Strengthening advocacy, professional
development through NAIFA partnership
Dan LaBert, NAILBA
CEO and NAIFA CEO,
Kevin Mayeux, CAE
“NAILBA and NAIFA have
worked together on
previous programs that
benefit our members, and
we welcome the evolving
to advance our missions of
advocating on behalf of the
industry, our members and
the clients we serve.”
Dan LaBert – NAILBA CEO
Emily Holbrook is former editor in
chief of National Underwriter Life
& Health and Retirement Advisor
magazines. Her business, Red Label
Writing, offers writing, editing and
content strategy for insurance and
financial services firms. She can be
NAILBA has partnered with the National Association of Insurance and Financial Advisors
(NAIFA) to further support advisors and agents, the industry as a whole, and consumers.
Specifically, the two groups have increased coordination of programs that support member
professional development and networking, and political advocacy and engagement on Capitol
Hill and in state legislatures across the U.S.
“NAILBA and NAIFA have worked together on previous programs that benefit our members,
and we welcome the evolving collaborative relationship to advance our missions of advocating
on behalf of the industry, our members and the clients we serve,” NAILBA CEO Dan LaBert said.
“Americans’ ability to save and plan for their futures is at an all-time low. Consumers need
access to advisors and agents who can help them address the financial realities of retirement.”
NAIFA CEO Kevin Mayeux, CAE, further explained, “This partnership reflects commitments
from both organizations to create opportunities to leverage our organizational strengths
while ensuring our members have the knowledge to serve their clients and to speak in a
Opportunities for formal collaboration in the areas of membership and professional
NAILBA and NAIFA will each encourage membership in the other party’s organization.
NAILBA and NAIFA will collaborate on mutually agreed upon professional development
and education offerings including the NAIFA Life and Annuity Certified Professional
Opportunities for formal collaboration in advocacy and government relations include:
NAILBA and NAIFA will form a joint task force to foster greater collaboration of advocacy
efforts and leadership across both organizations.
NAIFA will represent NAILBA on agreed upon industry task forces and coalitions that work
to advance the parties’ mutual interests on key legislative and regulatory issues.
NAIFA will represent NAILBA on agreed upon issues in state capitals, before state
insurance and other financial regulators, and at the federal level as appropriate.
NAIFA can provide advocacy experts at NAILBA meetings, as well as lead government
relations webinars and other presentations.
NAILBA members can participate in NAIFA’s Congressional Conference and NAIFA state
chapter Days at the State Capitol.
NAIFA can provide grassroots advocacy training for NAILBA members, as well as access to
NAIFA GovAlerts and other resources.
There are a number of challenges coming from Washington, including state-run retirement
plan proposals, tax reform, and federal and state efforts to revise the standards of care owed
by advisors to their clients. Other challenges include recent amendments to New York State’s
Regulation 187 that impose a complicated new standard of care on annuity recommendations
and broaden the scope of that regulation to include life insurance as well as annuity products.
“The mid-term elections brought dozens of new state and federal lawmakers in office,”
LaBert said. “We need to build relationships and educate these new legislators about our
members’ day-to-day activities, and to caution them against taking action that could be
harmful to consumers’ access to needed and informed advice, products and services.”
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