NAIFA Blog

Tax Reform Illustrates the Importance of NAIFA Membership

November 15, 2017

“Laws are like sausages. It’s better not to see them being made.”                         - Attributed to Otto Von Bismark ( though he probably didn’t say it )   Dear friends, Times like these are a big reason you are a NAIFA member.* Congress and the administration are deep in the sausage-making process of tax-reform . I don’t need to tell you how important tax laws are to the success of your family, your business, your clients, and our country. Though much is happening behind...

"Rothification" Emerges as Potential Tax Reform Risk

October 19, 2017

Dear NAIFA member,   NAIFA continues to monitor the prevailing winds on Capitol Hill as members of congressional tax-writing committees draft tax-reform legislation. Much of their work is occurring behind closed doors, but we know lawmakers are searching for ways to pay for tax cuts that they and the Trump administration have promised. We must be vigilant to ensure that our concerns are heard. Fortunately, NAIFA is the largest and most influential association representing advisors and ...

NAIFA Members to Meet with Lawmakers May 25

May 20, 2016

The Department of Labor’s final rule to expand the definition of investment advisor fiduciaries under ERISA is complex and poses uncertainty on how the rule will impact retirement investors’ access to affordable products or advice, members of the National Association of Insurance and Financial Advisors will tell Congress May 25 during meetings on Capitol Hill. The meetings take place during NAIFA's 2016 Congressional Conference May 24-25 at the Gaylord Hotel at National Harbor, Md. “Th...

As the Senate Considers Tax Reform, NAIFA Stresses the Importance of Insurance and Retirement Savings

April 9, 2015

Five U.S. Senate Finance Committee Tax Working Groups have been charged by Finance Committee Chairman Orrin Hatch (R-Utah) and Ranking Member Ron Wyden (D-Ore.) “to spur congressional comprehensive tax reform efforts in the 114 th Congress.”   The Savings and Investments Working Group is expected to analyze and make policy recommendations on the tax treatment of a number of products important to NAIFA members and their clients, including life insurance, annuities, long-term-care insura...

On the State of the Union, NAIFA calls for tax policy that encourages middle-class Americans to save for retirement

January 20, 2015

The National Association of Insurance and Financial Advisors echoes a strong theme running throughout President Obama’s State of the Union Address and Sen. Joni Ernst’s Republican Address to the Nation that policy decisions moving forward must focus on ensuring the financial health of middle class Americans. With 10,000 people reaching retirement age every day for the next 17 years, it is important that public policy incentivizes and encourages families to save and plan for retirement. Lif...