NAIFA members from across the country gathered in Washington, D.C., on Monday, May 18, for the 2026 Congressional Conference to advocate for their industry, their clients, and the financial security of Main Street America. The annual conference opened at the Capitol Hilton with a full day of policy briefings, advocacy training, and strategy sessions designed to prepare members for meetings with lawmakers on Capitol Hill.

As America faces a historic surge in retirements, a panel at NAIFA’s 2026 Congressional Conference examined what the industry and policymakers must do to prepare for the growing demands of an aging population. Moderated by Punchbowl News policy reporter Brendan Pedersen, the panel featured NAIFA CEO Kevin Mayeux, CAE, NAIFA President Christopher L. Gandy, LACP, and ACLI’s Jill Kozeny, who discussed the challenges surrounding retirement income, healthcare costs, and long-term financial security.

Michael Davis, CFP, ChFC, CLU, CLTC, didn’t follow a traditional path into financial services, but his journey reflects a pattern that’s common among some of the most committed advisors, a mid-career realization that success without balance isn’t sustainable. After nearly two decades in the auto industry, where he had worked his way into upper management and built a strong income, Mike reached a turning point. The long retail hours and constant demands of the job were taking a toll, especially with a young family at home. A moment that stuck with him was driving to work on a holiday morning and seeing other families spending time together, something his career rarely allowed. Within months, he made the decision to step away and start over.

How Esther Greenhouse Is Helping Advisors Protect Clients Beyond the Portfolio

Esther Greenhouse, President of Silver to Gold Strategic Consulting, works at the intersection of aging, design, and financial security. Silver To Gold is a financial gerontology consultancy, a B2B firm providing expertise in aging to financial planning and long term care insurance firms so they can provide holistic planning and unique support to the generations. As an environmental gerontologist, Esther is an expert in the relationship between older adults and the built environment. For 30 years, she has been working with organizations to help them understand, and positively shape, how housing and community design directly affect long term care needs, family caregiving, and financial outcomes.

Home equity is often one of the largest assets clients hold in retirement, yet it is frequently overlooked in the planning process. For clients age 55 and older, housing wealth can help strengthen retirement income strategies, improve liquidity, and address risks tied to longevity, healthcare costs, and market volatility.

Financial professionals from across the country will gather May 18–19 in Washington, D.C., for the National Association of Insurance and Financial Advisors’ (NAIFA) 2026 Congressional Conference, the industry’s leading grassroots advocacy event.

At Prudential Advisors, Roger A. Diehl, LUTCF, has built a career defined by dedication, adaptability, and a genuine passion for helping others. A NAIFA member since 1980, Roger’s journey in the financial services industry spans more than four decades. He was recently recognized with a certificate honoring 45 years with Prudential, a milestone that reflects both his commitment and impact.

May is Disability Insurance Awareness Month (DIAM), a national awareness
campaign that Life Happens, a NAIFA community, created and coordinates each
year, and we encourage you to participate.

At this year’s Medicarians conference, one message came through loud and clear: if you’re not engaged in advocacy, you’re leaving your profession and your clients vulnerable. In a panel featuring NAIFA CEO Kevin Mayeux, CAE Nicole LePetri of NABIP, and Ronnell Nolan of Health Agents for America, the conversation centered on the critical role associations play in protecting agents, advancing the profession, and ensuring consumers continue to have access to trusted guidance. Across organizations and specialties, the panelists reinforced a shared truth: decisions that shape your business are being made every day and if you’re not at the table, someone else is making them for you.

Since 2004, David L. Anderson has been a committed member of NAIFA, building his career in Pensacola, Florida, with a clear sense of purpose. As the founder of Nautilus Financial Strategies, his work is grounded in the belief that financial success is not just about accumulation, but about helping individuals better understand their financial picture and make informed decisions.