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Advocacy in action blog

Members of NAIFA-WI gathered in Madison Feb. 1-2 for the chapter's 2022 Legislative Day. They received professional development and advocacy updates, including briefings on state issues by NAIFA-WI lobbyist Bill McClenahan and federal issues by NAIFA Assistant Vice President for Government Relations Judi Carsrud. State Representatives Dave Steffen (R-Green Bay) and Kevin Petersen (R-Waupaca) delivered remarks. NAIFA members took their grassroots message to the capitol, meeting with their elected officials to discuss the importance of policies that promote financial security for everyone.

Among the issues important in Wisconsin is a proposal to implement consumer protections based on the National Association of Insurance Commissioners (NAIC) model for annuity transactions. So far, 19 states have adopted the NAIC model, which requires financial professionals to work in clients' best interests and comports with the Securities and Exchange Commission's federal Regulation Best Interest. NAIFA strongly supports the adoption of the NAIC model in every state to provide consistent consumer protections and preserve consumer choice concerning how they receive financial services.

Representative Dave Steffen Representative Kevin Petersen
State Rep. Dave Steffen State Rep. Kevin Petersen
NAIFA-Wisconsin Past President Daniel Ward with IFAPAC Co-chairman Sherri Mitchell kris alfheim and bendon derouin
NAIFA-WI Past President Daniel Ward and IFAPAC Co-Chair Sherri Mitchell NAIFA-WI Members Kris Alfheim and Brendon DeRouin
pat mongin and ben borchardt WI Lobbyist Bill McClenahan
NAIFA-WI Members Pat Mongin
and Ben Borchardt
NAIFA-WI Lobbyist Bill McClenahan