NAIFA Blog

Is Your Pass-Through Business Eligible for the New 199A Deduction? It depends

February 12, 2019

By Judi Carsrud   Judi Carsrud is assistant vice president of government relations at NAIFA. As we enter the second week of tax season, several NAIFA members have asked us what the deal is with the new tax law’s 20 percent income deduction for S corporations and other pass-through businesses. The answer, as we might expect with so many things coming out of Washington these days: It depends.   Under the 2018 Tax Cuts and Jobs Act, owne...

The Answer to 'What If?': Have a plan

February 7, 2019

By Diane Boyle Senior Vice President, Government Relations Much like insurance and financial professionals discuss and plan for the "what ifs" in life, NAIFA's Government Relations team utilizes “what if" conversations to advance policy discussions. These tough “what if” conversations with lawmakers, families and business owners lead to good public policy and enhance financial security.  The recent government shutdown demonstrates that too many people are unprepared for what if my s...

NAIFA to Present at CEFLI Conference

February 4, 2019

NAIFA will be a presenter at a meeting tomorrow of the Compliance & Ethics Forum for Life Insurers (CEFLI) Advisory Committee. CEFLI is a professional trade association of the legal and compliance staff for insurance carriers, broker-dealers, and federal and state regulators. The Advisory Committee specifically is a forum for life insurers, industry trade associations, and regulators from the SEC and FINRA to discuss trending issues that affect CEFLI members.   NAIFA will brief the Comm...

NAIFA Leading the Effort to Stem Elder Financial Exploitation

January 28, 2019

By Steve Kline   Steve Kline is Director of Government Relations for NAIFA According to an alarming new article in the Wall Street Journal , U.S. banks reported a record 24,454 cases of suspected financial exploitation of seniors in 2018. This represents a 12 percent increase from the previous year and is more than double the amount from five years earlier. Senior financial exploitation is already a very serious issue. Based on data compi...

Getting CE Credit for Association Membership

January 16, 2019

By Steve Kline Over the past several years, many NAIFA state associations have been advocating for legislation to allow financial advisors to receive CE credit for their membership and active participation in a professional agent association. We are pleased to say that due to NAIFA’s advocacy, 10 states allow advisors to be eligible for CE credit for their association membership: Arkansas, Georgia, Louisiana, Nebraska, North Carolina, Ohio, Oklahoma, Texas, Utah, and West Virginia. D...