NAIFA Launches Midwest Office to Strengthen Member Offerings, Support Expanded Services

February 9, 2018

Integration of Iowa-based The Grassley Group advances NAIFA 20/20 Strategic Plan to improve quality member experience. The Board of Trustees of the National Association of Insurance and Financial Advisors (NAIFA) has reached an agreement with The Grassley Group (TGG), an association management services provider located in Cedar Falls, Iowa, to integrate TGG into NAIFA’s Membership and Association Services Team. “The NAIFA 20/20 Strategic Plan calls for modernization of the NAIFA s...

The Senior Safe Act Passes in House

February 2, 2018

The Senior Safe Act of 2017 is included in H.R. 2255, the Housing Opportunities Made Easier (HOME) Act, passed by the House of Representatives this week. The Senior Safe Act provisions, previously introduced by Rep. Kyrsten Sinema (D-AZ) and Rep. Bruce Poliquin (R-ME), exempt financial institutions and some of their employees from liability in any civil or administrative proceeding in situations where those employees report the potential exploitation of a senior citizen to a governmental a...

NAIFA Take 3 Video: Advocacy as a Member Benefit

January 29, 2018

In this NAIFA Take 3 video, NAIFA CEO Kevin Mayeux uses the recent tax reform debate in Washington to explain how NAIFA's advocacy efforts are a valuable benefit to members. He also encourages agents and advisors to keep the advocacy momentum at NAIFA's Congressional Conference, May 22-23 in Washington, D.C.  

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NAIFA: The Voice of the Industry on Tax Reform

January 19, 2018

Read the Report Now! NAIFA's advocacy efforts are an important member benefit that provides a valuable return on advisors' NAIFA membership investments. Recognized by independent research as the voice of insurance and financial advisors on Capitol Hill, NAIFA’s advocacy focuses on legislation and regulations that most profoundly impact, or threaten to impact, the success of advisors and the financial wellbeing of their clients.   Recent federal tax reform debates illustrate NAIFA...

NAIFA Advocacy Staves Off Potentially Harmful Tax Reform Proposals

December 29, 2017

Register for NAIFA's Jan. 5 Webinar on Tax Reform The Tax Cuts and Jobs Act, signed into law by the president just before Christmas, is a sweeping overhaul of the federal income tax law. NAIFA advocacy went into high gear as the bill was being written and negotiated in Congress. As the leading voice for advisors and the insurance and financial services industry on Capitol Hill, NAIFA emphasized that public policy must continue to encourage Americans to plan ahead, protect their famil...