights on NAIFA's Congressional Conference and how you don't have to be an experienced advocate to make difference. While Haney grew up in the D.C. area, our elected officials are interested in hearing the Main Street stories of insurance and financial professionals from around the country. Lend your voice by joining us May 23-24 at NAIFA's Congressional Conference.
Recent posts by NAIFA
1 min read
You Don't Have to Be an Experienced Advocate to Make a Difference at NAIFA's Congressional Conference
Topics: Federal Advocacy Grassroots Congressional Conference
NAIFA-KY and the Importance of State Advocacy: An Update From Brian Wilson
The advocacy work of NAIFA-KY was highly influential in the late revision of tax reform legislation in the state that would have placed a 6% tax on financial planning and investment management services. This tax would have impacted many investors in Kentucky and the financial professionals they rely on for advice and services. NAIFA Trustee Brian Wilson offers his perspective on why this advocacy win and all of NAIFA's state advocacy efforts are so important.
Topics: Retirement Planning State Advocacy Grassroots Kentucky Tax Reform
1 min read
Bryon Holz Urges Producers to Attend NAIFA's Congressional Conference
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.
Don't miss this opportunity to make your voice heard!
Topics: Federal Advocacy Grassroots Congressional Conference
1 min read
Upcoming Webinar: Busting Through The Gridlock with Diane Boyle
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: Webinar Federal Advocacy
1 min read
CMS Wants NAIFA Members' Feedback on the 2023 Medicare & You Handbook Draft
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: Federal Advocacy Grassroots CMS Insurance & Financial Advisor Regulation Producer Sales & Marketing
2 min read
NAIFA Strongly Supports SECURE 2.0 Retirement Bill Passed by the House
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 Federal Advocacy Congress Supported Legislation SECURE 2.0
2 min read
Sen. Scott Touts Care Planning and LTC Insurance in Committee Hearing
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 Federal Advocacy Congress
4 min read
Next-Level Political Involvement: NAIFA Members Are Running for Office
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 Member Spotlight Federal Advocacy
2 min read
NAIFA-GA Members Gather in Atlanta for a Successful Legislative Day With State Lawmakers
NAIFA’s Georgia chapter (NAIFA-GA) held its annual Legislative Day in Atlanta earlier this year. Speakers at the event included:
Topics: State Advocacy Georgia Grassroots Legislative Day
1 min read
NAIFA’s GOTV Resources Now Available to Empower Political Participation
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.
