NAIFA Blog

NAIFA Members to Meet with Lawmakers May 25

May 20, 2016

The Department of Labor’s final rule to expand the definition of investment advisor fiduciaries under ERISA is complex and poses uncertainty on how the rule will impact retirement investors’ access to affordable products or advice, members of the National Association of Insurance and Financial Advisors will tell Congress May 25 during meetings on Capitol Hill. The meetings take place during NAIFA's 2016 Congressional Conference May 24-25 at the Gaylord Hotel at National Harbor, Md. “Th...

As the Senate Considers Tax Reform, NAIFA Stresses the Importance of Insurance and Retirement Savings

April 9, 2015

Five U.S. Senate Finance Committee Tax Working Groups have been charged by Finance Committee Chairman Orrin Hatch (R-Utah) and Ranking Member Ron Wyden (D-Ore.) “to spur congressional comprehensive tax reform efforts in the 114 th Congress.”   The Savings and Investments Working Group is expected to analyze and make policy recommendations on the tax treatment of a number of products important to NAIFA members and their clients, including life insurance, annuities, long-term-care insura...

On the State of the Union, NAIFA calls for tax policy that encourages middle-class Americans to save for retirement

January 20, 2015

The National Association of Insurance and Financial Advisors echoes a strong theme running throughout President Obama’s State of the Union Address and Sen. Joni Ernst’s Republican Address to the Nation that policy decisions moving forward must focus on ensuring the financial health of middle class Americans. With 10,000 people reaching retirement age every day for the next 17 years, it is important that public policy incentivizes and encourages families to save and plan for retirement. Lif...

In a Post-Election Search for Common Ground, Tax Reform Could Emerge

November 7, 2014

After Tuesday’s midterm elections, Republicans will control both houses of the 114 th Congress and President Obama, obviously, remains at the head of the executive branch. (NAIFA will provide a more complete election analysis early next week.) While this may be a recipe for continued gridlock in Washington on many issues, one area where the two sides may look to compromise is business tax reform. This has the potential to affect insurance and financial advisors, and their clients, in se...

2014 Congressional Conference: NAIFA President John Nichols's Remarks

May 21, 2014

Good afternoon! It is my pleasure and honor to welcome you to Washington, D.C., and the NAIFA 2014 Congressional Conference. As you know, NAIFA is an association representing insurance agents and advisors. We have a very loyal and supportive group of companies who have helped us in accomplishing our Conference goals. Please join me in acknowledging MassMutual, New York Life, Northwestern Mutual, State Farm and Thrivent as well as many other companies that have helped promote the Conferenc...