Recent Updates

Paul Wessel Joins NAIFA as VP, Finance and Facilities

Wessel will be responsible for overseeing the association’s finances and building operations.

NAIFA Mourns Past President Raymond “Mickey” Moran

The National Association of Insurance and Financial Advisors (NAIFA), the nation’s largest financial services membership organization, mourns the loss of a respected leader in the insurance and financial services industry, Raymond H. “Mickey” Moran, CLU, ChFC.

John Newton Russell Memorial Award Applications Now Being Accepted

The award is the highest honor that can be bestowed upon an individual in the life insurance and financial planning industry.

NAIFA Disappointed by SEC Reclassifying Indexed Annuities as Securities

The National Association of Insurance and Financial Advisors (NAIFA) is disappointed by the action taken by the Securities and Exchange Commission (SEC) earlier today to Adopt Rule 151A, reclassifying certain indexed annuities as securities.

Latest News on SEC Proposed Rule 151A

In June, 2008 the SEC issued a new proposed rule (SEC Release No. 33-8933, File No. S7-14-08) that would classify certain indexed annuities as securities. The proposal would accomplish this by creating a new Rule 151A that would change the treatment of indexed annuities under the insurance products exemption found in Section 3(a)(8) of the Securities Act of 1933.

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