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NAIFA Members Provide Financial Security

3 min read

NAIFA and WIFS Announce Stronger Partnership and Launch of Inaugural Women’s Financial Security Fly-In

By NAIFA on 1/10/23 1:00 PM

NAIFA and Women in Insurance & Financial Services (WIFS) have agreed to continue to work closely together and support their mutual goals in the areas of professional development; diversity, equity, and inclusion; and political advocacy. The two associations have signed an expanded partnership agreement. Under the agreement, NAIFA and WIFS share resources and NAIFA represents WIFS’s political advocacy interests.

Topics: Press Release Federal Advocacy Advocacy Partnerships WIFS
1 min read

Did You Miss IFAPAC's Nathan Gonzales Webinar? He'll Be In Person at NAIFA's NLC

By NAIFA on 9/29/22 5:39 PM

NAIFA IFAPAC contributors received an exclusive elections update from nationally renowned political expert Nathan Gonzales. The webinar provided a big picture overview six weeks out from the November midterms and insights into factors that could turn specific races for House and Senate seats as well as state governorships and determine who will make decisions that will impact NAIFA members’ businesses and clients.

Topics: Federal Advocacy IFAPAC
1 min read

Stay on Top of Current Legislation with NAIFA's Get Out the Vote

By NAIFA on 7/28/22 10:00 AM

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.

Topics: Legislation & Regulations Federal Advocacy
3 min read

A Question of Ethics: Moving Through the Second Quarter

By Frank C. Bearden, Ph.D., CLU, ChFC on 6/23/22 10:00 AM

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. 

Topics: Diversity Ethics Federal Advocacy NAIFA Foundation
1 min read

NAIFA Past President John Davidson Featured In InsuranceNewsNet

By NAIFA on 5/5/22 3:28 PM

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
1 min read

Upcoming Webinar: Busting Through The Gridlock with Diane Boyle

By NAIFA on 4/7/22 2:39 PM

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
2 min read

NAIFA’s Congressional Conference, the Premier Federal Grassroots Advocacy Event for Financial Services Professionals, to Be May 23-24

By NAIFA on 1/7/22 2:35 PM

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
1 min read

NAIFA's Diane Boyle to Provide Policy Update For NAIFA's LECP Impact Week

By NAIFA on 11/1/21 3:59 PM

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.

Topics: Long-Term Care Legislation & Regulations Limited & Extended Care Planning Center Federal Advocacy

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