InvestmentNews’ fourth annual Rising Stars is now open for nominations, recognizing the next generation of standout professionals under 40.
Recent posts by NAIFA
2 min read
Social Security Literacy Is a Missing Link in Retirement Income Planning
For many Americans, the Social Security claiming decision feels simple. They log into their Social Security account, review the estimated monthly benefit amounts, and decide when to begin payments. But as Martha Shedden, president and co founder of the National Association of Registered Social Security Analysts, explained during NAIFA’s recent webinar, Social Security literacy goes far beyond choosing a claiming age.
2 min read
Launch of 530A Accounts App Signals Major Opportunity for Financial Advisors
This week marked another important step toward the launch of 530A “Trump Accounts,” as the U.S. Department of Treasury confirmed that the app millions of Americans will use to manage these accounts for their children is set to launch today.
Topics: NAIFA Cares
2 min read
Congressional Conference opens as members prepare to advocate on behalf of industry, clients
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.
Topics: Congressional Conference
1 min read
Panel examines “Peak 65” and the future of financial security
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.
Topics: Congressional Conference
1 min read
Holistic Advising Using Home Equity
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.
3 min read
Financial Professionals to Gather in Washington for NAIFA’s Congressional Conference
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.
Topics: Federal Advocacy Congressional Conference
2 min read
It’s Time to Plan for May’s Disability Insurance Awareness Month
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.
Topics: DIAM Life Happens #MemberBenefits
2 min read
From Threads to Strength: Why Advocacy and Association Membership Matter More Than Ever
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.
Topics: Advocacy #MemberBenefits
1 min read
Claim Your Chance at a VIP 4th of July
$10 Could Buy You the Best 4th of July of Your Life!
.png?width=300&name=_LUTCF%20%20-%20AT%20web%20(300%20x%20300%20px).png "_LUTCF - AT web (300 x 300 px)")
