Do you know what laws have passed in your state legislature this year? As a financial services professional, knowing current and pending laws and regulations is essential.
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Examples of Following the Code
NAIFA Foundation for Financial Security
The first example of ethical behavior comes from a decision by NAIFA to form the NAIFA Foundation for Financial Security, which is intended to grow the number of ethical financial services professionals to better serve American households and small businesses.
The Foundation is intended to increase the number of practicing advisors and will advance financial literacy and promote financial security among all Americans, with an emphasis on traditionally underserved and underrepresented populations. To this end, NAIFA returned for NAIFA's 7th Annual Diversity Symposium on May 23, 2022.
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NAIFA Past President John A. Davidson, LUTCF, FSS, was featured in this month’s InsuranceNewsNet Magazine. Davidson discusses the role of building meaningful relationships for insurance and financial professionals, for whom personal and professional relationships often overlap.
Topics: Advocacy Federal Advocacy
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Don't miss NAIFA Senior Vice President of Government Relations Diane Boyle on InsuranceNewsNet's webinar "Busting Through the Gridlock: A D.C. Legislative Preview" on April 13, 2022, at 1:00 pm eastern.
In a time of uncertainty leading into the 2022 midterms and 2024 presidential election, insurance and financial professionals may be able to break through the gridlock in Washington, D.C.
In the webinar, Boyle will outline the legislation affecting insurance and financial professionals and the Main Street Americans they represent.
Topics: Advocacy webinar Federal Advocacy
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NAIFA’s Congressional Conference, the Premier Federal Grassroots Advocacy Event for Financial Services Professionals, to Be May 23-24
NAIFA has announced that it will hold its 2022 Congressional Congress in-person May 23-24 in Washington, D.C. The event will feature targeted advocacy training with briefings on legislative issues that affect members’ businesses and the clients they serve. Expert presenters will offer best practices for conducting Congressional meetings and tips for developing impactful long-term relationships with legislators.
Topics: Press Release Federal Advocacy
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Decisions made by policymakers from Washington, D.C., to Washington state are impacting the way insurance and financial professionals are helping consumers plan for their long-term care needs. NAIFA's advocacy team, working with the Limited and Extended Care Planning Center's Legislative Working Group, which consists of LECP sponsors, insurers, NAIFA members, third-party administrators, distributors, and other stakeholders, is exploring and enhancing policy positions for NAIFA through the association’s government relations capabilities as it engages directly with lawmakers and regulators. NAIFA is the only association of insurance and financial professionals making an advocacy impact at the federal, interstate, and state levels, including in every state capital around the country.