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The National Association of Insurance and Financial Advisors (NAIFA) shares President Trump’s goal of helping more Americans achieve financial security and build stronger retirement savings.

“Expanding access to retirement savings opportunities through both employer-sponsored plans and individual savings solutions is critical to addressing Americans’ growing concerns about their long-term financial futures,” said NAIFA President Christopher L. Gandy. “NAIFA looks forward to learning more about the administration’s proposed retirement savings initiative and working with policymakers to strengthen awareness, understanding, and use of the retirement plans and financial tools already available to workers and families.

“Financial professionals play an essential role in helping Americans translate new savings opportunities into real financial progress. Advisors provide education, personalized guidance, and long-term planning that help individuals make informed decisions and stay on track toward retirement security,” Gandy said.

That same guidance will be critical as families navigate Trump Accounts, another initiative highlighted by President Trump and designed to help children begin building wealth early in life. Just prior to the State of the Union address on Tuesday, Gandy met with Treasury Department officials to discuss the important role financial professionals will play in helping families understand and effectively use these accounts to secure brighter financial futures for the next generation.

NAIFA recently submitted formal comments to the Internal Revenue Service emphasizing that financial professionals are essential to the long-term success of Trump Accounts. NAIFA encouraged policymakers to ensure families have access to professional guidance, broader investment flexibility, and clear regulatory treatment so these accounts can achieve their full potential as lifetime savings vehicles.

“Public policy can create opportunity, but trusted financial guidance helps families turn opportunity into lasting financial security,” Gandy said. “NAIFA members stand ready to help Americans navigate new savings options and build confident financial futures for themselves and their children.”

NAIFA remains committed to working with Congress, the Administration, and federal agencies to expand access to retirement security and promote policies that empower Americans to save, invest, and plan with confidence.

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