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NAIFA is the Only Group Representing Agents & Advisors to Participate in LTCI Meeting

NAIFA Trustee Connie Golleher and Senior Vice President for Government Relations Diane Boyle represented insurance professionals at a public meeting of the Federal Interagency Task Force on Long-Term Care Insurance yesterday. 
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NAIFA-Colorado Testifies for State-Run Health Insurance Program

On July 16th, NAIFA-Colorado State APIC Chair Kevin Ross testified before the Division of Insurance and the Department of Health Care Policy and Financing regarding a proposal to require state regulators to study the feasibility of establishing a state-run health insurance program.  NAIFA-Colorado commented that a state-run plan would lead to fewer carriers offering insurance coverage, potentially resulting in fewer options and higher premiums for consumers.  NAIFA-Colorado urged legislators to instead support proposals to ensure a vibrant and robust private insurance market.  NAIFA-Colorado further stated that the study must receive input from a wide variety of stakeholders so many views and opinions are considered.  After the testimony, NAIFA received support from industry partners and concerned citizens.
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New York's 'Best Interest' Regulation Effective August 1 for Annuity Sales

The requirements of New York’s new “Best Interest” rule, Regulation 187, will be effective starting August 1, 2019 for annuity transactions, and will apply to life insurance sales starting February 1, 2020.  The rule puts in place a stringent “best interest” standard of conduct for producers and carriers in connection with annuity and life insurance sales and recommendations and will require agents and insurers to act in the best interest of the consumer when recommending a sales transaction. Producers will need to comply with the new requirements contained in the rule, and insurers will need to have various new processes and procedures in place to monitor and supervise producers’ compliance. The regulation’s requirements apply to recommended modifications to in-force contracts as well as to new policies.

Agents will also need to maintain documentation showing the basis for any recommendation and that the recommendation made was in the best interest of the client. Regulation 187 restricts a producer’s ability to use titles such as “financial planner” or “financial advisor” unless the producer “is properly certified and actually provides securities or other non-insurance financial services.” Unfortunately, the New York Department of Financial Services has not issued any guidance to help agents meet the requirements of this complicated new rule. NAIFA NYS has initiated a lawsuit challenging the validity of Regulation 187; that court case is still pending. NAIFA members are urged to follow any guidance/instructions they may receive from their insurers and/or broker-dealers concerning compliance with the new rule.



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You Asked. We Answered.

1/2 Day Session featuring top speakers in advanced practice estate, business, & retirement planning. Join us in Dallas or virtually from your office/home to participate in our first Level Up workshop brought to you by NAIFA and FSP. 

When: August 22nd 
Time: 7:00-11 am central 
Cost: $99 for NAIFA & FSP Members/ $150 Non-Members/$750 per Agency 

Learn More about Level Up and the APC


Win Money for Attending Performance + Purpose!

Do you want to win money for attending this year's NAIFA Performance + Purpose Conference? Create your own video on why you're attending and post it on Instagram or Twitter and include #NAIFAproud! Our NAIFA Volunteers will select the winners post-P+P and let you know by email.We will praise all winners on social media following the conference. Official rules are here.

Performance + Purpose is THE educational conference for financial service professionals that serve MainStreetUSA. This year's conference brings even more top producers who have the insights and tips you need to help American families and businesses achieve financial security. Early bird registration ends Aug 1.

Register Today!



Big Ideas Webinar Series:

Did you miss Brenton Harrison's webinar entitled "Become a Social Magnet to Accelerate Relationship Building"? If you did, you missed a phenomenal presentation about how to use social media with the blessing of the compliance department! 

Watch Brenton Harrison's On-Demand Webinar

The Big Ideas Webinar series leads up to the Big Ideas Workshop being held at Performance + Purpose this year. 


Registration for the August NAIFA Live is Now Open!

The next NAIFA Live broadcast is scheduled for August 8 and will be hosted by NAIFA - Nebraska. David Hultstrom, President of Financial Architects LLC, is the featured presenter. David will give insight into a couple of common themes and questions presented to insurance advisors and financial planners.  

Register for NAIFA Live

NAIFA Live is Available On-Demand

Missed an episode? No worries! We have on-demand videos from our past NAIFA Live broadcasts. The July NAIFA Live broadcast featuring Curtis Cloke is now up on the NAIFA Live Archive page!

NAIFA Live Archive

WIFS Event Opportunity

Don't miss your chance to Own Your Destiny with WIFS and hundreds of insurance and financial services professionals this October for three days of professional development, networking and education! NAIFA members can register at the WIFS member rate by using code NAIFA19 when registering (that's $200 in savings!!!) 

Three Reasons to Attend

  1. Professional Development: With session topics ranging from cybersecurity to recruiting and retaining millennials to fighting elder financial abuse, there's something for everyone!
  2. Networking Opportunities: Connect with like-minded professionals who are passionate about shaping the future of the industry.
  3. Industry-Leading Speakers: Our diverse lineup of subject matter experts guarantee attendees will walk away with smart strategies and actionable tactics that will take their business to the next level.

Attendees always walk away with smart strategies, actionable tactics, eye-opening inspiration, and connections with the women and men who are shaping the future of the profession. With 11 general sessions, 20 breakout sessions and more than 10 networking hours, this is one Conference you don't want to miss this fall! 

Event Registration

Conference Website


special offer

Are You Going to See the Rolling Stones this Summer? 

Our partners at the Alliance for Lifetime Income have a special offer for NAIFA Members. If you are planning on seeing the Rolling Stones this summer, let us know! ALI is the exclusive sponsor of the tour and are promoting the power of annuities in their "Retire Your Risk" campaign. If you are going to a show, ALI will not only greet you, but will interview you and provide you with a swag bag as a way to promote NAIFA members. Email us and let us know if you've got tickets & we'll get you the VIP treatment you deserve!

Calling All YATs!

Our Advisor Ambassador Program is looking for new speakers. Educate the future members of NAIFA on best prospecting practices or how to differentiate yourself in the industry. To sign up to become a speaker, visit: 

Speaker Signup

Upcoming Webinars:

Ethics for Insurance and Financial Professionals: Questions for Consideration and Discussion - Part 2
Date: July 31 @ 3pm ET

This webinar is Part 2 of an interactive discussion on ethics with a specific focus on ethics within the community of insurance and financial advisors.

In addition to learning from the perspectives of the participants, the presenter will provide ethics takeaways for each of the discussion questions.


New Member Benefits Program with Office Depot

NAIFA has a new partnership with Office Depot/Office Max! NAIFA Members can save up to 75% on over 93,000 products at Office Depot/OfficeMax.

Shop Online 


20/20 Member Experience On-Demand Archive

Each month of our 20/20 Member Experience webinars is available at our archive page. We have everything from advocacy training, to educating coaching sessions, and even differentiating publications. 

August 6th @ 1 pm eastern:Designations and Certifications

Register for the Member Benefit Webinar

Visit the On-Demand Archives




NAIFA Shop is Now Open

Come get your NAIFA swag! Sprit shops for YATs and LILI are coming soon!

NAIFA   2901 Telestar Court    Falls Church  VA   22042   USA
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