Josh O'Gara, CLU, ChFC, CFP, loyal member since 2011, spoke on behalf of NAIFA during the U.S. Department of Labor's virtual public forum on the classification of employees and independent contractors under the Fair Labor Standards Act. NAIFA strongly supports an exemption for insurance and financial professionals under any legislation or DOL regulation that would reclassify independent contractors as employees.
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NAIFA's O'Gara Asks DOL to Preserve Advisors' Independent Status
Topics: Federal Advocacy Grassroots DOL
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NAIFA’s Congressional Conference Takes Advisors’ Grassroots Influence to Capitol Hill
Insurance and financial advisors from states across the country visited Capitol Hill on May 24 for meetings with more than 325 congressional offices, including lawmakers and senior staff. The day on the Hill is the highlight of Day 2 of NAIFA’s annual Congressional Conference.
Topics: Federal Advocacy Grassroots Congressional Conference
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NAIFA’s State Advocacy Hard at Work in California
Selected advocates from NAIFA-CA’s grassroots network have reached out to influential members of the California Senate Appropriations Committee to urge the defeat of SB927 in the committee. The legislation would require insurance professionals and companies to provide confusing and costly disclosures that have no practical benefit for consumers. It would also result in increased litigation and higher costs for California consumers. Previously, NAIFA and coalition partners including the American Council of Life Insurers (ACLI) and the Association of California Life and Health Insurance Companies (ACLHIC) offered amendments that would address many of the bill’s unworkable provisions.
Topics: State Advocacy Standard of Care & Consumer Protection Grassroots California Insurance & Financial Advisor Regulation
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Agents and Advisors Need to Represent Their Clients and Communities at Congressional Conference
NAIFA Trustee Aprilyn Chavez Geissler, LACP, loyal member since 2005, says that insurance and financial professionals offer an important perspective on how legislative decisions affect Main Street Americans and their communities. NAIFA's Congressional Conference, May 23-24 in Washington, D.C., is a great opportunity for agents and advisors to talk with lawmakers about issues important to their clients and communities.
Topics: Federal Advocacy Grassroots Congressional Conference
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You Don't Have to Be an Experienced Advocate to Make a Difference at NAIFA's Congressional Conference
NAIFA-Greater Washington, D.C., member and Young Advisor Team Leader of the Year Brian Haney, CLTC, CFS, CFBS, CIS, LACP, CAE, provides his insights on NAIFA's Congressional Conference and how you don't have to be an experienced advocate to make difference. While Haney grew up in the D.C. area, our elected officials are interested in hearing the Main Street stories of insurance and financial professionals from around the country. Lend your voice by joining us May 23-24 at NAIFA's Congressional Conference.
Topics: Federal Advocacy Grassroots Congressional Conference
NAIFA-KY and the Importance of State Advocacy: An Update From Brian Wilson
The advocacy work of NAIFA-KY was highly influential in the late revision of tax reform legislation in the state that would have placed a 6% tax on financial planning and investment management services. This tax would have impacted many investors in Kentucky and the financial professionals they rely on for advice and services. NAIFA Trustee Brian Wilson offers his perspective on why this advocacy win and all of NAIFA's state advocacy efforts are so important.
Topics: Retirement Planning State Advocacy Grassroots Kentucky Tax Reform
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Bryon Holz Urges Producers to Attend NAIFA's Congressional Conference
NAIFA’s annual Congressional Conference is crucial to our grassroots advocacy strategy. The event brings NAIFA members together as a critical mass to advocate on behalf of their businesses, clients, consumers, and the insurance and financial services industry. It provides targeted advocacy training with briefings on specific legislative issues, best practices for conducting congressional meetings, and tips for developing impactful long-term relationships with legislators.
Bryon Holz, NAIFA President-Elect, urges every producer in financial services and insurance to attend this year's Congressional Conference to be an advocate for your Main Street USA clients.
Don't miss this opportunity to make your voice heard!
Topics: Federal Advocacy Grassroots Congressional Conference
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CMS Wants NAIFA Members' Feedback on the 2023 Medicare & You Handbook Draft
The Centers for Medicare and Medicaid Services (CMS) is asking for NAIFA members who work with the seniors or Medicare markets to provide feedback on the draft of their Medicare & You Handbook for 2023.
If you would like to submit comments on this draft, please do so using the spreadsheet linked below. Comments must be submitted by Wednesday, April 13, by the end of the day to Cody Schoonover (cschoonover@naifa.org).
Topics: Federal Advocacy Grassroots CMS Insurance & Financial Advisor Regulation Producer Sales & Marketing
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NAIFA-Kentucky Celebrates Legislative Win
The Kentucky Legislature has passed a comprehensive tax reform package, and thanks to advocacy work by NAIFA's Kentucky chapter financial planners and investment advisors narrowly avoided a 6% sales tax on their services.
Topics: Retirement Planning State Advocacy Grassroots Kentucky Tax Reform
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NAIFA-GA Members Gather in Atlanta for a Successful Legislative Day With State Lawmakers
NAIFA’s Georgia chapter (NAIFA-GA) held its annual Legislative Day in Atlanta earlier this year. Speakers at the event included:
