Leaders Blog

NAIFA Webinar: A Conversation About the Courts
August 8 | 12 pm eastern

A federal court has granted a stay in the lawsuit NAIFA, several NAIFA chapters, ACLI, and other partners filed to stop the Department of Labor from implementing its fiduciary-only rule. The stay means the DOL rule will not go into effect in September, giving the court more time to consider NAIFA's lawsuit. Furthermore, the court stated that NAIFA's lawsuit is "virtually certain to succeed on the merits." 

Join us for an important webinar that will explain what the stay means for financial professionals and your clients. Our panelists will also discuss other recent court rulings, including Supreme Court decisions overturning the Chevron Doctrine (Loper v. Raimondo), sidestepping the constitutionality of taxing unrealized income (Moore v. US), and narrowing buy-sell agreement tax benefits (Connelly v. United States). 

An ongoing survey of NAIFA members will provide updated data to help NAIFA and our industry partners in future actions on the Department of Labor’s final fiduciary-only rule. The results will help us educate policymakers – and potentially the courts – on how the proposal will impact consumers and your business.

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. 

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.

Exclusive Members-Only Webinar
January 19 | 12 pm eastern

The U.S. Department of Labor's final independent contractor rule could impact how NAIFA members do business and their ability to serve the best interests of their clients. Many financial professionals are entrepreneurs who own their businesses and have their own employees. 

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.

The U.S. Department of Labor has proposed a rule that could radically change the financial services business and reduce client choices. NAIFA CEO Kevin Mayeux has stated that the rule is unnecessary and very likely to harm consumers it is intended to protect.