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August 23, 2019
NAIFA-New Hampshire advocacy efforts paid off earlier this month when Governor Chris Sununu signed a new law that aims to protect seniors from financial exploitation. The law, which is based on model legislation developed by the North American Securities Administrators Association (NASAA), allows a broker-dealer to temporarily delay executing a client’s disbursement of funds request if the broker-dealer suspects financial exploitation may be involved. Further, the broker-dealer and the fina...
August 15, 2019
NAIFA's Advocacy Action Center provides information on NAIFA's advocacy programs and offers tools financial professionals need to become a politically active and involved. The Center is available to NAIFA members and members of NAIFA’s advocacy partner organizations, as well as any other members of the insurance and financial services profession. As the leading advocacy voice of insurance and financial services professionals, NAIFA has partnered with other agent, advisor, and broker m...
August 13, 2019
Attendees at NAIFA’s Performance + Purpose conference , Sept. 11-14 in Orlando, will benefit from collaborations between leading organizations in the life insurance and financial services industry. Life Happens, NAILBA, and Women in Insurance and Financial Services (WIFS) are working with NAIFA to offer a mix of inspirational, informative, and fun programming at P+P. NAILBA, the voice of independent brokerage distribution , will once again host a reception for independent advisors on t...
July 31, 2019
In a conversation between insurance and financial services industry association CEOs , NAILBA’s Dan LaBert interviewed NAIFA’s Kevin Mayeux on the two associations’ advocacy partnership and a few of the top issues facing producers. Listen to the Broker In Motion podcast to get updates on : The SECURE Act, bipartisan legislation that would help workers better save for retirement, which overwhelmingly passed in the House and is a focus of NAIFA and NAILBA’s advocacy efforts in the Se...
July 30, 2019
Ethan Schwartz gets more wrong than right in his Bloomberg Opinion piece railing against the SECURE Act. He is up in arms because the act, which is one of the few current pieces of legislation that can claim widespread bipartisan support in Congress, would provide retirement savers with greater flexibility to include annuity products in their 401(k) plan accounts. We get it. Schwartz doesn’t like annuities. We have great news for him: The SECURE Act will not require him, or anyone els...