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Show Up (002)

Show Up – It’s That Simple

If you want to influence Congress, studies show you need to show up in person. Registration for the December 2-4, 2019 National Advocacy Meeting and Day on Capitol Hill will open in early September. Ideally, each state will have a minimum of two participants – one to cover PAC and one to attend grassroots concurrent workshops. Dynamic and interactive general sessions are being planned for this year. All attendees will participate in the December 4th Day on Capitol Hill.

We look forward to having 100% of the states represented.  Who will represent your state?

State Advocacy Risk Assessment Results

NAIFA exercises considerable political influence in the state capitals thanks to your participation. Our political activity is motivated by an eagerness to ensure the integrity of the marketplace so that qualified professionals can work in an environment of fair competition where ethical business practices prevail. The 2020 State Risk Assessment and State Activation surveys completed by state leaders and lobbyists reveal NAIFA will again face many legislative challenges in 2020. The risk assessment suggests California, Colorado, Florida, Illinois, Massachusetts, Maryland, and New Jersey will face the greatest battles addressing fiduciary, privacy, genetic testing, state-run retirement and health plans balanced with the opportunity to enhance senior protection. NAIFA is committed to legislative and regulatory success in all states.

NAIFA engages directly with state legislators and insurance commissioners to build and maintain relationships, help shape policy, and serve as a resource of information. NAIFA's political strength is rooted in the geographic diversity of its membership. Building personal relationships between NAIFA member constituents and lawmakers creates a long-lasting path to political power in all 50 state legislatures. State relationships are typically tracked and activated, utilizing excel spreadsheets and email. NAIFA is exploring ways to enhance and simplify tracking and activation.  

Advocate Spotlight – Rep. Joe Wilson Discusses Issues with NAIFA – South Carolina Members

Members of NAIFA-South Carolina met with Congressman Joe Wilson on August 20th to keep him apprised of the latest issues facing their industry and their clients. During their visit they were able to discuss topics such as the SECURE Act, the newest SEC regulations, taxation and healthcare.  Rep. Wilson, who has been supportive of NAIFA throughout his time in Congress, agreed to assist us in any way possible. Pictured in the below photo is (left to right): NAIFA member Jamey Dye, NAIFA-South Carolina Government Relations chair Bruce Pope, Congressman Wilson, and NAIFA- South Carolina IFAPAC Chair Blake Amick.

newsletter 22 aug 19

We’d love to highlight any meeting you have had with your legislator this summer!  Send photos and meeting details to

New Hampshire Enacts NAIFA-Supported Measure to Protect Seniors from Financial Exploitation

Due to the successful advocacy efforts of NAIFA-New Hampshire, Governor Chris Sununu recently signed into law NAIFA-supported legislation that aims to protect seniors from financial exploitation. The New Hampshire law, which is based on model legislation developed by the North American Securities Administrators Association (NASAA), allows a broker-dealer to temporarily delay executing a client’s disbursement of funds request if the broker-dealer suspects that financial exploitation may be involved. Further, the broker-dealer and the financial advisor may voluntarily report the suspected financial exploitation to state authorities, and advisors and their firms are immune from civil liability for following the provisions of this important new law. The law will take effect on September 8, 2019. To date, 23 states have passed a law or approved a regulation based on the NASAA model. 

The New Hampshire Bureau of Securities Regulation issued a press release specifically thanking NAIFA for its support. From the Bureau’s press release[Bureau] Director Glennon thanked the legislature, the governor, and the Bureau of Elderly and Adult Services of the NH Department of Health and Human Services for their support. He also expressed appreciation to the Financial Planners Association, National Association of Insurance and Financial Advisors, and NH Legal Assistance and its Elder Law Project. “This law is good for everyone involved, especially for vulnerable adults and securities firms trying to protect vulnerable clients.”

NAIFA generally supports proposals intended to protect seniors and other vulnerable adults from financial fraud and exploitation provided it allows for a voluntary reporting process and affords a legal “safe harbor” provision for advisors who report suspected financial exploitation to government officials and authorized third-parties. 



18 Days Until NAIFA Performance + Purpose!

Haven't registered for the upcoming NAIFA Performance + Purpose Conference yet? There's still time, but you need to register now! The conference officially kicks off in 18 days at the beautiful Walt Disney World Resort in Orlando, Florida. 

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. This week we highlighted NAIFA member Kelli Keith who will sing the National Anthem during the opening General Session on Thursday, September 12. We also featured the Power of the Pin. Show your NAIFA pride by wearing the NAIFA lapel pin at P+P! There will be a pinning ceremony for new NAIFA members during the National Council Session on Saturday, September 14.  

P+P Blog


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

Save the date for the October NAIFA Live broadcast! David McKnight will be the featured presenter on October 10 at 12:00 pm CT. He will be talking about his book "The Power of Zero".

NAIFA Live is Available On-Demand

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

NAIFA Live Archive

Two Limited & Extended Care Planning Center (LECP) Workshops at P+P

Don't miss these two workshops sponsored by NAIFA's Limited and Extended Care Planning Center.

"Innovation in the Extended and Long Term Care Marketplace" takes place on Thursday, September 12 at 2:45 pm and will feature Dan Pierson (LegacyShield), Alyssa De La Cruz (Nationwide), Chris Bruser (Retirement Funding Solutions, a Mutual of Omaha Company) and Scott Hall (OneAmerica). 

Friday's session, "Having a Partner to Help Grow Your Sales", starts at 4:30 pm and features Chad Eyrich (ASH Brokerage), Tom Riekse (LTCI Partners), and Denise Gott (ACSIA Partners). Both sessions will be moderated by Carroll Golden, Executive Director of NAIFA's Limited & Extended Care Planning Center.

Learn More About the NAIFA LECP Center


The Art of Closing the Sale

Join Coach Dan Finely for the next Advisor Solution Session on August 29 at 4 pm ET. It has been said that until you close the sale all you have done is have a conversation. There are many reasons why advisors might freeze up and do not actually ask for the sale. Come to this tele-seminar to learn what those reasons are, how to avoid them and what best practices are to hone your closing process.



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.

20/20 Member Experience: Designations & Certifications

Month #8 featured a deep dive into our LUTCF designation as well as the LACP certification which is now accredited. 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

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 26: Glendale, AZ
August 31: Miami, FL

Press Release Kit 



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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