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News & Press: CalAdvisor Newsletter

December President's Message

Friday, December 2, 2016   (0 Comments)
Posted by: Shane Westhoelter, AEP, CLU, LUTCF
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Trump – Clinton – Trump – Clinton. The debates and the ads are now over, and history is now made.  Either way, this election was history in the making, so what a great time to be alive.  Legislative involvement is the heart of NAIFA.  We have interesting times ahead to say the least.

Here are things to consider with the new President-Elect, the House and the Senate decided.

  • DOL – stay the course – changes ahead – possible repeal?
  • Stepping down of White as the head of the SEC – Republican appointed replacement to give control to Republicans on SEC committee – effecting BD regulation changes – DOL oversight – Wall Street impact?
  • ERISA – Dodd act – changes ahead?
  • Obama Care – Health care changes ahead?
  • Shall I keep going?

State of California:

  • CA SB 1234 bill in place for 2017 – impact on CA employees – participants?
  • Health Care reform state level impacted?

Where do I start?  We are going to be faced with many challenges, changes and opportunities.  Now is the time we need your membership, your PAC dollars and your PIC involvement.  Do not assume “others will take care of that…”  We need you!  We need each and every member to get involved, financially and physically.  We need you to visit with your local leadership, we need you to attend the local meetings, we need you to participate on the national level and stay informed.  Your voice matters, and your leadership will listen.

NAIFA-California is healthy financially, strong in membership, growing at the local levels and is poised to be the organization of choice as we continue to bring value, education and legislative advocacy.  Reach out to attorneys, bank trust officers, multi-line agents, accountants/CPA’s and all those licensed in our industry.  Now is the time, membership is ripe, so bring a key relationship to your next local meeting.

SERVICE at the State level.  This is the time of year that we are taking nomination applications of interest to serve at a state level of committees and the state board for the 2017-2018 year.  So, if you have interest in serving, please let us know. 

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