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Legislators are Home for the Summer – It’s Time for a Visit!

It’s that time of year again, when members of Congress escape Washington, D.C. and travel home to their districts to spend time with their family and their constituents. This period, which runs from July 29 – September 8, gives NAIFA members the opportunity to continue to build relationships with their elected officials.

Join your colleagues and attend a district meeting! Meeting with your legislators while they are back in your state builds helps to build on the messages that were delivered during the Congressional Conference and solidify NAIFA as a resource for issues pertaining to our industry. If your Congressman was one of the 417 who voted YES on the SECURE Act, this is a great opportunity to say thank you. If you meet with one of your Senators, be sure to use this opportunity to ask them to pass the SECURE Act through unanimous consent (or whatever else works)! NAIFA has a variety of resources, including talking points and issue briefs, to assist you with your meeting preparations. If you have any additional questions about in district activity, contact Political Involvement Manager Maggie Buneo at

Unable to meet with your legislator this summer? You can still take action and communicate with them on issues important to your business. 

Another One Bites the Dust

Congressional retirement season is upon us. There have been six House Republicans to announce retirement in the past two weeks and fourteen members retiring from the current Congress.  An additional nine members are running for a different public office or nominated for an Administration position. This is not a new trend. In the 2018 election cycle, over 70 Members of Congress retired, sought a different public office or took a government position.

This means lots of new members heading our way

Remember NAIFAPAC typically doesn’t play in open races and due to Play to Pay rules cannot contribute to federal candidates holding a current state or local elected office or held one in the last two years. However, we can start building relationships now and educate candidates on the importance of our industry. Get to know the candidates and let us know your thoughts! Let NAIFA’s Advocacy Team know what you are hearing at

Here’s a list of who won’t be returning so far…

House Retirements*


Rep. Martha Roby (Alabama)

Rep. Rob Woodall (Georgia)

Rep. Susan Brooks (Indiana)

Rep. Paul Mitchell (Michigan)

Rep. K. Michael Conaway (Texas)

Rep. Will Hurd (Texas)

Rep. Pete Olson (Texas)

Rep. Rob Bishop (Utah)


Rep. Dave Loebsack (Iowa)

Rep. Jose Serrano (New York)

Senate Retirements*


Sen. Pat Roberts (Kansas)

Sen. Mike Enzi (Wyoming)

Sen. Lamar Alexander (Tennessee)


Rep. Tom Udall (New Mexico)

*List as of 8/1/2019


GAMA and AALU Announce Merger

This week GAMA and AALU announced their intention to merge. Both organizations agreed to dissolve their boards, names and membership to combine under a newly named entity that will continue to include their large international contingency. NAIFA released a statement and was cited in both Insurance News Net and Think Advisor as to the merger. NAIFA sees the merger clearly delineating NAIFA as the only association that is the voice of the producer, advocates at both the state and federal levels and offers a grassroots army that defends Main Street USA businesses and families.


We are proud to represent and support our advocacy partner, WIFS. WIFS will join NAIFA at our P+P annual meeting and we hope to see all WIFS members at P+P this year!

Learn more about the influence of NAIFA's grassroots army in the passage the SECURE Act in this month's AdviseHER magazine.

LAAIA 49th Annual Convention

laaia booth


We are so proud to be the advocacy partner of LAAIA! We wish them a great 49th annual convention. Know that we are out every day at the state and federal levels advocating for Main Street USA and financial security for all.




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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


Don't Miss Our Excellent Keynote Speakers at P+P!

Have you registered for NAIFA's upcoming Performance + Purpose Conference yet? If not, there's still time! You won't want to miss this year's impressive lineup of keynote speakers, Vince Papale, Scott Mann, and Steve Gilliland. Plus, Scott Mann will be doing double duty as the LILI 7 presenter. 

Performance + Purpose is THE educational conference for financial service professionals that serve Main Street USA. 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. 

Register Today!

Check out our blog articles for the latest news on P+P! They are accessible through the conference website under the Experiences tab.


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


Updated NAIFA Code of Ethics

NAIFA's Code of Ethics have been revised and are now on our website as well as our NAIFA Store. The Code of Ethics reminds all agents and advisors how to best represent themselves and their clients in the industry.

For the revised Code of Ethics visit our website  or the NAIFA Store.

special offer

Alliance for Lifetime Income Special Offer for NAIFA Members:

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!

Do You Work With Annuities?

The Alliance for Lifetime Income is looking to do press interviews in select markets for NAIFA Members that work with annuities. If you are attending a Rolling Stones concert in any of the select areas and want to support the power and positivity of annuities, use this press release and submit to your local media and add to your website.

August 10: Denver, CO
August 14: Seattle, WA
August 18: Santa Clara, CA
August 22: Pasadena, CA
August 26: Glendale, AZ
August 31: Miami, FL

Press Release Kit 

Guy Baker to Receive the 2019 John Newton Russel Memorial Award

The National Association of Insurance and Financial Advisors (NAIFA) is proud to announce Guy E. Baker, Ph.D., MSFS, MBA, CLU, ChFC, CFP, RHU, managing director of BTA Advisory Group in Irvine, Calif., is the recipient of the 78th 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.

Baker will receive the award Sept. 14, 2019, at NAIFA’s Performance + Purpose conference in Orlando.

Do You Care About Growing NAIFA? Become an Ambassador

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

Special Session at P+P: Power Session LIVE

Jim Silbernagel is hosting a Power Session LIVE at the upcoming Performance + Purpose Conference! "Fast and Furious Sales Ideas with Living Legends" will feature our own Board of Trustee John Wheeler, Van Mueller, Marv Feldman, and Scotty Brennan. If you're attending P+P, don't miss this session on Friday, September. 13 at 2:45 pm!

20/20 Member Experience On-Demand Archive

Are you a new member or not sure about all of the benefits of NAIFA? 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! Please note that the updated Code of Ethics is also now available!

NAIFA   2901 Telestar Court    Falls Church  VA   22042   USA
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