NAIFA Advocacy Gets Results: The DOL Rule Delay and Annuities

February 28, 2018

NAIFA advocacy has worked tirelessly in recent years to ensure that any fiduciary rule imposed by the Department of Labor would not disrupt markets and make it more difficult for consumers to get products that provide financial security in retirement. NAIFA provided education and insights to members of the current and previous administration on how some aspects of the proposed rule would harm advisors and, more importantly, their clients.   NAIFA was pleased when the Department of Labor...

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NAIFA Advocates With States to Help Veterans Become Advisors

February 27, 2018

NAIFA has spearheaded an effort to encourage state insurance commissioners to participate in a Veteran’s Administration program that pays licensing and certification fees, up to $2,000, for former members of the military pursuing new professions.   So far, nearly two dozen states have gotten their insurance licensing regimes approved by the VA, most at the urging of NAIFA state associations. A new Advisor Today article provides more details about this highly successful NAIFA advocac...

NAIFA Capital 50 Fund Takes State Advocacy to New Heights

February 26, 2018

NAIFA is the only membership association for agents and advisors providing effective advocacy at the federal level in Washington, D.C., and at the state level in all 50 state capitals. NAIFA is always working to bolster its advocacy efforts and encourage the best possible legislative and regulatory outcomes for advisors and their clients. With top-notch lobbyists and grassroots networks in every state, NAIFA serves as the voice of the industry not just in Washington, but around the country...

NAIFA Launches Midwest Office to Strengthen Member Offerings, Support Expanded Services

February 9, 2018

Integration of Iowa-based The Grassley Group advances NAIFA 20/20 Strategic Plan to improve quality member experience. The Board of Trustees of the National Association of Insurance and Financial Advisors (NAIFA) has reached an agreement with The Grassley Group (TGG), an association management services provider located in Cedar Falls, Iowa, to integrate TGG into NAIFA’s Membership and Association Services Team. “The NAIFA 20/20 Strategic Plan calls for modernization of the NAIFA s...

The Senior Safe Act Passes in House

February 2, 2018

The Senior Safe Act of 2017 is included in H.R. 2255, the Housing Opportunities Made Easier (HOME) Act, passed by the House of Representatives this week. The Senior Safe Act provisions, previously introduced by Rep. Kyrsten Sinema (D-AZ) and Rep. Bruce Poliquin (R-ME), exempt financial institutions and some of their employees from liability in any civil or administrative proceeding in situations where those employees report the potential exploitation of a senior citizen to a governmental a...