Legislative Contact Response Form

Legislative Contact Response Form In order for us to gauge the outcome of our legislative grassroots contacts, please complete the brief form below about your conversation with your Senator or Representative regarding our issues. Your Name First Last Other Members in AttendancePlease list all members who were in attendance with you. Name of Legislator Date…

The Latest from Washington

The Economy and a New Tax Bill Dominates News from Washington By Dani Kehoe, Counsel to NAIFA Last week, after just two weeks of working on it and in an impressive show of nonpartisanship, Congress and the President agreed on an emergency funding bill to address the public health crisis caused by the coronavirus. That…

The Latest From Washington: By Dani Kehoe, Counsel to NAIFA

The partial government shut-down—and the knots it’s tying Washington into—persists. But some of the federal government is funded (e.g.,the Department of Labor (DOL) and the Tax Cuts and Jobs Act (TCJA) reg-writing function at the Treasury Department), and so there was some substantive activity last week – including finalization of the pass-through business income deduction…

NAIFA Elects Bryon Holz for Trustee

CONGRATULATIONS! NAIFA Trustee Bryon A. Holz, CLU, ChFC, LUTCF, CASL NAIFA-Florida is pleased to announce that the NAIFA governing body, the National Council, elected Bryon Holz of NAIFA-Tampa as Trustee during the 2015 NAIFA Conference in New Orleans on October 5!Bryon’s passion for his profession compelled him to serve NAIFA in various ways over three…

NAIFA Follow-Up Survey on DOL Proposal

Dear NAIFA Member, If you provide advice or services to retirement-account clients, please take a brief, six-question NAIFA survey to help us as we prepare our comments addressing the DOL proposal. This is a follow-up to a survey NAIFA conducted in May. If you completed that survey, please complete this one as well. If you…