Robert Miller

  • NAFA appoints development and education VP

    By Noah Guillaume  |  February 13, 2013

    Jeff Mose will focus on education for annuity professionals and increasing the associate membership of annuity advisors, agents and brokers.

  • Two men enter, one man leaves

    By Arthur D. Postal, Warren S. Hersch  |  October 4, 2012

    What’s really at stake for the life/health industry in next month’s elections?

  • New NAIFA President Details Association's Challenges, Plans for Growth

    By Warren S. Hersch  |  September 13, 2012

    The new president of the National Association of Insurance and Financial Advisors outlined how the 122-year-old organization plans to reverse the decline in membership.

  • NAIFA Also Is Concerned About State Issues

    By Warren S Herch  |  September 12, 2012

    While dangers posed by Congress and federal regulators to life insurance professionals were a chief focus of the NAIFA Career Conference and Convention that concluded in Las Vegas on Tuesday, issues of concern at the state level also were aired.

  • NAIFA President Blasts Internal Discord at Annual Meeting in Las Vegas

    By Warren S. Hersch  |  September 10, 2012

    As the National Association of Insurance and Financial Advisors (NAIFA) endeavors to rally its members this week to protect the industry's interests in coming legislative battles, the association is facing a threat that could undermine its advocacy efforts: discord within its own ranks.

  • FINRA Goes Heavy on the Fines

    By Arthur D. Postal  |  August 17, 2012

    The Financial Industry Regulatory Authority has levied nearly $40 million in fines so far this year, with more to come.

  • Battle Lines Drawn on Bush-Era Tax Cuts

    By Arthur D. Postal  |  August 1, 2012

    Senate floor action on taxes the week of July 23 lays out for the first time the battle lines on the future of the Bush tax cuts, especially estate tax policy going forward.

  • DOL out of line

    By Brian Anderson  |  August 1, 2012

    Despite widespread criticism, the U.S. Department of Labor continues to work on an update of the definition of the term “fiduciary,” which it applies to retirement plan advisors when enforcing the Employee Retirement Income Security Act (ERISA) of 1974.

  • Educating the SEC

    By Brian Anderson  |  August 1, 2012

    Perhaps you’ll forgive Robert Miller if he’s a little jetlagged by the time the National Association of Insurance and Financial Advisors (NAIFA) annual meeting convenes in Las Vegas in early September. Since taking a sabbatical from his New York City-based firm, Miller-Pomerantz and Associates, and beginning his one-year term as NAIFA’s...

  • The impact of a universal fiduciary standard

    By Brian Anderson  |  August 1, 2012

    Few threats are scarier to the average independent life insurance producer than the potential banning of commission-based compensation for insurance product sales. And the prospect of adapting from a suitability standard of care to a fiduciary standard opens up another can of worms.

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