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Advocacy in action blog

2 min read

House Tax Title Includes NAIFA-Supported Provisions to Benefit Families and Businesses

By Kevin Mayeux on 5/12/25 5:24 PM

NAIFA is pleased the House Ways and Means Budget Reconciliation Title recognizes the need for American families and businesses to plan for their financial futures with access to knowledgeable professionals, affordable insurance products, and certainty in policy. 

A stable tax system that continues to encourage Americans to plan and save for their future is more important than ever. Families are able to protect themselves through the current tax treatment of cash value life insurance, incentives to participate in individual and employer-sponsored retirement plans, savings vehicles for education and emergencies, paid leave, long-term care insurance, and disability insurance, and employer-provided health insurance. These measures reflect sound tax policy, established over decades, that gives Americans of all backgrounds the opportunity to attain a secure financial future.  

NAIFA applauds the measure to permanently extend and increase the Section 199A deduction, which many of our members utilize to provide products and services that millions of Americans rely on to improve their financial security. The Section 199A deduction allows small- and medium-sized businesses, which are the backbone of the American economy, to remain competitive and to retain parity in corporate and passthrough income taxation. In addition:

Topics: Taxes Press Release Supported Legislation NAIFA CEO Executive Summary
3 min read

Financial Professionals to Advocate for Their Businesses and Clients at NAIFA’s Congressional Conference

By NAIFA on 5/1/25 1:41 PM

NAIFA is hosting the 12th annual Congressional Conference May 19-20 in Washington, D.C. Day 1 of the event at the Westin DC Downtown will feature targeted advocacy training with briefings on legislative issues that affect financial professionals’ businesses, clients, and communities. Washington insiders at Congressional Conference will offer attendees best practices for conducting congressional meetings and tips for developing impactful long-term relationships with legislators.

Topics: Legislation & Regulations Press Release Grassroots Congress Congressional Conference
2 min read

NAIFA calls Medicare Advantage Organizations' compensation cuts to agents 'extremely detrimental' to beneficiaries

By NAIFA on 12/3/24 2:51 PM

NAIFA tells CMS that compensation cuts may ‘run afoul’ of existing federal regulations

Topics: Medicare Press Release Medicare Part D
3 min read

New Rule Bolsters Protections for Nevada Annuity Consumers

By NAIFA on 11/19/24 10:55 AM

American Council of Life Insurers (ACLI) President and CEO David Chavern and National Association of Insurance and Financial Advisors (NAIFA)—Nevada Political Action Committee Chair Jarod Morgan issued the following joint statement on the best interest annuity rule approved recently by the Legislative Review Committee and supported by the Nevada Division of Insurance:

Topics: Press Release Annuity Best Interest
2 min read

New Rule in Louisiana Strengthens Protections for Annuity Consumers

By NAIFA on 9/20/24 5:25 PM

American Council of Life Insurers (ACLI) President and CEO Susan Neely and National Association of Insurance and Financial Advisors (NAIFA)—Louisiana Chapter President Blake Gillies issued the following joint statement on the best interest annuity rule adopted by the Louisiana Department of Insurance:

Topics: State Advocacy Press Release Annuity Best Interest
3 min read

Missouri Enhances Protections for Annuity Consumers

By NAIFA & ACLI on 8/2/24 8:45 AM

American Council of Life Insurers (ACLI) President and CEO Susan Neely and NAIFA-Missouri President Craig Wright, MBA, CFP, ChFC, issued the following joint statement on the best interest annuity rule adopted today by the Missouri Department of Insurance:

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

Update: Court Grants a Stay in NAIFA's Lawsuit Against the DOL

By NAIFA on 7/27/24 10:29 AM

The U.S. District Court for the Northern District of Texas has granted a request by NAIFA, ACLI, several NAIFA chapters, and other advocacy partners to stay the Department of Labor's fiduciary-only rule, stating that our case is "virtually certain to succeed on the merits." The action follows a similar stay issued Thursday by a different federal court in a similar case.

Topics: Standard of Care & Consumer Protection Press Release DOL Fiduciary
4 min read

NAIFA-Texas Advocacy Standout John Ruckel to Receive NAIFA’s 2024 Terry Headley Award

By NAIFA on 7/22/24 4:00 AM

NAIFA is proud to announce that John M. Ruckel, LUTCF, a Financial Professional with MassMutual and owner of Ruckel Insurance and Financial Group in Nacogdoches, Texas, is the 2024 recipient of NAIFA’s Terry Headley Lifetime Defender Award.

Topics: Advocacy Awards Press Release IFAPAC
1 min read

Two U.S. House Committees Act to Protect Retirement Savers from Labor Department’s Fiduciary-Only Regulation

By NAIFA on 7/11/24 10:10 AM

Washington, D.C.—The American Council of Life Insurers (ACLI), National Association of Insurance and Financial Advisors (NAIFA), Finseca, Insured Retirement Institute (IRI) and National Association for Fixed Annuities (NAFA) issued the following statement on legislation passed by the U.S. House Appropriations Committee and the Education and the Workforce Committee to protect retirement savers from the Labor Department’s fiduciary-only regulation:
 
“The actions taken by the U.S. House Appropriations Committee and the Education and the Workforce Committee send a clear message that the Labor Department’s fiduciary-only regulation does not align with Congress’s efforts to expand retirement security for all Americans through the increased availability of lifetime income options. 
 
“In 2019 and 2022, Congress reaffirmed the importance of lifetime income when it passed legislation making it easier for employers to include annuities in workplace retirement plans. The fiduciary-only regulation is at odds with this progress. It restricts consumer access to professional financial guidance and options for protected lifetime income that annuities offer.

Topics: Press Release Fiduciary
3 min read

U.S. House Appropriations Subcommittee Advances Legislation Blocking Funding for Fiduciary-Only Regulation

By NAIFA on 6/28/24 12:25 PM

Washington, D.C.—The American Council of Life Insurers (ACLI), National Association of Insurance and Financial Advisors (NAIFA), Finseca, Insured Retirement Institute (IRI) and National Association for Fixed Annuities (NAFA) issued the following statement on legislation advanced today by the U.S. House Appropriations Subcommittee on Labor, HHS, Education, and Related Agencies that would block funding for the Labor Department’s fiduciary-only regulation:

Topics: Advocacy Press Release DOL Fiduciary

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