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NAIFA-Silicon Valley

The Leading Association for Silicon Valley's Financial Professionals

Empowering financial professionals and consumers through world-class advocacy and education.

UPCOMING EVENTS

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NAIFA LIVE

Combating Elder Financial Abuse

August 21, 2025 | More

NAIFA Live

Celebrate Life Insurance Awareness Month

September 18, 2025 | More

NAIFA Live

Details Coming Soon

October 16, 2025 | More

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FEATURED RESOURCES

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Tax Talk: Empowering Financial Professionals with Resources on Tax Readiness

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Journal of Financial Service Professionals

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Advisor Today

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From the Journal of FSP: The Social Security Fairness Act Is Now Law - What to Do
by NAIFA posted at 9/23/25 8:57 AM

The Social Security Fairness Act (SSFA), signed into law by President Biden in January 2025, eliminated two long-standing rules—the Windfall Elimination Provision (WEP) and the Government Pension...Read more

Shane Westhoelter Is NAIFA’s 2025 Terry Headley Lifetime Defender
by NAIFA posted at 9/22/25 4:41 PM

NAIFA is proud to announce that Shane Westhoelter, AEP, CLU, LUTCF, LACP, the Founder and CEO of Gateway Financial Advisors, LLC., Gateway Insurance Group, Inc, and Gateway Insurance &...Read more

Calling All NAIFA Leaders: Join Me at the NLC!
by Christopher Gandy, LACP posted at 9/22/25 4:08 PM

When I first stepped into a leadership role at NAIFA, I did it as a volunteer. What I didn’t realize at the time was how rewarding, energizing, and impactful the experience would be. Serving as a...Read more

NAIFA Supports Updated NAIC Annuity Best Interest Guidance and Suggests Additional Improvements
by NAIFA posted at 9/25/25 1:27 PM

The National Association of Insurance Commissioners (NAIC) has updated its draft of the Annuity Best Interest Regulatory Guidance and Considerations to reflect suggestions made by NAIFA and coalition...Read more

Financial professionals protect seniors amid Medicare’s growing complexity
by Kevin Mayeux posted at 9/23/25 4:09 PM

NAIFA CEO Kevin Mayeux, CAE, released the following statement in response to the Urban Institute report, “Challenges of Choice in Medicare: The Role of Agents and Brokers in a Public Program,”...Read more

Save the Date: NAIFA’s 2026 Congressional Conference
by NAIFA posted at 9/18/25 11:57 AM

Mark your calendar for May 18–19, 2026, when NAIFA members will gather in Washington, D.C. for the premier grassroots advocacy event for financial professionals: the Congressional Conference. This...Read more

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9854 National Blvd., #322
Los Angeles, CA 90034
Phone: 213-359-0389
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