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Advocacy in action blog

NAIFA


Recent posts by NAIFA

1 min read

NAIFA Members Get Together With California Lawmakers

By NAIFA on 10/15/21 4:38 PM

NAIFA-CA members, including National President Tom Michel, LACP, and Past President John Davidson, LUTCF, FSS, attended a meeting earlier this week with California state and federal lawmakers. During the event, NAIFA members were able to connect with several state officials.

Topics: State Advocacy Grassroots California Legislative Day
1 min read

SEC Chair Gensler Says He Is Committed to Reg BI

By NAIFA on 10/11/21 9:18 AM

NAIFA strongly supports the Securities and Exchange Commission’s (SEC's) Regulation Best Interest (REG BI) to protect investors and preserve the ability of financial advisors to serve the needs of Main Street USA consumers. The rule is in harmony with the National Association of Insurance Commissioners’ (NAIC's) revised Annuity Suitability Model, which requires producers to work in the best interests of consumers during annuity transactions, providing enhanced investor protections at the federal and state levels and discouraging a mishmash of confusing and potentially contradictory laws and regulations.

Topics: Standard of Care & Consumer Protection SEC Federal Advocacy Insurance & Financial Advisor Regulation Regulation Best Interest
2 min read

NAIFA Article on NAIC Model Featured in NCOIL Publication

By NAIFA on 10/5/21 3:25 PM

The monthly newsletter of the National Council of Insurance Legislators (NCOIL) features a front-page article contributed by NAIFA State Chapters Director Julie Harrison on the best interest standard incorporated into the National Association of Insurance Commissioners (NAIC) Suitability in Annuity Transaction Model Regulation. 

Topics: Standard of Care & Consumer Protection Interstate Advocacy Annuity Best Interest Insurance & Financial Advisor Regulation NAIC NCOIL
1 min read

Terry Headley Lifetime Defender Award Nominations Due

By NAIFA on 9/24/21 5:05 PM

The inaugural Terry Headley Lifetime Defender Award will recognize a current NAIFA member who shows exemplary service to their profession, colleagues, and clients through their political advocacy and contributions to IFAPAC.

The deadline to nominate a NAIFA member for the award is Sept. 30.

Topics: IFAPAC
1 min read

Kim Durcho Joins NAIFA’s Government Relations Team as Grassroots Director

By NAIFA on 9/20/21 3:40 PM

NAIFA is pleased to welcome Kim Durcho as a Grassroots Director. Durcho joins NAIFA’s Government Relations team and reports to Senior Vice President for Government Relations Diane Boyle.

As Grassroots Director, Durcho will develop and execute a comprehensive advocacy program to foster member participation in grassroots efforts at the national and state level.

Topics: Grassroots
1 min read

NAIFA Joins Main Street Employers Urging Congress to Reconsider Tax Proposals

By NAIFA on 9/15/21 12:01 PM

In advance of the Ways and Means Committee mark-up, NAIFA signed a letter with more than 100 other organizations representing Main Street employers asking Congress to reject proposed tax increases that would harm these businesses and the consumers they serve.

Topics: Retirement Planning Federal Advocacy Congress Tax Reform
2 min read

NAIFA-Dallas Hosts Legislative Luncheon

By NAIFA on 8/31/21 2:04 PM

NAIFA’s Dallas chapter recently held its annual legislative luncheon. During the event, NAIFA members met with federal and state legislators and their staff and shared key NAIFA advocacy messages. NAIFA-TX lobbyist Elizabeth Hadley and NAIFA’s national Government Relations Director Mike Hedge joined the event and gave a legislative update via Zoom.

Topics: State Advocacy NAIFA-Dallas Grassroots Legislative Day Texas

Take the 2021 NAIFA Workforce Survey

By NAIFA on 8/29/21 10:15 PM

NAIFA members are our association's advocacy strength. We are influential with lawmakers at state and federal levels because we have members from every congressional district in the United States who serve Main Street Americans. Policymakers want to hear NAIFA members' stories and respect our expertise because we represent the communities, families, and small businesses important to elected officials.

Topics: Federal Advocacy Insurance & Financial Advisor Regulation Producer Employment
2 min read

NAIFA-WI Builds Advocacy Momentum With In-District Events

By NAIFA on 8/24/21 10:02 AM

Politically active members of NAIFA's Wisconsin chapter have maintained NAIFA's grassroots advocacy push throughout June, July, and August. According to NAIFA Senior Vice President for Government Relations Diane Boyle, NAIFA-WI leads all NAIFA's state chapters in in-district meetings with lawmakers and their staff this summer.

Topics: Wisconsin Federal Advocacy Grassroots
1 min read

Connecticut Is the 16th State to Adopt the NAIC's Best Interest Model

By NAIFA on 8/18/21 4:46 PM

Connecticut has become the 16th state to adopt consumer-protection regulations or legislation based on the National Association of Insurance Commissioners’ (NAIC’s) Suitability in Annuity Transactions Model. The NAIC model requires financial professionals to work in the best interests of their clients during annuities transactions and aligns with the federal Securities and Exchange Commission’s Regulation Best Interest. It also preserves the ability of consumers to work with agents and advisors offering a variety of successful business models and avoids restrictions that would likely make it impossible for financial professionals to work with Main Street investors and retirement savers.

Topics: State Advocacy Standard of Care & Consumer Protection Annuity Best Interest Connecticut Insurance & Financial Advisor Regulation

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