As the leading grassroots advocacy association for financial professionals on Capitol Hill and in ever state capital, NAIFA serves as the leading advocacy voice for insurance and financial professionals. Our newest publication, 2025-2026 State Of Advocacy: A Year of Achievement and What Lies Ahead, provides a deep dive into the advocacy work NAIFA has done and the policy issues we are currently facing. It is a good companion piece to another recent NAIFA publication, NAIFA Community: Members in Action, which provides profiles of several NAIFA members who have made a difference with their advocacy work. 

State legislation affecting NAIFA members fell in a broad range of categories in 2025. Issues that led the way with the most state-level bills under consideration include those touching on healthcare, long-term care, data security and privacy, and retirement and investments.

The report draws on a survey of NAIFA chapter lobbyists and advocacy and grassroots leaders to project the likelihood that policymakers will introduce bills or regulations in various states that would:

• Change tax laws affecting the financial service industry

• Create state-run long-term care programs

• Change producer-licensing requirements

• Regulate genetic testing by life insurance providers

• Alter the independent contractor status of financial professionals

• Consider proposals strengthening data-protection rules