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Advocacy in action blog

2 min read

NAIFA Financial Professionals Meet With Members of Congress

By NAIFA on 11/15/22 2:15 PM

NAIFA members, in Washington, D.C., for NAIFA’s National Leadership Conference, went to Capitol Hill to participate in more than 150 in-person meetings with members of Congress and their staff.

Topics: Retirement Legislation & Regulations Press Release Federal Advocacy
3 min read

NAIFA-NY Members Meet With DFS Officials to Address Challenges Serving Clients in the State

By NAIFA on 10/20/22 2:06 PM

Members of NAIFA’s New York chapter (NAIFA-NY) held a virtual meeting with officials from the state Department of Financial Services (DFS). State President Gary Cappon, CLU, LUTCF, RICP, FSCP, CLTC, provided introductions and a brief rundown of NAIFA’s advocacy work and support for the agent and advisor community and the consumers they serve. He also discussed challenges with financial product availability in the state. President-Elect Vinny Dallo, ChFC, CLU, CLTC, LUTCF, and Vice President of Advocacy Paul Sciacca presented “A Day in the Life of a Financial Professional,” highlighting how NAIFA members serve families and businesses in the state.

Topics: Legislation & Regulations State Advocacy Press Release
3 min read

Robert A. Miller to Receive NAIFA’s Terry Headley Lifetime Defender Award

By NAIFA on 10/18/22 10:00 AM

NAIFA is proud to announce that Robert A. Miller, M.S., M.A., Partner at Miller-Pomerantz Insurance and Financial Services in New York City, is the recipient of NAIFA’s Terry Headley Lifetime Defender Award.

Miller, a loyal member since 1983, was NAIFA’s national President for the 2011-2012 term. He had previously served as President of the NAIFA-New York state chapter and NAIFA-New York City. He was elected to the NAIFA Board of Trustees in 2005 and has served as trustee liaison to the CEO Outreach Program, the Young Advisor Team, and the Corporate Partnerships Program. He also served as chair of the NAIFA Governance Committee and was a member of the NAIFA Finance Committee.

Topics: Advocacy Awards Press Release IFAPAC
2 min read

NAIFA’s Advocacy Highlighted at LICONY Meeting

By NAIFA on 10/13/22 2:33 PM

NAIFA Senior Vice President for Government Relations Diane Boyle appeared with other industry thought leaders on the National & Federal Insurance Perspective Panel at the Life Insurance Council of New York (LICONY) Annual Meeting and Planning Conference in Albany. She discussed with other panelists the top issues facing the insurance and financial services industry, the promotion of diversity and inclusion in the insurance sector, issues caused by the COVID-19 pandemic, and NAIFA’s work with the American Council of Life Insurance (ACLI) to remove unnecessary barriers to recruiting new insurance professionals.

Topics: Diversity, Equity & Inclusion Press Release New York Federal Advocacy
1 min read

NAIFA Looks to Work With Lisa Gomez, New Assistant Secretary of Labor for EBSA

By Diane Boyle on 9/30/22 8:49 AM

NAIFA congratulates Lisa Gomez on her confirmation as Assistant Secretary of Labor for the Employee Benefits Security Administration (EBSA).  

Topics: Standard of Care & Consumer Protection Press Release Federal Advocacy
1 min read

NAIFA's Gandy Contributes to NAIC Discussion on DEI and Licensing

By NAIFA on 9/19/22 2:51 PM

NAIFA Trustee Christopher Gandy, LACP, loyal member since 2003 and Founder of Midwest Legacy Group, is participating in a panel discussion at the National Association of Insurance Commissioners (NAIC) 2022 Insurance Summit. The session, “Diversity, Equity, and Inclusion in Producer Licensing,” is exploring how regulators and the insurance industry are addressing DEI issues in the distribution of insurance through pre-licensing and licensing exam procedures.

Topics: Diversity, Equity & Inclusion Interstate Advocacy Press Release Licensing
2 min read

State Adopts NAIFA-MA Proposal to Offer Insurance Licensing Exams in Spanish

By NAIFA on 9/19/22 11:21 AM

The Massachusetts Division of Insurance announced earlier this year that the state insurance licensing exam will now be offered in Spanish. NAIFA's Massachusetts chapter has been working with the Division of Insurance on this initiative and advocated for its adoption.

Topics: State Advocacy Press Release Licensing
1 min read

Gale Representing NAIFA on NIPR Board of Directors

By NAIFA on 7/8/21 1:50 PM

NAIFA Policy Director Maeghan Gale will represent insurance and financial advisors and NAIFA on the Board of Directors of the National Insurance Producer Registry (NIPR).

NIPR is a not-for-profit technology company with the goal of streamlining the producer licensing process. Governed by a Board of Directors representing state insurance regulators and members of the insurance industry, NIPR is an affiliate of the National Association of Insurance Commissioners (NAIC). Gale joins the board immediately.

Topics: Interstate Advocacy Press Release
2 min read

New Texas Law Enhances Protections for Annuity Consumers

By NAIFA on 6/8/21 10:33 AM

Legislation signed recently by Governor Greg Abbott enhances protections for Texas consumers seeking lifetime income through annuities. Championed by House Insurance Committee Chairman Dr. Tom Oliverson and Senate Business & Commerce Chairman Kelly Hancock, the new law enhances the standards financial professionals must follow while preserving consumers’ ability to access the tools they need for a secure retirement.

Topics: State Advocacy Interstate Advocacy Press Release
2 min read

NAIFA Supports SECURE Act 2.0 Introduced by Reps. Neal and Brady

By NAIFA on 5/3/21 4:24 PM

House Ways and Means Committee Chairman Richard E. Neal (D-MA) and Ranking Member Kevin Brady (R-TX) have introduced the Securing a Strong Retirement Act of 2021, also known as the SECURE Act 2.0, and Neal has scheduled a markup session in the committee for Wednesday.

Topics: Retirement Planning Legislation & Regulations Press Release

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