Greetings From Your NAIFA President

October 1, 2018

Dear friends and colleagues,   Today is a great day to be an insurance and financial advisor and a great day to be a NAIFA member! Advisors help 90 million American families manage life’s unavoidable risks and achieve financial security and even prosperity. We work with them to set goals and pursue their dreams. Our life’s work is helping others succeed.   People’s personal finances have grown more complex in our modern world, and our clients need us more than ever. It’s a heavy burde...

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The House Passes the Family Savings Act

September 28, 2018

The Family Savings Act (H.R. 6757) , passed by the House of Representatives yesterday, would help small employers create retirement plans and give plan participants greater access to guaranteed lifetime income solutions.   “NAIFA has long supported efforts by Congress to encourage Americans to increase their retirement savings and make it easier for them to do so,” said NAIFA CEO Kevin Mayeux. “The House of Representatives’ passage of the Family Savings Act (H.R. 6757) is a strong step i...

NAIFA P+P Legislative Forum

September 19, 2018

Members of NAIFA’s Government Relations Team – Diane Boyle, Judi Carsrud, Michael Gerber, and Gary Sanders – provided attendees at NAIFA’s Performance + Purpose conference in San Antonio an advocacy update at the event’s “Legislative Forum.”   DOL Fiduciary   The panel provided a timeline of NAIFA efforts to shape, delay, and ultimately overturn the Department of Labor’s fiduciary regulation that placed undue barriers between advisors and their clients and harmed the ability of M...

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NAIFA Elects Officers and Trustees at P+P 2018

September 16, 2018

Contact: Mark Briscoe, or Sheila Owens,   SAN ANTONIO (Sept. 16) – The National Association of Insurance and Financial Advisors' representative governing body, the National Council, has elected new officers and trustees at the 2018 NAIFA Performance+Purpose conference in San Antonio.   NAIFA’s new president is Jill M. Judd, LUTCF, FSS, of State Farm Insurance Companies in Capitola, Calif. Judd becomes president after serving one-year terms as presid...

Brian Haney Receives NAIFA’s Diversity Champion Award

September 15, 2018

The National Association of Insurance and Financial Advisors (NAIFA) has recognized   Brian Haney ,   CFS, CLTC, CFBS, LACP,   as its 201 8   Diversity Champion Award recipient.   With his father,   Haney   co- founde d   the Haney Company,   an insurance and financial services firm in Silver Spring, Md. , and currently serves as a vice president with the company.     Prior to founding the Haney Company, Haney held positions wi...