National Association of Insurance and Financial Advisors

NAIFA and ACLI Ramp Up State Advocacy Coordination

September 30, 2019

NAIFA is partnering with the American Council of Life Insurers to coordinate state advocacy efforts on issues where the interests of the two organizations’ members and consumers intersect. The partnership will initially concentrate on seven key states: California, Colorado, Florida, Illinois, Maryland, Massachusetts, and New Jersey.   These are states where both groups have strong advocacy infrastructure in place and where they expect lawmakers and regulators to consider measures likely...

NAIFA Offers Webinar on the SEC's Reg BI

September 19, 2019

The NAIFA Webinar on Reg BI is Tuesday, Sept. 24 at 3 PM (EDT). Register Now!   Everyone's attention these days seems to be focused the SEC. And I'm not just referring to college football. Early this summer the Securities and Exchange Commission finalized its Regulation Best Interest (Reg BI), which requires broker-dealers and their registered reps to work in the best interests of their retail clients.   First, the good news: Reg BI is much friendlier to financial professi...

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The Life and Annuities Certified Professional (LACP) Accreditation Continues to Gain Corporate Support

September 13, 2019

The National Commission for Certifying Agencies (NCCA) announced that Guardian supports and actively encourages its financial representatives to attain the LACP as evidence of their knowledge of and ethical approach to sales of life and annuity products. The support will allow Guardian financial representatives to list the LACP certification as an earned designation and use the LACP mark in promotional materials to differentiate themselves in the financial services marketplace.   “After t...

NAIFA Urges Changes to New CMS Medicare Enrollment Site

September 5, 2019

A July Government Accountability Office report concluded that the “Medicare Plan Finder (MPF) website —a primary resource for comparing Medicare coverage options—is difficult for beneficiaries to use and provides incomplete information.” The Centers for Medicare and Medicaid Services (CMS), which administers the site, is in the process of implementing a new version of the site in response to the GAO report.   NAIFA President Jill Judd, in a letter to CMS Administrator Seema Verma , co...