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Leaders Blog

1 min read

Please Take NAIFA’s Survey on the DOL Fiduciary-Only Rule

By NAIFA on 5/8/24 5:15 PM

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.

Topics: Legislation & Regulations Federal Advocacy DOL Fiduciary
1 min read

NAIFA Is Surveying Financial Professionals on the DOL Fiduciary-Only Rule

By NAIFA on 5/1/24 4:03 PM

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. 

Topics: Legislation & Regulations Standard of Care & Consumer Protection DOL
1 min read

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
1 min read

NAIFA Members-Only Webinar to Explore the DOL's Independent Cotractor Rule

By NAIFA on 1/17/24 4:45 PM

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. 

Topics: Legislation & Regulations DOL
3 min read

NAIFA President Bryon Holz Brings the Consumer's Perspective to DOL Fiduciary Hearing

By NAIFA on 12/13/23 4:44 PM

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
1 min read

Advanced Practice Center Tax Planning Webinar

By NAIFA on 8/16/23 4:12 PM

NAIFA and the Society of FSP are presenting a webinar, "Preparing Now for the Challenges Ahead: Guiding Clients Through Tax & Estate Planning in 2023 & 2024," brought to you by the Advanced Practice Center

Topics: Legislation & Regulations Legacy Planning Tools Estate Planning Taxes
1 min read

Get the Latest on Upcoming IUL Insurance Regulation Changes

By NAIFA on 3/22/23 1:14 PM

With new Indexed Universal Life (IUL) Insurance illustration regulations likely to go into effect in May, experts from Modern Life and Symetra will make sure advisors are prepared for these adjustments, and go over what they could mean for your business at Advisor Today's next webinar this Monday, March 27, at 2 pm eastern.

Don't miss this discussion as Ryan Mattern, Advanced Planning Lead at Modern Life, along with Gregory Rohtstein, AVP Life Product Management, and Steven Patrizio, RVP Greater Northeast Territory at Symetra will discuss the background information and intricacies of the regulation you need to know.

Topics: Life Insurance & Annuities Legislation & Regulations Webinar Advisor Today Insurance
1 min read

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.

Topics: Life Insurance & Annuities Legislation & Regulations Webinar Advisor Today Insurance
1 min read

NAIFA's Members-Only Deep-Dive Webinar on SECURE 2.0 Legislation Is Tomorrow

By NAIFA on 1/25/23 4:56 PM

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.

Topics: Retirement Planning Legislation & Regulations Webinar Federal Advocacy SECURE 2.0
1 min read

Exclusive Event: NAIFA Webinar to Take a Deep Dive into SECURE 2.0 Retirement Legislation

By NAIFA on 1/18/23 5:36 PM

NAIFA Members Only!
Secure 2.0 Has Passed: What the Law Means for You & Your Clients
January 26 | 11 am eastern

Topics: Legislation & Regulations Federal Advocacy SECURE 2.0

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