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Founded in 1890 as The National Association of Life Underwriters (NALU), NAIFA is one of the nation’s oldest and largest associations representing the interests of insurance professionals from every Congressional district in the United States. NAIFA members assist consumers by focusing their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments. NAIFA’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.

Press Contacts:

Mark Briscoe
Senior Director of Strategic
Communications

(703) 770-8111

Sheila Owens
Vice President of Communications and Marketing
(703) 770-8112

NAIFA Executives

John Nichols, MSM, CLU
President


Robert O. Smith, J.D., CLU, ChFC, LIC
Immediate Past President


Susan B. Waters, DM, CAE
CEO

NAIFA Staff Experts

William Anderson
Senior Vice President – Government Relations


Diane Boyle
Vice President – Federal Government Relations


Jill Hoffman
Assistant Vice President – Federal Government Relations


Roland Panneton
Senior Counsel – State Government Relations


Gary Sanders
Vice President – Securities & State Government Relations

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Recent NAIFA Headlines

  • May 9, 2014: NAIFA members to deliver message of financial security to Capitol Hill
  • April 30, 2014: Sy Sternberg Is Named 2014 John Newton Russell Memorial Award Winner
  • March 25, 2014: NAIFA, College for Financial Planning announce formation of Advisory Group for new LUTCF designation program
  • February 18, 2014: NAIFA, College for Financial Planning join forces to create new state-of-the-art LUTCF designation program
  • January 30, 2014: Senate Passes Bill Containing NARAB II
  • October 22, 2013: Health insurance agents identify problems, issues with Affordable Care Act; Lower-income Americans seeking subsidies particularly affected
  • October 1, 2013: NAIFA National Council Elects Officers, Trustees to Board
  • September 26, 2013: NAIFA Survey Examines Agent and Broker Role in Affordable Care Act Implementation
  • September 10, 2013: NAIFA Applauds House for Passage of NARAB II Legislation
  • August 26, 2013: NAIFA launches new ACA microsite with resources, analysis
  • August 13, 2013: Shannon K. Robertson, CAE, M.S. Receives 2013 C. Carney Smith Award
  • August 6, 2013: NAIFA Names Gabe Smith Young Advisor Team Leader of the Year
  • June 28, 2013: New Survey Results Will Help the SEC Understand Fiduciary Impacts
  • April 22, 2013: Richard A. Koob Is Named 2013 John Newton Russell Memorial Award Recipient
  • February 13, 2013: NAIFA Responds to State of the Union Tax Proposal
  • September 11, 2012: NAIFA National Council Elects Officers, Trustees to Board
  • September 4, 2012: Insurance Agents and Financial Advisors to Gather in Las Vegas Sept. 8-11 for National Industry Conference and Exhibition
  • July 31, 2012: NAIFA Names Corey Anderson Young Advisor Team Leader of the Year
  • June 12, 2012: NAIFA’s Advisor Today Recognizes Outstanding Advisors with ‘Four Under Forty’ Award
  • April 24, 2012: NAIFA: Senate Bill on Insurance Licensing Would Benefit Agents and Consumers
  • April 3, 2012: Brian Ashe Is Named 2012 John Newton Russell Memorial Award Winner
  • March 22, 2012: NAIFA’s APIC Legislative Contacts Attend Congressional Meetings
  • February 29, 2012: NAIFA National, State and Local Associations Launch Unprecedented Messaging Campaign
  • January 31, 2012: NAIFA Holds Successful “Day on the Hill” Grassroots Event
  • January 21, 2012: NAIFA Encouraged by SEC’s Deliberate Pace on Fiduciary Rule
  • December 16, 2011: NAIFA Comments on Federal Insurance Office
  • November 23, 2011: NAIFA Survey Shows Federal Health Care Rule Harming Agents and Consumers
  • September 19, 2011: NAIFA Applauds DOL on Decision to Withdrawal Fiduciary Rule
  • September 13, 2011: Robert Miller named 2011-2012 President of National Association of Insurance and Financial Advisors
  • September 13, 2011: NAIFA National Council Elects 2011-2012 Officers, Trustees to Board
  • September 9, 2011: NAIFA President Terry K. Headley to Testify at Congressional Hearing on Regulation of Financial Advisors
  • August 30, 2011: Insurance Agents and Financial Advisors to Take Their Grassroots Message to Washington
  • August 17, 2011: Insurance Agents and Financial Advisors Gather in Washington Sept. 10-14 for National Industry Conference and Exhibition
  • August 3, 2011: NAIFA White Paper Examines the Damage Done to Health Insurance Professionals and Their Clients by the Health Care Law’s MLR Rule
  • July 27, 2011: NAIFA Backs FINRA Examination of SEC-Registered Investment Advisers
  • July 12, 2011: Financial crisis prompts investors to seek more products with risk-protection components
  • June 21, 2011: NAIFA to IRS: Shared Responsibility Shouldn’t Harm Small Businesses
  • May 5, 2011: NAIFA President Terry K. Headley says suitability standard of care serves consumers with ‘rules-based, objective’ approach
  • April 29, 2011: New Survey Shows Devastating Effects of Medical Loss Ratio on Health Insurance Agents, Consumers
  • April 12, 2011: NAIFA President Submits Formal Comments to Department of Labor On proposed Rule to Define ‘Fiduciary’ in Retirement Savings Marketplace
  • April 11, 2011: Marvin Feldman Is Named 2011 John Newton Russell Memorial Award Winner
  • March 27, 2011: NAIFA President Terry K. Headley testifies at NAIC meeting on U.S. health care reform, impact of Medical Loss Ratio provision
  • January 21, 2011: NAIFA Releases Statement on SEC Study on Standard of Care
  • January 19, 2011: NAIFA Applauds GAO Approach: No Additional Layer of Regulation for Financial Planners is Warranted
  • December 21, 2010: National Financial Magazine Names Omaha’s Terry Headley To “Power of 20” List of Influencers in Industry
  • December 17, 2010: New Survey of NAIFA Members Shows Fiduciary Standard Could Negatively Impact Services to Middle-Market Consumers
  • October 15, 2010: New Survey Shows Insurance Agents Spend Substantial Time Assisting Clients with Healthcare Claims Issues
  • September 14, 2010: NAIFA National Council Elects Officers, Trustees to Board
  • September 9, 2010: Insurance Agents and Financial Advisors Gather for National Industry Conference and Exhibition
  • August 30, 2010: NAIFA Submits Formal Comments to SEC on Fiduciary Study Individual and Joint Comments Submitted
  • July 8, 2010: NAIFA Names Adam Sachs Young Advisor Team Leader of the Year
  • June 24, 2010: NAIFA Applauds House, Senate Conferees on Approach to Standard of Care Issue
  • June 22, 2010: Four Advisors Receive "Four Under Forty" Award
  • May 21, 2010: NAIFA Applauds Senate on Objective Approach to Fiduciary Issue
  • May 20, 2010: NAIFA Opposes Stranger-Originated Annuities in Testimony Before NAIC
  • May 19, 2010: Sheila Owens Joins NAIFA as Vice President of Communications and Marketing
  • May 17, 2010: NAIFA and Industry Groups Comment to HHS on Medial Loss Ratios
  • May 14, 2010: Wisconsin Enacts Strong Legislation Protecting Seniors From Fraud, Abuse
  • May 12, 2010: NAIFA Responds to Questions, Reaffirms Support for Senate Bill Provision on Fiduciary Duty
  • May 10, 2010: NAIFA and Industry Groups Comment on HHS Interim Final Rule on Web Portal for Consumers
  • April 28, 2010: NAIFA Adopts Policy Opposing Stranger-Originated Annuities
  • April 27, 2010: Michael Keenan to be Awarded the Insurance Industry’s Highest Honor
  • April 21, 2010: NAIFA Supports NAIC’S New Annuity Rule
  • April 9, 2010: NAIFA Applauds NAIC IQ Study on Insurance
  • March 31, 2010: NAIFA Names Dr. Susan Waters as CEO
  • March 25, 2010: NAIFA 2010 to Emphasize Education, Networking, Advocacy
  • March 22, 2010: NAIFA President Comments on Passage of Health Care Bill
  • March 3, 2010: NAIFA Applauds House Passage of Agent Licensing Reform Bill
  • February 22, 2010: NAIFA President Responds to New York Times’ Report on Standards of Care
  • February 2, 2010: NAIFA Partners With Simplified Training Solutions to Offer HIPAA Privacy and Security Tools and Training
  • February 1, 2010: Life Insurance Industry Reacts to President's 2011 Budget Proposal
  • January 21, 2010: NAIFA Exceeds Scholarship Program Goal
  • January 19, 2010: Insurance Industry Helps Haiti Relief Effort

2009

  • December 22, 2009: Dr. Susan Waters Named NAIFA’s Acting CEO
  • December 10, 2009: NAIFA's Bill Anderson Re-Elected as Vice President of NIPR
  • December 2, 2009: NAIFA Supports Creating Federal Insurance Office of Information
  • November 23, 2009: NAIFA Comments on Senate Vote to Proceed on H.R. 3590: Prepares to Roll Up Its Sleeves
  • November 18, 2009: New York Legislature Approves Strong Bill to Protect Seniors, Deter Stoli
  • November 6, 2009: NAIFA Comments on House Passage of Healthcare Reform Bill
  • October 22, 2009: NAIFA Comments on Bill to Create Consumer Financial Protection Agency
  • October 14, 2009: Corporate-Owned Life Insurance: Helping U.S. Workers With Jobs & Benefits
  • October 1, 2009: Congressional Resolutions Make September National Life Insurance Awareness Month
  • October 1, 2009: NAIFA Comments on Proposed Investment Advice Rules Legislation
  • September 24, 2009: NAIFA 2009 Convention and Career Conference a “Brilliant” Success
  • September 10, 2009: Dr. Jan Swaney to Present On Wellness at the Association of Health Insurance Advisors Annual Luncheon
  • September 9, 2009: NAIFA’s Expanded Convention & Career Conference Starts Saturday in Orlando
  • August 26, 2009: NAIFA and AHIA Recognize the Legacy and Contributions of Senator Edward M. Kennedy
  • August 24, 2009: LIVE Webinar Announced – Health Insurance Producers Discuss Current State of Federal Healthcare Reform
  • July 23, 2009: NAIFA Applauds Administration Proposal to Create Office of National Insurance
  • July 15, 2009: Health Insurance Agent & Broker Alliance Hosts 1,000+ Strong Joint Capitol Hill Fly-In
  • July 13, 2009: NAIFA Announces the New NAIFA Preferred Provider Wireless Center
  • July 13, 2009: NAIFA Joins With Eliminate ID Theft to Provide ID Protection to Members
  • July 9, 2009: Health Insurance Agent & Broker Alliance Host Legislative Fly-In Next Week
  • June 24, 2009: NAIFA President Cliff Wilson Appears Before Congress to Discuss Consumer Financial Products Regulation
  • June 9, 2009: Producer Groups Join Forces On Health Care Reform Legislative Fly-In
  • June 3, 2009: Strong Anti-STOLI Legislation Advances In Three States
  • May 21, 2009: NAIFA Applauds Re-Introduction of NARAB II Legislation
  • May 5, 2009: NAIFA Expands Health Advocacy and Refines Health Reform Policy
  • April 29, 2009: Senate Special Committee on Aging Holds Hearing on Life Settlements: NAIFA Submits Statement
  • April 22, 2009: Producer Groups Urge Congress Not To Rush Health Care Reform
  • April 21, 2009: Allianz Provides NAIFA Membership as a Producer Perk
  • April 20, 2009: AHIA Opposes Public Health Plan
  • April 15, 2009: Larry Lambert to be Awarded the Insurance Industry’s Highest Honor
  • April 2, 2009: NAIFA Supports Introduction of National Insurance Consumer Protection Act
  • April 1, 2009: AHIA Endorses Long-Term Care Bill
  • March 19, 2009: H.B. 2854 Would Punish Financially-Prudent Oregon Families
  • March 17, 2009: Life & Health Agent/Advisors Visit Capitol Hill
  • March 9, 2009: NAIFA to Offer Potential Scholarship Program
  • February 24, 2009: NAIFA Launches the NAIFA Sales System to Help Producers Reach “The Next Level”
  • February 12, 2009: Agents Celebrate American Heart Month and Disease Prevention Funding in Stimulus
  • January 6, 2009: Paul Wessel Joins NAIFA as VP, Finance & Facilities