National Association of Insurance and Financial Advisors

McNeely: NAIFA Pushing for NARAB II Passage This Year

May 30, 2014

NAIFA President-Elect Juli McNeely recently spoke with  Employee Benefit Advisor  magazine about her meetings on Capitol Hill during NAIFA's Congressional Conference and also the future of NARAB II legislation. “What’s encouraging to me is that the lawmakers acknowledged the importance of [NARAB II],” McNeely said. “We just emphasized the importance of getting it passed this year.” To read the rest of the story, visit the EBA website . (Free registration required.)

DOL Says Fiduciary Proposal Will Come in January 2015 at the Earliest

May 28, 2014

The Department of Labor has announced that it will not re-propose a  fiduciary rule  for advisors who sell and service retirement plans until January 2015 at the earliest. DOL did not provide a reason for the delay, but NAIFA along with other industry groups and members of Congress have asked DOL to meet with stakeholders and coordinate with the Securities and Exchange Commission, which is considering an advisor fiduciary rule of its own. DOL needs to ensure that any proposed rule does not in...

NAIFA Members Take to the Hill

May 21, 2014

NAIFA members attending the association’s Congressional Conference at the Washington Marriott Wardman Park Hotel in Washington, D.C., are performing an important task today: They are paying visits to their Senators and Representatives to ask them to carefully consider the negative effects the  Camp tax reform draft   would have on the U.S. if proposals in the draft make it more difficult and more expensive for Americans and businesses to achieve financial security. More than 700 NAIFA membe...

2014 Congressional Conference: NAIFA President John Nichols's Remarks

May 21, 2014

Good afternoon! It is my pleasure and honor to welcome you to Washington, D.C., and the NAIFA 2014 Congressional Conference. As you know, NAIFA is an association representing insurance agents and advisors. We have a very loyal and supportive group of companies who have helped us in accomplishing our Conference goals. Please join me in acknowledging MassMutual, New York Life, Northwestern Mutual, State Farm and Thrivent as well as many other companies that have helped promote the Conferenc...

2014 Congressional Conference: NAIFA CEO Susan Waters's Remarks

May 21, 2014

It’s exciting to once more be a part of this great event. The NAIFA Congressional Conference brings together the most dedicated agents and advisors in the country to advocate on behalf of your businesses, your colleagues and your clients. As many of you know, and our Conference first-timers will soon find out, it is a thrill to play an active part in our great nation’s democratic process. Members of Congress benefit from your expertise on our industry. They welcome your insights into how yo...