National Association Of Insurance And Financial Advisors

Related Organizations

Data about an organization is collected from a variety of government sources and there is no standardized name or common identifier across data sources. Digital Democracy experts make judgments about which entries are related, such as an organization that has various spellings or a corporation and its affiliates. Those relationships are used to determine financial contributions and advocacy on legislation. Below are the entities that Digital Democracy has linked to the organization above:

National Association Of Insurance And Financial Advisors - Ca
National Association Of Insurance And Financial Advisors - California
Nat'l Assoc. of Insurance & Financial Advisors PAC
National Association of Insurance & Financial Advisors/ CA PAC
National Assoc. of Insurance & Financial Advisors CA PAC
National Association of Insurance & Financial Advisors CA PAC
National Assn. of Insurance & Financial Advisors/ CA PAC
National Assn of Insurance & Financial Advisors, CA PAC
Nat'l Assn. of Insurance & Financial Advisors CA PAC
National Association of Insurance and Financial Advisors PAC
National Assn of Insurance & Financial Advisors CA PAC
NAT'L ASSOC. OF INSURANCE & FINANCIAL ADVISORS /CA PAC
National Association of Insurance & Financial Advisors California PAC
National Assn. of Insurance & Financial Advisors/CA PAC
National Assn of Insurance & Financial Advisors California PAC
National Association of Insurance & Financial Advisors
National Association of Insurance & Financial Advisors PAC
National Association of Insurance & Financial Advisors/California PAC
National Assn. of Ins. & Financial Advisors/CA PAC
Nat'l Assn of Insurance & Financial Advisors CA PAC
National Association of Insurance & Financial Advisors/CA PAC
Nat'l Assn. of Insurance & Financial Advisors PAC
National Association of Insurance and Financial Advisors/California PAC
National Association of Insurance and Financial Advisors/California Political Action Committee
National Association of Insurance & Financial Advisors /CA PAC
National Association of Insurance and Financial Advisors California PAC
National Association of Insurance & Financial Advisors/CA PAC- All Purpose Account
National Association of Insurance & Financial Advisors /California PAC
National Assn. Of Ins. & Financial Advisors/California PAC

National Assn of Insurance & Financial Advisors /CA PAC
National Association of Insurance and Financial Advisors/CA PAC
National Assn. Of Insurance & Financial Advisors/California PAC
National Assn of Insurance & Financial Advisors / CA PAC
National Associaton of Insurance & Financial Advisors/CA PAC
National Assn of Insurance & Financial Advisors/CA PAC
National Association of Insurance and Financial Advisors CA-PAC
National Assn of Insurance & Financial Advisors PAC
National Association of Insurance and Financial Advisors, California
National Association Of Insurance And Financial Advisors California
National Association Of Insurance And Financial Advisors Ca
National Association of Insurance and Financial Advisors-California
NAIFA CALIFORNIA
NATIONAL ASSOCIATION OF INSURANCE & FINANCLA ADVISORS / CA
NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS / CA
NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS / CALIFORNIA
NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS CALIFORNIA
NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS CA
NATIONAL ASSOCIATION INSURANCE & FINANCIAL ADVISORS CAL
NAIFA PASADENA
NATIONAL ASSOCIATION INSURANCE & FINANCIAL ADVIS CA
National Association of Insurance and Financial Advisors – California (co-source)
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS CA PAC
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS / CALIFORNIA PAC
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS CALIFORNIA POLITICAL ACTION COMMITTEE
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS / CA PAC
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS, CALIFORNIA PAC
NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS/ CALIFORNIA PAC

Past Affiliations

Year:

Known Affiliations

Lobbying Representations

This list shows when this lobbyist testified in a hearing, who they were representing and which bill was involved. The data covers 2015-18 and 2023-present.

Date	Lobbyist	Bill	Hearing	Testimony
August 5, 2026	Shari McHugh	SB 1244	Appropriations	Testimony Link
June 30, 2026	Shari McHugh	SB 1244	Health	Testimony Link
June 24, 2026	Shari McHugh	AB 69	Insurance	Testimony Link
June 25, 2025	Naomi Padron	AB 943	Insurance	Testimony Link
April 2, 2025	Shari McHugh	AB 943	Insurance	Testimony Link
August 30, 2017	Shari McHugh	SB 788	Appropriations	Testimony Link
July 12, 2017	Shari McHugh	SB 788	Insurance	Testimony Link
May 6, 2015	Shari McHugh	AB 447	Insurance	Testimony Link

Bill Alignment

Bill Alignments represents this person's position on legislation and, where it applies, the organization they were representing. These positions are captured from in-person testimony and written positions that have been submitted to committees. The data covers 2015-18 and 2023-present.

Year:

Bill	Representing	Last Recorded Position
SB 1244: Public Agency Benefits Intermediary Compensation Disclosure Act.	Self	Against
AB 1798: Genetic testing for life and disability insurance.	Self	Against
SB 354: Insurance Information and Privacy Protection Act.	Self	Against
AB 1697: Employment contracts: stay-or-pay provisions: contract date.	Self	Support
SB 242: Medicare supplement coverage: open enrollment periods.	Self	Against
AB 943: Insurance agents: prelicensing education.	Self	Support

Bill	Representing	Last Recorded Position
AB 1871: Adopted course of study for grades 7 to 12: social sciences: personal financial literacy.	Self	Support
AB 2927: Pupil instruction: high school graduation requirements: personal finance.	Self	Support
SB 230: Income tax: health savings accounts.	Self	Support
AB 1578: Insurance licensees.	Self	Support
SB 263: Insurance: annuities and life insurance policies.	Self	Against
AB 984: Pupil instruction: high school graduation requirements: economics: personal finance.	Self	Support
AB 451: Insurance: license examinations.	Self	Support

Bill	Representing	Last Recorded Position
SB 1121: California Consumer Privacy Act of 2018.	Self	Support
Aug 31, 2018Assembly Standing Committee on Appropriations		Support
AB 1373: Insurance.	Self	Support
Aug 8, 2018Senate Floor		Support
Jun 27, 2018Senate Standing Committee on Insurance		Support
Jun 26, 2018Senate Standing Committee on Insurance		Support
AB 2395: California Life and Health Insurance Guarantee Association.	Self	Support
Apr 18, 2018Assembly Standing Committee on Insurance		Support
SB 1248: California Partnership for Long-Term Care Program.	Self	Support
Apr 18, 2018Senate Standing Committee on Health		Support
SB 788: Insurance: licensing: requirements.	Self	Support
Sep 15, 2017Assembly Floor		Support
Aug 30, 2017Assembly Standing Committee on Appropriations		Support
Jul 12, 2017Assembly Standing Committee on Insurance		Support
May 30, 2017Senate Floor		Support
Apr 24, 2017Senate Standing Committee on Appropriations		Support
SB 562: The Healthy California Act.	Self	Against
Apr 26, 2017Senate Standing Committee on Health		Against
SB 425: Insurance: life and disability file review.	Self	Support
AB 989: Income tax: health savings accounts.	Self	Support
Apr 3, 2017Assembly Standing Committee on Revenue and Taxation		Support

Bill	Representing	Last Recorded Position
SB 1384: California Partnership for Long-Term Care Program.	Self	Support
Aug 29, 2016Senate Floor		Support
Jun 21, 2016Assembly Standing Committee on Aging and Long-Term Care		Support
AB 2366: Long-term care insurance.	Self	Support
Aug 25, 2016Senate Floor		Support
Jun 22, 2016Senate Standing Committee on Insurance		Support
AB 1899: Insurance: production agents: license examinations.	Self	Support
Aug 23, 2016Senate Floor		Support
Jun 22, 2016Senate Standing Committee on Insurance		Support
Jun 1, 2016Assembly Floor		Support
SB 923: Health care coverage: cost-sharing changes.	Self	Support
Aug 11, 2016Senate Floor		Support
May 2, 2016Senate Floor		Support
AB 2546: Pupil instruction: history-social science curriculum framework: financial literacy.	Self	Support
May 11, 2016Assembly Standing Committee on Appropriations		Support
AB 1163: Health care service plans and health insurers: solicitors and life agents: notice of contract changes.	Self	Support
Jul 8, 2015Senate Standing Committee on Health		Support
May 6, 2015Assembly Standing Committee on Insurance		Support
Apr 14, 2015Assembly Standing Committee on Health		Support
AB 447: Property insurance: discrimination.	Self	NA
May 6, 2015Assembly Standing Committee on Insurance		NA

Financials

Below is a list of financial exchanges between this organization and receivers including campaign donations, gifts, independent expenditures or travel expenses.

Receiver:

Transaction Type:

Time Period:

Total org contributions to all receivers from All

$615,460.8

Giver	Given By	Receiver	Transaction Type	Date	Amount
National Association Of Insurance And Financial Advisors	National Association of Insurance & Financial Advisors/ CA PAC	Thomas Umberg	Candidate Donations	Mar 15, 2021	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance & Financial Advisors	Marc Berman	Candidate Donations	Mar 15, 2021	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance & Financial Advisors PAC	Josh Newman	Candidate Donations	Mar 2, 2021	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Assn of Insurance & Financial Advisors/CA PAC	Patricia Bates	Candidate Donations	Oct 26, 2020	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance and Financial Advisors/California PAC	Josh Becker	Candidate Donations	Oct 26, 2020	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance & Financial Advisors/California PAC	Robert Rivas	Candidate Donations	Oct 19, 2020	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance & Financial Advisors CA PAC	Blanca Rubio	Candidate Donations	Oct 10, 2020	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance & Financial Advisors/California PAC	Cecilia Aguiar-Curry	Candidate Donations	Oct 5, 2020	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance and Financial Advisors/California Political Action Committee	Heath Flora	Candidate Donations	Oct 5, 2020	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Assn of Insurance & Financial Advisors/CA PAC	Brian Dahle	Candidate Donations	Sep 29, 2020	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance and Financial Advisors/California Political Action Committee	Suzette Martinez Valladares	Candidate Donations	Sep 26, 2020	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Assn of Insurance & Financial Advisors CA PAC	Randy Voepel	Candidate Donations	Sep 24, 2020	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance and Financial Advisors/California Political Action Committee	Sydney Kamlager-Dove	Candidate Donations	Sep 24, 2020	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance & Financial Advisors	Bob Archuleta	Candidate Donations	Sep 23, 2020	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance and Financial Advisors/California PAC	Cristina Garcia	Candidate Donations	Sep 19, 2020	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance & Financial Advisors/California PAC	Rudy Salas	Candidate Donations	Sep 18, 2020	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance and Financial Advisors/California Political Action Committee	Jesse Gabriel	Candidate Donations	Sep 17, 2020	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance & Financial Advisors/California PAC	Bill Quirk	Candidate Donations	Sep 17, 2020	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance & Financial Advisors/California PAC	John Laird	Candidate Donations	Aug 31, 2020	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance & Financial Advisors /CA PAC	Andreas Borgeas	Candidate Donations	Aug 31, 2020	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance & Financial Advisors	Marc Berman	Candidate Donations	Aug 28, 2020	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance & Financial Advisors/ CA PAC	Thomas Umberg	Candidate Donations	Aug 28, 2020	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance & Financial Advisors/California PAC	Jose Medina	Candidate Donations	Aug 26, 2020	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance & Financial Advisors CA PAC	Ken Cooley	Candidate Donations	Aug 26, 2020	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	Nat'l Assn of Insurance & Financial Advisors CA PAC	Lorena Gonzalez Fletcher	Candidate Donations	Aug 26, 2020	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance & Financial Advisors /CA PAC	Shannon Grove	Candidate Donations	Aug 21, 2020	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance and Financial Advisors/California Political Action Committee	James Ramos	Candidate Donations	Aug 17, 2020	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance & Financial Advisors CA PAC	Autumn Burke	Candidate Donations	Aug 14, 2020	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance & Financial Advisors/California PAC	Richard Roth	Candidate Donations	Aug 14, 2020	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance & Financial Advisors/ CA PAC	Phillip Chen	Candidate Donations	Aug 14, 2020	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance & Financial Advisors/California PAC	Monique Limón	Candidate Donations	Aug 14, 2020	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Assn of Insurance & Financial Advisors/CA PAC	Anthony Portantino	Candidate Donations	Aug 14, 2020	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance & Financial Advisors/CA PAC	Franklin Bigelow	Candidate Donations	Aug 14, 2020	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance & Financial Advisors/California PAC	Rob Bonta	Candidate Donations	Jul 27, 2020	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance & Financial Advisors CA PAC	Chad Mayes	Candidate Donations	Jun 30, 2020	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	Nat'l Assn of Insurance & Financial Advisors CA PAC	Toni Atkins	Candidate Donations	Jun 29, 2020	$2,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance & Financial Advisors PAC	Chris Ward	Candidate Donations	Jun 29, 2020	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance & Financial Advisors California PAC	Cottie Petrie-Norris	Candidate Donations	Jan 17, 2020	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance & Financial Advisors /CA PAC	Shannon Grove	Candidate Donations	Jan 15, 2020	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Assn of Insurance & Financial Advisors/CA PAC	John Moorlach	Candidate Donations	Dec 16, 2019	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	Nat'l Assn of Insurance & Financial Advisors CA PAC	Lorena Gonzalez Fletcher	Candidate Donations	Dec 2, 2019	$1,500
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance & Financial Advisors CA PAC	Chris Holden	Candidate Donations	Nov 24, 2019	$500
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance & Financial Advisors PAC	Jim Patterson	Candidate Donations	Oct 23, 2019	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance and Financial Advisors PAC	Bill Dodd	Candidate Donations	Oct 17, 2019	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance & Financial Advisors/California PAC	Robert Hertzberg	Candidate Donations	Oct 17, 2019	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance & Financial Advisors CA PAC	Vince Fong	Candidate Donations	Jun 24, 2019	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance & Financial Advisors /CA PAC	Shannon Grove	Candidate Donations	Jun 21, 2019	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance & Financial Advisors California PAC	Cottie Petrie-Norris	Candidate Donations	Jun 20, 2019	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance and Financial Advisors PAC	Bill Dodd	Candidate Donations	Jun 5, 2019	$1,000
Itemized Monetary:
National Association Of Insurance And Financial Advisors	National Association of Insurance and Financial Advisors/California Political Action Committee	James Ramos	Candidate Donations	May 15, 2019	$1,000
Itemized Monetary:

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Testimony

Session:

37MIN