NAIFA Applauds House on Bill to Junk the Cadillac Tax

The House of Representatives on Wednesday voted overwhelmingly, 419 to 6, to permanently eliminate a 40% excise tax on employers offering high-quality health insurance to employees. The so-called “Cadillac Tax” is part of the Affordable Care Act, and Congress has delayed its implementation twice before. “Discouraging top-notch benefits for American workers and their families is not an acceptable way for the government to raise revenue,” said NAIFA CEO Kevin Mayeux. “We are talking about health insurance that provides protection and security for American families, not luxury automobiles.” 

NAIFA Trustee Testifies at New Jersey Fiduciary Hearing

NAIFA Trustee Dennis Cuccinelli testified on behalf of NAIFA’s New Jersey chapter at a Wednesday public hearing on the state’s proposal to impose a fiduciary duty on financial professionals serving investors in the state. Cuccinelli told state regulators that NAIFA members already agree to a Code of Ethics requiring them to act in their clients’ best interests, and those who deal in securities will be subject to SEC Reg BI, the new federal best interest standard. “[T]he proposal is not workable in its current form, and if adopted will be harmful to the very consumers the Bureau is trying to protect,” he said.

Early bird Rates for NAIFA P+P Extended Through Aug. 1!

There are so many reasons to attend this year's Performance + Purpose Conference! If you haven't registered yet, there is still time to save $200 on registration! 

This year's conference is chock-full of exciting new offerings! Get all the latest news on the upcoming NAIFA conference by visiting conference.naifa.org.

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: 7:30-11 am central
Cost: $99 for NAIFA & FSP Members/ $150 Non-Members/$750 per Agency 

July Big Ideas Webinar: Become a Social Magnet to Accelerate Relationship Building

Prepare for the upcoming Performance + Purpose Conference by joining NAIFA's second Big Ideas webinar on July 23 at 1 pm eastern. Brenton Harrison will discuss how positioning yourself as a social media personality can help to accelerate the relationship building period with prospective clients. 

Save the date for the next NAIFA Live!

The next 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.  

Registration will open soon!

NAIFA Live is Available On-Demand

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

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! 

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!

Congratulations to the 2019 LUTCF Scholarship Winners!

The two winners of the 2019 LUTCF scholarship are Andrew Bartling, FIC, LACP of  Rapid City, California and Stephanie Buckham, CIC, LACP of Portage, Michigan. 

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: 

Upcoming Webinars:

Solution Session - Conveying Confidence: How to Ask for Referrals
Date: July 25 @ 4 pm ET
Presenter: Coach Dan Finley

Advisors are typically hesitant to ask their clients for names of friends, colleagues or family that might benefit from their financial expertise and solutions. Come to this tele-seminar to learn the "mechanics" of how to confidently ask your clients for their referrals.

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.

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.