Leaders Blog

Join us on October 23 at 4 p.m. Eastern for "Leveraging LinkedIn for Your Chapter" with Social Media Manager, Julianne Battista!

NAIFA-Utah was recently spotted giving their members an exciting opportunity to take their careers to the next level. Members can now earn their LUTCF designation with a special scholarship—up to 100% off!

This premier program builds your skills in:

• Prospecting & Selling
• Business Planning
• Product Knowledge

Designed for advisors in their first 5 years, the LUTCF gives you the foundation for long-term success. Seats are limited—please indicate your interest here! 

Please note that the start time for the National Leadership Conference has changed! Breakfast will now begin at 8 a.m. on October 14 and our welcome message will begin at 9 a.m. We look forwarding to seeing you in just two weeks!

New to the Chapter Playbook this week, PAC compliance resources! The links and documents included on the new page are to be used to help your Chapter conduct an annual audit as part of IFAPAC guidelines and federal regulatory best practices.

Mark your calendar for May 18–19, 2026, when NAIFA members will gather in Washington, D.C. for the premier grassroots advocacy event for financial professionals: the Congressional Conference. This signature event is central to NAIFA’s mission, uniting members from across the country to advocate for their businesses, clients, and the insurance and financial services industry.

NAIFA Memphis/West TN was recently spotted for their monthly social! Each month, every member of the NAIFA Memphis/West TN Chapter is invited to grab a cup of joe and get together with other members to socialize and collaborate about trending topics, Chapter updates, sales ideas, etc.

Cognitive decline is one of the greatest challenges individuals and families may face, with conditions like Alzheimer’s and dementia bringing lasting impacts on health, finances, and caregiving. For financial professionals, understanding the role of lifetime long-term care coverage is essential to guiding clients through this difficult journey.

Save the date for our next deep-dive quarterly leaders training - October 23 @ 4 p.m. Eastern. Have a topic suggestion? Let us know by emailing leadership@naifa.org. 

At NAIFA, we believe that growth isn’t just about where you are — it’s about where you're going. Whether you're just starting out in the financial services industry or are a seasoned professional looking to give back, NAIFA's Mentorloop program is your opportunity to connect, grow and thrive through mentorship.

What is Mentorloop?

Mentorloop is NAIFA’s dynamic mentorship platform that connects members across the country for meaningful, goal-driven mentorship relationships. Designed to be flexible, inclusive, and easy to use, Mentorloop empowers both mentors and mentees to take charge of their professional development while strengthening the NAIFA community.

Why Should You Join?

🚀 Accelerate Your Career Growth
Whether you’re navigating your first year in the industry or aiming to take your business to the next level, having a mentor can be a game-changer. Get insights from someone who's been there, done that — and is ready to help you avoid pitfalls and seize opportunities.

🤝 Give Back and Inspire the Next Generation
If you're a more experienced NAIFA member, becoming a mentor is one of the most impactful ways to give back. Your knowledge, stories and lessons learned can help shape the future of our profession and empower the next generation of leaders.

🌐 Expand Your Network Nationwide
Mentorloop connects you with professionals beyond your Chapter. This means broader perspectives, deeper connections and fresh ideas from members who share your commitment to ethics, excellence and the financial well-being of clients.

⏱️ Flexible, Personalized, and Easy to Use
We know you're busy. That’s why Mentorloop is designed with your schedule in mind. You choose the level of engagement that works for you — whether it’s regular video chats, phone calls or messages through the platform. Set your goals, track progress and keep communication seamless — all in one place.

📈 Support, Motivation & Accountability
Success doesn’t happen in isolation. A great mentor or mentee relationship provides encouragement, constructive feedback and the kind of accountability that drives real, lasting progress.

How to Get Started

NAIFA is excited to announce "Operation Membership," a concerted effort to accelerate engagement and adoption of NAIFA’s membership strategy by its Chapters to achieve our stated membership goals for the current year and the year to come.