Senate Passes TRIA Bill Containing NARAB II

January 8, 2015

The U.S. Senate has passed the Terrorism Risk Insurance Program Reauthorization Act (TRIA) containing NARAB II. The bill passed the House of Representatives yesterday, so it now heads to the White House, where NAIFA anticipates that the president will sign it into law. NAIFA President Juli McNeely congratulates NAIFA members on NARAB passage The following statement was issued by NAIFA President Juli Y. McNeely , LUTCF, CFP, CLU :   “NAIFA applauds Congress for overwhelmingly pass...

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NAIFA's McNeely Quoted in Wall Street Journal on the Role of the Advisor

January 8, 2015

NAIFA President Juli McNeely was quoted in a January 6 Wall Street Journal article, "Brains, Bots or Both? Finding a Financial Adviser," making a case for the important role played by insurance and financial advisors, even as automated systems are becoming more common in the marketplace. For "matters such as risk management, legacy and estate planning, charitable giving, tax strategies and lifestyle planning" McNeely says that a human advisor provides critical input and advice to consume...