Membership

Simplifying Regulation for Agents and Brokers

Agents for Change is a trade association of insurance agents and brokers from across all lines of insurance working together to reform insurance regulation and enact an optional federal charter (OFC) to allow producers and insurers the option of being regulated at either the federal or the state level.  Members of Agents for Change participate in policy development and provide public policy makers with expert advice as they move forward to modernize insurance regulation. For more information, visit www.agents4change.com

BITS was created in 1996 to foster the growth and development of electronic financial services and e-commerce for the benefit of financial institutions and their customers.  A division of The Financial Services Roundtable, BITS works to sustain consumer confidence and trust by ensuring the security, privacy and integrity of financial transactions.  BITS provides intellectual capital and addresses emerging issues where financial services, technology and commerce intersect, acting quickly to address problems and galvanize the industry.  BITS' efforts involve representatives from throughout our member institutions, including CEOs, CIOs, CISOs, and fraud, compliance and vendor management specialists.  For more information, please visit www.bits.org.

Community Service promotes the positive impact Roundtable member companies are making in their local communities and nationwide through community service and financial literacy efforts. It also strengthens the financial services industry’s partnerships with national community non-profit organizations and public policymakers.

The Housing Policy Council and 14 of its companies have partnered with NeighborWorks® America and the Homeownership Preservation Foundation in a national effort to prevent foreclosures and preserve homeownership.  The hotline, 888-995-HOPE and website, www.995hope.com, are available 24/7 to any homeowner in America having trouble paying their mortgage.  Homeowners in distress will receive absolutely free foreclosure prevention counseling by expert counselors at HUD-approved agencies.  When a homeowner calls 888-995-HOPE, service begins immediately as the counselors themselves answer the phone; homeowners can get budgeting help, a written financial plan, and assistance contacting their lender.  If they would like face-to-face counseling, they are referred to their local NeighborWorks® agency or other counseling agencies.  For more information, visit www.995hope.com.

InFact is a grassroots initiative representing hundreds of thousands of financial services professionals working to support legislation and regulatory changes that will give every American access to the widest variety of financial products and services at the most competitive prices.  Founded in 2004 by The Financial Services Roundtable, InFact is an initiative designed to provide input and information about policy issues important to the financial services industry and to coordinate action among the hundreds of thousands of employees of our 100 member companies.  Through emails, letters, and ongoing interaction with legislators, the goal of InFact is to make a positive impact on legislation directly affecting the Roundtable’s member companies and the consumers we serve. For more information, visit the Infact home page.

ITAC is a nonprofit that fights identity theft through providing free victim assistance to customers of member companies, and shares data with law enforcement to catch and convict criminals.  ITAC has helped thousands of consumers restore their financial identities and is the leading source of verified data on identity theft crime.  For more information, visit www.identitytheftassistance.org