In a conversation between insurance and financial services industry association CEOs, NAILBA’s Dan LaBert interviewed NAIFA’s Kevin Mayeux on the two associations’ advocacy partnership and a few of the top issues facing producers.
- The SECURE Act, bipartisan legislation that would help workers better save for retirement, which overwhelmingly passed in the House and is a focus of NAIFA and NAILBA’s advocacy efforts in the Senate.
- Federal standard of care regulations, including the SEC’s Regulation BI and the potential for a new Department of Labor best interest standard.
- State fiduciary proposals, including New York’s Regulation 187, which is the subject of a pending NAIFA-New York lawsuit, and similar proposals in Maryland, Massachusetts, California, and New Jersey.
- NAIFA’s Performance + Purpose conference, Sept. 11 -14 in Orlando, an event geared toward empowering advisors by helping them stand out in the marketplace and better serve clients.