Advocacy in action blog

Michigan Governor Gretchen Whitmer has signed a bill NAIFA-MI helped shape and strongly advocated for that will help protect vulnerable adults, specifically seniors, from financial fraud and exploitation. The new law allows broker-dealers or investment advisors to delay disbursements or transactions if they suspect a client is being exploited or defrauded.

American Council of Life Insurers (ACLI) President and CEO Susan Neely and National Association of Insurance and Financial Advisors’ (NAIFA)—Utah Government Relations Chair Dori Phillips, issued the following joint statement on the best interest annuity rule adopted recently by the Utah Insurance Department:

NAIFA-WI members Kris Alfheim and Sherri Mitchell and lobbyist George Ermert attended a bill-signing ceremony with Governor Tony Evers for legislation requiring high school students to complete a personal finance course prior to graduation.

California has not at this time established a publicly funded state-run long-term care insurance program or set deadlines for employees in the state to opt out. The state established a Task Force to study the possibility of such a program and make recommendations, and that study is ongoing. The California Department of Insurance has issued a revised Frequently Asked Questions Document to clear up some common misconceptions. Among topics covered by the FAQ are:

On August 18, 1966, NAIFA formed the Insurance and Financial Advisors Political Action Committee (IFAPAC) as a nonprofit, nonpartisan organization. Then known as LUPAC, it was created "to engage in voter registration and get-out-the-vote campaigns, compile voting records of individual members of Congress, and implement nonpartisan courses designed to stimulate citizen involvement in politics," according to NAIFA's magazine at the time. The PAC also solicited "contributions to aid selected Congressional candidates," the publication said.

When we think of the In-District Meetings NAIFA promotes each August, we usually think of get-togethers at district offices with federal lawmakers or their staff. But really, they can take all shapes and forms.

NAIFA's Nebraska chapter has been a strong advocate for the life insurance industry, working with state officials to proclaim September Life Insurance Awareness Month (LIAM) in the state. Their efforts were successful and several members of the association were on hand at the ceremony when Governor Jim Pillen issued the proclamation.

The Fourth of July, naturally, celebrates our nation’s independence declared in 1776, won through the struggle and sacrifice of the American Revolution, and maintained by generations of Americans throughout the history of the United States. NAIFA joins in this celebration of our country and the freedoms we all enjoy.

WASHINGTON – American Council of Life Insurers (ACLI) President and CEO Susan Neely and National Association of Insurance and Financial Advisors (NAIFA)-Kansas Chapter President Brad Noller issued the following joint statement on the best interest annuity rule adopted recently by the Kansas Insurance Department:

NAIFA and the American Council of Life Insurers (ACLI) often work together to advocate for the industry, producers, and consumers in every part of the country. Their enduring cooperation and partnership take on great significance at the state level, where NAIFA is the only advocacy association of agents and advisors with a strong grassroots influence in all 50 state capitals.