Leaders Blog

So far, nearly 494 NAIFA members have completed the 2023 NAIFA Membership Survey. We're asking NAIFA Leaders to help us get to 600+ responses. The survey gives us a snapshot of who NAIFA members are, how they serve the public, and how NAIFA can better serve their needs. We encourage you, as a NAIFA leader, to urge members in your chapters to complete the survey. The more responses we receive, the better our data.

"It is with deeply saddened hearts that we say goodbye to our Father and Husband, Terry K. Headley in Melbourne Beach, Florida on March 18, 2023. Terry's passion was IFAPAC, and Terry would want any memorials directed to IFAPAC. Terry and I treasured all the support and friendships over the years. Thank You. There will be a Private Family Remembrance of Terry in Florida."

-- Wynetta Headley and Family

NAIFA is sad to inform our members, partners, and friends that NAIFA Past President Terry K. Headley, LUTCF, FSS, LIC, passed away March 18, in Melbourne Beach, Florida. A loyal NAIFA member since 1974, Terry was a legend in the insurance and financial services industry. He was the Founder and President of Headley Financial Group in LaVista, Nebraska.

With new Indexed Universal Life (IUL) Insurance illustration regulations likely to go into effect in May, experts from Modern Life and Symetra will make sure advisors are prepared for these adjustments, and go over what they could mean for your business at Advisor Today's next webinar this Monday, March 27, at 2 pm eastern.

Don't miss this discussion as Ryan Mattern, Advanced Planning Lead at Modern Life, along with Gregory Rohtstein, AVP Life Product Management, and Steven Patrizio, RVP Greater Northeast Territory at Symetra will discuss the background information and intricacies of the regulation you need to know.

Carroll Golden's webinar with Advisor Today, originally scheduled for Wednesday, March 29, has been rescheduled to this Thursday, March 23 at 12 pm eastern, and it's not too late to register!

At "Changing the Conversation for a Changing Consumer Landscape," Carroll will discuss what Financial Longevity Wellness is, how it can help your clients not outlive or outspend their money, and how they can maintain financial wellness for future generations.

Attendees can expect to:

• Learn what consumers want to protect

• Gain insight into the evolving consumer conversation landscape

• Discover how to introduce ‘financial longevity wellness’ preserver conversations using a flexible Three-Step Formula

• Review current federal and state long-term care proposals and programs to open doors to life, annuity, and other product sales

Want to differentiate yourself? Then change the conversation! A hot topic that every client is concerned about is Financial Longevity Wellness. Today’s clients are worried about outliving or outspending their money or getting caught in an expensive ‘sandwich generation’ situation, or worrying about family or business financial wellness. 

Join the next Advisor Today webinar on Wednesday, March 29 at 12 pm eastern, as Carroll Golden, Executive Director of NAIFA's Centers of Excellence, demonstrates a three-step formula to show how to incorporate Financial Longevity Wellness in the products and services you provide, while staying focused on your client’s story.  

Every NAIFA leader should attend our Congressional Conference, May 22-23, in Washington, D.C., and encourage other members to join you. The list of people planning to attend is on the Congressional Conference page of NAIFA's website. Take a look to see if anyone you know is missing and invite them to attend.

Did you know that new Indexed Universal Life (IUL) Insurance illustration regulations are likely to go into effect in May? Make sure you are prepared for these changes, which can affect your business and your clients by tuning in to the next Advisor Today webinar on Monday, March 27 at 2 pm eastern.

Join experts Gregory Rohtstein and Steven Patrizio of Symetra and Ryan Mattern of Modern Life as they discuss the history of the regulation, the nuances of the changes, and how can begin to prepare.

So far, nearly 400 NAIFA members have completed the 2023 NAIFA Membership Survey. The survey gives us a snapshot of who NAIFA members are, how they serve the public, and how NAIFA can better serve their needs. We encourage you, as a NAIFA leader, to urge members in your chapters to complete the survey. The more responses we receive, the better our data.

Congratulations to NAIFA-Tennessee and NAIFA-Illinois for becoming a NAIFA Certified Leadership Board! Empowering Chapter Leaders, a Board certification program, covers: 

The Q2 State of NAIFA

April 4 | 12 pm eastern

The quarterly State of NAIFA webinar is coming in early April. With presentations by NAIFA President Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, CEO Kevin Mayeux, CAE, and Senior Vice President for Government Relations Diane Boyle, the State of NAIFA keeps members, partners, the media, and all stakeholders informed about NAIFA's programs, successes, and challenges. The webinar demonstrates NAIFA's commitment to transparency and helps members understand how they can get the most value from their memberships.