Leaders Blog

NAIFA- Illinois was recently spotted recognizing a new member on LinkedIn! 

If so, you (State Chapter Executive Directors) can earn $5,000! That's right...if you are a State Chapter Executive Director, you will receive $5,000 from NAIFA when your Chapter achieves 3% growth from EOY 2021. This incentive will run until December 31, 2023. Full details include:

With the addition of the Society of Financial Service Professionals and Life Happens, the NAIFA membership benefit portfolio has grown. We are excited to let you know that you can now take advantage of FSP member discounts and new member benefits from Life Happens are being created as more ways to say thank you for belonging! Join us for a special Member Benefits Webinar on December 13th at 2 pm eastern.

Register for the Webinar

NAIFA-Wisconsin was recently spotted for their Holiday Party on Thursday, December 14th. It will be a time filled with holiday cheer at PJ's at SentryWorld!

In the interest of spreading even more cheer, they will be collecting warm hats, scarves, and mittens/gloves as well as non-perishable food items which will them be delivered to a Local Shelter.

New to the Chapter Playbook this week, an updated NAIFA Model Chapter Board Orientation! Board Orientation is an essential and critical component to a Chapter's success. Typically given each year, orientation serves as an educational tool for volunteers to understand their roles and responsibilities, as well as those responsibilities more appropriately left to Chapter Staff. In addition, the purpose of Board Orientation is:

The merger of NAIFA and the Society of FSP, along with the inclusion of Life Happens, creates a more dynamic association poised to serve more Americans. This is an important and beneficial move for our members, the insurance and financial service industry, and consumers who rely on financial professionals for products, services, and advice.

But with change always come questions. The national leadership of NAIFA and FSP set out to answer many of these questions in a virtual Town Hall Meeting for NAIFA and FSP chapter leaders. We discussed many aspects of the merger and took questions from attendees. A recording of this Town Hall is now available on demand. 

The Town Hall focused on how the NAIFA-FSP merger will impact our industry, our members, and our chapters. The short answer is: This merger will make us stronger and more influential as an association and provide our members with expanded benefits and opportunities. Several takeaways from the discussion are:

Space is limited but there is still time to register to attend NAIFA’s 2023 National Leadership Conference. This signature event brings our association’s leaders together face-to-face. It ensures we are working as One NAIFA to execute NAIFA’s overarching strategic plan at every level. It creates momentum for 2024 as we move in lockstep to grow membership, amplify NAIFA’s brand, and build a stronger membership experience. It also includes a strong advocacy element and will include meetings with lawmakers during a Day on Capitol Hill.

NAIFA- Greater Washington D.C. was recently spotted for an upcoming event where they will be joining forces with the National Capital Chapter of FSP. 

The event is taking place on December 7th at Wildfire Tysons Corner. It will be a member mixer where you can get to know your colleagues' post-merger! Enjoy an outstanding Educational Program about LinkedIn Marketing, taught by Joshua Feinberg of JLT Consulting.

If not, there is still time before the end of the year! Now is the perfect time to include both your 2023 and 2024 Chapter leaders to hit the ground running at the start of the new year. Congratulations to the following 2023 NAIFA Certified Leadership Boards:

New to the Chapter Playbook this week, an Affiliate Program Guide! The Affiliate Program Guide not only covers what the purpose of an Affiliate is, but also includes: