Leaders Blog

Home equity is often one of the largest assets clients hold in retirement, yet it is frequently overlooked in the planning process. For clients age 55 and older, housing wealth can help strengthen retirement income strategies, improve liquidity, and address risks tied to longevity, healthcare costs, and market volatility.

Great Chapters are built by great leaders. Join NAIFA’s Empowering Chapter Leaders program on June 11 at 3 p.m. Eastern for a dynamic 90-minute board certification training created to help Chapter leaders build stronger boards, improve collaboration and lead with greater purpose and effectiveness.

No matter where you are in your career, one thing is true—growth doesn’t happen in isolation. The right guidance can accelerate your progress, sharpen your perspective and open doors you didn’t even know existed.

That’s exactly what the NAIFA Mentors Program is built to do.

Designed to connect members across experience levels, this program creates meaningful, one-on-one relationships between those eager to grow and those ready to give back. It’s more than a conversation—it’s a structured opportunity to gain real-world insight, build accountability and develop as a leader within NAIFA.

On May 28 at 4 p.m. Eastern, join us for our next quarterly leaders training! This quarter, join Content Strategy Director, Julie Holsinger, for a walkthrough of the Life Happens Content Library and discover how easy it is to access and use the content available to support your marketing efforts.
 

Strong Chapters start with strong leadership. NAIFA’s Empowering Chapter Leaders program is a 90-minute board certification training designed to help Chapter leaders lead with clarity, confidence and impact.

NAIFA’s Congressional Conference is just around the corner, and we look forward to seeing our leaders! In the meantime, there are two new things you can mention in your conversations with members about the conference: a new Social Media Toolkit and an exciting July 4 sweepstakes.

NAIFA-Massachusetts was recently spotted on Beacon Hill for its Day on the Hill on March 25, where 26 members came together for a full day of advocacy. The group held 20 meetings with legislators, along with a few drop-ins, to discuss key priorities.

The work isn’t over yet—NAIFA-Massachusetts is supporting three bills focused on increasing Medicaid life insurance exemptions, improving broker notification before policy lapses, and ensuring faster access to medical records. Members are encouraged to reach out to their legislators and show support.

If you’re heading to Congressional Conference, don’t miss the opportunity to get even more out of your experience—join us prior to Congressional Conference registration for an exclusive deep-dive into SkillSet powered by Trustworthy Selling®.

As a NAIFA leader, you have probably attended a past Congressional Conference. You're probably also registered to attend this year (If not, you can fix that right now!). But even if you have attended before and even if you are already registered, it's important for you to know that Congressional Conference first-timer travel/accommodations stipends of $500 still remain. NAIFA members who meet eligibility requirements and who have never attended the Congressional Conference are eligible. Please, spread the word among members in your chapter. This is a great way to get someone who is hesitant about participating in NAIFA advocacy involved. The greater our numbers, the more influence we have on Capitol Hill.

Utah is your 2026 PAC Madness Victory Bracket Champion!