2022 Interstate Wins

Testimony and Participation

NAIFA Trustee Christopher Gandy, LACP, was featured in the "Diversity, Equity, and Inclusion in Producer Licensing" at the 2022 NAIC Insurance Summit.

NAIFA attended and participated in the 2022 Spring, Summer, and Fall NAIC National Meetings.

NAIFA attended and participated in the 2022 NCOIL Spring, Summer, and Fall meetings

Elected to the Board of NCOIL's Industry Education Council; served on the Interstate Insurance Product Regulation Commission's Industry Advisory Committee; and served on the National Insurance Producer Registry Board

Comment Letters

July 21, 2022 - NAIFA and coalition partners submitted a letter on the NAIC's draft FAQs on the NAIC Suitability in Annuity Transactions Model Regulation

April 28, 2022 - NAIFA and ACLI letter on review of NAIC "Producer Licensing Handbook."

Recognition

An NCOIL "Resolution Supporting Independent Contractor Status for Insurance Agents and Other Licensed Financial Professionals" cites work and research done by NAIFA

2022 NAIC President Dean Cameron, Director of the Idaho Department of Insurance, is a past NAIFA member and former two-term President of NAIFA-ID

NAIFA Is the Grassroots Voice of the Producer Community

Grassroots advocacy reinforced by NAIFA's network of political action committees, at both the federal and state levels, is at the core of NAIFA's advocacy success. With members in all 435 U.S. congressional districts and chapters active in advocacy in every state, NAIFA has a broad reach and members are able to have meaningful relationships with state and federal lawmakers. These relationships coupled with our campaign support, help NAIFA support positive legislation and defeat bad bills that would negatively impact our members as well as their clients and communities.

NAIFA members have an unmatched impact as grassroots advocates because they have expertise and first-hand understanding of financial issues facing U.S. families and businesses. They represent the interests of their main street communities and support the election of state and federal lawmakers through IFAPAC. Their clients are the families, individuals, and business owners who are state and elected officials' constituents.

Multiple Grassroots Touches

State Chapter Legislative Days

NAIFA's Congressional Conference

August Recess In-District Meetings

NAIFA's National Leadership Conference Day on the Hill

Town Halls and Local Events

Fundraisers

Training and Tools

NAIFA's Financial Security Advocate Academy is a comprehensive grassroots training course. Participants learn to build relationships with lawmakers, influence important policy decisions, and be a part of the political process. Those who complete the course earn the Financial Security Advocate badge.

The NAIFA advocacy app provides NAIFA grassroots advocates with talking points, policy briefings, and other materials to help them be influential advocates and make the most of NAIFA's grassroots events.

NAIFA's Signature Advocacy Event: The Congressional Conference

NAIFA Annually Hosts the Most Impactful Association Fly-In in the Insurance and Financial Services Industry.

NAIFA's 2022 Congressional Conference had more than 500 insurance and financial services professionals in attendance. They received advocacy briefings and grassroots training. The keynote speaker for Day 1 of the Congressional Conference was Senator Ben Sasse (R-NE), a member of the Senate Finance and Budget Committees. A Day 1 CEO panel, moderated by NAIFA CEO Kevin Mayeux, CAE, featured the leaders of top industry associations: Wayne Chopus, President and CEO of the Insured Retirement Institute, George Nichols, III, President and CEO of The American College, and Susan Neely, President and CEO of the American Council of Life Insurers.

Attendees from states across the country visited Capitol Hill on May 24 for meetings with more than 325 congressional offices, including lawmakers and senior staff. The day on the Hill is the highlight of Day 2 of NAIFA’s annual Congressional Conference.

2022 Congressional Conference Sponsors

NAIFA Educational Programming Bolsters the Industry

NAIFA provides a variety of educational offerings that elevate agents and advisors to achieve professional success, maximize their performance, and best serve their clients and communities. Financial professionals are life-long learners, and NAIFA has programs and resources designed to benefit members in any practice specialty and at any stage of professional growth.

Meetings on Main Street NAIFA launched a new event series as a giveback to our industry featuring nationally-acclaimed speakers and industry leaders. The half-day program is a free event that NAIFA is providing to members and prospective members to help promote NAIFA's new programs and initiatives. 2022 events were held in Omaha, NE, and Lisle, IL.

More than 100 Meetings on Main Street Participants

52% Prospective NAIFA Members

Partner Webinars NAIFA partners provide thought leadership to our members through the five Centers of Excellence and Advisor Today. Partner webinars address timely and relevant topics in the insurance and financial services industry, and help NAIFA's members connect with industry leaders to help their businesses.

21 Partner Webinars

More than 2,500 Partner Webinar Participants

NAIFA Live NAIFA Live is a monthly opportunity for members to come together, and gain insight and advice on how to excel in the industry from the best in NAIFA Nation. Members can tune in online, or get together to network and host watch parties in-person. In 2022, NAIFA hosted nine NAIFA Live events, with more than 2,000 registrations over the course of the year.

9

NAIFA Live Meetings

More than 2,000 Participants

The NAIFA Limited & Extended Care Planning Center

The Limited and Extended Care Planning Center (LECP) empowers professionals to network with solution and service providers to share best practices; directly access subject matter experts, research, training and resources; and provide thought leadership so we may continue to address the changing needs of the market.

The LECP Advisory Council

The Advisory Council includes many of the leading experts on care solutions and funding and are available as resources to Center participants In 2022, they were Harlan Accola of Fairway Independent Mortgage, Chris Bruser, Patrick Cahill of Coventry, Robert Eaton of Milliman, Scott Hall of OneAmerica, Peter Herson of Coventry, Henrik Larsen of ARM, Jeff Levin of OneAmerica, Dan Mangus of Senior Marketing Specialists, Kevin Sypniewski of AGIS Network, Joseph Pulitano of LTC Agency Operations, Steve Cain of LTCI Partners, Tom Riekse, Jr., of LTCI Partners, Todd Rovak of Carefull, Christine McCullugh of LTC Solutions, and Cindy Harris of LifeSecure.

790 LECP Webinar Participants

36 LECP Blog Posts

LECP Resources

The LECP offers a regularly updated blog, webinars, research materials, an industry and sponsor events calendar, a speakers bureau of industry leaders, and additional resources.

ILTCI Conference

NAIFA and LECP thought leaders contribute each year to the Intercompany Long-Term Care Insurance Conference In 2022, NAIFA thought leaders including Trustee Chris Gandy; Past President Tom Michel; members Neil Himmelstein and Roger Sims; and professional staff Diane Boyle, Suzanne Carawan, and Carroll Golden presented sessions on modern marketing methods, publicly funded LTC programs, and LTC sales opportunities in the affluent market. NAIFA also hosted a networking reception for agents and advisors at the event.

The LECP Legislative Working Group

This group within the Center explores important issues and enhances NAIFA advocacy positions and government relations efforts, engaging directly with state and federal policymakers. The group consists of industry experts, including LECP sponsors, insurers, NAIFA members, third-party administrators, distributors, and NAIFA's Government Relations Team In 2022, the group provided comments and testimony on state-run LTC programs, including the Washington Cares Act, and other issues and proposals impacting the care industry

2022 LECP Sponsors