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Advocacy in action blog

2 min read

NAIFA-Utah Members Meet With Lawmakers at In-State Event

By NAIFA on 8/17/22 3:51 PM

NAIFA-UT recently took advantage of the August Congressional recess to hold a very successful Legislative Day. More than 50 NAIFA members were in attendance along with Representatives Burgess Owens, Chris Stewart, and Blake Moore. Also attending was a staff member from Senator Mike Lee’s office. Representative John Curtis had a prior commitment but addressed the audience via video.

Topics: Member Spotlight Federal Advocacy Grassroots Utah
2 min read

NAIFA-TN's John D. Richardson Elected to State Executive Committee

By NAIFA on 8/10/22 5:21 PM

John D. Richardson, RICP, LACP, loyal NAIFA member since 2003, was recently elected to serve on the Tennessee Republican Party State Executive Committee for Senate District 21.

Richardson's leadership and professional success have been noteworthy throughout his tenure as a NAIFA member. After graduating from the University of Tennessee-Knoxville with a B.A. in Political Science and a Minor in Spanish, he began his career as an advisor in 2005. Today he is a Financial Planner and Partner with Boundbrook Advisors (MassMutual), a firm he co-founded in Brentwood, TN. 

Topics: State Advocacy Member Spotlight Tennessee
4 min read

Next-Level Political Involvement: NAIFA Members Are Running for Office

By NAIFA on 3/22/22 2:40 PM

Being politically engaged is part of being a good NAIFA citizen. Understanding and working to influence public policy to promote financial security benefits NAIFA members' businesses, colleagues, clients, and communities, as well as all consumers. This election year, at least seven NAIFA members are taking their advocacy to the next level by running for statewide office.

Topics: State Advocacy Member Spotlight Federal Advocacy
1 min read

NAIFA's Erstad Reappointed to Idaho's Health Marketplace Board

By NAIFA on 2/9/22 10:38 AM

Hyatt Erstad, a loyal NAIFA member since 1980 and President of Erstad & Company in Boise, ID, has been reappointed by Governor Brad Little as Secretary and a member of the Board of Directors of Your Health Idaho. His confirmation hearing before the Idaho Senate Commerce Committee was February 8. While at the hearing, Erstad spoke with Idaho Insurance Director and National Association of Insurance Commissioners Chair Dean Cameron (see photo above).

Topics: State Advocacy Member Spotlight Grassroots
1 min read

NAIFA Trustee Wes Booker Runs for State Office

By NAIFA on 2/3/22 4:27 PM

NAIFA Trustee Wes Booker, LUTCF, CEO of the Wes Booker Agency, The Horace Mann Companies, in Maumelle, AR, has announced that he is a candidate for the Arkansas State House of Representatives. He is running for the seat serving House District 71.

Topics: State Advocacy Member Spotlight Federal Advocacy Grassroots
2 min read

NAIFA Trustee Wes Booker Officiates Congressional Football Game

By NAIFA on 11/12/21 4:40 PM

NAIFA Trustee, Wes Booker, LUTCF, loyal member since 2004 can be spotted all across SEC country when he is not serving his clients out of Maumalle, AR. Booker is an NCAA Football referee for the Southeastern Conference. Recently, he had the honor of serving as an official during the 12th Annual Congressional Football Game.

Topics: State Advocacy Member Spotlight Federal Advocacy Illinois
1 min read

NAIFA’s Christopher Gandy Speaks at NAIC Meeting on Race and Insurance

By NAIFA on 12/8/20 5:16 PM

Christopher L. Gandy, a member of the 2021 National Association of Insurance and Financial Advisors (NAIFA) Board of Trustees and the president of NAIFA’s Chicagoland chapter, spoke on behalf of NAIFA at a National Association of Insurance Commissioners (NAIC) meeting of the NAIC’s Special Committee on Race and Insurance.

Topics: Interstate Advocacy Member Spotlight NAIC
1 min read

Members of Congress Appreciate NAIFA

By NAIFA on 10/20/20 4:53 PM

Congress knows and appreciates NAIFA! When lawmakers seek Main Street USA perspectives on insurance and financial services issues, they know they can count on NAIFA members. NAIFA’s grassroots army serves as a resource and advocates for policies that promote financial security for American families and business owners. That's the Power of Us. Listen to what members of Congress have to say.

Topics: Member Spotlight Federal Advocacy Grassroots
1 min read

NAIFA Members Tapped to Consult WA OIC

By NAIFA Government Relations Team on 10/8/20 3:43 PM

The Washington State Office of the Insurance Commissioner recently announced that two NAIFA-WA members were selected to serve on the commissioner’s Life & Disability Producer Advisory Committee. The members, Robert Rockett and Mark Ingersoll, are both independent Life Insurance, Annuity, Disability Income, and LTCi wholesalers.

Rockett, of Rockett Financial Services, in Raymond, WA, is a New York Life Advisor and long-time active member of NAIFA. “He brings decades of rural financial planning experience as well as the relationship with New York Life,” said Wayne Lundy, NAIFA-WA’s immediate past president.

Ingersoll is President and CEO of Washington Brokerage in Seattle. “Mark also has decades of experience and brings the wholesaler side of the industry to the ear of the Commissioner’s office,” Lundy said. “NAIFA Washington is very pleased to have these two very knowledgeable members sitting on this committee.”

The Office of the Insurance Commissioner appoints members to act as consultants to the agency. One committee represents life and disability markets. Another committee represents property and casualty markets.

The commissioner and agency executives meet with committee members twice a year to discuss critical issues and developments within the industry.

Topics: State Advocacy Member Spotlight Washington

NAIFA Leaders Present Educational Session For Congressional Financial Security Caucus

By NAIFA on 1/24/20 10:21 AM

NAIFA Treasurer Brock Jolly and NAIFA-Greater Washington Advocacy Chair Matthew Grace are featured speakers at a lunch and learn to members of Congress and staff entitled: “Save, Invest & Protect: Safeguarding Your Financial Future.”

Topics: Retirement Planning Member Spotlight Congress