National Association of Insurance and Financial Advisors


NAIFA Trustee Testifies at New Jersey Fiduciary Hearing

July 18, 2019

Dennis Cuccinelli, an independent financial representative based in Edison, N.J., and a member of the NAIFA Board of Trustees, testified yesterday at a public hearing before the New Jersey Bureau of Securities on the Bureau’s proposed regulation to establish a uniform fiduciary standard for financial professionals.   Cuccinelli testified on behalf of NAIFA’s New Jersey chapter and the national organization. He stated that “the proposal is not workable in its current form, and if adopted w...

NAIFA in the News

July 12, 2019

June 2019 Following are 16 NAIFA news and media hits featuring NAIFA during June 2019. Of these, nine are industry trade press publications, three are national mainstream media outlets, three are local or regional newspapers, and one is a specialized business publication.     InsuranceNewsNet , June 2019, by Barjes Angulo: “NAIFA Insights: The Little Things That Lead To Business Success.”

NAIFA Letter to the Editor Boosts the SECURE Act

July 5, 2019

NAIFA-Texas Executive Director Shawn Talbot placed a letter to the editor in the Austin Statesman urging the state’s senators, Ted Cruz and John Cornyn, to support passage of the SECURE act. The legislation would help small businesses give more employees access to workplace retirement plans and give workers greater flexibility and more options when it comes to saving for retirement.   The bill has already passed the House of Representatives but its progress has slowed in the Senate ,...

NAIFA Announces Nominees for 2020 Leadership Positions

July 2, 2019

Nominees for Secretary and the Board of Trustees to stand for election at NAIFA’s Performance+Purpose Conference this September in Orlando FALLS CHURCH, VA – The National Association of Insurance and Financial Advisors’ Committee on Governance has nominated Lawrence Holzberg of Wealth Advisory Group (WAG) of New York for the position of 2020 NAIFA Secretary. Holzberg is Managing Director, Advance Sales Director at WAG, a Guardian General Agency. The Committee has also nominated five...

NAIFA Urges Passage of the SECURE Act

June 26, 2019

The SECURE Act appeared to be on a fast track to passage last month when the House approved it in an overwhelming 417-3 vote. Many on Capitol Hill expected the legislation to breeze through the Senate by unanimous consent, a process under which no individual senator objects to passage of a piece of legislation without changes or debate.   And why not? The SECURE Act is one of the few proposals in Washington these days that enjoys strong bipartisan support and would improve the ability of ...