The National Association of Insurance and Financial Advisors concluded its annual political involvement and political action training meeting today by sending 150 insurance and financial advisors to Capitol Hill meetings with their elected leaders and congressional staff.
One year after the SEC fiduciary report, trade group remains committed to ensuring middle-market access to affordable financial advice and services.
Comments address range of industry issues, including SEC/DOL standard of conduct, producer licensing, STOLI, annuities
NAIFA President Robert Miller is the subject of a feature article in the current issue of InvestmentNews.
Insurance Commissioner Kevin McCarty took a strong stand against Stranger Originated Life Insurance
Gov. Charlie Crist has proclaimed September Life Insurance Awareness Month
NAIFA-Florida members - the CFO's recent press release reminds us of the seriousness of checking the licensing of any entity you consider doing business with
Members - Urgent action needed on health care!
New Couch Potato CE is included in the NAIFA-FL Summer Journal. The course is free - it is a state approved 1 credit CE and you can study the material and take the test at home or anywhere and just send back to NAIFA-FL.
Capitol Report and Advisor & Legislative Dispatch now available Online
NAIFA-Florida is featured in the March issue of Florida Underwriter magazine regarding STOLI and the CFO's annuity legislation.
Recently-enacted Section 627.4554, Florida Statutes, requires a determination to be made about the suitability of an annuity when selling to individuals age 65 or older (“Seniors”). The new law also requires certain disclosures and an objective comparison of annuity contracts when recommending the exchange or replacement of a Senior’s annuity. Forms for this purpose have been developed by DFS and are in the process of being finalized through formal rulemaking.
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