National Association of Insurance and Financial Advisors

The House Passes the Family Savings Act

September 28, 2018

The Family Savings Act (H.R. 6757) , passed by the House of Representatives yesterday, would help small employers create retirement plans and give plan participants greater access to guaranteed lifetime income solutions.   “NAIFA has long supported efforts by Congress to encourage Americans to increase their retirement savings and make it easier for them to do so,” said NAIFA CEO Kevin Mayeux. “The House of Representatives’ passage of the Family Savings Act (H.R. 6757) is a strong step i...

NAIFA P+P Legislative Forum

September 19, 2018

Members of NAIFA’s Government Relations Team – Diane Boyle, Judi Carsrud, Michael Gerber, and Gary Sanders – provided attendees at NAIFA’s Performance + Purpose conference in San Antonio an advocacy update at the event’s “Legislative Forum.”   DOL Fiduciary   The panel provided a timeline of NAIFA efforts to shape, delay, and ultimately overturn the Department of Labor’s fiduciary regulation that placed undue barriers between advisors and their clients and harmed the ability of M...

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NAIFA Elects Officers and Trustees at P+P 2018

September 16, 2018

Contact: Mark Briscoe, or Sheila Owens,   SAN ANTONIO (Sept. 16) – The National Association of Insurance and Financial Advisors' representative governing body, the National Council, has elected new officers and trustees at the 2018 NAIFA Performance+Purpose conference in San Antonio.   NAIFA’s new president is Jill M. Judd, LUTCF, FSS, of State Farm Insurance Companies in Capitola, Calif. Judd becomes president after serving one-year terms as presid...

Brian Haney Receives NAIFA’s Diversity Champion Award

September 15, 2018

The National Association of Insurance and Financial Advisors (NAIFA) has recognized   Brian Haney ,   CFS, CLTC, CFBS, LACP,   as its 201 8   Diversity Champion Award recipient.   With his father,   Haney   co- founde d   the Haney Company,   an insurance and financial services firm in Silver Spring, Md. , and currently serves as a vice president with the company.     Prior to founding the Haney Company, Haney held positions wi...

NAIFA names John Richardson 2018 Young Advisors Team Leader of the Year

September 15, 2018

NAIFA names   John Richardson 2018   Young Advisors Team Leader of the Year     NAIFA– Nashville   Member is the   Ninth   Recipient of the Award     NAIFA has named   John D. Richardson, RICP, LACP,   the 201 8   Young Advisors Team Leader of the Year.   Richardson is a financial representative with Peachtree Planning of Tennessee and has been a NAIFA member since 2003. He has served in numerous leadership roles, includi...