SEC Poised to Approve Reg BI on June 5

The Securities and Exchange Commission is scheduled to vote next week on its Regulation Best Interest.  NAIFA met multiple times with SEC Chairman Jay Clayton and with each of the Commissioners stressing the importance of the rule being neutral with respect to support for or favoring a particular business model or compensation structure.  NAIFA also discussed concerns about provisions in the proposed regulation that would impose restrictive limits on who can use the term "advisor/adviser," and cautioned the SEC officials that if required disclosures to clients are too lengthy or complex, then consumers would simply not read them.

NAIFA plans to continue its regular visits with the SEC’s commissioners and staff to ensure NAIFA members’ recommendations are part of the implementation process.  

Senator Chuck Grassley Live on NAIFA Mainstage

Introducing Level Up- a New Event Series for Advanced Practice!

Our first event of the year is August 22nd in Dallas. Please join us and spread the word about this power-packed speaker line-up covering topics in estate, retirement and business succession planning. Speakers from the series will also be featured in our Advanced Practice track at this year's P+P conference.

Registration is Open for Performance + Purpose 2019 Conference 

P+P 2019 brings the industry together for education, inspiration and connections. Join your colleagues at P+P to increase your knowledge, expand your network, and have some fun!

NAIFA Performance + Purpose will take place September 11 - 14 at the Walt Disney World Dolphin Resort in Orlando Florida. Registration is now open! Visit conference.naifa.org.

Registration for the June NAIFA Live is Now Open!

Join us on June 20th at 2:25 pm CT for Bob Cohen's presentation on "The Gotchas and Trap Doors of Life Insurance". This course will provide attendees with the foundation of some of the variables within life insurance products that Insurance Companies use to ensure their profitability and how that comes at a huge cost to the client. 

This event has been approved for 1 CE in Arkansas, Iowa, Wisconsin, Maine, Virginia, North Dakota, Maryland, and Washington DC.

NAIFA Live is Available On-Demand

Missed an episode? No worries! Go to https://live.naifa.org/ondemand to see all of our past videos including our beloved NAIFA Trustee, John Wheeler!

Gain Your CLTC Designation this Year?

Are you interested in obtaining your CLTC designation? We are gauging the temperature to see level of interest and where/when you might want to take the CLTC class this year. Take this quick survey to let us know! If we have more than 10 people per class, NAIFA members can receive a bonus discount for classes this year! (This is our new CRM system, so to take the survey, please log in with your email address and reset your password).

NAIFA’s Diversity Symposium Continues Tradition of Excellence!

NAIFA’s 2019 Diversity Symposium was a huge success by any account.  Held in conjunction with the association’s Congressional Conference in Washington, D.C., the meeting was fast-paced and highly interactive, with top-tier executives discussing the changing face of Main Street USA and offering critical insights on mastering cultural competencies, managing different generations in the workforce, and engaging in “effortless connections.”

Diversity Champion Award 

This award recognizes exceptional efforts to promote the full and equal participation of diverse people within the insurance and financial advising profession. A Diversity Champion presents a unique blend of experience, skills, accomplishments, and other qualities. A nominee must be a member of NAIFA in good standing and have at least five years’ experience in the insurance and financial services industry. Submit a nomination or learn more information. Nominations will be accepted thru June 3, 2019. 

New NAIFA Store

Looking for some great NAIFA branded gear? Look no further than the new NAIFA Store! Polos, socks, cinch bags, golf balls, coffee mugs and so much more! Check out the NAIFA Store.

NAIFA Partners with Zoom

Zoom (NASDAQ:ZM) has partnered with NAIFA! We use Zoom for so many programs that we thought it made sense to partner and provide you with a great discount! To learn more about the program, join us on June 11th at 1 pm for a debrief and/or register to receive an on-demand recording. NAIFA members receive a 15% discount! If you want to buy now, simply call our Member Services Team for the discount code.

20/20 Member Experience On-Demand Archive

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