NAIFA invites members to consider putting their name forward as a nominee to serve on the Department of Labor’s ERISA Advisory Council or the Federal Reserve Board’s Insurance Policy Advisory Committee. Details for each are below. If selected, you will be tasked with leveraging your expertise to provide critical input on the important role financial advisors and insurance producers play in securing Americans’ futures. 
 
Interested members should submit their names and contact information to governmentrelations@naifa.org. Please include your occupation/position, political party affiliation, telephone number, address and email address to be considered. Please also note if you prefer to be considered for the ERISA Advisory Council or the Insurance Policy Advisory Committee. NAIFA’s Executive Committee will then review all submissions and select the Association’s nominees.  
 

Thomas Drapala, RSSA, is Director of Strategic Partnerships, Registered Social Security Analysts, and a passionate advisor and educator with deep expertise in Social Security. He is also a keynote speaker at NAIFA's Apex, September 19-21, at the Arizona Biltmore.

The Fortis Agency Receives Inaugural 100% Agency Award at Apex/National Leadership Conference

NAIFA’s Committee on Governance has nominated John Wheeler, CFP, CLU, ChFC, CRPC, LACP, CLTC, LUTCF, Executive Senior Partner at Totus Wealth Management LLC in Houston, Texas, to be the 2025 NAIFA Secretary. Wheeler, who currently serves on NAIFA’s National Government Relations and IFAPAC Committees, is a past NAIFA-National Trustee and Past President of NAIFA-Illinois. He has been a loyal NAIFA member since 1973. As incoming Secretary, Wheeler will be in line to serve as President-Elect in 2026 and President in 2027.

David McKnight is a best-selling author, dynamic speaker, and expert in the field of tax mitigation in retirement planning. He is also a keynote speaker at NAIFA's Apex and National Leadership Conference, September 19-21 at the Arizona Biltmore. 

Over the past 23 years McKnight has helped put thousands of Americans on the road to the zero percent tax bracket. He has made frequent appearances in Forbes, USA Today, New York Times, Fox Business, CBS Radio, Bloomberg Radio, Huffington Post, Reuters, CNBC, Yahoo Finance, Nasdaq.com, Investor’s Business Daily, Kiplinger’s, MarketWatch and numerous other national publications. 

The award recognizes NAIFA members who achieve extraordinary professional success before age 40 and will be awarded at the combined Apex and National Leadership Conference in September 2024.

Greg Etchison is an experienced professional in the Medicare supplement business. With a career spanning over 25 years in the healthcare industry, he also has extensive experience across major carriers. Greg is passionate about educating people about healthcare options and optimizing coverage for seniors. He is a leading voice in Medicare supplement education, guiding individuals through the complexities of healthcare.

Scott Wilson is a seasoned professional with 23 years of experience in the Medicare supplement business. He has extensive knowledge in all aspects of the business, from product strategy to compliance. With a focus on product development and operations, Scott has also overseen aspects of financial management, including profit and loss responsibilities. His comprehensive background enables him to offer holistic insight into the industry, ensuring a thorough understanding of the intricacies of Medicare for anyone seeking guidance.

One-third of financial advisors are predicted to retire in the next 10 years, creating an opportunity for advisors looking to grow or sell their practice. Join NAIFA member, David Wood, for the "M&A Summit: Opportunity of a Lifetime", offered in-person and virtually throughout the rest of 2024. Industry professionals come together for an in-depth exploration of mergers and acquisitions and learn how to harness the wave of retiring advisors to capitalize on this opportunity. 

All of the firm’s advisors become NAIFA members and are poised to participate in NAIFA’s unmatched state and federal advocacy success under an agency-wide membership program.

The National Association of Insurance and Financial Advisors (NAIFA) is pleased to announce that Allstate The Goines Agency in Clarksville, Tennessee has become a NAIFA 100% Agency. Under the membership program, Allstate The Goines Agency has enrolled all of its advisors as NAIFA members, enrolled them in NAIFA’s grassroots advocacy programs, and encourages them to participate in NAIFA as a group. Group members are proudly displayed to consumers on the consumer-facing financialsecurity.org site and members are listed in Life Happens’ “Find a Financial Service Professional” search at www.lifehappens.org.

NAIFA's Financial Security Advocate Academy is a fun and informative program available to NAIFA members at no cost. It provides insights and training that will financial professionals great political advocates on behalf of their businesses and clients. Decisions made in Washington, D.C., and state capitals can do as much as poor planning to derail consumers' finances. Financial professionals simply are not providing comprehensive services for their clients if they are not politically aware and involved.