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THE POWER OF YOU.

THE POWER OF US.

 


Josh O'Gara
CLU, ChFC, CFP
Woburn, MA
LOYAL MEMBER SINCE: 2011


THE POWER OF YOU.

THE POWER OF US.


About NAIFA Iowa

Founded in 1890 as The National Association of Life Underwriters (NALU), NAIFA is one of the nation’s oldest and largest associations representing the interests of insurance professionals from every Congressional district in the United States. NAIFA members assist consumers by focusing their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multi-line, and financial advising and investments. NAIFA’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.

 

Get Involved

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advocacyactioncenter

 


NAIFA's Advocacy Action Center

NAIFA’s Advocacy Action Center provides the information and tools you need to become a politically active and involved financial professional. The Center has details on NAIFA’s grassroots relationships and political advocacy in each state. It also offers calls to action that make it easy to contact your legislators on specific issues important to your business and clients.

Visit the Advocacy Action Center

Who We Represent

    • Insurance Agents/Advisors (Captive & Independent)
    • Financial Advisors & Financial Planners
    • Investment Advisors
    • Broker/ Dealers
    • Multiline Agents
    • Health Insurance and Employee Benefits Specialists
    • Owners of Agencies
    • Staff of Carrier Corporations
    • Independent Marketing Organizations

Learn More About Membership

 


 

Resources

Advocacy is the cornerstone of NAIFA. Here are resources to allow you to learn more and get involved today.

>Advocacy Overview (PDF)

>NAIFA State Issues and Positions

>Iowa Legislative Tracker

 


 

2024 Advocacy Positions:

  • NAIFA-IA supports the federal Senior Safe Act and would support state legislation intended to protect seniors from financial fraud and exploitation.
  • NAIFA-IA believes that the best market for retirement decision is a free market, and as such, supports the broadening of choices that educational employees have in participating in tax-sheltered 403(b) programs.
  • NAIFA-IA supports the protection of healthcare choices.  NAIFA-IA supports: Section 1332 Innovation Waiver options; Ensuring access to affordable health care for all Iowans; Improving affordability  and sustainability of insurance choices for all Iowans; and Access to professional services & advice provided by licensed and regulated insurance agents.
  • NAIFA-IA supports a requirement that all financial professionals, when making a recommendation regarding an annuity or a security, act in the consumer’s best interests – with care, skill, prudence and diligence – based on the consumer’s financial needs and objectives. A properly-crafted best interest standard will provide an enhanced standard of conduct requiring the advisor to place the consumer’s interests ahead of the advisor’s, while also preserving ability of low- and mid-market consumers to access financial products and professional advice and services.
  • NAIFA-IA opposes a strict fiduciary duty standard for broker-dealers and their representatives, because adoption of such a standard will result in many firms changing from a commission-based to a fee-for-service model, which will eliminate the commission-based services relied on by many small and moderate-sized investors.
  • NAIFA-IA supports state efforts that enhance the ability of all Iowans to use knowledge and skills to manage financial resources effectively for a lifetime of financial well-being.
  • NAIFA-IA supports an amendment to the state's annuity suitability regulation that is consistent with the NAIC's mod
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PROTECT YOUR BUSINESS.
PROTECT YOUR CLIENTS.
PROTECT YOUR COUNTRY.

Contact Info

NAIFA-IA State President: 
Brenda Eckard
brenda@khisolutions.com
515-576-1800


NAIFA-IA Government Relations Chair:

Craig Adamson
craig.adamson@truewealthstewardship.com
319-373-4124

 

NAIFA Home Office
State Government Relations Director:

Julie Harrison
jharrison@naifa.org
703 770-8153