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Leaders Blog

Chapter Playbook: New Resources Added This Week

By Justi Folladori on 4/19/24 10:22 AM

New to the Chapter Playbook this week, updated sponsorships resources! Resources include:

1 min read

Income Protection - The Cornerstone to Financial Planning Webinar

By NAIFA on 4/19/24 9:30 AM

Ensuring income protection is critical for your clients, particularly during their income-earning years. We invite you to join our upcoming webinar on Wednesday, May 8, 2024, from 12:00 pm to 1:00 pm Eastern. Sponsored by Ash Brokerage, this webinar is designed to arm financial professionals with the tools and techniques needed to effectively manage discussions around disability income plans and life insurance.

Topics: Financial Planning Disability Income Insurance

Spotted: NAIFA-Arkansas Welcomes New Members

By Kaila Wilson on 4/18/24 4:32 PM

NAIFA-Arkansas was recently spotted recognizing new members on LinkedIn! 

1 min read

Keep Helping Us Bring in More Membership Renewals

By NAIFA Membership on 4/17/24 5:24 PM

We continue to need your help! Through our efforts, we have renewed almost 100 members from this list. But we have many more to reach who have recently expired and haven't renewed their membership. We know that many of our members' connections extend across state borders. This is the latest listing of our lapsed members, so you can help encourage the members you know on this list to renew their membership.

2 min read

Spread the Word About NAIFA's Revised LUTCF Program

By NAIFA on 4/17/24 4:43 PM

NAIFA has redesigned and relaunched the Life Underwriting Training Council Fellow (LUTCF®) program, a three-course training series for one of the most sought-after designations in the insurance industry. Since 1984, NAIFA’s LUTCF has prepared more than 70,000 insurance and financial professionals to excel in the industry and is often the first designation successful agents and advisors earn.

Topics: Certifications & Designations Press Release LUTCF
1 min read

The Q2 State of NAIFA Webinar Is Avaialble for On-Demand Viewing

By NAIFA on 4/17/24 4:21 PM

The April 11 State of NAIFA webinar has been posted to the State of NAIFA Archives page. NAIFA President Tom Cothron, CEO Kevin Mayeux, and Senior Vice President for Government Relations Diane Boyle provided association and policy updates. Among the topics discussed are: member benefits and programs, the Department of Labor's fiduciary-only rule, the development process for NAIFA's new strategic plan, the NAIFA Women's Financial Security Fly-In, NAIFA's Congressional Conference, and the combined Apex/National Leadership Conference.

Topics: 2025 Strategic Plan
1 min read

Congratulations to the FSP Journal Author Award Winners

By NAIFA on 4/17/24 4:04 PM

The Foundation for Financial Service Professionals has announced the recipients of the Kenneth Black Jr. Journal Author Awards for articles published in the Journal of Financial Service Professionals in 2023. Since 1988, the Foundation has recognized the top three articles published in a specific volume (six issues within the same calendar year) with these annual awards.

Topics: FSP
1 min read

Q2 All Member Orientation

By Zack Huels on 4/16/24 10:44 PM

Our All Member Orientation is back again for Q2. In case you missed it, we held a great All Member Orientation in January to highlight key benefits for all NAIFA members. We had a lot of new faces join us for this live stream, but we also saw a number of leaders and long time members join us as well.

3 min read

IFAPAC Madness Round Three Updates

By NAIFA Government Relations Team on 4/16/24 10:43 PM

Below are the standings, as of Monday, April 15th for all 4 Divisions and their team competitions. There's still time to make an impact on your Chapter's ranking. This round wraps on Sunday, April 21st. Don't forget, that this round will include your chapter's monthly contributors. This will be a three-team game and two teams will advance to the next round.

1 min read

Maximizing Wealth with Estate Planning: A Free Webinar

By NAIFA on 4/12/24 12:46 PM

Understanding the intersection between financial assets and estate planning is extremely important for maximizing wealth and enhancing asset protection. Join us on Wednesday, May 1, 2024, from 12:00 pm to 1:00 pm Eastern for an in-depth webinar that focuses on aligning your clients' financial assets with their estate planning goals. This session is ideal for professionals looking to deepen their understanding of estate planning essentials like revocable trusts, wills, and powers of attorney, and how to effectively coordinate these with various financial assets, including investments, real estate, and retirement accounts.

Topics: Webinar

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