Leaders Blog

Adam Sachs, CFP, CLU, ChFC, CLTC, AIF was recently named the Q2 Membership Hard Hat recipient. Adam has been in the industry for 28 years and a NAIFA member for 27 and half years, a loyal member since 1994 and is currently serving as Massachusetts Membership Chair. Working side by side with his membership team they have recommended several agencies as NAIFA 100% Agencies.

Performance + Purpose is NAIFA’s signature professional development event featuring thought leaders and experts sharing their insights, knowledge, and experience. Breakout sessions will help you drive your businesses success. We've got a great new interactive conference platform to make the most of your virtual experience, sponsored by New York Life.

What are you doing August 17-18? If you are like many of your peers, you are planning to participate in the 2021 Performance + Purpose Conference, the industry's premier professional development conference. Through live book signings with speakers, gamification with our emcee, and on-demand quick video sessions, P+P offers attendees a "choose your own adventure" experience and delivers top-notch training that will help you expand your book of business.

How well is your state represented at P+P? Registration is in full swing and we are looking for another year of strong participation from each chapter. New assets have been added to the P+P promo kit to help chapters increase participation from their membership. The new interactive features of this year's event truly allows attendees to choose their own adventure.

NAIFA's Diversity, Equity & Inclusion Council is proud to welcome Miriam Harris Lewis, Chief Inclusion Officer at Principal Financial Group on July 22nd at 1 pm eastern as part of their 2021 webinar series.

How well is your state represented at P+P? Registration is in full swing and we are looking for another year of strong participation from each chapter. New assets have been added to the P+P promo kit to help chapters increase participation from their membership.

We've launched an updated NAIFA brand book for Leaders complete with marketing tools and chapter resources in a clean, easy to use format.

NAIFA's Professional Development Conference, Performance + Purpose will encourage participants to "redefine the lines" in 2021.

Help to move the membership needle! Become an Advisor Ambassador and share your best practices, lessons learned, and savvy sales ideas with prospective members. This membership prospecting program, spearheaded by the YATs, is a fantastic opportunity not only to entice new advisors to NAIFA but also to allow us to showcase you on the national stage.

Are you a good NAIFA citizen or do you know of someone who should be recognized for their impact on the industry? It's award season at NAIFA and we want to recognize our outstanding members and all the work they do for their clients and the industry. Nomination and application deadlines are just around the corner. Help us differentiate our members from the crowd through our awards program. Receipients will be recognized in December during the National Leadership Conference in Washington, D.C.