ADVOCACY MATTERS

The Power of You. The Power of Us!

Policy Decisions Can Make or
Break Your Business

Insurance and financial professionals face an uncertain legislative and regulatory landscape. From tax reform to state-run retirement and LTC plans to decisions that jeopardize Medicare agents' compensation, public policy impacts your business and ability to serve consumers. You need an advocate now more than ever!

NAIFA Represents You!

Fortunately, NAIFA members are part of the foremost advocacy association in our industry representing agents and advisors as well as their clients and Main Street consumers. Our advocacy ensures that policymakers in Washington, D.C., and every state capital know our industry provides products and services vital to our nation’s economic health and the financial security of Americans. We help them make good policy decisions.

Don't sit on the sidelines while lawmakers and regulators determine your fate. Join NAIFA. Learn the advocacy challenges around tax reform. Explore our advocacy benefits. Become a politically active participant.

Tax Reform Could Threaten Financial Security – Act Now!

Harder to Sell, Tougher Conversations – If the current tax treatment on life insurance, annuities, and other financial products disappears, these products become less attractive to clients. You’ll spend more time explaining why they’re still worth buying—and less time closing deals.
Fewer Clients, Greater Risk – When clients hesitate, they may miss out on valuable financial protection and long-term security. If fewer people invest in these products, not only do their futures become less certain, but the broader financial landscape may also shift— impacting both clients and advisors alike.
Regulations & Red Tape Create Barriers – More tax changes mean added complexity and compliance hurdles, making it harder for clients to access the financial solutions they need. Instead of focusing on helping clients secure their futures, advisors may find themselves navigating an ever-growing maze of paperwork and regulations.
Without NAIFA, Your Voice is Missing – NAIFA advocates for policies that protect financial professionals and their clients. Without a strong, united presence, key decisions may be made without the industry’s input. Join NAIFA to help shape the future and safeguard the profession.

ADVOCATE

We teach you how to develop relationships with elected officials.
We schedule meetings and organize events involving regulators and legislators to unify our voice.
Each state holds its own legislative day with its state grassroots committee and professional lobbyist.
Each year we come together for NAIFA's Congressional Conference to speak as a unified voice on Capitol Hill.
Our members adhere to a Code of Ethics that puts clients' best interests first and instills trust in elected officials.

EDUCATE

All NAIFA members are educated in grassroots advocacy and continuously updated on proposed and enacted legislation that affects your business.
NAIFA provides a monthly meeting for all members that features a top speaker focused on reaching peak performance.
NAIFA offers centers of excellence focused on industry specializations: The Lifetime Healthcare Center, the Investment, Retirement, Estate, and Advanced Planning Center, and the Business Performance Center.
NAIFA offers specialized leadership training to individuals and managers.

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DIFFERENTIATE

NAIFA members are tapped to testify in front of regulatory and legislative bodies to represent our producer community.
NAIFA members lead the organization through committee work and holding leadership roles at the local, state, and national levels.
NAIFA members are regularly profiled in social media, digital, and print publications.
NAIFA members can win awards that are recognized by their companies, including the National Quality Award, Young Advisor Team Leader of the Year, Four Under 40 Awards, and Diversity Champion of the Year.

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