The Latest from Washington

  Coronavirus Bill, SS / Medicare Payroll Taxes, and the Newly-proposed Fiduciary Rule Take Center Stage by Dani Kehoe, Counsel to NAIFA             Last week was relatively quiet on our issues – it was the last week of this year’s “sort-of” August recess. But there was some intra- and inter-party positioning that will likely shape…

Sales Idea-September

10 Basic Rules for Great Conversations by Ashley Neal, AssociationSuccess.org   I had the pleasure of participating in my favorite hobby last night: mindlessly scrolling through social media. However, instead of watching funny cat videos or meme compilations, I wound up watching an endless series of Ted Talks. While they were all inspiring, one in…

Welcome August New & Returning Members!

Welcome to all of our New and Returning Members in the month of August! This list reflects those who joined or renewed 8/1/2020 – 8/31/2020 New Members Guzman Castro – Jacksonville Beach Maureen Eakins – Lake Worth Barbara Sacks – Boca Raton Tracey Loveridge – Coconut Creek Derek Taube – Palm Beach Anna Kulpa -…

The Latest from Washington

Analysis:  Critical Negotiations on New Coronavirus Response Bill by Dani Kehoe, Counsel to NAIFA Negotiations on the next coronavirus crisis response bill are at a critical stage—currently, things are at stalemate. Both House Democrat and Administration negotiators say that they are far apart on the bill’s big-picture issues (i.e., the overall size of the bill,…

Sales Idea of the Month-August

4 Financial Adviser Prospecting Tips for Attracting Wealthy Clients                                          by John Williams at calllogic.com Anyone in the financial services industry will tell you that prospecting is their number one challenge. For a financial advisor, you must overcome a lot of obstacles just to get a meeting with a potential client. This type of…

Welcome July New & Returning Members!

Welcome to all of our New and Returning Members in the month of July! This list reflects those who joined or renewed 7/1/2020 – 7/31/2020 New Members Nilda De Boyrie – Coral Gables Mark Dudley – Cantonment George Meehan – Tampa Nathan Nguyen – Holiday Joe Nicoletto – Plantation Page Pittman – Tampa Marsha Reiniers…

The Latest from Washington

Proposed New Fiduciary Rule Released by DOL   by Dani Kehoe, Counsel to NAIFA   In a typical week-before-recess rush of activity, there was quite a lot of newsworthy action last week. Here’s a summary. Fiduciary: The new proposed Department of Labor (DOL)/Employee Benefits Security Administration (EBSA) fiduciary rule was released last week. It is…