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NAIFA


Recent posts by NAIFA

3 min read

Loyal Member Profile: Peter Browne

By NAIFA on 6/3/21 12:25 PM

Peter Browne, LUTCF is serving as the Immediate Past President of NAIFA-NY and has been a loyal NAIFA member since 1965. Peter recently relocated to White Plains, NY but spent the bulk of his career in New York, NY with PRB Wealth Management. He specializes in executive compensation and estate planning. 

Topics: Benefits of a Financial Advisor
4 min read

Loyal Member Profile: Gary Cappon

By NAIFA on 5/11/21 9:31 PM

Gary Cappon, CLU, LUTCF, RICP, FSCP, CLTC is the President of NAIFA-NY and has been a loyal NAIFA member since 2006. He practices with Cadaret Grant & Co., Inc., in Syracuse, NY, where he is the Vice President of Sales and Fixed Annuity Insurance Solutions and assists financial professionals from all over the country with every aspect of the planning process. This role enables him to use his knowledge and skills to provide solutions to complex problems.

Topics: Advisor Today
3 min read

Loyal Member Profile: Mitchell Ostrove

By NAIFA on 5/4/21 10:52 AM

Mitchell “Mitch” Ostrove CLU, ChFC, LACP serves as the VP of Professional Development on the NAIFA-NY Board and has been a loyal NAIFA member since 1965. He practices with The Ostrove Group, in White Plains, NY, where he specializes in insuring small closely held corporations.

Topics: Advisor Today
3 min read

New York Appellate Court Rules Regulation 187 Unconstitutional

By NAIFA on 4/29/21 2:40 PM

The New York Supreme Court, Appellate Division, has ruled that state Insurance Regulation 187, “Suitability and Best Interests in Life Insurance and Annuity Transactions,” is unconstitutional. A 2018 amendment to Regulation 187 imposed a complicated new standard of care on annuity recommendations and broadened the scope of the regulation to include life insurance as well as annuity products.

Topics: State Advocacy Standard of Care
3 min read

Loyal Member Profile: Neil Himmelstein

By NAIFA on 4/27/21 7:01 PM

Neil Himmelstein serves as the Vice President of Membership on the NAIFA-NY Board and has been a loyal NAIFA member since 1997. He practices with Main Street Planning Group, in Center Moriches, NY, where he specializes in high-net-worth programs such as Premium Finance and Restricted Property Trust and finding solutions for clients with health impairment needs.

Topics: #NAIFAProud New York
2 min read

NAIFA-New York Elects Leadership for 2021

By NAIFA on 2/19/21 5:01 PM

NAIFA-NY has selected a new slate of officers to serve on its Board of Directors for 2021. The board is comprised of NAIFA members who bring a wealth of industry and association experience to their leadership roles. They will chart the course for the chapter’s 1,100 members over the coming year with a strong emphasis on state government advocacy.

Topics: Leaders New York
2 min read

NAIFA-New York Hires Greenberg Traurig to Represent State Advocacy Interests

By NAIFA on 12/22/20 3:01 PM

The New York chapter of the National Association of Insurance and Financial Advisors (NAIFA) has reached an agreement with Greenberg Traurig under which the firm will represent the advocacy interests of NAIFA-New York with state legislators and regulators. Greenberg Traurig is a global law firm with offices around the country, including in Albany and New York City.

Topics: State Advocacy

November 12th Town Hall Now Available

By NAIFA on 11/17/20 2:39 PM

We have posted the on-demand version of our Town Hall that we held on November 12, 2020. The Town Hall focused on introducing the transition team, discussed next steps in installing a board and more. 

Topics: New York Town Halls
2 min read

NAIFA-New York and LICONY Partner to Leverage Their Advocacy Clout

By NAIFA on 10/30/20 1:55 PM

The National Association of Insurance and Financial Advisors’ New York chapter (NAIFA-New York) and the Life Insurance Council of New York, Inc. (LICONY) will collaborate in 2021 and beyond on issues that are important to agents and advisors, the industry, and the consumers they serve.  

Topics: State Advocacy
1 min read

New York Annuity Transaction Rules Follow the NAIC Model

By NAIFA on 10/30/20 1:49 PM

New York is one of three states to have implemented annuity transactions rules for producers that create a best interest standard in line with the National Association of Insurance Commissioners’ (NAIC) Suitability in Annuity Transactions Model Regulation. NAIFA is urging other states to adopt the NAIC model, which would enhance consumer protections while ensuring agents and advisors are able to effectively continue serving consumers in New York.

Topics: Annuities State Advocacy

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