NAIFA Submits Formal Comments to SEC on Fiduciary Study Individual and Joint Comments Submitted In comments submitted today to the Securities and Exchange Commission on the issues surrounding the Commission’s forthcoming study on the standards of care governing broker-dealers and investment advisers, the National Association of Insurance and Financial Advisors said its members have a history of serving their clients “ethically and in their best interests (to) ensure a vigorous level of investor protection that rivals any new standards that may be put in place.” NAIFA Names Adam Sachs Young Advisor Team Leader of the Year NAIFA-Massachusetts Member is First Recipient of the New Award NAIFA Applauds House, Senate Conferees on Approach to Standard of Care Issue Four Advisors Receive "Four Under Forty" Award Winners are well-rounded professionals who have often overcome difficult situations that compelled them to enter the life insurance business. They have achieved a successful balance of their work and family lives. NAIFA Applauds Senate on Objective Approach to Fiduciary Issue NAIFA Opposes Stranger-Originated Annuities in Testimony Before NAIC Sheila Owens Joins NAIFA as Vice President of Communications and Marketing Wisconsin Enacts Strong Legislation Protecting Seniors From Fraud, Abuse NAIFA and Industry Groups Comment to HHS on Medial Loss Ratios NAIFA and Industry Groups Comment on HHS Interim Final Rule on Web Portal for Consumers NAIFA Adopts Policy Opposing Stranger-Originated Annuities NAIFA Adopts Policy Opposing Stranger-Originated Annuities Michael Keenan to be Awarded the Insurance Industry’s Highest Honor 69th Annual John Newton Russell Memorial Award will be presented this September during NAIFA's Career Conference and Annual Meeting in Seattle. NAIFA Supports NAIC’S New Annuity Rule NAIFA Supports NAIC’S New Annuity Rule NAIFA Applauds NAIC IQ Study on Insurance The recent Insurance IQ study conducted by the National Association of Insurance Commissioners (NAIC) provides strong evidence that consumers need a trusted advisor when it comes to answering their insurance questions. NAIFA Names Dr. Susan Waters as CEO Experienced Association and Industry Executive Becomes CEO of Nation’s Leading Insurance Producer Association NAIFA 2010 to Emphasize Education, Networking, Advocacy Members will be “Up to the Challenges... Down to Business” during 2010 Career Conference and Annual Meeting, September 11-14 in Seattle. NAIFA President Comments on Passage of Health Care Bill NAIFA President Comments on Passage of Health Care Bill Link The National Association of Insurance and Financial Advisors (NAIFA) President Tom Currey CLU, ChFC, LUTCF, issued the following statement today in response to House passage of H.R. 2554, the National Association of Registered Agents and Brokers Reform Act of 2009 (NARAB II). NAIFA President Responds to New York Times’ Report on Standards of Care NAIFA President Responds to New York Times’ Report on Standards of Care NAIFA Partners to Offer HIPAA Privacy, Security Tools and Training The National Association of Insurance and Financial Advisors (NAIFA) announces it will offer Simplified Training Solutions’ “HIPAA Privacy/Security and HITECH Tool Kit for Agents, Brokers and Consultants” to its membership of 54,000. Life Insurance Industry Reacts to President's 2011 Budget Proposal As an industry that helps 75 million American families and thousands of businesses responsibly plan for their financial futures, the life insurance industry is deeply concerned about provisions in the president’s proposed 2011 budget that amount to new taxes on products that provide security and peace of mind. NAIFA Exceeds Scholarship Program Goal Will Help NAIFA Members Further Careers, Grow Businesses NAIFA Supports Creating Federal Insurance Office Establishing a centralized body is an important step in advancing insurance expertise and understanding at the federal level, and in bringing some degree of uniformity when dealing with domestic and international insurance regulatory and trade matters. NAIFA Comments on Senate Vote to Proceed on H.R. 3590: Prepares to Roll Up Its Sleeves According to leaders of the National Association of Insurance and Financial Advisors (NAIFA), details do matter and the various elements in 2,074 pages of the Senate bill will need to be fully vetted. New York Legislature Approves Strong Bill to Protect Seniors, Deter Stoli Senior citizens in New York will have important new protections against a financial fraud called stranger-originated life insurance (STOLI) thanks to legislation approved yesterday by the state legislature, the American Council of Life Insurers (ACLI), the National Association of Insurance and Financial Advisors (NAIFA) and Life Insurance Council of New York (LICONY) said. New York Legislature Approves Strong Bill to Protect Seniors, Deter STOLI Senior citizens in New York will have important new protections against a financial fraud called stranger-originated life insurance (STOLI) thanks to legislation approved yesterday by the state legislature, the American Council of Life Insurers (ACLI), the National Association of Insurance and Financial Advisors (NAIFA) and Life Insurance Council of New York (LICONY) said. NAIFA Comments on Bill to Create Consumer Financial Protection Agency Today, the National Association of Insurance and Financial Advisors (NAIFA) issued the following statement in response to the House Financial Services Committee approving a bill (H.R. 3126) to create a Consumer Financial Protection Agency Corporate-Owned Life Insurance: Helping U.S. Workers With Jobs & Benefits In the current fiscal environment, protecting jobs and employee benefits has never been more important. Congressional Resolutions Make September National Life Insurance Awareness Month Each September, the National Association of Insurance and Financial Advisors (NAIFA) joins with the Life and Health Insurance Foundation for Education (LIFE) and more than 100 of the nation’s leading insurance companies and other industry groups to celebrate Life Insurance Awareness Month (LIAM). NAIFA Comments on Proposed Investment Advice Rules Legislation Today, the National Association of Insurance and Financial Advisors (NAIFA) provided its views to the House Ways and Means Committee regarding the committee’s hearing on defined benefit pension plan funding levels and investment advice rules. NAIFA 2009 Convention and Career Conference a “Brilliant” Success Over 2,000 life and health insurance agents attended the National Association of Insurance and Financial Advisors' (NAIFA) annual Convention and Career Conference, September 12-16, in Orlando, Florida. Dr. Jan Swaney Speaks on Wellness at AHIA Luncheon Physician and entrepreneur to present The Prevention Imperative making the medical case for wellness and prevention that underpins the business case to the annual gathering of insurance industry agents and leaders. NAIFA’s Expanded Convention & Career Conference Starts Saturday in Orlando This year, in addition to the regular business meetings of the association, the convention features 45 educational workshops spread out over three days – nearly three times as many as previous conventions – including some with CE credit available. Dr. Jan Swaney to Present On Wellness at the Association of Health Insurance Advisors Annual Luncheo Physician and entrepreneur to present The Prevention Imperative making the medical case for wellness and prevention that underpins the business case to the annual gathering of insurance industry agents and leaders. NAIFA’s Expanded Convention and Career Conference Starts Saturday in Orlando NAIFA's newly expanded annual Convention & Career Conference runs September 12-16 at the Orlando World Center Marriott Resort and Convention Center in Orlando, FL. LIVE Webinar Announced-Health Insurance Producers Discuss Current State of Federal Healthcare Reform Join this LIVE Health Care Reform Update Webinar to answer questions and consider: What’s Next for Health Insurance Producers? NAIFA Applauds Administration Proposal to Create Office of National Insurance NAIFA Applauds Administration Proposal to Create Office of National Insurance Health Insurance Agent & Broker Alliance Hosts 1,000+ Strong Joint Capitol Hill Fly-In Health Insurance Agent & Broker Alliance Hosts 1,000+ Strong Joint Capitol Hill Fly-In NAIFA Joins With Eliminate ID Theft to Provide ID Protection to Members NAIFA Announces the New NAIFA Preferred Provider Wireless Center The National Association of Insurance and Financial Advisors (NAIFA) is pleased to announce the new NAIFA Preferred Provider Wireless Center, the latest addition to the NAIFA Preferred Provider Program. NAIFA Joins With Eliminate ID Theft to Provide ID Protection to Members The National Association of Insurance and Financial Advisors (NAIFA) has joined with Eliminate ID Theft, the trusted source for identity protection and credit-monitoring services, to offer discounted fraud detection, identity theft protection and credit monitoring services to NAIFA members. Health Insurance Agent & Broker Alliance Host Legislative Fly-In Next Week Hundreds of Agents, Brokers and other Health Care Advisors from across the country to lobby Congress. NAIFA Pres. Cliff Wilson Appears Before Congress to Discuss Consumer Financial Products Regulation Today, the president of the National Association of Insurance and Financial Advisors (NAIFA), Cliff F. Wilson, CLU, ChFC, LUTCF, CLF, will testify before the House Committee on Financial Services. The hearing, "Regulatory Restructuring: Enhancing Consumer Financial Products Regulation," will focus on ways in which financial product regulation can be enhanced to better protect consumers. Producer Groups Join Forces On Health Care Reform Legislative Fly-In Producer Groups Join Forces On Health Care Reform Legislative Fly-InAgents, Brokers and other Health Care Advisors from across the country expected to lobby Congress. Strong Anti-STOLI Legislation Advances In Three States The battle to deter a financial abuse of senior citizens advanced recently as three state legislatures approved bills aimed at a fraudulent transaction called stranger-originated life insurance (STOLI). NAIFA Applauds Re-Introduction of NARAB II Legislation Bill Would Streamline Multi-State Licensing and Ease Administrative Burdens NAIFA Expands Health Advocacy and Refines Health Reform Policy NAIFA President Cliff F. Wilson and AHIA President Robelynn H. Abadie discuss the NAIFA Board of Trustees unanimous decision to expand health and employee benefit advocacy to all NAIFA members and to refine its health policy. Senate Special Committee on Aging Holds Hearing on Life Settlements: NAIFA Submits Statement Today, the U.S. Senate Special Committee on Aging convened a hearing entitled, "Betting on Death in the Life Settlement Market - What's at Stake for Seniors?" The National Association of Insurance and Financial Advisors (NAIFA) submitted a written statement to address the organization's concerns regarding the use of life settlements to facilitate stranger-originated life insurance (STOLI) transactions. Producer Groups Urge Congress Not To Rush Health Care Reform NAIFA, IIABA, AHIA, CIAB and NAHU today joined forces in a letter to congressional leaders urging them to oppose efforts to include health care reform in the budget reconciliation instructions. Allianz Provides NAIFA Membership as a Producer Perk The program will enable Allianz producers to use their performance incentives, also known as “producer perks,” toward NAIFA membership. AHIA Opposes Public Health Plan The Association of Health Insurance Advisors (AHIA), the health insurance division of the National Association of Insurance and Financial Advisors (NAIFA), opposes a government sponsored health plan as an "option" within any healthcare reform plan created by Congress. Larry Lambert to be Awarded the Insurance Industry’s Highest Honor NAIFA Names 68th Annual John Newton Russell Memorial Award Recipient NAIFA Supports Introduction of National Insurance Consumer Protection Act Today, U.S. Representatives Melissa Bean (D-IL) and Ed Royce (R-CA) introduced the National Insurance Consumer Protection Act (NICPA). The bill is a new iteration of legislation introduced in the last Congress to reform regulation of the insurance industry. The previous bill, the National Insurance Act, was better known as the optional federal charter bill. AHIA Endorses Long-Term Care Bill The Association of Health Insurance Advisors applauds Senator Charles Grassley’s (D-IO) introduction of bipartisan comprehensive long-term care legislation in the 111th Congress. H.B. 2854 Would Punish Financially-Prudent Oregon Families Statement on H.B. 2854 issued by the Association for Advanced Life Underwriting, American Council of Life Insurers, GAMA International, National Association of Insurance and Financial Advisors, and the National Association of Independent Life Brokerage Agencies: Life and Health Agent/Advisors Visit Capitol Hill Key Topics: Insurance Tax Challenges and Healthcare Reform NAIFA to Offer Potential Scholarship Program NAIFA National will establish a structure through its state and local associations to award scholarship funding for courses offered by The American College for deserving students with demonstrated financial need. NAIFA Launches the NAIFA Sales System to Help Producers Reach "The Next Level" The online sales skills development program with coaching support is the latest addition to the new NAIFA Professional Development System. Agents Celebrate American Heart Month and Disease Prevention Funding in Stimulus AHIA looks forward to working with Congress to improve the health care delivery system. Paul Wessel Joins NAIFA as VP, Finance and Facilities Wessel will be responsible for overseeing the association’s finances and building operations. AHIA Advisors Eager to Work with New Administration and Congress The Association of Health Insurance Advisors (AHIA), the health and employee benefits advocacy division of the National Association of Insurance and Financial Advisors (NAIFA) is eager to work with the new Administration and the 111th Congress to improve the American health care system. November is Long-Term Care Awareness Month This month will focus on educating consumers and providing agents with the information they need to discuss long-term care and the urgency to take a proactive stance in planning for their long-term care needs. NAIFA and AALU Comment on California STOLI Bill Veto Members of the Association for Advanced Life Underwriting (AALU) and the National Association of Insurance and Financial Advisors (NAIFA) are gearing up to re-engage the battle in California, as well as some 20 other states across the nation, to enact legislation that will address STOLI effectively, while protecting legitimate uses of life insurance and life settlements. NAIFA Graphic Designer Ellen Errico Wins Pair of APEX Awards NAIFA Unleashes Communications Corner: New Benefit to Assist Members Succeed in Public Outreach Eff NAIFA and LifeMark Securities Corp. Announce Membership Collaboration NAIFA Applauds South Carolina and Louisiana for Joining the Interstate Insurance Product Regulation NAIFA Launches New Member Benefit: NAIFA Virtual Library AHIA Announces the 2008 Employee Benefits Symposium NAIFA Advances Commitment to Ethics Ohio Legislation Protects Seniors, Helps Preserve Integrity of Life Insurance Market NAIFA Announces Conditions for Recommending Support of the Concept of an Optional Federal Charter NAIFA Names Randy Scritchfield Assistant Treasurer NAIFA Board Supports Creating a Federal Office of Insurance Information Value of HSAs for Small Businesses Not Considered During House Hearing Connecticut Legislature Takes an Important Step to Curb STOLI Abuses Oklahoma Legislature Approves Bill to Restrict Stranger-Originated Life Insurance Allan Hancock to Receive Insurance Industry's Highest Honor