In a recent episode of the BetterWealth podcast, I had the opportunity to discuss the critical role NAIFA plays in the financial service industry, particularly in today’s politically charged environment. I highlighted how the upcoming elections could significantly impact the federal tax code, with key provisions related to life insurance and annuities set to expire in 2025 if no action is taken. This is a crucial issue that could affect countless professionals and their clients.'

Additionally, I emphasized NAIFA’s ongoing advocacy efforts, especially our fight against overregulation, such as the Department of Labor’s fiduciary-only rule. The very people these regulators claim to protect are often the ones most harmed by such policies. NAIFA is fully committed to ensuring that our industry’s voice is heard, and we’re prepared to use every tool available, including legal action, to protect our members and their clients.

In the podcast, I also discussed the importance of being proactive in the face of legislative challenges. Every day, new proposals and decisions have the potential to reshape how we do our jobs and serve our clients. NAIFA’s vigilance in these matters ensures that our members are not left in the dark or unrepresented. Our recent victory in securing a stay on the Department of Labor’s fiduciary-only rule is a testament to the power of collective advocacy and the impact we can achieve together.

Finally, I stressed the importance of involvement. There’s strength in numbers, and the louder our collective voice, the more impact we can have. Advocacy isn’t just about speaking up… it’s about shaping the future of our industry. Your membership with NAIFA is crucial to protecting our profession and ensuring that your clients receive the highest quality service. By staying engaged and involved, we can continue to build a strong, resilient financial services industry for the future.

A special thanks to Caleb Guilliams and the BetterWealth team for having me on the podcast. You can watch the full episode here.

Thank you for your continued support and involvement with NAIFA. Together, we can take on anything.