“I realize now more than ever before the importance of NAIFA.”|
It was an honor for me to participate in the recent APIC Influence Training in Washington DC. I thought the entire program was extremely valuable and helped me to understand things so much better.
“NAIFA has an excellent rapport and name recognition with legislators”|
John Connell emailed me after the meeting to thank me for stopping by and specifically mentioned wanting us to contact Shaughnessy with any issues NAIFA wished to discuss. Another result from my conversations was learning John R. Hammond, IV (Deputy Chief of Staff for Marlin Stutzman), is very interested in learning more about the estate planning industry…
Americans Focus on Waistlines Instead of Wallets in New Year Resolutions|
The main reason for leaving financial planning out of resolutions was the respondents’ belief that they “don’t make enough to worry about it” (35 percent), according to a survey by Allianz Life Insurance Company of North America.
Americans Stay Focused on Their Personal Well-Being|
By Ayo Mseka Facing an uncertain economic future and critical of government, Americans plan to remain focused on their personal well-being in 2012, according to TD Ameritrade’s annual New Year’s Resolution survey. Most respondents plan to make at least one personal resolution in 2012, the two most common being “have more fun” and “relax and [...]
Compensation Trends for 2012|
Workers can expect modest pay raises averaging 2.8 percent next year, compared to 2.7 percent in 2011 and 2.9 percent in 2010, according to a survey by Buck Consultants.
Employee Satisfaction Drives Employer Voluntary Benefits|
Employees increasingly view the workplace as an important source for personal insurance and savings products.
Household Wealth Segment Shifts in the U.S.|
A new report shows that personal savings continue to hit highs. Top destinations for investor savings are treasury securities, mutual fund shares and bank deposits.
How Consumers Use Online Services|
In a recent study of life insurance policy owners, LIMRA found that one in two consumers have visited their life insurer’s website. Read on to find out what they look for once they get there.
Howard Fineman on Politics: From the Top and the Inside|
Howard Fineman, editorial director of The Huffington Post Media Group, shared with NAIFA members his insights on the upcoming presidential election and the state of politics. Speaking during the NAIFA general session on Sunday, Sept. 9, Fineman opinionated that he was surprised either presidential candidate, President Barack Obama or Mitt Romney, would win the election, [...]
Legislative Forum: NAIFA Voices Matter|
NAIFA Legislative Forum Presentation Edward and Lawrence Woods saw a threat to their industry and took it upon themselves to make a difference. The year was 1913 and there was great uncertainty over whether the new federal income tax would impact death benefits and dividends from life insurance products. Members of the National Association of [...]
LIFE Lessons Scholarship Program: Call for Applications|
The LIFE Foundation is now accepting submissions for its LIFE Lessons Scholarship Program, which recognizes the character and perseverance that young people have shown following the loss of a parent or guardian.
NAIFA 2013: Government Relations Workshop|
The NAIFA Government Relations team’s workshop at NAIFA’s Career Conference focused on the importance of building relationships with legislators. Advisors are experts when it comes to building relationships with clients. They can use many of the same communication and relationship-building techniques when interacting with Congress. Typically, members of Congress have knowledge across a broad range [...]
NAIFA 2013: NAIFA’s Legislative Forum|
The NAIFA Government Relations Team today provided their annual update to members during the Legislative Forum of the 2013 NAIFA Career Conference and Annual Meeting in San Antonio. NAIFA consultant Danea Kehoe said NAIFA must remain vigilent in its efforts to protect our products as congress works on comprehrensive tax reform. Congress should reaffirm the [...]
NAIFA issues statement on Supreme Court Decision on healthcare reform|
NAIFA believes Congressional modification is needed and will ask the following of Congress…
NAIFA Members Ramp Up Their Political Involvement|
More than 150 members gathered in Washington Jan. 27-29 for NAIFA’s annual IFAPAC/APIC Training Meeting and Day on the Hill.
NAIFA on Capitol Hill: April 11, 2012|
Copy goes here. 37 citizen activists visited with Congress yesterday to tell their representatives about the important role they play in protecting middle-income Americans. Copy goes here. Copy goes here. Copy goes here. Copy goes here. Copy goes here. Copy goes here. Copy goes here. Copy goes here. Copy goes here.
NAIFA Video Marks Upcoming 100-year Anniversary of Tax-Free Life Insurance Benefits|
A new video released during NAIFA’s 2012 Career Conference and Annual Meeting offers a history of NAIFA’s important role in ensuring that American families and businesses receive tax-free death benefits and inside build up on their insurance products.
NAIFA weighs in on new bill to address MLR rule|
“The bill would allow consumers to have access to that very much needed advice and counsel that they receive from health insurance agents,’ Ms. Boyle told Employee Benefit Adviser.
NAIFA’s Robert Miller on ‘Educating the SEC’|
The only fair thing you can ask from your legislator is to listen to your story. We just want our members to be able to tell our story about who we are, what we do, the impact that we have on the American economy, and what role insurance plays there.
New Jersey Senate and Assembly Honors NAIFA-NJ|
NAIFA-New Jersey has been recognized by the New Jersey Senate and Assembly with a resolution in recognition of its outstanding efforts in the development of legislation that requires insurance producers to notify the Commissioner of Banking and Insurance of any disciplinary actions take by non-governmental regulatory authorities.
Politico: MLR Rule Could Decrease Commissions|
A new federal health insurance rule in President Barack Obama’s health care law was supposed to crack down on wasteful administrative expenses, but insurance agents and brokers say they’re about to become unintended casualties.
Preparing Members for Political Involvement|
NAIFA is the only member association in the insurance and financial-services industry to have members in each congressional district in the United States. The grassroots capability for advocacy by our members is one of NAIFA’s greatest strengths, and it distinguishes NAIFA from all other industry associations.
Rep. Scott to NAIFA members: ‘You have the nobility of purpose and trust’|
As NAIFA members convene in Washington this week for APIC/IFAPAC training and a “Day on the Hill” event, Rep. David Scott (D-GA) offered practical advice for those meeting with Congress on important industry issues: “Say the right thing” and “speak with clarity.” Rep. Scott told NAIFA members that Congress needs information from agents and advisors [...]
Retirement Investors Looking for Stability, Open to Getting Help|
A recent Charles Schwab & Co. survey found that 42 percent of investors are concerned about the potential impact of future legislation on their retirement accounts.
The Importance of COLI Best Practices|
A recent article in Forbes magazine points out the potential tax liabilities for companies that take out employer-owned life insurance, also known as corporate-owned life insurance (COLI), policies on employees without following notification and consent requirements laid out by federal law.
Tony Boquet – Health Care Reform: Overview, Updates and Opportunities|
Recent surveys show that 53 percent of the American public does not know what the Affordable Care Act is. Tony Boquet, CLU, ChFC, CASL, CLF, LUTCF, told NAIFA members who attended his workshop at the NAIFA Career Conference that the job of agents and brokers is to take complexity (the ACA is 1,000 pages long [...]
Why I Am in Washington, D.C.|
As the members prepared for the meetings with lawmakers, several of them shared some of the reasons why they left their busy practices and traveled to Washington, D.C., to make their views known. Here are some of these reasons, in their own words:
|IT PAYS to be|