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NAIFA Oregon News

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  • 21 Nov 2023 7:37 PM | Kathy Countryman (Administrator)

    The merger of NAIFA and the Society of FSP, along with the inclusion of Life Happens, creates a more dynamic association poised to serve more Americans. This is an important and beneficial move for our members, the insurance and financial service industry, and consumers who rely on financial professionals for products, services, and advice.

    But with change always come questions. The national leadership of NAIFA and FSP set out to answer many of these questions in a virtual Town Hall Meeting for NAIFA and FSP chapter leaders. We discussed many aspects of the merger and took questions from attendees. A recording of this Town Hall is now available on demand. 

    The Town Hall focused on how the NAIFA-FSP merger will impact our industry, our members, and our chapters. The short answer is: This merger will make us stronger and more influential as an association and provide our members with expanded benefits and opportunities. Several takeaways from the discussion are:

    Town Hall Answers Questions for Chapter Leaders on NAIFA-FSP Merger

  • 03 Sep 2023 12:28 PM | Kathy Countryman (Administrator)

    NAIFA has announced plans to merge with the Society of Financial Service Professionals and Life Happens, with a membership vote to approve the move expected later this fall. NAIFA CEO Kevin Mayeux, who will be CEO of the combined organization, said the merger "seemed like the appropriate next step."

    Full Story: InsuranceNewsNet Magazine (8/23) 

  • 23 Apr 2023 8:45 PM | Kathy Countryman (Administrator)

    Cash balance plans are an underutilized tool that can help business owners accelerate their retirement savings and realize tax benefits, writes Ross Brown, vice president of business development at Payden & Rygel. Setting up a cash balance plan is a way for advisors to show their worth and strengthen the advisor-client relationship, Brown writes.

    Full Story: Financial Planning (4/13) 

  • 23 Apr 2023 8:44 PM | Kathy Countryman (Administrator)

    Underwriting, risk mitigation, claims handling and pricing methodologies can be improved as artificial intelligence technologies continue to advance, according to experts. "It's not changing the business model, but it makes our current insurance business a lot more efficient," said Ericson Chan of Zurich Insurance. Separately, however, a report from Team8 notes that appropriate guardrails are needed to ensure that AI doesn't allow for the exposure of confidential information.

    Full Story: Business Insurance (4/18),  Bloomberg (4/18) 

  • 23 Apr 2023 8:42 PM | Kathy Countryman (Administrator)

    A House subcommittee challenged the Department of Labor on its proposed independent contractor rule, with Chair Kevin Kiley, R-Calif., saying, "We believe independent contractors are critical to the 21st century economy." The hearing came a day before the beginning of the confirmation hearing for Julie Su, President Joe Biden's selection to serve as Labor secretary.

    Full Story: Financial Advisor (4/19),  ThinkAdvisor (free registration) (4/19) 

  • 16 Mar 2023 4:33 PM | Kathy Countryman (Administrator)

    Some long-term-care trends have emerged as the coronavirus pandemic has receded, Fred Anderson of the Minnesota Department of Commerce told the National Association of Insurance Commissioners' Long Term Care Insurance Task Force. They include a rise in home-based care and an increase in the incidence and length of claims.

    Full Story: InsuranceNewsNet Magazine (3/14) 

  • 15 Jan 2023 3:33 PM | Kathy Countryman (Administrator)

    NAIFA plans to launch a new Life Underwriter Training Council Fellow program this year, CEO Kevin Mayeux announced during the quarterly State of NAIFA webinar. The program will be "a solely NAIFA governed and administered program with an overhauled curriculum," Mayeux said.

    Full Story: InsuranceNewsNet Magazine (1/11) 

  • 15 Jan 2023 3:19 PM | Kathy Countryman (Administrator)

    NAIFA has been successful in gaining the attention of Capitol Hill lawmakers thanks to the influence of its 50,000 members and its "very robust program of engagement for our members," said Diane Boyle, NAIFA senior vice president for government relations. Additionally, five current Congress members are former NAIFA members including Sen. Tim Scott, R-S.C., who is set to become the highest-ranking Republican on the Senate Banking Committee.

    Full Story: InvestmentNews (tiered subscription model) (1/11) 

  • 20 Nov 2022 3:00 PM | Kathy Countryman (Administrator)

    Clients considering a Roth conversion need to act now because the deadline is Dec. 31, not in April as many people believe, write tax experts Robert Bloink and William Byrnes. They also warn about employee retention credit scams and advise contractors and those who have provided services to watch out for 1099-K forms.

    Full Story: ThinkAdvisor (free registration) (11/9) 

  • 20 Nov 2022 2:57 PM | Kathy Countryman (Administrator)

    The pandemic has served as a wake-up call for many people on the need for estate planning, and long-term-care planning has also become part of the conversation, writes Brett Stein of Northwestern Mutual. "Millennial clients want to know they can protect their retirement savings while maintaining their lifestyle and understanding exactly what long-term care costs is an important first step," Stein writes.

    Full Story: ThinkAdvisor (free registration) (11/14) 

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