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NAIFA Goes to Treasury to Assist with LTCI Policy Recommendations

NAIFA is the only group representing insurance agents and advisors selected to participate in the July 25th Federal Interagency Task Force on Long-Term Care Insurance meeting. The purpose of the task force, according to a Treasury report, is to propose federal policies to work alongside state-level reforms to “stabilize and potentially regrow the private long-term care insurance market” and to address the costs of providing long-term care.

NAIFA Trustee Connie Golleher and Senior Vice President for Government Relations Diane Boyle represented insurance professionals and actively participated in the policy discussion covering the social need for long-term supports and services, the individual private LTCI market, employer, group, and worksite products, state regulation of LTCI, the federal government and LTCI, and federal-state partnerships and other financing approaches.   

The Task Force has requested written comments by August 30 on potential reforms to federal laws, regulations, and policies to complement initiatives at the state level relating to the regulation of long-term care insurance. NAIFA will submit written comments encouraging a broad array of solutions to increase coverage opportunities that fit individual and family needs.

August is Advocacy - at Home!

It's August, which means members of Congress are home, working in their districts – an excellent opportunity to schedule a meeting to talk about issues important to your business.  We are here to help, with resources, tools and a new Advocacy Action Center.

Jump right in - the water is warm!

Meetings in DC can be hectic and rushed, so take advantage of the summer schedule, even if you’ve never scheduled a meeting with your lawmaker before.  Visit our newly updated Advocacy Action Center and TAKE ACTION and “wade into the shallow end” of building grassroots relationships.  For access to the full functionality of the site, use the login feature!

Have a Great Meeting?

Don’t be shy to share – after your meeting, let us know! Send us photos!  NAIFA - National will be highlighting district activity throughout the coming months and we would love to spotlight the relationships you are building back in your community.


If you have any questions or need additional resources for your district meeting, contact Maggie Buneo at

congress bannner aug


leveluptxt resized

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


32 Days Until NAIFA Performance + Purpose!

NAIFA Performance + Purpose is one month away! If you haven't registered yet, there's still time. This week's Speaker Spotlight page includes promo videos from top New York Life agent Christie Mueller and Delynn Alexander & Reena Bland who built one of the nation's leading wealth management ensembles. 

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.


Registration for the September NAIFA Live is Now Open!

The next NAIFA Live broadcast is scheduled for September 13th and will be live-streamed at the Performance + Purpose Conference in Orlando. Danny O'Connell, is the CEO at Next Level Insurance Agency, LLC. He will talk about the importance of having a successful practice as well as a balanced personal life.

NAIFA Live September

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


Don't Miss Next Week's Solution Session with Coach Dan Finley!

Unclogging the Pipeline: Advisor Solutions Nine Step Client Acquisition Process​
Date: August 15 @ 4pm EDT
Presenter: Coach Dan Finley

How do you take a complete stranger and turn them into a loyal client? The best way to build a client base is to have a proven process, a step-by-step guide to help you move a prospect down the “Stranger to Client Path". Using Advisor Solutions Nine Step Client Acquisition Process you will watch prospects go into and flow through your pipeline and become active and engaged clients.


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 Russell 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.

Help NAIFA Grow! 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

Month #8 features a deep dive into our LUTCF designation as well as the LACP certification. If you'd like to learn more about these, as well as other informative topics within NAIFA, visit our archive:

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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