<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=319290&amp;fmt=gif">
leaders-Blog-header-new

Leaders Blog

1 min read

Gear Up for 2025

By Emily Cabbage on 12/20/24 1:22 PM

It's hard to believe that we are more than halfway through December. That means 2025 will be here before we know it. Before the clock strikes midnight, be sure that you have all of the resources and materials you need to get your chapter prepared for a smooth start to 2025. Here are 5 simple things you can do right now:

1 min read

Move the Needle on Membership with Power Hours in 2025

By Emily Cabbage on 12/18/24 6:45 PM

Set your chapter up for success and plan Membership Power Hours in 2025. NAIFA's Membership Power Hours are an opportunity to come together to help recruit and renew members. The idea was spurred by NAIFA-Pennsylvania's board which regularly hosts Power Hours and invited the NAIFA Membership staff to participate. We're taking this idea and pushing it out across NAIFA Nation. There are 2 ways you can choose to participate in Power Hour. The first is by raising your hand and volunteering an hour of your time on the second Thursday of the month to make calls. The second is to host your own chapter Power Hour and invite the NAIFA Membership staff to join you to assist in making calls. We've built a page of resources for everything you may need to host or participate in a Power Hour.

NAIFA Power Hour Materials

1 min read

FREE Mentorship Program Through NAIFA

By Justi Folladori on 12/18/24 6:30 PM

NAIFA's MentorLoop is designed to foster professional development, enhance skill-building and create a supportive network within our membership. Whether members are looking to mentor someone, or seek guidance themselves, this platform provides a structured framework to facilitate these valuable connections.

Here are a few key features of NAIFA’s MentorLoop:

1 min read

Will You Be There? NAIFA Nation Holds Membership Power Hour on Dec. 12

By Emily Cabbage on 12/12/24 10:02 AM

NAIFA's Membership Power Hour is an opportunity to come together to help recruit and renew members. The idea was spurred by NAIFA-Pennsylvania's board which regularly hosts Power Hours and invited the NAIFA Membership staff to participate. Our first National Power Hour will be on Thursday, December 12th at 12 pm eastern. Let us know if you would like to participate by sending us an email at recruitment@naifa.org. We will provide each participant with a list and a basic script to use based on the audience that they will be calling. We all will be on Zoom (intentionally on mute) but we'll be available if you are talking to someone and a question comes up.

1 min read

2025 Chapter Leaders: Are You Prepared?

By Justi Folladori on 12/11/24 6:30 PM

The Blueprint Chapter Leadership Training, a dynamic Chapter training program that covers a myriad of Chapter related topics, is an essential program for newer leaders and a great refresher for experienced leaders. 

Spotted: NAIFA-Arkansas to host Holiday Affiliate Social

By Kaila Wilson on 12/11/24 11:34 AM

NAIFA-Arkansas was recently spotted for their upcoming Affiliate Holiday Social. Join the Central Arkansas Affiliate on December 12th for bowling, video games, and more while networking with NAIFA friends and colleagues!

3 min read

Recording Now Available: December Chapter Leaders Webinar

By Kaila Wilson on 12/6/24 11:14 AM

Chapter Staff and Chapter Leaders from across NAIFA Nation met on December 5th, for the Chapter Leaders Webinar! Attendees were able to hear the latest NAIFA updates and announcements! This month's Chapter Leaders Webinar featured:

1 min read

Calling All Chapter Leaders!

By Justi Folladori on 12/4/24 6:30 PM

Is your Chapter a certified Leadership Board? If not, sign-up to become one today! The NAIFA Certified Leadership Board designation is awarded to NAIFA Chapters upon completion of a live presentation of NAIFA’s 90-minute training program entitled “Empowering Chapter Leaders” by the President, President-Elect, and at least 80% of the Chapter’s Board.

2 min read

Life Happens Content Available to NAIFA Members for February 2025 Insure Your Love Month

By NAIFA on 12/4/24 5:24 PM

Life Happens has unveiled a new set of assets for Insure Your Love Month (February 2025) specially curated as a benefit for NAIFA members. Please spread the word in your chapter that these resources are available so members can begin planning to use them in February.

1 min read

Stay Inspired with NAIFA's Advisor Today Podcast Series

By Emily Cabbage on 12/4/24 4:45 PM

Are you looking for industry insights, inspiring stories, and actionable advice to elevate your career in financial services? Look no further than NAIFA’s Advisor Today podcast series! Hosted by NAIFA 2026 President, Christopher Gandy, LACP and NAIFA VP of Membership, Suzanne Carawan, this engaging podcast brings you conversations with some of the brightest minds and most accomplished professionals in the financial services industry. Our latest episode features John Davidson, LUTCF, FSS, who shares insights on leadership, mentorship, and balancing personal and professional life.

John's remarkable 44-year career in the financial services industry is a testament to the power of perseverance, passion, and purpose. As a US Army veteran, past national president of NAIFA, and the 2023 recipient of NAIFA’s prestigious Terry Headley Lifetime Defender Award, John has left an indelible mark on the industry. His journey, deeply intertwined with personal values and a commitment to financial planning, serves as an inspiration to both seasoned professionals and those just starting their careers.

Listen to  John Davidson's  Podcast

1 min read

Spotted: NAIFA-Ohio Recognizes New Member on LinkedIn

By Kaila Wilson on 12/3/24 3:59 PM

NAIFA-Ohio was recently spotted recognizing a new member on LinkedIn

1 min read

Bridging Charitable Planning with Retirement Income

By NAIFA on 12/2/24 9:15 AM

Discover how to seamlessly combine charitable giving with retirement income strategies in our upcoming webinar Bridging Charitable Planning with Retirement Income on Tuesday December 10, 2024, from 12:00 to 1:00 pm Eastern. This session is a must-attend for financial professionals looking to provide their clients with innovative, efficient, and impactful planning solutions.

1 min read

Chapter Playbook: New Resources Added This Week

By Justi Folladori on 11/29/24 9:00 AM

New to the Chapter Playbook this week, additional Chapter programming materials! Resources include:

1 min read

Spotted: NAIFA-Minnesota Celebrating the Holiday Season

By Kaila Wilson on 11/27/24 12:41 PM

NAIFA-Minnesota was recently spotted for their upcoming Holiday Social. Join NAIFA-Minnesota for their annual Holiday Social at Surly Brewing on Thursday, December 5, from 4:00 PM - 6:00 PM. This will be a fun and relaxed event with networking, great food, and, of course, Surly's craft beers in a festive atmosphere.

1 min read

Seeking Mentors and Mentees: Apply Now!

By Justi Folladori on 11/20/24 6:30 PM

NAIFA's MentorLoop is designed to foster professional development, enhance skill-building and create a supportive network within our membership. Whether members are looking to mentor someone, or seek guidance themselves, this platform provides a structured framework to facilitate these valuable connections.

Here are a few key features of NAIFA’s MentorLoop:

1 min read

Spotted: NAIFA-Vermont Kicks off the Holiday Season

By Kaila Wilson on 11/20/24 5:13 PM

NAIFA-Vermont was recently spotted for their upcoming Holiday Dinner! For a perfect kick off to the Holiday Season this event will be held on December 11th, at the Windjammer. 

1 min read

NAIFA's Chris Gandy Features in a New Real Life Story From Life Happens

By NAIFA on 11/20/24 4:37 PM

NAIFA's Life Happens Community will debut a new Real Life Story at 10 AM eastern on November 25. The production features NAIFA Secretary Chris Gandy, LACP, and his clients, the Saban family. Debuting during Long-Term Care Awareness Month, the educational story showcases how long-term care insurance gave a couple what they valued most: choice. Their planning safeguarded the assets they had worked a lifetime to build, ensuring their financial legacy could be passed down to their children and grandchildren.

2 min read

The FSP Institute Heads to Nashville in January

By NAIFA on 11/20/24 4:03 PM

First held in 1946, the FSP Institute brings together experts and professionals serving high-net-worth clients. It provides attendees the unique opportunity to network directly with our main-stage presenters and others who have made their mark on the industry. Now that FSP is a NAIFA Community, an even wider array of professionals will join the conversation and enhance opportunities for professional growth. At the FSP Institute, attendees will gain the latest insights into: 

Chapter Playbook: New Resources Added This Week

By Justi Folladori on 11/15/24 9:00 AM

New to the Chapter Playbook this week - the 2025 Chapter Services Team Calendar! Calendar includes reporting dates, Chapter Leaders Webinars, quarterly Certified Leadership Board training, quarterly training opportunities and Chapter Executive Directors meetings.

1 min read

Need More Member Engagement?

By Justi Folladori on 11/13/24 6:30 PM

Then join the Chapter Services Team on November 21 @ 3 p.m. Eastern! We will be conducting our Q4 training webinar, “Creating Local Engagement for the Expanded NAIFA.” The webinar will expand on topics discussed at the National Leadership Conference, including:

1 min read

We Are Grateful for Our Volunteers

By Emily Cabbage on 11/13/24 5:45 PM

During this month of giving thanks, we want to thank you for belonging to your professional home. Your commitment to NAIFA is what makes us strong, united, and effective. We are grateful for the expertise, passion, and dedication you bring to our association.  Discover new ways to lead, inspire, and give back as we grow our NAIFA family together.

4 min read

NAIFA Introduces Its Peak 65 Series Addressing How the Financial Service Industry is Changing to Meet the Needs of Senior Americans

By NAIFA on 11/13/24 5:24 PM

NAIFA distributed the following press release about the Peak 65 Series and our upcoming Impact Day.

NAIFA’s Lifetime Healthcare Center is presenting “The Peak 65 Series: Impact Day for Lifetime Healthcare,” a one-day virtual event, November 19, beginning at 11 am eastern. It features a dozen 20-minute TED Talk-like presentations covering timely topics on the financial implications of longevity and aging. Presenters include recognized thought leaders offering insights on long-term care, disability income, hybrid insurance products, Medicare, federal and state legislative and regulatory considerations, and more.

1 min read

NAIFA Mourns the Passing of Past President Dick Koob

By NAIFA on 11/13/24 5:16 PM

It is with great sadness that NAIFA shares news of the passing of Past President Richard A. Koob, AEP, CASL, ChFC, CLU, who passed away at his home in Waukesha, Wisconsin, on Sunday. He led NAIFA as the association’s national President during the 2002-2003 term and served as the Life Happens Board Chair in 2008. 

Topics: Leadership
1 min read

Give Thanks for All of NAIFA's Benefits

By NAIFA Membership on 11/13/24 4:30 PM

We're offering two sessions of our member benefits webinar as we start to look towards 2025. Join us on November 18th at 3 pm eastern or December 4th at 2 pm eastern for a special webinar as we celebrate all the benefits we're thankful for at NAIFA. We'll share all there is to love about being a member of your association and how to make the most of your membership.

Spotted: NAIFA-Tennessee Recognizes New Members

By Kaila Wilson on 11/13/24 1:37 PM

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

2 min read

Post-Election 2024: The Impact on Insurance and Financial Services

By NAIFA on 11/11/24 11:30 AM

Join us on Tuesday, December 3, 2024, at 3 pm Eastern as NAIFA’s Government Relations team unpacks the results of the 2024 general election and its implications for insurance agents and the broader financial services industry. With a new administration, shifts in the Senate and House, and changes across 11 gubernatorial offices and 85 state legislative chambers, this webinar will provide valuable insights on the challenges and opportunities that lie ahead.

1 min read

Invest in Your 2025 Leadership Role

By Justi Folladori on 11/11/24 10:29 AM

NAIFA's Blueprint Chapter Leadership Training, a dynamic Chapter training program, is an essential training program for newer leaders and a great refresher for experience leaders! The newly re-launched training covers a myriad of Chapter related topics in an easy-to-use structure. 

Now broken down into a series of short videos, which can be completed in less than two hours, the Blueprint Chapter Leadership Training includes:

3 min read

Recording Now Available: November Chapter Leaders Webinar

By Kaila Wilson on 11/8/24 1:18 PM

Chapter Staff and Chapter Leaders from across NAIFA Nation met on October 3rd, for the Chapter Leaders Webinar! Attendees were able to hear the latest NAIFA updates and announcements! This month's Chapter Leaders Webinar featured:

Chapter Playbook: New Resources Added This Week

By Justi Folladori on 11/8/24 9:00 AM

New to the Chapter Playbook this week - 2025 Blackout Dates! As a reminder, Chapter programming is prohibited around the FSP Institute, Congressional Conference, the National Leadership Conference and NAIFA Live. Exceptions include LILI classes, NAIFA Live watch parties, study groups, LUTCF classes, LACP exam prep classes and advocacy meetings.

1 min read

NAIFA Members Overachieve in Life

By Emily Cabbage on 11/6/24 7:02 PM

Are you following our new campaign on social media? "Overachieve in Life" is a great way for us to showcase our members living their best life...and how a career in insurance and financial services allows them to have a great work/life balance to pursue their passions. Be sure that you are following NAIFA on Facebook, LinkedIn, and Instagram as we continue to publish this series.

NAIFA Prepares to Honor Those Who Have Served

By Emily Cabbage on 11/6/24 7:01 PM

On November 11, our nation will celebrate, honor, and remember our Veterans. Our Veteran's Day episode of the Advisor Today Podcast will feature Joshua Herrington-Vickers, a former United States Air Force Airman serving from 2009 to 2015 before entering the financial services industry. Joshua was deployed to Manas Air Base in Kyrgyzstan in support of Operation Enduring Freedom. Tune in to hear his story.

1 min read

Is Your Board a NAIFA Certified Leadership Board?

By Justi Folladori on 11/6/24 6:30 PM

If not, sign-up to become one today! The NAIFA Certified Leadership Board designation is awarded to NAIFA Chapters upon completion of a live presentation of NAIFA’s 90-minute training program entitled “Empowering Chapter Leaders” by the President, President-Elect, and at least 80% of the Chapter’s Board.

1 min read

Spotted: NAIFA-New York to Host Watch Party

By Kaila Wilson on 11/6/24 3:26 PM

NAIFA-New York was recently spotted for their upcoming NAIFA Live Watch Party, featuring Tom Love!

It will be an hour networking with Long Island advisors, while enjoying a brief CE presentation, presented LIVE across the U.S. Be a part of NAIFA Live Watch parties happening in all 50 states concurrently!

3 min read

NAIFA CEO: NAIFA's Advocacy Is Ready for New Administration and Congress

By Kevin Mayeux on 11/6/24 2:02 PM

The campaigns are done, the voting is over, and the results are becoming clear. Donald Trump will return to the White House as the 47th President of the United States. Republicans will also control the Senate with at least 52 seats. Races determining which party controls the House of Representatives have yet to be decided (and may not be for some time).

We are proud of NAIFA alumni who fared well yesterday. Austin Scott (R-GA), Brad Schneider (D-IL), and Monica De La Cruz (R-TX) were re-elected to the House of Representatives. Montana Insurance & Securities Commissioner Troy Downing (R-MT) is a newly elected first-term Representative. Former NAIFA members in the Senate, Tim Scott (R-SC) and Mike Rounds (R-SD), were not on the ballot this cycle and continue to serve in the upper house. As past members of our association, all of these lawmakers understand our industry and the great work NAIFA members do. 

Submit Your 2025 State Convention Date

By Justi Folladori on 11/6/24 9:53 AM

When selecting a date for your State Convention, there are many things to consider. To make selecting a date even easier, Kitces.com puts together a comprehensive calendar of all of the financial advisor conferences across the country each year. We encourage each State Chapter to submit their State Convention to be considered for Kitces' master list for 2025!

1 min read

Rescheduled: Creating Local Engagement for the Expanded NAIFA Webinar

By Justi Folladori on 10/31/24 10:00 AM

The Chapter Services Team will be conducting their Q4 training webinar, “Creating Local Engagement for the Expanded NAIFA,” on November 21 @ 3 p.m. Eastern

1 min read

2024 NAIFA Quality Award Recipients Announced

By Emily Cabbage on 10/30/24 5:15 PM

We are #NAIFAproud to announce that we have presented 1,223 NAIFA Quality Awards for 2024. The NAIFA Quality Awards (NQA) have stood as the hallmark for outstanding client care in our industry since 1945. We especially thank our company supporters, Southern Farm Bureau, Modern Woodmen, and COUNTRY Financial. Check out the list of the 2024 Recipients now available online.

2024 NQA Recipients

2 min read

NAIFA celebrates Long Term Care Awareness Month

By Kevin Mayeux on 10/30/24 4:17 PM

November is National Long-Term Care Awareness Month, an annual campaign to raise awareness about the need for long-term care (LTC) planning and the financial, emotional, and physical impacts associated with it. The campaign is aimed at educating the public about the importance of preparing for the potential need for long-term care services, which include assistance with daily activities such as bathing, dressing, and eating, often needed due to aging, chronic illness, or disability.

Topics: Life Happens LTC
1 min read

Spotted: NAIFA-North Dakota to Host Watch Party

By Kaila Wilson on 10/30/24 4:14 PM

NAIFA-North Dakota was recently spotted for their last NAIFA Live Watch Party of the year, featuring Tom Love!

These Watch Parties will be held at E4 Insurance Services in Fargo, and Minot State University - MSU Student Center 2nd Floor. 

1 min read

Announcing NAIFA's Peak 65 Series: Impact Day for Lifetime Healthcare

By Lifetime Healthcare Center on 10/24/24 6:51 PM

As part of November's Long-Term Care Awareness Month, NAIFA is kicking off the Peak 65 Series and starting with a virtual Impact Day to explore topics within lifetime healthcare. Join industry thought leaders and subject matter experts for a free, virtual TED-talk-style event that showcases our expanded Center that now covers topics such as: 

  • longevity
  • caregiving
  • Medicare
  • vitality
  • extended care 

The expanded Center is also now looking for brand ambassadors! Are you a financial service professional who practices in an area that touches topics in lifetime health? If so, please let us know so that we can talk about how to get you more involved and part of the brain trust!

1 min read

Join Us in Nashville for the FSP Institute

By NAIFA on 10/23/24 5:02 PM

NAIFA is proud to present the FSP Institute, January, 26-29, at the Margaritaville Hotel in Nashville, TN. Registration is now open.

8 min read

5 Quick Ways to Help NAIFA Grow

By Emily Cabbage on 10/23/24 4:43 PM

We are always looking for ways to help amplify the NAIFA brand, promote our members, and encourage more financial professionals to join our association. Here are 5 easy things you can do to help make a difference.

1 min read

Tax and Estate Planning Under a New Presidential Administration

By NAIFA on 10/23/24 4:15 PM

A change in presidential administrations often brings changes that can significantly impact tax and estate planning. As we approach the sunset or possible extension of the Tax Cuts and Jobs Act (TCJA), financial professionals must prepare for what may be a new era of tax policy. At a time when the population is aging, and interest rates remain uncertain, these potential tax changes could have far-reaching consequences for financial planning strategies.

1 min read

Spotted: NAIFA-Illinois Recognizes New Member

By Kaila Wilson on 10/23/24 4:14 PM

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

Chapter Playbook: New Resources Added This Week

By Justi Folladori on 10/18/24 9:00 AM

New to the Chapter Playbook this week - Candidate Selection Group (CSG) general principles, IFAPAC Administrative Fund uses and updated administrative fees!

1 min read

Looking for Resources to Boost Membership? Check Out Our Latest Webinar On-Demand

By Emily Cabbage on 10/16/24 6:30 PM

Having difficulty finding the tools and resources available on NAIFA's website? We heard your request loud and clear! We've developed a landing page full of useful links to easily access many of the links and files on our website. In case you missed it (ICYMI) earlier this week, Emily Cabbage, Senior Director of Membership and Zack Huels, Director of Membership Engagement, hosted a special webinar to walk members through many tools and resources available from NAIFA and more importantly where to find them! 

Watch on-Demand

1 min read

NAIFA's MentorLoop Program Expands

By Justi Folladori on 10/15/24 4:07 PM

NAIFA's MentorLoop is designed to foster professional development, enhance skill-building and create a supportive network within our membership. Whether members are looking to mentor someone, or seek guidance themselves, this platform provides a structured framework to facilitate these valuable connections.

Here are a few key features of NAIFA’s MentorLoop:

1 min read

Spotted: NAIFA-Iowa's Tuesday Membership Tip

By Kaila Wilson on 10/10/24 12:36 PM

NAIFA-Iowa was recently spotted for their Tuesday Membership Tip on LinkedIn. You can learn more about key membership benefits here. 

Not a NAIFA member yet? Join today!

1 min read

Need More Local Engagement?

By Justi Folladori on 10/10/24 9:30 AM

Join us! The Chapter Services Team will be conducting their Q4 training webinar, “Creating Local Engagement for the Expanded NAIFA,” on October 17 @ 3 p.m. Eastern

1 min read

NAIFA Blueprint Chapter Leadership Training Re-Launches!

By Justi Folladori on 10/9/24 8:00 PM

In 2020, NAIFA launched the Blueprint Chapter Leadership Training, a dynamic Chapter training program that covers a myriad of Chapter related topics. This year, we have undertaken a comprehensive review of the training and are relaunching the program with great new foundational information in an easy-to-use structure. It’s an essential program for newer leaders and a great refresher for experienced leaders. 

The Blueprint Chapter Leadership Training is now broken down into a series of short videos – which can be completed in less than two hours! Available content includes:

Governance & Chapter Operations
  • Board Orientation
  • Strategic Leadership
  • Chapter Finance/Compliance
  • Succession Planning
Governmental Relations
  • Advocacy
  • Grassroots
  • IFAPAC
Marketing & Communications
  • Branding

Membership

3 min read

Recording Now Available: October Chapter Leaders Webinar

By Kaila Wilson on 10/4/24 11:35 AM

Chapter Staff and Chapter Leaders from across NAIFA Nation met on October 3rd, for the Chapter Leaders Webinar! Attendees were able to hear the latest NAIFA updates and announcements! This month's Chapter Leaders Webinar featured:

1 min read

Become a 2025 NAIFA Certified Leadership Board!

By Justi Folladori on 10/2/24 8:00 PM

The NAIFA Certified Leadership Board designation is awarded to NAIFA Chapters upon completion of a live presentation of NAIFA’s 90-minute training program entitled “Empowering Chapter Leaders” by the President, President-Elect, and at least 80% of the Chapter’s Board.

1 min read

Set The Pace for Membership Success into Q4 and Beyond

By NAIFA Membership on 10/2/24 6:27 PM

If you attended the National Leadership Conference last month in Arizona, you were able to get a glimpse of some of the great things happening across NAIFA Nation. Even if you were not able to attend, don't worry! NAIFA membership is hosting a special a special session to review some of the latest and greatest programs and initiatives NAIFA has to offer. Join us on Monday, October 14th at 2 pm eastern. This session will provide tips, tools, and insights to close 2024 strong and set you up for success in 2025.

1 min read

Final Results of the Summer Membership Challenge

By NAIFA Membership on 10/2/24 5:58 PM

During the Membership Session of the National Leadership Conference, NAIFA Trustee and Membership Vice Chair Carina Hatfield announced the winning chapters from the Summer Membership Challenge. 

1 min read

NAIFA Board of Trustees Approve 2030 Strategic Plan

By Kevin Mayeux on 10/2/24 4:30 PM

A message from NAIFA CEO Kevin Mayeux:

Dear NAIFA Leaders:

The final NAIFA 2030 Strategic Plan, as approved by the Board of Trustees in Phoenix, is now available here.

Thanks to many of you for submitting fantastic and forward-thinking input over the summer months. As you may know, the plan initially was drafted by a cross-section of NAIFA members, staff, and industry professionals who served on the strategic planning committee, then reviewed by a stakeholder review team, and enhanced by further feedback from you, as well as our past presidents, general membership, and our internal staff team. 

1 min read

Preparing for 2025: Understanding Upcoming Tax Changes

By NAIFA on 9/30/24 10:27 AM

As we approach the sunset of key provisions in the Tax Cuts and Jobs Act (TCJA) set for 2025, taxpayers and businesses alike are bracing for significant changes. With the potential for major tax legislation on the horizon, now is the time to prepare.

Chapter Playbook: New Resources Added This Week

By Justi Folladori on 9/27/24 9:30 AM

New to the Chapter Playbook this week - a model Succession Planning Policy! A good Succession Planning Policy can be extremely helpful in guiding the organization's process for recruiting and developing new talent. Having a plan in place puts you in a posture to recruit top talent; avoid groupthink; promote diversity; maintain a balance of creativity and institutional knowledge; promotes trust between leaders and members; and maintains a balance of power on a board.

1 min read

NAIFA's Triangle Team Well Represented during Apex/NLC

By Emily Cabbage on 9/25/24 6:15 PM

Last week more than 90 of the nearly 400 Triangle Team members made the trek to the Arizona Biltmore for the 2024 Apex and National Leadership Conference. Members who qualify for the Triangle Team were treated to early entrance to the Welcome Reception. This was one way that we recognize and thank our most engaged members. Check out the full list of Triangle Team members.

1 min read

Revisit Apex, the NLC and Belong on the Recap Site

By NAIFA on 9/25/24 5:06 PM

Thank you to everyone who attended NAIFA's 2024 Apex, National Leadership Conference, and Belong awards gala. We honed our leadership skills, benefited top-notch motivational speakers and professional development presenters, and networked with some of the top professionals in the business. Review the awards and leadership recordings, browse our photographs, and read the press clipping on our conference recap site. If you attended Apex/NLC you can add your own photos to share with NAIFA Nation.

Topics: Leaders Apex
1 min read

Have You Heard? NAIFA Has a P&C Study Group!

By Emily Cabbage on 9/25/24 3:55 PM

Earlier this year, NAIFA rolled out a series of Member-To-Member programs, one of which was the P&C Study Group. NAIFA-Missouri Past President, Jennifer Hodges, approached NAIFA staff about how we can acquire, engage, and retain more P&C agents. From that conversation, the NAIFA P&C Study Group was formed.

1 min read

Elevate Your Skills With Apex Speakers (Advisor Ambassador Academy)

By Zack Huels on 9/25/24 2:07 PM

This October, we’re bringing back some of our Apex speakers for the Advisor Ambassador Accelerator Academy to enhance your professional skills. And get ready for a truly unforgettable experience as we welcome Hall of Fame speaker Walter Bond! Walter will empower you to elevate your career like never before. Don't miss this chance to learn from one of the best in the business!

1 min read

Help NAIFA Grow Through Group Membership

By NAIFA Membership on 9/25/24 1:38 PM

NAIFA's 100% Agency and Financial Security Champion programs allow your agency or firm to fully support NAIFA membership while promoting and elevating your agency/firm's brand. Participating firms and agencies are listed on our consumer site and receive additional publicity and program discounts. Learn how your agency or firm can display the 100% Agency or Financial Security Champion logo and be a part of NAIFA Nation.

1 min read

NAIFA Future Leaders Returns This Fall

By Emily Cabbage on 9/25/24 12:32 PM

Did you know that since 2021 more than 400 students from more than 100 schools have participated in NAIFA's Future Leaders program? This free program allows college students to hear directly from NAIFA members about their careers, the path they took to get where they are, and the things they know now, that they wish they would have known back then. Do you have student members in your chapter? Invite them to participate. If you know of a student (or even a child or grandchild of a client) interested in a career in our industry, invite them to participate in our Future Leaders program to explore career options. Our fall session starts on October 9th.

1 min read

Creating Local Engagement for the Expanded NAIFA Webinar

By Justi Folladori on 9/25/24 11:55 AM

The Chapter Services Team will be conducting their Q4 training webinar, “Creating Local Engagement for the Expanded NAIFA,” on October 17 @ 3 p.m. Eastern

1 min read

Join us for the Q4 State of NAIFA Webinar

By NAIFA on 9/20/24 9:45 AM

NAIFA members are invited to the Q4 State of NAIFA webinar at 12 pm Eastern, October 16, 2024. Hear updates on NAIFA's advocacy efforts, professional development programs and other membership activities designed to enhance your professional growth.

1 min read

Spotted: NAIFA-Memphis/West TN Pickleball Tournament

By Kaila Wilson on 9/19/24 11:15 AM

NAIFA Memphis/West TN was recently spotted for their 1st Annual Pickleball Tournament which was held on September 6th. The tournament was a success with a percentage of the proceeds going to Camp Good Grief. There were members that played in the tournament as well as players from the community. It was a day filled with fun while supporting Camp Good Grief!

1 min read

NAIFA's MentorLoop Seeks Mentors & Mentees

By Justi Folladori on 9/16/24 8:00 AM

NAIFA's MentorLoop is designed to foster professional development, enhance skill-building and create a supportive network within our membership. Whether members are looking to mentor someone, or seek guidance themselves, this platform provides a structured framework to facilitate these valuable connections.

Here are a few key features of NAIFA’s MentorLoop:

Chapter Playbook: New Resources Added This Week

By Justi Folladori on 9/13/24 8:00 AM

New to the Chapter Playbook this week - Advocacy Chair, Grassroots Chair and IFAPAC Chair position descriptions! Each position is outlined in great detail, including:

1 min read

Spotted: NAIFA-Texas Recognizes New Members on LinkedIn

By Justi Folladori on 9/10/24 9:40 AM

NAIFA-Texas was recently spotted recognizing new members on LinkedIn and their Chapter blog!

1 min read

2024 Chapter Excellence Award Winners Announced

By Justi Folladori on 9/9/24 10:07 AM

The Chapter Excellence Award (CEA) was launched last year to recognize the success of those Chapters who have excelled in providing a quality member experience to their members, as determined by their Chapter Agreement Compliance, their Chapter Health Rating and membership growth. Congratulations to this year's Chapter Excellence Award winners! 

2 min read

Recording Now Available: September Chapter Leaders Webinar

By Kaila Wilson on 9/6/24 3:32 PM

Chapter Staff and Chapter Leaders from across NAIFA Nation met on September 5th, for the Chapter Leaders Webinar! Attendees were able to hear the latest NAIFA updates and announcements! This month's Chapter Leaders Webinar featured:

1 min read

Top Recruiter Honors for August Goes to.....

By Suzanne Carawan on 9/4/24 6:19 PM

Scott Dorminy is the Top Recruiter for the Month of August 2024! Straight outta Russellville, Arkansas, Scott is part of the Farmers network and runs an agency of his own name. A member since 2015, Scott is a true man of NAIFA action. 

1 min read

Whose Picks Came Out on Top for IFAPAC College Football?

By Cody Schoonover on 9/4/24 6:01 PM

The College Football season has finally arrived! The IFAPAC Pick 'Em competition is warming up. While last week's games may not have been nail-biters, we saw some upset among Florida, Florida State, and LSU fans... and we also have a tie for our first-week winners!  Congratulations Dick Porter and John Carroll on the week one victory! You've got IFAPAC swag heading your way.

1 min read

Each NAIFA Chapter Should Submit a State Issues Survey by Sept. 27

By Bianca Alonso Weiss on 9/4/24 4:25 PM

As the NAIFA Government Relations Team prepares for another dynamic legislative season, we want to hear from you! We are asking our state chapters to complete the annual NAIFA Government Relations State Issues Survey to help us grasp national trends, prepare impactful policy materials, and align advocacy efforts effectively – thus continuing to advocate for Main Street USA.

2 min read

Apex and the NLC Are Just Over Two Weeks Away

By NAIFA on 9/4/24 4:25 PM

We look forward to seeing everyone who is attending the combined Apex and National Leadership Conference September 19-21 at the Arizona Biltmore. To see who has signed up, check the Who's Coming? page on the conference website. And if you're a last-minute planner, it's not too late to register and add your name to the list. The preferred rate for NAIFA's room block at the Biltmore has expired, but if you would like assistance locating accommodations in the vicinity of the Arizona Biltmore please contact NAIFA Member Services at 877-866-2432 or info@naifa.org.

Topics: Apex
3 min read

Your Input Needed by NAIFA & Georgetown University

By Suzanne Carawan on 8/28/24 5:50 PM

NAIFA is working with a graduate studies team at Georgetown University to undertake a study on our membership. The pro bono agreement will result in a paper and all contributors/participants will be thanked in the paper and presentation that will be given to NAIFA's National Membership Committee and provided to the Board of Trustees. If you're willing to give 5-7 minutes to complete this survey and/or want to be interviewed by the study leaders, your name will be included in the study to acknowledge your contribution. Thank you in advance for your time and commitment to improving NAIFA!

Topics: Membership
1 min read

Last Posted Results for Summer Membership Challenge

By Emily Cabbage on 8/28/24 5:42 PM

It's hard to believe that this weekend marks the unofficial end of summer. That means that this is the last report of the Summer Membership Challenge. But, these are not the final results...you still have until August 31st to make progress on your membership numbers. We've had some shifts in the leaderboard this week with Wisconsin moving into 2nd place and Massachusetts into 3rd! Here is our leader board as of August 26th: Washington, D.C. (+10), Wisconsin,  (+8), Massachusetts (+7), Arkansas (+6),  Montana (+4), South Carolina (+4), North Dakota (+2), South Dakota (+2),  Idaho (+2), and Hawaii (+1).

View Weekly Results

1 min read

Spotted: NAIFA-Cincinnati to Host Golf Outing

By Kaila Wilson on 8/28/24 4:35 PM

NAIFA-Cincinnati was recently spotted for an upcoming President's Cup Golf Outing, on September 5th! Grab your clubs and join NAIFA-Cincinnati for their Annual President's Cup Golf Outing at Cincinnati's premier public championship golf course, Glenview Golf Course.

2 min read

NAIFA Announces Hall of Fame Initiative to Honor Exceptional Members

By NAIFA on 8/28/24 4:11 PM

NAIFA is pleased to announce the inaugural class of the NAIFA Hall of Fame to recognize and celebrate members whose extraordinary service and contributions represent the legacy of the most accomplished, impactful, and inspirational members of the NAIFA family. The NAIFA Board of Trustees authorized the creation of the Hall of Fame earlier this year.

“The inaugural members of NAIFA's Hall of Fame not only exemplified leadership within the financial services industry but also steadfast support for NAIFA's mission,” said NAIFA President Tom Cothron, LUTCF, FSCP. “Their unwavering dedication and commitment to NAIFA and the industry were instrumental in advancing policies and shaping the landscape of financial security in America. Their contributions have played significant roles ensuring that families across the nation can achieve their financial goals with confidence.”

1 min read

Life Insurance Awareness Month Resources Available to NAIFA Members

By NAIFA on 8/28/24 4:03 PM

Life Happens created Life Insurance Awareness Month (LIAM) and continues to coordinate the awareness campaign each September to remind Americans about the importance of life insurance for their financial security. Now that Life Happens is a NAIFA Community, NAIFA members have access to specially selected LIAM resources and content.

Chapter Playbook: New Resources Added This Week

By Justi Folladori on 8/23/24 3:00 PM

New to the Chapter Playbook this week, an updated Keep it Legal Guide! As part of the merger of NAIFA and FSP, a Code of Ethics Committee created a document that places the FSP Code of Professional Responsibility within the ethical standards of NAIFA to help explain the application of the NAIFA Code of Ethics.

1 min read

The Race is on During the Final Weeks of the Summer Membership Challenge

By Emily Cabbage on 8/21/24 3:22 PM

It's hard to believe that in a few weeks, it will be September! That also means this is the final push to the top of the Summer Membership Challenge. Here's our leader board this week: Washington, D.C. (+15), Arkansas (+7), Wisconsin (+7), South Carolina (+5), Massachusetts (+4), North Dakota (+3), South Dakota (+3),  Idaho (+2), Montana (+2), Nevada (+1), and Tennessee (+1). Arkansas and Wisconsin are now tied for 2nd place with South Carolina on their heels. Who will walk away with the prize money? Make the most of the last 2 weeks of competition!

View Weekly Results

1 min read

Social Security Financial Wellness: Help Your Clients Maximize Their Benefits

By NAIFA on 8/16/24 11:04 AM

Most Americans are unaware of the complexities surrounding Social Security. With over 2,700 rules, it's no wonder many feel lost about where to seek help and how to make informed decisions. Shockingly, 96% of those currently collecting Social Security missed out on maximizing their benefits, leading to large losses per household. The stakes are high, and with Social Security, you only have one chance to get it right – forever.

2 min read

Top 3 Things You Need to Know About NAIFA Membership this Week

By NAIFA Membership on 8/14/24 7:42 PM

At NAIFA, there’s always exciting news and opportunities to engage. Help us celebrate our top recruiters from July,  find out how to stay informed about our latest membership initiatives, and don’t miss out on the upcoming Apex/NLC session that promises to be a highlight for all attendees. Here’s what you need to know to stay connected and help grow NAIFA Nation!
2 min read

Are You Ready for Some Football?

By NAIFA Government Relations Team on 8/14/24 7:01 PM

College Football is only weeks away, and, in the spirit of the season, IFAPAC is hosting a College Pick ‘Em League! Members who would like to participate may buy-in with a $150 contribution IFAPAC. Members can register to be added to the league or make their $150 contribution online before August 20th to be automatically enrolled with the email on record with IFAPAC.  

Join the IFAPAC Football League

Contribute to IFAPAC

2 min read

NLC Conference Rate and Room Block Extended

By NAIFA on 8/14/24 4:14 PM

If you missed the August 12 cutoff to book your room at the Arizona Biltmore for NAIFA's Apex and National Leadership Conference, you're in luck. We have been able to extend the deadline until August 25. Act now to get the best possible rate. We look forward to seeing you at Apex and the NLC.

It's going to be a great event with a strong emphasis on networking (see who among your colleagues will be there), professional development (check out the schedule of inspiring keynotes and practice-building breakouts), and fun! And don't forget, we have a full slate of programs exclusively for NAIFA volunteer leaders.

Topics: Leadership Apex
1 min read

Summer Membership Challenge Weekly Update

By Emily Cabbage on 8/14/24 1:56 PM

There are only three weeks remaining of our Summer Membership Challenge! Which chapters will come out net positive at the end of August to be rewarded? Here's a quick look at the competition: Washington, D.C. (+15), Arkansas (+9), Wisconsin (+7), North Dakota (+4), South Dakota (+4), South Carolina (+4), Massachusetts (+3), Idaho (+2), and Tennessee (+2). Arkansas and Washington, D.C. have proven to be tough competitors throughout the summer but Wisconsin is closing in! How will your chapter make the most of the final weeks of competition?

1 min read

Spotted: NAIFA-Ohio Recognizes New Members on LinkedIn

By Kaila Wilson on 8/14/24 11:29 AM

NAIFA-Ohio was recently spotted recognizing new members on LinkedIn

1 min read

Become a NAIFA Certified Leadership Board!

By Justi Folladori on 8/14/24 9:59 AM

The NAIFA Certified Leadership Board designation is awarded to NAIFA Chapters upon completion of a live presentation of NAIFA’s 90-minute training program entitled “Empowering Chapter Leaders” by the President, President-Elect, and at least 80% of the Chapter’s Board.

1 min read

NAIFA's MentorLoop Fosters Professional Development

By Justi Folladori on 8/12/24 9:56 AM

Launched late last year, NAIFA's MentorLoop is designed to foster professional development, enhance skill-building and create a supportive network within our membership. Whether members are looking to mentor someone, or seek guidance themselves, this platform provides a structured framework to facilitate these valuable connections.

Here are a few key features of NAIFA’s MentorLoop:

1 min read

Summer Membership Challenge Weekly Update

By NAIFA Membership on 8/7/24 6:10 PM

We are in the final month of our Summer Membership Challenge! Which chapters will come out net positive at the end of August to be rewarded? Here's a quick look at the competition: Washington, D.C. (+15), Arkansas (+10), Wisconsin (+6), South Dakota (+4), Massachusetts (+3), North Dakota (+3), South Carolina (+2), Idaho (+1), Kansas (+1),  Michigan (+1), Montana (+1), and Nevada (+1). Arkansas and Washington, D.C. have proven to be tough competitors throughout the summer. There is still plenty of time left in the competition.

1 min read

Equip Yourself for Life Insurance Awareness Month

By Life Happens on 8/7/24 5:00 PM

We are #NAIFAproud to have welcomed back Life Happens into the NAIFA family earlier this year. This September marks the 21st Anniversary of Life Insurance Awareness Month (LIAM), and we have LIAM content exclusively available for our members.

We want to hear from our members on how they plan to participate in 2024. Are you hosting an event focused on life insurance? Have you requested a proclamation from your city or state? We want to spotlight the work you are doing for LIAM24. Let us know what you are doing! Drop us an email at membership@naifa.org. 

2 min read

College Football Fans, Prepare for IFAPAC Pick 'Ems this Fall

By NAIFA Government Relations Team on 8/7/24 4:30 PM

College Football is only weeks away, and, in the spirit of the season, IFAPAC is hosting a College Pick ‘Em League! Members who would like to participate may buy in with a $150 contribution IFAPAC. Members can sign up below to be added to the league or make their $150 contribution online before August 20th to be automatically enrolled with the email on record with IFAPAC. 

Join the IFAPAC Football League

2 min read

Reminder: NAIFA's Room Block for Apex & the NLC (and the Conference Rate) Is Only Guaranteed Through Aug. 12

By NAIFA on 8/7/24 4:14 PM

Don't miss out on Apex and the National Leadership Conference, Sept. 19-21 at the Arizona Biltmore. Register today and book your hotel before Aug. 12.

Topics: Leaders Apex
1 min read

Spotted: NAIFA-Maryland to Host Brews & Bites

By Kaila Wilson on 8/7/24 2:42 PM

NAIFA- Maryland was recently spotted for an upcoming Brews & Bites Event! This event will be held on August 22nd at RAR Brewing in Annapolis. Join NAIFA-Maryland from 4pm - 7pm for a fun evening of brews, bites, and networking with those in the financial services industry!

3 min read

Recording Now Available: August Chapter Leaders Webinar

By Kaila Wilson on 8/2/24 10:26 AM

Chapter Staff and Chapter Leaders from across NAIFA Nation met on August 1st, for the Chapter Leaders Webinar! Attendees were able to hear the latest NAIFA updates and announcements! This month's Chapter Leaders Webinar featured:

Chapter Playbook: New Resources Added This Week

By Justi Folladori on 8/2/24 9:28 AM

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

1 min read

Celebrate NAIFA's Leaders and Award Winners at the NLC and Belong

By NAIFA on 7/31/24 5:55 PM

This year, the National Leadership Conference and Belong awards gala have been combined with NAIFA's Apex to create an extraordinary three-day event. As always, the NLC and Belong will celebrate NAIFA's leaders and recognize extraordinary members. Please join us and encourage all NAIFA members to come as well so that we may properly honor our 2024 award recipients, including:

  • John Newton Russell Memorial Award recipient Matthew Tassey of NAIFA-Maine
  •  Terry Headley Lifetime Defender recipient John Ruckel of NAIFA-Texas
  • NAIFA Young Advisor Team Leader of the Year Kathleen Owings of NAIFA-Colorado
2 min read

NAIFA Webinar will Discuss NAIFA's Initial Win in Our DOL Lawsuit and the Importance of the Courts in Our Advocacy Efforts

By NAIFA on 7/31/24 5:40 PM

NAIFA Webinar: A Conversation About the Courts
August 8 | 12 pm eastern

A federal court has granted a stay in the lawsuit NAIFA, several NAIFA chapters, ACLI, and other partners filed to stop the Department of Labor from implementing its fiduciary-only rule. The stay means the DOL rule will not go into effect in September, giving the court more time to consider NAIFA's lawsuit. Furthermore, the court stated that NAIFA's lawsuit is "virtually certain to succeed on the merits." 

Join us for an important webinar that will explain what the stay means for financial professionals and your clients. Our panelists will also discuss other recent court rulings, including Supreme Court decisions overturning the Chevron Doctrine (Loper v. Raimondo), sidestepping the constitutionality of taxing unrealized income (Moore v. US), and narrowing buy-sell agreement tax benefits (Connelly v. United States). 

1 min read

Week 4: Summer Membership Challenge Update

By Emily Cabbage on 7/31/24 5:39 PM

It's Week Four of the Summer Membership Challenge! Congratulations to the following chapters showing growth since June 1st: Arkansas (+3), Greater Washington, D.C.(+14), Georgia (+1), Hawaii (+2), Idaho (+1), Illinois (+1), Kansas (+2), Montana (+2), Nevada(+1), North Dakota (+2), Rhode Island (+1), South Carolina (+3), South Dakota (+4), Tennessee (+1), and Wisconsin (+7).

View Weekly Results

2 min read

Advisor Today's 2024 4 Under 40 Recipients Announced

By NAIFA Membership on 7/31/24 5:30 PM

The award recognizes NAIFA members who achieve extraordinary professional success before age 40 and will be awarded at the combined Apex and National Leadership Conference in September 2024.

Advisor Today, the official publication of the National Association of Insurance and Financial Advisors (NAIFA), is pleased to announce the winners of its annual 4 Under 40 awards: Peter Winovich III of Ohio, loyal member since 2013, Kevin Tostado of California, loyal member since 2024, Padric Scott of Florida, loyal member since 2021, and Christopher T. Roper, AIF, of Missouri, loyal member since 2024.

1 min read

Help Us Celebrate IFAPAC's Birthday

By NAIFA Membership on 7/31/24 5:04 PM

IFAPAC turns 58 on August 18th! All 2024 contributors are invited to celebrate our standard-setting, industry-leading PAC's birthday a few days early on Thursday, August 15th at 4 pm Eastern. During the event, IFAPAC will raffle off birthday gifts to three lucky IFAPAC contributors. The gifts are $100 Visa Gift Card, $100 for Starbucks, and $100 for Dunkin Donuts gift cards.   

1 min read

Q2 2024 Hard Hat Recipients Announced

By Emily Cabbage on 7/31/24 4:30 PM

The Trifecta Team comprised of Membership, Grassroots, and IFAPAC, is pleased to announce the Q2 2024 Hard Hat Winners. Membership, Corrado Gugliotta, Grassroots, Joseph Pearl, and IFAPAC Timothy Johnson. These gentlemen went above and beyond during the second quarter to move the needle in each respective area. We are #NAIFAproud of their efforts!

3 min read

NAIFA Announces Candidates Nominated for 2025 National Leadership Roles

By NAIFA on 7/31/24 4:04 PM

NAIFA’s Committee on Governance has nominated John Wheeler, CFP, CLU, ChFC, CRPC, LACP, CLTC, LUTCF, Executive Senior Partner at Totus Wealth Management LLC in Houston, Texas, to be the 2025 NAIFA Secretary. Wheeler, who currently serves on NAIFA’s National Government Relations and IFAPAC Committees, is a past NAIFA-National Trustee and Past President of NAIFA-Illinois. He has been a loyal NAIFA member since 1973. As incoming Secretary, Wheeler will be in line to serve as President-Elect in 2026 and President in 2027.

Topics: Leaders
1 min read

Spotted: NAIFA-Memphis/West TN to host Pickleball Tournament

By Kaila Wilson on 7/31/24 4:01 PM

NAIFA-Memphis/West Tennessee was recently spotted for their 1st Annual Pickleball Tournament, benefitting Camp Good Grief. The tournament will be on September 6th from 8:30 am - 2:00 pm (matches start at 9:00 am). 

Come on out to the brand new Pickleball901 facility in Collierville for a day of friends, fun, and a great inaugural event, including lunch, refreshments, snacks, a commemorative tournament T-shirt, and a day full of excitement.

Chapter Playbook: New Resources Added This Week

By Justi Folladori on 7/26/24 10:40 AM

New to the Chapter Playbook this week, an updated Financial Internal Controls list! The list includes details on:

1 min read

Summer Membership Challenge Update

By Emily Cabbage on 7/24/24 5:46 PM

It's Week Three of the Summer Membership Challenge! Unfortunately, we do not have updated results this week due to staff vacation. But, you won't want to miss what's in store next week! Be sure you are registered for our webinar, Passion Powers People a special mid-summer meeting to focus on membership. With three Supreme Court decisions affecting our business, the looming DOL fiduciary-only rule, and the upcoming expiration of certain elements of the Tax and Jobs Cut Act, the time is now to expand our base so that we are prepared to welcome in new leaders at the state and federal levels.

2 min read

NAIFA's Apex and NLC: What's in It for Leaders?

By NAIFA on 7/24/24 5:41 PM

September 19-21 | Arizona Biltmore | Register Today

Topics: Leadership Apex

Spotted: NAIFA-Tennessee Recognizes New Members

By Kaila Wilson on 7/24/24 2:53 PM

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

1 min read

Is Your Board NAIFA Certified?

By Justi Folladori on 7/24/24 10:27 AM

The NAIFA Certified Leadership Board designation is awarded to NAIFA Chapters upon completion of a live presentation of NAIFA’s 90-minute training program entitled “Empowering Chapter Leaders” by the President, President-Elect, and at least 80% of the Chapter’s Board.

1 min read

Hometown Influence: Make a Difference at NAIFA's In-District Meetings With Members of Congress

By Gianna Dinnini on 7/23/24 8:09 AM

After another successful Congressional Conference and Day on the Hill, NAIFA advocacy is only speeding up as we head into NAIFA’s summer in-district meetings. The upcoming Congressional recess provides NAIFA members with the opportunity to continue building those relationships with their lawmakers and staff outside of Washington, D.C.

Chapter Playbook: New Resources Added This Week

By Justi Folladori on 7/19/24 9:30 AM

New to the Chapter Playbook this week, an updated budget template! A budget is essential to managing a Chapter, and the Treasurer should work with the executive committee and staff to develop an annual budget. To help prepare your budget, click below for a budget template.

1 min read

Medicare Supplement: A Deep Dive with Humana's Experts

By NAIFA on 7/19/24 8:35 AM

Join us for a deep dive webinar on Wednesday, August 7th, 2024, from 12:00 pm to 1:00 pm Eastern. Two Humana experts, with nearly 45 years of combined experience, will delve into the benefits and opportunities of Medicare Supplement products.

1 min read

Who's Coming to NAIFA's NLC and Apex? Make Sure Your Name Is on the List!

By NAIFA on 7/17/24 7:53 PM

The National Leadership Conference and Apex are taking place at the Arizona Biltmore, September 19-21. See who is coming on the Apex/NLC homepage. If your name is not on the list, now is the time to register and be added. Are you already registered? Review the list to see who among your NAIFA colleagues will be joining you in Phoenix and whose names are missing that you would like to encourage to attend.

To help NAIFA leaders spread the word about NLC and Apex, we've created a toolkit of marketing materials to help you reach out via your online presence, emails, social media, or in person. These ready-made posts, graphics, flyers, and videos are designed to help NAIFA chapters and leaders promote NLC and Apex.

Topics: Apex NLC

It's Not How You Start, but How You Finish. What Will 2024 Say About You?

By Suzanne Carawan on 7/17/24 7:53 PM

Walter Bond, Hall of Fame speaker, former NBA ball player, and most importantly, proud NAIFA member has a message for all producers on how to use July as the halftime of your year. Have you got your second-half strategy mapped out? Do you know what you're going to do on offense and on defense for your business? One thing you can do is join Walter Bond in person September 19-21st at our National Leadership Conference in Arizona for an inspiring talk that will allow you to do more and be more in 2024.

1 min read

Passion Powers People! All Leaders Invited to Special Webinar on July 31

By Suzanne Carawan on 7/17/24 7:41 PM

Join us for a special mid-summer meeting on Wednesday, July 31st at 12 pm eastern to focus on membership. With three Supreme Court decisions affecting our business, the DOL fiduciary-only rule, and the upcoming expiration of certain elements of the Tax and Jobs Cut Act, the time is now to expand our base so that we are prepared to welcome in new leaders at the state and federal levels, as well as take action when necessary. 

You've likely heard Van Mueller say, "There has never been a better day to be an insurance agent,"  but what you'll walk away saying is, "There has never been a better day to belong to NAIFA."  

Yes, I am passionate about NAIFA & Will Attend

What We'll Cover:

  • Membership Referral Program and What's in it for YOU
  • Summer Membership Challenge and What's in it for YOU
  • Rewards and Awards for Top Recruiters
  • Member-to-Member Programs that Deliver 10X on your Dues Investment
  • New Membership Benefits that Help You Prospect

Do you know someone who is passionate about NAIFA, but isn't in a formal leadership role (or might be ready to dip their toe in the water, but needs to start small?) Invite them to attend this session & ask them to be part of our Brand Ambassador Team!

Passion for people is what has powered NAIFA since 1890, and it's on all of us to ensure that we keep NAIFA strong!

1 min read

Summer Membership Challenge: Week 2 Results

By Emily Cabbage on 7/17/24 1:36 PM

Check your results for Week Two of our Summer Membership Challenge! Take a look at how you stack up against other chapters. Congratulations to the chapters that have grown since June 1st: Arkansas, Colorado, GWDC, Georgia, Hawaii, Idaho, Kansas, New Jersey, Rhode Island, South Carolina, South Dakota, Tennessee, and Wisconsin. We've added 3 more states with growth this week! Let's keep the momentum going!

View Weekly Results

 

1 min read

Topics Announced: Succession Planning Training Webinar

By Justi Folladori on 7/17/24 12:01 PM

On July 25 @ 3 p.m. Eastern, the Chapter Services Team will be conducting a Succession Planning Training Webinar! As we begin to plan for 2025, the webinar will provide Chapters with succession planning tips and tricks and answer any questions Chapters may have. Topics include: 

1 min read

NAIFA's Mentor Loop Program Expands

By Justi Folladori on 7/15/24 10:10 AM

According to National Mentoring Day, which is celebrated on October 27 each year, 97% of those who have a mentor find the relationship to be immensely valuable, and entrepreneurs are twice as likely to succeed if they have a mentor. That is why we launched the NAIFA Mentor Loop program in 2023, our exclusive member benefit that matches mentors and mentees while providing a structured and supportive framework.

3 min read

Recording Now Available: July Chapter Leaders Webinar

By Kaila Wilson on 7/12/24 1:09 PM

Chapter Staff and Chapter Leaders from across NAIFA Nation met on July 11th, for the Chapter Leaders Webinar! Attendees were able to hear the latest NAIFA updates and announcements! This month's Chapter Leaders Webinar featured:

1 min read

Summer Membership Challenge: Weekly Results Update

By Emily Cabbage on 7/10/24 6:08 PM

The results are now for the first week of our Summer Membership Challenge! Take a look at how you stack up against other chapters. Congratulations to the 10 chapters that grew since June 1st: Arkansas, GWDC, Georgia, Hawaii, Kansas, Rhode Island, South Carolina, South Dakota, Tennessee, and Wisconsin.

View Weekly Results

 

1 min read

The National Leadership Conference and Apex Make a Great Combination

By NAIFA on 7/10/24 5:03 PM

Two NAIFA signature events, the National Leadership Conference (including the Belong awards gala) and Apex, are coming together this year as a three-day extravaganza at the world-class Arizona Biltmore. 

Don't miss out. Join us September 19-21!

The National Leadership Conference and Apex offer a great opportunity to get together with NAIFA leaders from across the country. Special sessions are specifically designed to benefit NAIFA leaders and allow you to share best practices.

Topics: Apex NLC
1 min read

Your Voice Is Needed: Don't Miss NAIFA's Summer In-District Meetings

By NAIFA on 7/10/24 4:27 PM

Summer is no time for us to take our foot off the pedal when it comes to NAIFA advocacy efforts. Last year, NAIFA members held more than 135 meetings with members of Congress and their staff in their home districts during the annual summer Congressional recess. 

2 min read

Explore Your Benefits

By Zack Huels on 7/10/24 3:18 PM

When you're talking to member or a prospective member, do you know all of the benefits that NAIFA has to offer them?

Back in April, our Membership Team put together some videos on how to make the most of your NAIFA membership. These are great resources to use for recruitment and retention efforts.

In case you missed it, we have all of the videos linked below here for you to access and use as you please.

Are You Prepared for 2025?

By Justi Folladori on 7/4/24 1:48 PM

Join the Chapter Services Team on July 25 @ 3 p.m. Eastern as they conduct a Succession Planning Training Webinar!

As we begin to plan for 2025, the webinar will provide Chapters with succession planning tips and tricks and answer any questions Chapters may have. After the webinar, resources will be posted in the Chapter Playbook for Chapters to reference!
RegisterPresidents, President-Elects, Immediate Past Presidents, Executive Directors and Chapter Staff are encouraged to attend, but ALL Chapter Leaders are invited!

1 min read

Reminder: Next Wake Up Wednesday Motivational Mindset Session is July 10th

By NAIFA Membership on 7/3/24 6:55 PM

Reminder that the next "Wake Up Wednesday" with Marques Ogden will happen next Wednesday, July 10th at 9 am eastern. Wake Up Wednesday is a motivational hour with Marques who is not just a member, but one of our keynote speakers at this upcoming Apex at the Arizona Biltmore September 19-21, 2024. Once a month the NAIFA early birds get together to talk about mindset with Marques leading us through key points to help us optimize our time, efforts, and self-talk so that we can do more and be more. This great new member-to-member program is guaranteed to get you going and ensure that you don't get comfortable with being comfortable! 

Topics: M2M
1 min read

Inaugural NAIFA Book Club Kicks Off

By Suzanne Carawan on 7/3/24 6:33 PM

NAIFA has a new virtual Book Club that any member can join! We kicked off last Friday with "Building a Storybrand: Clarify Your Message So Customers Will Listen" led by John D. Richardson (JDR). Participants were given a guidebook ahead of the call to allow for structured discussion and first met in large group format with breakout rooms to follow with small group discussions to talk about how to actually apply the principles in the book to your practice. Great ideas were exchanged and people from across the country were able to meet each other for the first time and really get to know one another on a personal basis. 

Topics: Book Club
1 min read

Did You know that NAIFA has a Study Group for P&C Agents?

By NAIFA Membership on 7/3/24 5:30 PM

Last week, NAIFA-Missouri's Membership Chair, Jennifer Hodges hosted NAIFA's first P&C Study Group. This Member-to-Member Program was designed primarily for members in the P&C space but is open to all members to participate and contribute. The study group will meet once a month to review case studies, hold discussions, and uncover ways to leverage NAIFA to build your business.

1 min read

Summer Membership Challenge Update: First Results Post on Monday

By NAIFA Membership on 7/3/24 5:26 PM

We have started to see some movement in the chapters with our Summer Membership Challenge! Our first results will officially be posted on Monday, but you can also catch up each week in the Leaders Blog! Help your State chapter win cash prizes to be put back into your programs and membership development.  We are a word-of-mouth society and your referrals are our future members, so let's get out the invites to those financial service professionals (attorneys, agents, advisors, loan officers, financial coaches, and accountants) that you know who are good candidates for NAIFA membership. Make sure they use your name and you will be rewarded! 

2 min read

Sara Decatoire Capitalizes on an Upcoming Opportunity

By NAIFA Membership on 7/3/24 4:45 PM

Big shout out to NAIFA-Illinois Executive Director, Sara Decatoire, CAE, IOM for leveraging an opportunity in her state this month! NAIFA Coach, Walter Bond will come to select cities this summer to offer his Shark Mindset Sales System to financial service professionals. When Sara heard that Walter was offering two workshops in the Chicago area, she decided to take it a step further and filed for CEs in Illinois, adding extra value to the attendees. Workshop sessions are open to members and nonmembers. There will be a table set up with information about joining NAIFA available. Sara, along with other NAIFA members will attend the events to answer any questions and sign up new members to NAIFA. We are #NAIFAproud that Sara took the initiative to make this into a real win-win! 

1 min read

Spotted: Happy Birthday NAIFA-Wisconsin!

By Kaila Wilson on 7/3/24 2:57 PM

NAIFA-Wisconsin was recently spotted for celebrating a recent Birthday! June 17, 1936, marks the day when NAIFA-Wisconsin was born. 88 years of existence and what a storied existence it is.

Originally chartered as the Wisconsin State Association of Life Underwriters, the original people forming the Wisconsin corporation were Alvin Moser & J.N. Patterson of Milwaukee, E.G. MacDonald of Sheboygan, and Robert L. Hesse of Madison. As they celebrate 88 years, let’s raise a toast to our members' continued vision and vitality well into the future!

2 min read

Pension Risk Transfer: Open the Door to New Client Opportunities

By NAIFA on 7/3/24 11:51 AM

Join us for a webinar on Wednesday, July 17, 2024, from 12:00 pm to 1:00 pm Eastern, to explore Pension Risk Transfer (PRT) and discover how it can open the door to new client opportunities. This live event is free for members.

2 min read

Buy-Sell Planning After Connelly

By NAIFA on 6/28/24 1:21 PM

The U.S. Supreme Court’s landmark decision in Connelly v. United States has fundamentally changed the landscape of buy-sell planning for many business owners. Join us for a webinar on Tuesday, July 16, 2024, from 12:00 pm to 1:00 pm eastern, to explore these changes and learn how to navigate the new complexities of buy-sell agreements effectively. This live event is free for members.

Chapter Playbook: New Resources Added This Week

By Justi Folladori on 6/28/24 11:40 AM

New to the Chapter Playbook this week, a "Call for Board & Committee Volunteers"  email template! As we head into nomination season, this template can be used to aid in your hunt for new volunteers. The template can be downloaded, edited and emailed to current Chapter members asking them to consider volunteering with the Chapter.

3 min read

Matthew S. Tassey Is the 2024 Recipient of the John Newton Russell Memorial Award

By NAIFA on 6/26/24 9:00 PM

NAIFA is proud to announce that Matthew S. Tassey, CLU, ChFC, LUTCF, is the recipient of the 84th annual John Newton Russell Memorial Award. The award is the highest honor accorded by the insurance industry to a living individual who has rendered outstanding services to the institution of life insurance. The selection committee consists of representatives of 11 leading organizations in the life insurance and financial services industry. Tassey will be celebrated and formally presented the award at NAIFA’s Apex 2024, National Leadership Conference, and Belong event Sept. 21 at the Arizona Biltmore in Phoenix.

Be sure to attend Apex/The NLC/Belong to congratulate Matt and celebrate his achievement!

Topics: Awards
1 min read

Who Will Rise to the Top During the Summer Membership Challenge?

By NAIFA Membership on 6/26/24 8:15 PM

Earlier today the state presidents, president-elects, membership chairs, and executives received the details about our Summer Membership Challenge! State chapters will compete to win cash prizes to be put back into your programs and membership development.  We are a word-of-mouth society and your referrals are our future members, so let's get out the invites to those financial service professionals (attorneys, agents, advisors, loan officers, financial coaches, and accountants) that you know who are good candidates for NAIFA membership. Make sure they use your name and you will be rewarded!

3 min read

Great Ideas from Connecticut

By Suzanne Carawan on 6/26/24 7:18 PM

Dennis Cuccinelli, Trustee and National Membership Chair, and I had the pleasure of attending NAIFA-Connecticut's recent June event. Addison Rosenbluth, President, along with Mark Male, Chapter Executive, ran a great meeting that was packed full of ideas that Addison has graciously allowed us to share.

2 min read

Early Registration Rate for Apex, NLC & Belong Extended Through July 8

By NAIFA on 6/26/24 3:13 PM

The early registration discount for NAIFA's 2024 Apex conference, which this year also includes the National Leadership Conference and Belong awards celebration, has been extended through July 8. Act now so you don't miss out on the savings! Ensure your spot at these extraordinary events, September 19-21 in Phoenix.

This year, we have combined two of NAIFA's signature events, Apex and the National Leadership Conference (NLC). NLC and the associated Belong awards gala inspire and recognize servant leaders who are called to serve a greater purpose and understand that they are working for the success of something bigger than themselves. 

Topics: Leadership Apex
1 min read

New Toolkit Provides LUTCF Promo Materials

By NAIFA on 6/26/24 2:58 PM

NAIFA’s revised LUTCF designation program makes the best use of advances in technology and reflects current insurance industry conditions. Promoting the LUTCF is a great way to give early-career professionals a leg up in the industry. It also provides a meaningful introduction to NAIFA and promotes membership.

Topics: LUTCF

Chapter Playbook: New Resources Added This Week

By Justi Folladori on 6/21/24 9:23 AM

New to the Chapter Playbook this week, an updated Chapter Executive Director's report! Chapter Executive Directors are encouraged to use the report to submit a summary of activities at the Chapter and Headquarters level.

Succession Planning Training Webinar

By Justi Folladori on 6/20/24 10:49 AM

The Chapter Services Team will be conducting a Succession Planning Training Webinar on July 25 @ 3 p.m. Eastern

As we begin to plan for 2025, the webinar will provide Chapters with succession planning tips and tricks and answer any questions Chapters may have. After the webinar, resources will be posted in the Chapter Playbook for Chapters to reference!
RegisterPresidents, President-Elects, Immediate Past Presidents, Executive Directors and Chapter Staff are encouraged to attend, but ALL Chapter Leaders are invited!

1 min read

NAIFA Certified Leadership Board Training is Back!

By Justi Folladori on 6/19/24 10:56 AM

The NAIFA Certified Leadership Board designation is awarded to NAIFA Chapters upon completion of a live presentation of NAIFA’s 90-minute training program entitled “Empowering Chapter Leaders” by the President, President-Elect, and at least 80% of the Chapter’s Board.

Chapter Playbook: New Resources Added This Week

By Justi Folladori on 6/14/24 2:17 PM

New to the Chapter Playbook this week, an updated Guide to NAIFA Chapter Leaders & Executive Engagement Requests! The guide includes commitments to NAIFA, noting hours per month, for Presidents, Immediate Past Presidents, President-Elects, Secretary/Treasurers, Membership Chairs, YAT Chairs, DAT Chairs, Advocacy Chairs, IFAPAC Chairs, Grassroots Chairs, Programs Chairs, LILI Chairs, Chapter Executive Directors and Affiliate Leaders. 

1 min read

Spotted: NAIFA-Wisconsin to Host Watch Party

By Kaila Wilson on 6/13/24 5:01 PM

NAIFA-Wisconsin was recently spotted for an upcoming NAIFA Live Watch Party! Join fellow NAIFA-Wisconsin members for a NAIFA Live Watch Party! In Train Your Brain for Success, you will learn to harness the incredible creative capacity of your mind and achieve your personal best – professionally, financially, and personally.

The Watch Party will be held Thursday, June 20th from 11:00 AM to 3:00 PM at D2 Sports Pub.

1 min read

NAIFA's Inaugural Book Club Starts on June 28th

By NAIFA Membership on 6/12/24 8:26 PM

By popular demand of our members, NAIFA is launching a book club to keep our members actively engaged through the summer and the remainder of 2024! This initiative is powered by our loyal members who will host each session. Our first session will be Friday, June 28th at 12 pm eastern. The June book will be Building a Storybrand by Donald Miller and hosted by John D. Richardson.

Final Reminder for 2024 Membership Survey

By Suzanne Carawan on 6/12/24 8:12 PM

The 2024 Membership Survey will close this Friday, June 14th at midnight eastern.  Who will be the lucky winner of the $500 gift card? If you haven't yet taken the survey, it takes 10 minutes to complete, but provides so much information that we can use in promoting our association. 

1 min read

Celebrating 134 Years of NAIFA Nation

By NAIFA Membership on 6/12/24 6:39 PM

If there's one positive that came out of the pandemic, it's that we have the technology that allows us to experience special events together. While virtual is never as good as face-to-face, we also have learned through the pandemic that every moment together is precious and we want to mark time to acknowledge this powerful purpose that we all are involved in called NAIFA.

1 min read

Streamline Your Chapter Communications

By Zack Huels on 6/12/24 5:35 PM

If there's one thing we can all agree on, it's that we all get too many emails. It can be difficult to keep track of events, offers, benefits, and many other details when they are spread throughout multiple emails cluttering your inbox. 

If you're looking for something that may help, we have an example from NAIFA-Florida on how they're delivering their message to their members in a streamlined, effective way.

2 min read

It's Not Too Late to Register for NAIFA's Advocacy Webinar: 'Tax Reform Priorities and Politics'

By NAIFA on 6/12/24 3:39 PM

Major federal tax legislation is all but certain to be coming from Washington, D.C., in 2025. Many provisions from the 2017 Tax Cuts and Jobs Act (TCJA) are set to expire at the end of next year and Congress will need to address the situation. This NAIFA advocacy webinar will give you a better understanding of what is being dubbed the "Super Bowl of Tax" and provide insights into some of the proposals likely to shape the debate.

June 13 | 1:30 pm eastern

2 min read

Early Registration Rates for Apex and the National Leadership Conference Run Through June 17

By NAIFA on 6/12/24 3:33 PM

Register now and encourage your NAIFA colleagues to do the same to guarantee you get the best rate on NAIFA's Apex event and National Leadership Conference, September 19-21 at the Arizona Biltmore. Your registration includes the Apex conference, National Leadership Conference, and Belong awards celebration.

The early registration rate of $800 ($150 off the regular rate) is guaranteed through June 17. 

Topics: Apex NLC
3 min read

NAIFA Media Roundup

By NAIFA on 6/12/24 3:10 PM

NAIFA is a trusted source and subject of interest for influential media outlets. The association appeared in more than 250 stories in more than 88 media outlets in 2023, including Barron's, Broker World, CNBC, Financial Advisor, Forbes, The Hill, InsuranceNewsNet, InvestmentNews, and Politico.

The lawsuit filed by NAIFA and other organizations opposing the Department of Labor’s fiduciary-only rule has dominated recent industry-related headlines. As one of the major plaintiffs in the suit, NAIFA has featured in the news stories. Other recent media hits include personal and professional insights from Corey Anderson, DIA, a loyal NAIFA member since 2000, and NAIFA Trustee Ernest Guerriero, CLU, ChFC, CEBS, CPCU, CPC, CMS, AIF, RICP, CPFA.

1 min read

We Have New Members to Welcome!

By Randy Clark on 6/12/24 2:05 PM

Last week, nine state chapters added members!  Notably, Colorado continues its new member acquisition success!  The chapter added another four members last week after recruiting seventeen in May!  Keep up the great work!

2 min read

Recording Now Available: June Chapter Leaders Webinar

By Kaila Wilson on 6/7/24 2:07 PM

Chapter Staff and Chapter Leaders from across NAIFA Nation met on June 6th, for the Chapter Leaders Webinar! Attendees were able to hear the latest NAIFA updates and announcements! This month's Chapter Leaders Webinar featured:

Chapter Playbook: New Resources Added This Week

By Justi Folladori on 6/7/24 10:06 AM

New to the Chapter Playbook this week, the Chapter Advanced Continuing Education Credit Guide! With the Society of Financial Service Professionals (FSP) merging into the NAIFA family at the beginning of this year, you now have access to an increased offering of qualified continuing education programs! In addition, NAIFA is now offering CLE, CPE, CFP and PRC filing on behalf of our Chapters.

Help Us Celebrate 134 Years of NAIFA Nation

By NAIFA Membership on 6/6/24 6:25 PM

On June 18th at 6 pm eastern, you are invited to join all of NAIFA Nation for a Virtual Happy Hour to honor the founding of our incredible association 134 years ago. Take a look back with us on NAIFA through the years, enjoy some camaraderie with your fellow members, hear about some exciting things in store throughout the summer and the rest of 2024, and toast to the next 134 years!

1 min read

Social Security: Will It Still Be There?

By NAIFA on 6/6/24 3:34 PM

In the ever-evolving landscape of retirement planning, Social Security remains a critical source of income for most Americans. The annual release of the Trust Fund Report, issued in May, sparked widespread media coverage and client concern. Questions such as "Will Social Security still be there?" and "Is it going broke?" continue to circulate. Join us for a webinar on Wednesday, June 26, 2024, from 12:00 pm to 1:00 pm Eastern, sponsored by Security Mutual Life which can help you deal with the concerns that clients may have. 

1 min read

Spotted: NAIFA-Illinois Recognizes New Member

By Kaila Wilson on 6/6/24 10:33 AM

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

1 min read

Recognizing Members Celebrating NAIFA Anniversaries in June

By NAIFA Membership on 6/5/24 5:51 PM

We are thankful for our loyal members! NAIFA recognizes our members who are celebrating an NAIFA milestone anniversary this month. Congratulations on your choice to belong to the community that cares. We are moving the needle on #financialliteracy and increasing #financialsecurity in #MainStreetUSA because of your commitment. We are honored that you belong to us and today, we honor you.

1 min read

Weekly Membership Update

By Randy Clark on 6/5/24 3:29 PM

The last week of May, while shortened, was very good for new membership growth! 

1 min read

Join us for the Q3 State of NAIFA Webinar

By NAIFA on 6/3/24 5:02 PM

NAIFA members are invited to the Q3 State of NAIFA webinar at 12 pm Eastern, June 27, 2024. Hear updates on NAIFA's advocacy efforts, professional development programs and other membership activities designed to enhance your professional growth.

1 min read

Final Days to Submit for NAIFA Awards

By Emily Cabbage on 5/29/24 9:16 PM

Don't miss your opportunity to shine! All award submissions will close at 11:59 pm eastern on Friday, May 31st. NAIFA's awards provide an opportunity for our members to differentiate themselves from the crowd and receive national recognition for their contributions. 

1 min read

Opportunity to Be a Part of the Creation of the Investment, Retirement, and Estate Planning Center

By Carroll Golden on 5/29/24 9:16 PM

I am happy to announce that we are beginning to create the Investment, Retirement, and Estate Planning Center (IREP) that will serve as a new thought leadership hub for members and industry partners. The new Center will be created using the same blueprint that has served the Limited & Extended Care Planning Center well for more than six years. The IREP will: 

  • grow membership and non-dues revenue through creating a dynamic workgroup space for individuals, firms, and companies to come together in a study-group format
  • showcase and include partners that offer solutions in the IREP space
  • provide  content in the form of articles, sessions, events, and Impact Days
  • include a Legislative Working Group to serve as a sounding board to NAIFA's Government Relations' committees and staff 
  • offer opportunities for members to work together to advance initiatives in the IREP space
  • offer opportunities for members to stand out and be recognized for their work and volunteer service
1 min read

In Case You Missed It...NAIFA Stays Active All Summer Long

By NAIFA Membership on 5/29/24 4:17 PM

Keep Growing this Summer
Positive Moves to Make this Summer to Keep You Growing

In case you missed our pre-Memorial Day email, we've got a whole list of things to keep our membership engaged and growing this summer. Check out all we have to offer you this summer!

1 min read

NAIFA Leaders Well Represented at Congressional Conference

By NAIFA Membership on 5/29/24 12:45 PM

We were thrilled to have so many of our volunteer leaders participating in the 2024 Congressional Conference in Washington, D.C. These leaders were recognized on the big digital board, on the main stage screens, and in the event signage. 

1 min read

Spotted: NAIFA-North Dakota to Host Watch Party

By Kaila Wilson on 5/28/24 3:55 PM

NAIFA-North Dakota was recently spotted for an upcoming NAIFA Live Watch Party! Join fellow members for the next NAIFA Live presented by Roger Seip on Train your Brain for Success!

These Watch Parties will be held at E4 Insurance Services in Fargo, and Minot State University - MSU Student Center 2nd Floor!

NAIFA Stays Active All Summer

By Emily Cabbage on 5/22/24 4:45 PM

NAIFA Nation will not slow down this summer! We all know that we need to keep fit to stave off disease, maintain our mobility, and increase our longevity. To get us going, we are holding a virtual Step Challenge that NAIFA members and their families can participate in and will run from Memorial Day through Labor Day.

2 min read

Finish Out the Rest of 2024 with NAIFA's New Book Club

By NAIFA Membership on 5/22/24 2:29 PM

By popular demand of our members, NAIFA is launching a book club to keep our members actively engaged through the summer and the remainder of 2024! This initiative is powered by our loyal members who will host each session. Our first session will be Friday, June 28th at 12 pm eastern. The June book will be Building a Storybrand by Donald Miller and hosted by John D. Richardson.

4 min read

NAIFA Introduces Innovative “Caring Conversation” Stencil in Collaboration with Asset-Map

By NAIFA on 5/22/24 2:23 PM

The following press release was issued today. Top things to know about the newly launched software that includes Carroll Golden's Caregiving Conversation work: 

  • All NAIFA members receive a discount on Asset-Map software 
  • You can have your prospect or client fill out their map before or after you meet as part of your discovery process. They will get notified via text or email to plug in their info and you can follow along throughout their process giving them a visual map of their financial picture
  • The new stencil will now be available to all of Asset-Map's 6,000 subscribers with NAIFA plugs to join and be involved in our collective financial security work. This is an amazing distribution opportunity for NAIFA to raise awareness of our organization and the work we do so that we can grow membership while providing current NAIFA members with a great discount on a great fintech product.

Chapter Playbook: New Resources Added This Week

By Justi Folladori on 5/17/24 10:18 AM

New to the Chapter Playbook this week, a Chapter Services Team Calendar! The calendar includes key dates for Chapter Leaders Webinars, reporting responsibilities, special training webinars and more.

1 min read

We Want to Hear from You: 2024 Annual Member Survey

By NAIFA Membership on 5/15/24 3:41 PM

We are mission-driven and member-powered! Lend your voice on NAIFA and how we can improve the association and you could win $500!

 

The annual membership survey is now open and will close on June 15, 2024 at 11:59 pm eastern. This year's survey has been expanded to include questions on education and consumer-facing social media now that NAIFA includes the Society of Financial Service Professionals and Life Happens.

Complete the entire survey, add your complete contact information, and we will automatically enroll you in a random drawing for a $500 gift card. Each NAIFA member who completes the survey is eligible for one entry into the drawing. Please complete the survey only once. 

1 min read

NAIFA-Austin Chartered

By NAIFA on 5/15/24 11:07 AM

NAIFA is proud to announce the rechartering of the former FSP Austin chapter as the new NAIFA-Austin chapter. This development marks another significant step in the ongoing integration between NAIFA and FSP, aimed at strengthening the support and services offered to members across the nation. The merger of NAIFA and FSP continues to open new doors for enhancing member experiences and operational efficiencies. 

1 min read

Maximizing the Value of Life Insurance: An Innovative Approach to Charitable Giving

By NAIFA on 5/10/24 11:08 AM

In the complex world of financial planning, life insurance remains fundamental. However, the traditional view of life insurance as merely a safety net is evolving, especially when it comes to enhancing charitable giving strategies. We invite you to join our us on Tuesday, June 4, 2024, from 12:00 pm to 1:00 pm Eastern. This webinar is made available at no cost to both NAIFA members and non-members, thanks to the generous sponsorship by the American Cancer Society.

Chapter Playbook: New Resources Added This Week

By Justi Folladori on 5/10/24 10:39 AM

New to the Chapter Playbook this week, a model Affiliate Funding Policy! All NAIFA members who do not belong to a Local Chapter are aligned with an Affiliate area within their State Chapter. Providing sufficient Affiliate funding is essential to meeting the goal of providing members in Affiliate areas with engagement, programming and a quality member experience.

3 min read

NAIFA Announces New Strategic Marketing Partnership with Brookstone Capital Management

By Suzanne Carawan on 5/8/24 5:27 PM

The following press release was just put out today announcing our new partnership with Brookstone Capital Management. Derek Gubala, VP of Business Development, and Randy Clark, Senior Director, Membership Development, were the key drivers in putting together this partnership. Having met at an Ed Slott event two years ago, Gubala exhibited at Apex 2022 and called it "the best industry event I've attended in a long time". This led Gubala to further invest in a sponsorship at Apex East held in October 2023 and will return to support NAIFA at our upcoming Congressional Conference.

Topics: NAIFA Partner
1 min read

Please Take NAIFA’s Survey on the DOL Fiduciary-Only Rule

By NAIFA on 5/8/24 5:15 PM

An ongoing survey of NAIFA members will provide updated data to help NAIFA and our industry partners in future actions on the Department of Labor’s final fiduciary-only rule. The results will help us educate policymakers – and potentially the courts – on how the proposal will impact consumers and your business.

1 min read

Life Happens DIAM Resources Are Available for NAIFA Members

By NAIFA on 5/8/24 4:41 PM

May is Disability Insurance Awareness Month (DIAM), a national awareness campaign that NAIFA’s consumer division Life Happens created and coordinates each year. We encourage you to join along. This awareness campaign is critical because 4 in 10 people of working age are “extremely concerned” about being able to support themselves if an illness or injury were to keep them out of work, according to the 2023 Insurance Barometer Study by Life Happens and LIMRA.

1 min read

Spotted: NAIFA-Wyoming Back on Course

By Kaila Wilson on 5/8/24 4:19 PM

NAIFA-Wyoming was recently spotted for an upcoming Golf Outing! Join fellow members for a day of fun including golf, fellowship, and networking on the patio at the Refinery. If you bring a prospective member and receive a discount on your registration. If a non-member joins NAIFA at the tournament, they will golf for free!

2 min read

A new Group of Graduates from Advisor Ambassador in April

By Zack Huels on 5/8/24 3:09 PM

In April, we continued our relaunch of the Award-Winning YAT Advisor Ambassador Program. The YAT Advisor Ambassador Program is a class designed specifically for younger advisors (those under 40 and relatively new to the business).

A class of 22 young advisors came together and participated in group discussions on topics such as prospecting, networking, and brand amplification. These sessions focused on peer-to-peer learning and gave these advisors transferable ideas to start using in their careers immediately.

3 min read

Recording Now Available: May Chapter Leaders Webinar

By Kaila Wilson on 5/6/24 3:50 PM

Chapter Staff and Chapter Leaders from across NAIFA Nation met on May 2nd, for the Chapter Leaders Webinar! Attendees were able to hear the latest NAIFA updates and announcements! This month's Chapter Leaders Webinar featured:

2 min read

IFAPAC Madness Semi-Finals are a Go

By Stephanie Sheridan on 5/1/24 7:08 PM

The Sudden Death round between North Dakota and Utah has concluded! Congratulations to both chapters for their efforts – North Dakota raised over $2,000, and Utah over $4,000 in forty-eight hours! With this victory, Utah joins our Final Four states to compete against Maryland for a shot at the Championship.  

1 min read

Promote NAIFA's LUTCF Program and Become a Mentor

By NAIFA on 5/1/24 4:19 PM

The LUTCF course of study is ideal for financial professionals in their first five years in the business and offers valuable instruction on prospecting, selling, and practice-management. It also provides program graduates with a working knowledge of insurance and investment products available to help clients manage risk. As a NAIFA Leader, please help financial professionals in their early career stage to discover the LUTCF and understand its benefits.

Topics: LUTCF
1 min read

NAIFA Is Surveying Financial Professionals on the DOL Fiduciary-Only Rule

By NAIFA on 5/1/24 4:03 PM

NAIFA is seeking feedback on the Department of Labor's fiduciary-only final rule. We have created a survey of financial professionals and will use the results to educate policymakers – and potentially the courts – on how the proposal will impact consumers and your business. 

1 min read

NAIFA's May 2 Fiduciary-Only Rule Webinar Is Free to Members and Non-members

By NAIFA on 5/1/24 9:10 AM

How the DOL Fiduciary-Only Rule Will Impact Financial Professionals and Consumers
May 2 | 2 pm eastern

It's not too late to register for NAIFA's free webinar on the Department of Labor's final fiduciary-only rule. NAIFA's Government Relations Team and counsel from Steptoe LLP will explore how the rule will directly impact financial professionals and consumers. It will provide an update on the next steps: What NAIFA is doing to protect your business and clients, the likelihood of NAIFA’s participation in litigation, and what financial professionals can do to advocate on their own behalf. The webinar will expand on Steptoe’s written analysis of the rule and provide an opportunity for attendees to ask questions.

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.

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.

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.

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
1 min read

Spotted: NAIFA-South Carolina Affiliate Programming

By Kaila Wilson on 4/11/24 2:52 PM

NAIFA- South Carolina was recently spotted for their upcoming events for the Midlands Affiliate!

On April 11th, there will be a networking Happy Hours where professionals can come together to connect and collaborate. This event is free to attend and will be held at Bourbon, in Columbia SC.

On May 9th, they will host another networking Happy Hour where you can join fellow financial advisors and insurance agents for an evening of craft brews and insightful discussions on industry trends and strategies! This event will take place at Craft & Draft, in Columbia SC.

1 min read

70 First-Time Attendees Head to Congressional Conference

By NAIFA Membership on 4/10/24 5:25 PM

Washington, D.C. is the place to be May 20-21st. Just ask the 70 people making their first trip to NAIFA's Congressional Conference! As NAIFA's key signature advocacy event, many of our members make it a point to head to Capitol Hill every year. This year, we have such a strong showing of first-time attendees, who will amplify our voice and take back to their chapters their experience of influencing legislation at the federal level. 

2 min read

Recording Now Available: April Chapter Leaders Webinar

By Kaila Wilson on 4/5/24 10:54 AM

Chapter Staff and Chapter Leaders from across NAIFA Nation met on April 4th, for the Chapter Leaders Webinar! Attendees were able to hear the latest NAIFA updates and announcements! This month's Chapter Leaders Webinar featured:

1 min read

Help Us Bring in More Membership Renewals

By NAIFA Membership on 4/3/24 7:39 PM

We need your help! Through our efforts, we have been unable to reach many members who have recently expired and haven't renewed their membership. We know that many of our members' connections extend across state borders. That's why we've created a new page listing our lapsed members, so you can help encourage the members you know on this list to renew their membership.

1 min read

It's the Final Days of Round Two of IFAPAC Madness

By NAIFA Government Relations Team on 4/3/24 7:22 PM

Twenty-four chapters are battling to move on to the Terrific 12. Who will be knocked out at the end of the second round of IFAPAC Madness? The clock is ticking to secure contributions before the buzzer at the end of the day on Sunday, April 7th.  

Much like the NCAA March Madness Brackets, IFAPAC has created its bracketology based on 2023 fundraising totals. Chapters will go head-to-head during each round to see who raises the most during the allotted time. Chapters need to be increasing donations in each round. Totals do NOT carry over from each round, the results are not cumulative. The chapter with the highest total during the allotted round will move on to the next round.

1 min read

Wanted: LUTCF Mentors

By NAIFA on 4/3/24 7:05 PM

Help us shape the next era of financial service professionals and give back to your NAIFA family. We are looking for experienced financial professionals to serve as LUTCF mentors to assist LUTCF students in maximizing their professional training experience to allow them to thrive in the insurance and financial services industry. 

1 min read

Is Your Name on the Congressional Conference List?

By NAIFA on 4/3/24 5:58 PM

The 2024 Congressional Conference is coming to Washington, D.C., May 20-21. This is NAIFA's can't-miss signature grassroots event and the most impactful association fly-in in the insurance and financial services industry. See who is attending. If your name is not on the list, register today to have it added. If you notice colleagues or members from your chapter who aren't yet registered, why don't you give them a friendly nudge? The more people we have in Washington advocating for our businesses, clients, and communities the more influential we are.

Featured

Find A Pro Consumer Directory  - Blog Email Ad (300x250 px)
_LUTCF  - AT web (300 x 300 px)