When members of the National Association of Insurance and Financial Advisors (NAIFA) visited Washington for the organization’s annual Congressional Conference, they brought their stories of how pending legislation and regulation will affect their clients back home on Main Street.
Read moreNAIFA Members Tell Their Stories to Congress
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NAIFA Members Tell Their Stories to Congress
When members of the National Association of Insurance and Financial Advisors (NAIFA) visited Washington for the organization’s annual Congressional Conference, they brought their stories of how pending legislation and regulation will affect their clients back home on Main Street.
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“They didn’ t want to hear about it,” said Mr. Weiner, chairman and president of Perelson Weiner, a certified public accounting firm.“ They weren’ t prepared to receive that information at those ages— it wasn’ t in their sense of what was relevant to them.”. “We’ re getting closer,” said Mr. Weiner, 71.“ The thought of being left all of this money is outside of their frame of reference.
