Take Action on Retirement Security

One of NAIFA’s greatest strengths is our phenomenal grassroots influence and today we need ALL of you to TAKE ACTION!  This will only take two minutes - NAIFA is very thoughtful when launching an Action Alert as we appreciate the many demands upon your time, so know that we ask for your involvement today because it is critically important for the Senate to pass the SECURE Act before the August recess. 

The SECURE Act will make it much easier for employers to sponsor retirement plans and include annuities in the investment line-up. Among other retirement enhancements, it provides tax credits, expands allowable 529 expenses, and fixes a tax glitch that significantly increased the taxes on Gold Star families.

Just a week after many of you participated in the Congressional Conference, the House did as you asked and passed this legislation with an impressive bipartisan vote of 417-3.  The Senate immediately put in a request to pass the legislation by unanimous consent.  This procedure allows senators to reject the request and have their concerns addressed. Currently, Senators Cruz (R-TX), Lee (R-UT) and Toomey (R-PA) have put a “hold” on the vote for passage. None of their concerns are related to retirement provisions. If the Senate amends SECURE to address their issues, the legislation will return to the House for another vote (and would likely fail).

The most viable path to enactment is for the Senate to pass SECURE as soon as possible. If SECURE doesn’t pass the Senate before the August recess, we will have missed our only window.  

 Please TAKE ACTION TODAY by doing the following – 

1) Ask your Senators to support and encourage their colleagues to pass this legislation.

2) Thank and request your Representative’s assistance in urging the Senate to Act.

Members of Congress may be in their district offices for the July 4th recess so, in addition to sending this message, you might have a good opportunity to meet in-district as well.

NAIFA Certification Commission Receives Accreditation for LACP Certification 

The National Commission for Certifying Agencies (NCCA) has accredited the NAIFA Certification Commission’s Life and Annuity Certified Professional (LACP) certification for a five-year period, effective May 13, 2019. The LACP certification is now officially listed on the Financial Industry Regulatory Authority (FINRA) professional designations database, one of only ten accredited designations of the hundreds listed with FINRA.

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
Cost: $99 for NAIFA & FSP Members/ $150 Non-Members

Q2 State of NAIFA Webinar

Missed the Q2 State of NAIFA webinar? We highlighted successes we've accomplished in Q2 and what's in store for Q3.

Register for the Q2 on-demand video and mark your calendar for Q3: Thursday, September 26th at 1pm Eastern.

Get Familiar with the NAIFA Big Ideas Presenters

The NAIFA P+P Blog highlights each of the prestigious Big Ideas speakers that will be presenting at the upcoming conference. To subscribe to this weekly blog just go to conference.naifa.org and click "Subscribe" at the bottom of the page.

NAIFA Performance + Purpose will take place September 11 - 14 at the Walt Disney World Dolphin Resort in Orlando Florida. Register before the early bird deadline expires on July 16!

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!

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!

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:

The Surprising Similarities Between Traditional LTC and Some of New Life/LTC Plans
July 10 @ 2pm EST
Presenter: Tom Riekse

There are many misconceptions among consumers and advisors about both traditional LTC and Linked Life/LTC Plans. This webinar will discuss how the new combination Life/LTC plans can be very similar to traditional LTC plans and visa versa. We’ll discuss:

1) The list of similarities between how the products work
2) The 3 key differences between the types of products
3) Why meaningful benefits can be affordable for a wider consumer market

Ethics for Insurance and Financial Professionals: Questions for Consideration and Discussion - Part 2
Date: July 31 @ 3pm ET

Awards:

NAIFA Quality Award Application Deadline Extended Through June 30

Earn this mark of distinction (and tell the world!) how you stand out among the competition. 

 
NAIFA Diversity Champion Award

NAIFA's Diversity Champion Award deadline extended! You have until July 1st to apply for the NAIFA Diversity Champion Award. 

YAT Leader of the Year Award

In order to recognize the work of YATs across the federation and their commitment to the industry, NAIFA and the Young Advisors Team (YAT) committee established the YAT Leader of the Year award. 

Application Deadline: July 1, 2019

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.”

Membership Notes: 

Featured Discount Program

NAIFA members celebrate HUGE July 4th savings at the GE Appliances Store: Save an EXTRA 20% off orders over $999! Plus, save 10% and get free delivery on orders over $399. Visit Shop4ge.com to start shopping! Offer valid 6/18 – 7/10/19. Excludes Monogram®

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!

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.