Protect Your Business

Why Advisors Should Attend the Congressional Conference

Blake Finney is looking forward to attending the NAIFA Congressional Conference, which takes place May 23-24 in Washington, D.C. This will be the third time that the NAIFA YAT member, President of NAIFA-Middle Tennessee, and agent with Shelter Insurance will be attending this flagship event. For Finney, taking part in the NAIFA Congressional Conference is a win-win situation. “When you are ...

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NAIFA President: DOL Delay a ‘Step in Right Direction’

NAIFA President Paul Dougherty issued the following statement on the DOL delay: “The Department of Labor has prudently decided to delay the applicability date of the fiduciary rule for financial advisors issued under the former administration to give the current administration time to review how the rule might negatively impact consumers. This is a step in the right direction, because ...

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NAIFA-Florida president tells Gainesville Sun of industry impact of DOL rules, tax reform

The DOL fiduciary rules “would disincentivize people to tax themselves through insurance premiums, and in the long run … there would be more families reliant on the government because they wouldn’t have done the planning themselves,” NAIFA-Florida President Ron Whited told The Gainesville (Fla.) Sun in a June 19 profile. Whited told the Sun of his participation in NAIFA’s Congressional ...

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Register for Dec. 15 INN Webinar on DOL Fiduciary Rule

InsuranceNewsNet is hosting a one-time only live webinar on Tuesday, Dec. 15, 2015 at 12 PM EST. Join moderator Kim O’Brien and her guests, including NAIFA President Jules Gaudreau and NAIFA Director Judi Carsrud, to learn the potential impact the DOL rule will have on the businesses of agents and advisors. Areas to be covered during the Webinar: The latest understanding ...

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NAIFA Confronts the Skeptics

One reason I truly admire NAIFA members is that you need a very thick skin to do your jobs. You and your colleagues are dedicated to serving your clients and ensuring the financial security of 75 million American families. Yet, whenever you are dealing with the finances of others you’re bound to encounter those skeptical of your motives. Sometimes it’s ...

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NAIFA GR Team Presents Legislative Forum at Conference

NAIFA is adapting its advocacy methods to better engage officials in Washington, both those who are elected to Congress and those appointed to regulatory posts, NAIFA Senior Vice President of Government Relations Diane Boyle told attendees of NAIFA’s Legislative Forum at NAIFA’s Career Conference and Annual Meeting. “We are engaging new NAIFA members to become politically active,” she said. “We ...

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Are you a Wild West gunslinger? Help NAIFA set the record straight!

Dear NAIFA Member, President Obama said in a recent speech that some financial professionals are “selling snake oil” and bilking their retirement clients out of billions of dollars per year. By implication, he zeroed in on advisors who receive commissions as compensation. He said the financial services industry is not well regulated and that many of you and your colleagues ...

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NAIFA-New York Works to Make Regulation 60 Less Burdensome

Thanks largely to the lobbying efforts of NAIFA-New York State, the New York State Department of Finances has amended Regulation 60 to allow insurers to accept applications immediately and issue disclosures later, before the policy goes into effect. This will speed up the processing of applications and reduce the difficulty of complying with the regulation for consumers and advisors. It ...

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NAIFA Legislative Forum

The NAIFA Government Relations team provided their annual legislative update to attendees at NAIFA’s Career Conference and Annual Meeting. Agent Licensing NARAB II is legislation that will create a national, not federal, insurance licensing program. Under the proposed legislation, producers must be licensed in their home states, pay the licensing fee for every other state in which they are licensed, meet ...

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