NAIFA’s Advisor Today reports on NAIFA's advocacy successes and challenges, as well as the association's fall membership campaign: "Taxation Needs Representation." The campaign highlights what you, as a NAIFA member, can do to strengthen NAIFA’s advocacy voice in the face of a daunting threat to our industry. While the "Taxation Needs Representation" campaign confronts the issue of federal taxation, its call to action — effective advocacy requires member participation — applies to interstate and state advocacy issues, too.
1 min read
Diane Boyle to Present During APC Impact Week
NAIFA Senior Vice President for Government Relations, Diane Boyle will be joining us during the 2021 APC Impact Week. Just added to the agenda, Boyle will provide a legislative and regulatory update on Tuesday, October 19.
Topics: Advocacy Professional Development Advanced Planning
6 min read
The State of NAIFA: Q2 2021
NAIFA President Tom Michel
NAIFA has come through the COVID-19 pandemic and remains strong with momentum to move us forward through Year Three after NAIFA’s reformation at the beginning of 2019, President Tom Michel told attendees of the State of NAIFA Q2 webinar.
Topics: Advocacy NAIFA Events LACP
4 min read
Loyal Member Profile: Gary Cappon
Gary Cappon, CLU, LUTCF, RICP, FSCP, CLTC is the President of NAIFA-NY and has been a loyal NAIFA member since 2006. He practices with Cadaret Grant & Co., Inc., in Syracuse, NY, where he is the Vice President of Sales and Fixed Annuity Insurance Solutions and assists financial professionals from all over the country with every aspect of the planning process. This role enables him to use his knowledge and skills to provide solutions to complex problems.
Topics: Advocacy Advisor Today
1 min read
NAIFA Survey: What Was Your Path Into the Financial Services Industry?
NAIFA’s advocacy educates and informs policymakers so they understand the important work insurance and financial professionals do to help American families and businesses achieve their financial goals and attain financial security. Well-informed officials make better decisions to serve NAIFA members and their clients as well as all Americans who seek financially secure futures.
Topics: Advocacy
1 min read
IFAPAC Presents Sips & Tips - A NAIFA Members Exclusive Event
NAIFA Members Exclusive Event
IFAPAC Presents Sips & Tips
Financial Literacy | April 8 | 6:30 pm eastern
Topics: Advocacy
2 min read
NAIFA’s Virtual Congressional Conference to Be May 25-26
NAIFA’s Congressional Congress, May 25-26, will be a virtual event featuring targeted advocacy training with briefings on legislative issues that affect members’ businesses, best practices for conducting congressional meetings, and tips for developing impactful long-term relationships with legislators.
Topics: Advocacy NAIFA Events Press Release
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NAIFA Advocacy Briefing: The Latest on the PRO Act
Tuesday, March 23, at 11 am eastern
Topics: Advocacy Legislative & Regulatory
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The Fortis Agency Becomes the First 100% NAIFA Agency
NAIFA is pleased to announce that The Fortis Agency, headquartered in Holmdel, NJ at the beautiful Bellworks Complex has become a 100% NAIFA Agency. Under the new membership program, The Fortis Agency has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.
Topics: Advocacy Press Release Membership
1 min read
NAIFA Membership Helps You Take Your Practice to the Next Level of Success!
An article featured in the November/December issue of Advisor Today highlighted a few of the many benefits NAIFA bestows on agents and advisors who choose to become members. These include access to a network of caring mentors you can count on for help and guidance, and participation in NAIFA’s powerful advocacy program, which is making sure you have a favorable business environment in which to conduct your business.
