National Association of Insurance and Financial Advisors

NAIFA Blog

NAIFA Participation in WIFS Conference Highlights Advocacy Partnership

October 16, 2019

NAIFA Senior Vice President, Government Relations Diane Boyle participated in a panel discussion on current legislative and regulatory challenges during the annual conference of Women in Insurance and Financial Services (WIFS) in Louisville.   Boyle, along with her fellow panelist Chris Morton of AALU and moderator Colleen Bell of Cambridge Investment Research and the WIFS Education Director, discussed the importance of grassroots advocacy in Washington and every state capital on issue...

The State of NAIFA Q3 2019 Webinar is Online

October 11, 2019

NAIFA President Jill Judd, CEO Kevin Mayeux, and Senior Vice President for Government Relations Diane Boyle delivered the State of NAIFA Q3 webinar earlier this week. The recorded webinar is available online.   NAIFA President Jill Judd   Judd began the presentation by praising the efforts of NAIFA volunteers during the third quarter.   “NAIFA is bringing back the spirit of belonging and volunteering and your service has been service above self,” she said. “It’s been that type o...

NAIFA Take 3 Video: Reg BI Is Complex

October 3, 2019

NAIFA’s new Take 3 video, featuring NAIFA Vice President for Government Relations Gary Sanders, gives a brief overview of the Securities and Exchange Commission's 1,400-page Regulation Best Interest (Reg BI) and points to more in-depth NAIFA resources for financial professionals wanting to know what the regulation means for them and their clients.   A recorded hour-long webinar , highlighted in the Take 3 video, is available for viewing online.  

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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