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2 min read

NAIFA Helps You Be a Great Political Advocate on Behalf of Your Business and Clients

By NAIFA on 7/22/24 8:00 PM

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.

Topics: Grassroots
1 min read

Congressional Conference Spotlights NAIFA's Advocacy

By NAIFA on 2/19/24 11:45 AM

NAIFA's Congressional Conference shines a spotlight on NAIFA's unmatched advocacy influence and provides financial professionals with another way to serve consumers' best interests. NAIFA members who meet with their members of Congress this May will not only be advocating for their own businesses but also for their colleagues, clients, and communities. Decisions made in Washinton, D.C., affect the financial security of  families and businesses nationwide that rely on NAIFA members for financial guidance.

Topics: Grassroots Congress Congressional Conference
2 min read

NAIFA Members Advocate for Access to Financial Service Professionals

By NAIFA on 12/6/23 8:26 AM

More than 250 NAIFA members took to Capitol Hill today to meet with over 200 Congressional offices to advance the need to protect the worker classification of financial service professionals as independent contractors and to provide consumers a variety of choices in financial service professionals. The Day on the Hill was coupled with NAIFA’s National Leadership Conference which serves to train the leaders of state and local chapters in grassroots advocacy.

Topics: Press Release Federal Advocacy Grassroots DOL
2 min read

John A. Davidson to Receive NAIFA’s Terry Headley Lifetime Defender Award

By NAIFA on 10/23/23 10:15 AM

NAIFA is proud to announce that John A. Davidson, LUTCF, FSS, President and CEO of Davidson Insurance & Financial Services, Inc., in Moorpark, CA, is the 2023 recipient of NAIFA’s Terry Headley Lifetime Defender Award.

Topics: Awards Press Release IFAPAC Grassroots
3 min read

August Is Awesome for NAIFA Advocacy

By NAIFA on 8/1/23 4:05 PM

August is In-District Meetings month at NAIFA.

Every August, Congress recesses, allowing Senators and Representatives to spend a few weeks working from their home states and districts. Things slow to a crawl in our nation’s capital but they really heat up in Congressional districts across the country. It’s an opportunity NAIFA does not pass up.

Topics: Press Release Federal Advocacy Grassroots Congress
3 min read

NAIFA to Host Over 500 Attendees from Across America at its 10th Annual Congressional Conference

By NAIFA on 5/17/23 3:14 PM

NAIFA will host the 10th annual Congressional Conference May 22-23 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: Federal Advocacy Grassroots Congressional Conference
36 min read

Why Advocacy Is Essential for Business Success With Andrew Holt and Cody Schoonover

By Advisor Today on 4/27/23 4:56 PM

Andrew Holt is the Government Relations and Grassroots Manager at the National Association of Insurance and Financial Advisors (NAIFA). NAIFA works on behalf of its members to promote a favorable regulatory environment, provide professional education services, and ensure ethical professional conduct for insurance and financial advisors.

Andrew spent several years of his career in the political arena, getting his start as an intern for a senate race in South Carolina, where he found his passion for connecting voters with elected officials. This eventually led to his current position at NAIFA, where he influences public and elected officials on legislative priorities, engages volunteers in grassroots efforts, and leads grassroots lobbying efforts at the state level.

Cody Schoonover is a PAC Manager for NAIFA. Before NAIFA, he was the Sr. Associate at PLUS Communications, a Beltway-based consulting firm specializing in coalition building, grassroots mobilization, advertising, digital engagement, message development, and media relations. Cody earned his BA in political science from The Ohio State University.

Topics: Advocacy Podcast Grassroots
1 min read

NAIFA Leaders Encourage Women Advisors' Political Involvement at WIFS Conference

By NAIFA on 10/5/22 5:16 PM

NAIFA Trustees Win Havir and Aprilyn Chavez Geissler and member Sue Kuraja appeared on a panel at the recent Women in Insurance and Financial Services  (WIFS) National Conference in Phoenix to discuss: "What If the True Kingmaker Is the Queen? Taking the Power of Women to the Polls."

Topics: Grassroots Advocacy Partnerships WIFS

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