NAIFA is seeking feedback on the Department of Labor's fiduciary-only final rule. We have created a survey of financial professionals and will use the results to educate policymakers – and potentially the courts – on how the proposal will impact consumers and your business.
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NAIFA Is Surveying Financial Professionals on the DOL Fiduciary-Only Rule
By NAIFA on 5/1/24 4:03 PM
Topics: Legislation & Regulations Standard of Care & Consumer Protection DOL
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NAIFA's May 2 Fiduciary-Only Rule Webinar Is Free to Members and Non-members
By NAIFA on 5/1/24 9:10 AM
How the DOL Fiduciary-Only Rule Will Impact Financial Professionals and Consumers
May 2 | 2 pm eastern
It's not too late to register for NAIFA's free webinar on the Department of Labor's final fiduciary-only rule. NAIFA's Government Relations Team and counsel from Steptoe LLP will explore how the rule will directly impact financial professionals and consumers. It will provide an update on the next steps: What NAIFA is doing to protect your business and clients, the likelihood of NAIFA’s participation in litigation, and what financial professionals can do to advocate on their own behalf. The webinar will expand on Steptoe’s written analysis of the rule and provide an opportunity for attendees to ask questions.
Topics: Legislation & Regulations Standard of Care & Consumer Protection DOL
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What Advisors Need to Know About Upcoming IUL Insurance Illustration Changes
By NAIFA on 3/15/23 3:52 PM
Did you know that new Indexed Universal Life (IUL) Insurance illustration regulations are likely to go into effect in May? Make sure you are prepared for these changes, which can affect your business and your clients by tuning in to the next Advisor Today webinar on Monday, March 27 at 2 pm eastern.
Join experts Gregory Rohtstein and Steven Patrizio of Symetra and Ryan Mattern of Modern Life as they discuss the history of the regulation, the nuances of the changes, and how can begin to prepare.