NAIFA Blog

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...

Industry Partnerships Advance the Community of Insurance and Financial Services Professionals

August 29, 2019

NAIFA, the National Association of Independent Life Brokerage Agencies (NAILBA), Women in Insurance and Financial Services (WIFS), and Life Happens are committed to furthering the success of financial professionals and the financial security and prosperity of their clients by maintaining and building upon longstanding strategic partnerships among industry organizations.   NAILBA, Life Happens and WIFS are hosting events at NAIFA’s Performance + Purpose conference in Orlando, Sept....

NAIFA Urges Policies to Promote Long-Term Care Insurance

August 27, 2019

NAIFA President Jill Judd sent a letter to the Treasury Department’s Federal Interagency Task Force on Long-Term Care Insurance supporting federal and state policies “to increase consumer conversations and awareness of the social need for long-term care supports and services.”   According to the letter , which is a response to a request for public comment issued by the Task Force: “It is imperative that long-term care insurance (LTCI) play a significant role in the financing of long-term...