NAIFA releases report on legislative trends impacting insurance and financial professionals

Christopher L. Gandy President-Elect
Christopher L. Gandy President-Elect
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The National Association of Insurance and Financial Advisors (NAIFA) has released its 2025-2026 State Of Advocacy report, which outlines the organization’s recent advocacy efforts and highlights current policy issues facing insurance and financial professionals.

According to NAIFA, the report is based on input from chapter lobbyists as well as advocacy and grassroots leaders. It examines legislative trends across states in 2025, with a focus on key topics such as healthcare, long-term care, data security and privacy, retirement, and investments.

The publication also assesses the likelihood that state policymakers will introduce bills or regulations that could impact the industry. These potential changes include modifications to tax laws affecting financial services, creation of state-run long-term care programs, adjustments to producer-licensing requirements, regulation of genetic testing by life insurance providers, alterations to independent contractor status for financial professionals, and proposals aimed at strengthening data-protection rules.

“Our newest publication, 2025-2026 State Of Advocacy: A Year of Achievement and What Lies Ahead, provides a deep dive into the advocacy work NAIFA has done and the policy issues we are currently facing,” NAIFA stated in its announcement. “It is a good companion piece to another recent NAIFA publication, NAIFA Community: Members in Action, which provides profiles of several NAIFA members who have made a difference with their advocacy work.”

The association emphasized its role as a leading grassroots advocacy voice for insurance and financial professionals both on Capitol Hill and in every state capital.



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