NAIFA-New York member David Perrotto and President-elect Vinny Dallo met with Congressman Joe Morelle on August 24th. Mr. Morelle was gracious with his time and receptive to their message, with both representing different aspects of the financial service profession. The Congressman supports SECURE 2.0. He is fairly certain the Senate will not call this bill to the floor prior to the midterm elections, but hopeful it will be voted on (and passed) prior to December 31, 2022.

Due to State court decisions relating to the early-2022 redistricting process, New York was forced to split its primary season between an election for statewide office and Assembly (conducted in June), and an election for State Senate and U.S. House of Representatives (held on August 23). It quickly became clear that of all the forecasts made about the second primary, the most accurate was the prediction that there would be low voter turnout across the State. Other than that, incumbency seemed to rule the night.

NAIFA is sad to announce that Peter C. Browne, former NAIFA National Treasurer and Past President of NAIFA-NY, has passed away. Peter was a loyal NAIFA member since 1965. During his career spanning nearly six decades, he achieved phenomenal success as an advisor and agency manager, much of it with Price, Raffel & Browne, a firm he co-founded.

In 2012, Nicholas Limongelli went into the family business and joined Northeast Financial Network. Now the Director of Insurance Brokerage, Limongelli helps his clients find the right disability insurance coverage and serves as a resource for other financial advisors who sell disability insurance.

NAIFA-New York's 2022 Legislative Day was a resounding success! NAIFA members gathered in person in Albany on May 3-4 for a day of education, networking, and advocacy. Our members were joined by more than 30 legislators, as well as our partners at The Life Insurance Council of New York.

Thank you to all who showed up to represent our clients, our businesses, and our industry!

Kick-Off Spring with NAIFA-New York! We are excited to invite you to a series of in-person events NEXT WEEK - our Spring Member Experience Tour. This event series is free for members and non-members alike. We can't wait to see you at one or more of our stops below!

Can you tell your clients you're fighting for them? If you attend NAIFA-NY's Annual Legislative Day, you can! 

NAIFA state legislative days provide great opportunities for insurance and financial professionals to share with lawmakers their expertise and understanding of how laws impact Main Street consumers. Insurance is a state-regulated industry and NAIFA works tirelessly to ensure the industry is being protected. No one tells the Main Street stories about the financial concerns, challenges, and triumphs of families and businesses as well as NAIFA members. These are stories that lawmakers want to hear.

NAIFA state Legislative Days provide great opportunities for insurance and financial professionals to share with lawmakers their expertise and understanding of how laws impact Main Street consumers. NAIFA works tirelessly to ensure the industry is being protected. No one tells the Main Street stories about the financial concerns, challenges, and triumphs of families and businesses as well as insurance and financial advisors. These stories from constituents are the ones that lawmakers want and need to hear.

Please join DFS for a Cybersecurity Symposium in honor of the 5th anniversary of New York's Cybersecurity Regulation (23 NYCRR Part 500) and help us spread the word to your respective members.

The Symposium will take place virtually over the course of three Tuesday mornings, in March, April, and May.  You can register for each of these events at:

Nicholas “Nick” Romo knows the impact life insurance can have and works to protect families every day.

Romo didn’t start out in the insurance and financial services industry, but he was drawn to it by two factors. First, he saw two of his friends who opened successful insurance offices. They were helping people who weren’t being served by large investment companies, and he knew that he, too, could make a difference. Second, he saw the real-life effects of not having insurance, as several family members passed away unexpectedly without life insurance—or without enough coverage. He knew that, if they had been covered, it would have been much easier for their families. “I thought it could be my role to help people in those situations,” he says.