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.

NAIFA CEO Kevin Mayeux, CAE, told the Biden Administration in a meeting that the Department of Labor’s (DOL’s) current efforts to revive a fiduciary-only regulation for financial professionals is unnecessary and likely to harm low- and middle-income consumers.

NAIFA’s Committee on Governance has nominated Christopher L. Gandy, LACP, Founder of the Midwest Legacy Group in Lisle, IL, to be the 2024 NAIFA Secretary. A current member of NAIFA’s Board of Trustees, Gandy has been a loyal NAIFA member since 2003. As incoming Secretary, Gandy will be in line to serve as President-Elect in 2025 and President in 2026.

Three best-in-class associations will integrate operations to amplify their impact on advocacy and education for financial service professionals and promote financial wellness for American consumers.

The National Association of Insurance and FinancialAdvisors(NAIFA), the Society of Financial Service Professionals (FSP), and Life Happens announced plans to come together as one organization, pending membership approval. The expanded organization will retain all three brands under the NAIFA umbrella and leverage each organization’s strengths to create a greater impact on the industry, financial service professionals, and consumers. The integrated organization aims to empower financial professionals and consumers through world-class advocacy and education. The merger will take place following a vote of the membership of each organization, expected to be early this fall.

 “NAIFA is excited to formally welcome FSP and Life Happens into our family where we collectively can better leverage our unique talents and resources and do more together. FSP will now be able to provide its top-notch education and training to an even broader base of professionals and Life Happens will continue to be the leader in consumer awareness for the importance of life insurance and other risk protection products,” stated Kevin Mayeux, CAE, Chief Executive Officer of NAIFA. “Being able to work together as one organization will expand our reach in the industry, help us better serve financial professionals, and increase the impact we have on helping all Americans have a secure financial future.”

NAIFA is proud to announce Joseph W. Jordan, inspirational speaker, behavioral finance expert, best-selling author, and one of the founders of the Insured Retirement Institute (IRI), is the recipient of the 82nd annual John Newton Russell Memorial Award. The award is the highest honor accorded by the insurance industry to a living individual who has rendered outstanding services to the institution of life insurance. The selection committee consists of representatives of the nine leading organizations in the life insurance and financial services industry. Jordan will be celebrated and formally presented the award at NAIFA’s National Leadership Conference and Belong event in Washington, D.C., on December 4.

NAIFA's Apex East conference is a pure-play sales summit that brings together high-performing producers and their colleagues in the financial services industry, including professionals in the fields of estate planning law, accounting, financial technology, performance coaching, wellness, and others.

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.

NAIFA CEO Kevin Mayeux, CAE, is one of eight newly named association executives named to the U.S. Chamber of Commerce Association Committee of 100, also known as the C100. Mayeux will represent the interests of NAIFA members within the C100 by building partnerships and seeking common ground with other associations facing similar public policy issues. The C100 works together to "enhance the U.S. Chamber's pro-business advocacy and coalition work and strengthen Chamber efforts to fight for American business," according to a press release issued by the organization.

The National Association of Insurance and Financial Advisors (NAIFA) is pleased to announce its move to a new headquarters location in Arlington, Virginia. The new headquarters will be located at 1000 Wilson Boulevard in Suite 1890 aptly named for the year that NAIFA was founded.

The move is another milestone in NAIFA’s transformation that began in 2019 with the membership’s vote to restructure the association. The new headquarters’ proximity to Capitol Hill will facilitate more interaction between members and legislators while also providing ample space for training events and conferences.

 The leading association and most influential advocacy association in the financial services industry undertakes a multitude of events in celebration of Women’s History Month

The National Association of Insurance and Financial Advisors (NAIFA) has undertaken a series of events this month to raise awareness of the importance of women’s economic security in our country, as well as to highlight the importance of the voice of women financial advisors in their voting districts. The series of events was created as part of NAIFA’s participation in Women’s History Month and to deliver on several aspects of its Diversity, Equity, and Inclusion initiative that is part of its 2025 Strategic Plan.