The Congressional Conference is NAIFA members' best opportunity to experience the power of grassroots advocacy first-hand in our nation's capital. Attendees really do make a difference on behalf of their businesses, clients, and communities. Networking allows them to be inspired and share ideas with politically involved colleagues. Training, policy briefings, and expert speakers give them the knowledge and guidance they need to be effective advocates. Meetings with lawmakers allow NAIFA members to speak with a unified voice and forge meaningful relationships with people whose decisions impact the financial security of every American.
1 min read
Attending Congressional Conference Is What NAIFA Leaders Do
Topics: Federal Advocacy Grassroots Congressional Conference
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NAIFA President Bryon Holz Brings the Consumer's Perspective to DOL Fiduciary Hearing
The Department of Labor thinks it knows what's best for Americans preparing for retirement. NAIFA President Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, and his long-time client Chuck Ross think the DOL is wrong and bring their real-life experience to the argument.
Topics: Legislation & Regulations Standard of Care & Consumer Protection Federal Advocacy DOL
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Promote NAIFA's FSA Academy
November 12 | 3-5 eastern
NAIFA's Advocacy Team is producing a special Financial Security Academy this month. NAIFA and Society of FSP members who complete the academy receive their Financial Security Advocate badge they can use to differentiate themselves on social media and their online profile. All NAIFA and Society of FSP members are eligible to complete the Financial Security Advocate Academy course for free.
Topics: Federal Advocacy Grassroots
7 min read
More Than 120 In-District Meetings Illustrate NAIFA's Grassroots Impact
NAIFA members held more than 120 In-District Meetings with federal lawmakers and senior staff during the recent Congressional recess. This is the second post-COVID year in a row that the number of meetings has reached triple digits. In addition, many NAIFA members also met with state officials over the summer.
Topics: Federal Advocacy Grassroots Congress August In-Districts
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Help NAIFA Get Out the Vote
It is National Employee Voter Registration Week and NAIFA is promoting the cause with a series of blog and social media posts. We are encouraging members to use sample emails, social media posts, and graphics to encourage their clients and members of their communities to get registered.
Topics: Federal Advocacy Get Out the Vote
3 min read
NAIFA to Host Over 500 Attendees from Across America at its 10th Annual Congressional Conference
NAIFA will host the 10th annual Congressional Conference May 22-23 in Washington, D.C. The event will feature targeted advocacy training with briefings on legislative issues that affect members’ businesses and the clients they serve. Expert presenters will offer best practices for conducting Congressional meetings and tips for developing impactful long-term relationships with legislators.
Topics: Federal Advocacy Grassroots Congressional Conference
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When It Comes to Congressional Conference, Numbers Matter!
May 22-23 | Washington, D.C.
NAIFA's Congressional Conference is only as effective as the agents and advisors who participate. The more of us who are there, the greater our influence. Getting as many NAIFA members as possible to attend has numerous benefits.
Topics: Federal Advocacy Congressional Conference
Members Only: NAIFA Experts Look at the PRO Act
The Protecting the Right to Organize (PRO) Act could have a profound impact on NAIFA members and their ability to remain independent and work in their clients' best interests. The Act has been in the works for five years but gained renewed attention during the recent State of the Union address when President Biden called on Congress to pass the legislation.
Topics: Federal Advocacy PRO Act Producer Employment
NAIFA Report Presents the State of Advocacy
NAIFA's State of Advocacy report details NAIFA's federal, state, and interstate advocacy efforts in 2022 in facts and figures. It also runs down the major policy issues impacting agents and advisors as well as the Main Street consumers they serve.
NAIFA's State of Advocacy provides a snapshot of how NAIFA and NAIFA members are making a difference and influencing the decisions that affect Americans' financial security. Share the report with NAIFA members, prospective members, and anyone interested in NAIFA's advocacy success.
Topics: State Advocacy Interstate Advocacy Federal Advocacy
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NAIFA's Members-Only Deep-Dive Webinar on SECURE 2.0 Legislation Is Tomorrow
NAIFA Webinar: Secure 2.0 Has Passed: What the Law Means for You & Your Clients
January 26, 2023 | 11 AM eastern
It's not too late to register for this members-only webinar. SECURE 2.0 and the RILA Act were signed into law late last year, bringing significant changes to how Americans can prepare for retirement and use registered index-linked annuities in their planning.
.png?width=300&height=300&name=Dan%20Finley%20Coaches%20Circle%20(300%20x%20300%20px).png "Dan Finley Coaches Circle (300 x 300 px)")
