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Advocacy in action blog

NAIFA-KY and the Importance of State Advocacy: An Update From Brian Wilson

By NAIFA on 4/18/22 1:29 PM

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
2 min read

NAIFA-Kentucky Celebrates Legislative Win

By Bianca Alonso Weiss on 3/31/22 3:45 PM

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
2 min read

New Rule Enhances Protections for Kentucky Annuity Consumers

By American Council of Life Insurers on 11/17/21 4:14 PM

American Council of Life Insurers (ACLI) President and CEO Susan Neely, National Association of Insurance and Financial Advisors (NAIFA) CEO Kevin Mayeux and NAIFA-Kentucky Immediate Past President Brian Wilson issued the following joint statement on the annuity best interest rule recently adopted by the Kentucky Department of Insurance:

Topics: State Advocacy Standard of Care & Consumer Protection Annuity Best Interest Kentucky Insurance & Financial Advisor Regulation