Leaders Blog

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.

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. 

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.

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.

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.

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

NAIFA commends the House of Representatives on passing the SECURE 2.0 (H.R.2954) retirement planning legislation in a 414-5 vote. The popular legislation simplifies the process and creates incentives for employers to create and enroll employees in workplace retirement plans. It also creates greater flexibility for worker who contribute to the plans.

NAIFA’s Congressional Congress, May 25-26, will be a virtual event featuring targeted advocacy training with briefings on legislative issues that affect members’ businesses, best practices for conducting congressional meetings, and tips for developing impactful long-term relationships with legislators.

The House of Representatives passed the Protecting the Right to Organize (PRO) Act (H.R. 842), a sweeping piece of labor legislation. Among its provisions, the PRO Act as passed by the House would reclassify many insurance and financial professionals as “employees” rather than “independent contractors” under federal labor law. NAIFA argues that such a reclassification will disrupt insurance and financial services business models and limit consumer access to diverse offerings of products, services, and advice.