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NAIFA Members Provide Financial Independence

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NAIFA Leaders to Deliver State of NAIFA for Q4 2021

By NAIFA on 10/22/21 11:00 AM

Topics: Press Release

Tuesday, October 26, 2021 | 2 pm eastern

The Q4 State of NAIFA will feature NAIFA President Thomas Michel, LACP, and CEO Kevin Mayeux, CAE, updating all interested stakeholders on how NAIFA is serving members and the insurance and financial services industry. They will also outline the association’s progress towards meeting goals established by the NAIFA 2025 Strategic Plan. The program will feature a legislative and regulatory update by NAIFA Assistant Vice President for Government Relations Judi Carsrud.

The State of NAIFA webinars show NAIFA’s commitment to transparency and the association’s desire to ensure stakeholders understand what NAIFA is doing and where it is headed. NAIFA members are encouraged to attend to learn how they can get the maximum benefit from their membership. The event is open to all NAIFA members and their colleagues, corporate and association partners, members of the media, the public, and anyone with an interest in NAIFA’s success. The October 26 event will be the 12th in the series of State of NAIFA presentations.

“It is really important that NAIFA members and our partners in the industry know how NAIFA is working to promote their success, which is crucial to the financial security and prosperity of American families and businesses,” NAIFA President Michel said. “We have accomplished a lot this quarter and this year as an association, and we have lofty goals moving forward. Anyone with a stake in NAIFA’s success really should attend.”

The presentations will include information to help members, both new and long-term, understand how they can get the most value from their NAIFA memberships. They will include highlights from programs and initiatives NAIFA has undertaken and those planned for the future. The State of NAIFA will also include updates on NAIFA’s Centers for Excellence: The Talent Development Center, Business Performance Center, and Limited and Extended Care Planning Center, as well as the Society of FSP and NAIFA’s Advanced Practice Center.

Carsrud will offer an update on the proposed Build Back Better reconciliation bill and NAIFA’s efforts to work with Congress to make the proposal more amenable to the businesses and consumers NAIFA members serve. She will also discuss the Department of Labor’s expected standard of conduct proposal and NAIFA’s support for the SEC’s Regulation Best Interest and NAIC’s revised annuity suitability model regulation.

“NAIFA is committed to transparency, and keeping all of our stakeholders informed is a crucial part of our NAIFA 2025 Strategic Plan,” said CEO Mayeux. “Along with our annual Business Implementation Plans and quarterly dashboard reports to members, the State of NAIFA events allow us as an association to chart our progress, lay out our future vision, and establish accountability.”

Register for the State of NAIFA



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