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Advocacy in action blog

2 min read

NAIFA Joins with Joint-Trades Coalition to Weigh in on Data Privacy Bill

By Mike Hedge on 3/1/23 5:07 PM

NAIFA joined in a letter of support to the House Financial Services Committee for efforts in introducing the Data Privacy Act of 2023. The Data Privacy Act would modernize the Gramm-Leach-Bliley Act (GLBA), a working data privacy framework for insurance consistent with consumer expectations.

Topics: Federal Advocacy Supported Legislation Data Security
1 min read

The State of Advocacy Report Tells the Story of NAIFA's Political Influence

By NAIFA on 2/16/23 4:59 PM

NAIFA's "State of Advocacy" report details NAIFA's federal, state, and interstate advocacy efforts in 2022 in facts and figures. It also runs down the major policy issues impacting agents and advisors as well as the Main Street consumers they serve.

NAIFA's "State of Advocacy" provides a snapshot of how NAIFA and NAIFA members are making a difference and influencing the decisions that affect Americans' financial security. 

Topics: State Advocacy Interstate Advocacy Federal Advocacy
2 min read

I Love NAIFA Month: Show Your Love for NAIFA Advocacy

By NAIFA on 2/12/23 9:15 AM

There are many reasons to love NAIFA’s advocacy work – how about protecting your business and clients from harmful legislative and regulatory proposals, for starters? And there are just as many ways to get involved and make a difference.

Topics: State Advocacy Federal Advocacy
1 min read

NAIFA Supports Legislation to Address Financial Exploitation of Seniors

By Mike Hedge on 1/31/23 4:14 PM

The U.S. House of Representatives passed H.R.500, the Financial Exploitation Prevention Act of 2023, by a bipartisan vote of 419-0 on January 30. H.R. 500 was introduced by Rep. Ann Wagner, (R-MO), Chairwoman of the House Financial Services subcommittee on Capital Markets. 

Topics: Legislation & Regulations Federal Advocacy Congress Supported Legislation Senior Financial Protection
1 min read

Advocacy Ambassadors Bolster NAIFA's Grassroots Influence

By NAIFA on 1/24/23 5:13 PM

Participation by NAIFA members is key to our grassroots advocacy strength. Learn how you can make a difference by signing up to be a NAIFA Advocacy Ambassador. Be a legislative contact, write a letter to the editor or op-ed, testify at a public hearing, visit with your lawmaker, or host an event. Find out all of the ways you can get involved.

Topics: State Advocacy Federal Advocacy Grassroots
3 min read

NAIFA and WIFS Announce Stronger Partnership and Launch of Inaugural Women’s Financial Security Fly-In

By NAIFA on 1/10/23 3:48 PM

NAIFA and Women in Insurance & Financial Services (WIFS) have agreed to continue to work closely together and support their mutual goals in the areas of professional development; diversity, equity, and inclusion; and political advocacy. The two associations have signed an expanded partnership agreement. Under the agreement, NAIFA and WIFS share resources and NAIFA represents WIFS’s political advocacy interests.

Topics: Federal Advocacy Advocacy Partnerships WIFS
3 min read

NAIFA Hails Passage of SECURE 2.0 and RILA Act to Benefit Consumers Preparing for Retirement

By NAIFA on 12/23/22 2:06 PM

Passage of the Registered Index-Linked Annuities (RILA) Act and the SECURE Act 2.0 as part of the 2023 Omnibus Appropriations bill greatly benefits consumers as well as the insurance financial professionals who help them prepare for retirement and achieve financial security. The National Association of Insurance and Financial Advisors (NAIFA) has strongly advocated on behalf of both pieces of legislation.

“With this bipartisan legislation, Congress makes it easier for Americans to prepare for retirement and gives them greater access to innovative annuity products that guarantee lifetime income while offering some protections from market volatility,” said NAIFA President Lawrence Holzberg, LUTCF, LACP. “SECURE 2.0 will also make it easier for more companies to offer retirement plans for their employees. Preparing for a secure retirement is a vital part of any financial plan and receiving a guaranteed lifetime income can be an important part of that plan for many consumers. It’s great to see strong advocacy efforts by NAIFA, our members, and our advocacy partners pay off with a great win for consumers.”

Topics: Retirement Planning Life Insurance & Annuities Legislation & Regulations Press Release Federal Advocacy SECURE 2.0
2 min read

NAIFA Asks DOL to Exempt Financial Professionals from Proposed Employment Classification Rule

By NAIFA on 12/13/22 5:33 PM

A comment letter submitted by NAIFA President Lawrence Holzberg, LUTCF, LACP, on behalf of the association to the U.S. Department of Labor urges the department to provide an exemption or carve-out for financial professionals in a proposed rule on employee or independent contractor classification under the Fair Labor Standards Act.

Topics: Legislation & Regulations Press Release Federal Advocacy Producer Employment
1 min read

NAIFA Asks IRS to Make the Temporary Remote Notarization Rule Permanent

By Michael Hedge, NAIFA's Director of Government Relations on 12/7/22 2:50 PM

On November 30, 2022, NAIFA joined with the U.S. Chamber of Commerce and other industry partners in a letter asking the Internal Revenue Service (IRS) to make permanent the temporary relief from the physical presence requirement for spousal consent that the IRS has provided. As reflected in the attached letter, plans have been using this relief for nearly two years, and NAIFA believes that its use and effectiveness warrant that it be made permanent. If the IRS feels it cannot make this relief permanent before it expires after December 31, 2022, NAIFA urged the IRS to provide at least an additional 12-month extension while the IRS either provides permanent relief on its own or through notice and comment. By doing so, the IRS will avoid disrupting a valued tool many have come to rely on.

Topics: Advocacy Legislation & Regulations Federal Advocacy IRS
1 min read

NAIFA Advises NLRB on Proposed Joint-Employer Rule

By Michael Hedge, NAIFA's Director of Government Relations on 12/7/22 1:45 PM

On December 5, 2022, NAIFA filed comments on the National Labor Relations Board’s (NLRB) proposed rule that would expand the joint-employer definition under the National Labor Relations Act. The rule would extend liability to employers that have indirect and reserved control over one or more employees’ essential terms and conditions of employment.

Topics: Advocacy Legislation & Regulations Federal Advocacy Opposed Legislation

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