Leaders Blog

New to the Chapter Playbook this week, an updated Guide to NAIFA Chapter Leaders & Executive Engagement Requests! Strong Chapters start with informed leaders. That's why we've updated the Guide to NAIFA Chapter Leaders & Executive Engagement Requests to the Chapter Playbook.

The countdown to one of NAIFA's most important leadership events has begun—registration is now open for the 2026 National Leadership Conference! Join fellow leaders from across the country as we come together to prepare for the year ahead, exchange ideas and strengthen the future of our association.

Every scholarship tells a story of resilience, hope and opportunity. Through the Life Lessons Scholarship Program, NAIFA Chapters have the unique opportunity to make a meaningful difference in the lives of students who have experienced the loss of a parent or guardian with little or no life insurance. Since 2005, the program has awarded more than $4 million in scholarships, helping students pursue their educational dreams despite significant financial hardship.

New to the Chapter Playbook this week, an Attendee Liability Waiver and Assumption of Risk! Hosting Chapter events comes with important responsibilities—and protecting your Chapter is one of them.

Successful Chapter leaders don't just react—they plan ahead. The NAIFA Leaders Calendar is your go-to resource for staying on top of important deadlines, leadership trainings, webinars, signature events and key Chapter milestones throughout the year. Whether you're scheduling board meetings, planning member programs, or preparing for reporting deadlines, the calendar helps you stay organized and avoid last-minute surprises.

New to the Chapter Playbook this week, an updated Membership Sell Sheet! Growing membership starts with having the right tools and the right message. The updated Membership Sell Sheet is designed to help Chapter leaders, membership committees and member advocates clearly communicate the value of NAIFA membership in an easy-to-use resource highlighting the many ways NAIFA helps financial professionals succeed throughout their careers.

NAIFA’s Chapter Playbook is the go-to resource for Chapter leaders and staff looking to operate more effectively, engage members, and deliver a stronger member experience. Join Corey Mathews, NAIFA’s Vice President of Membership and Chapter Services, on August 20 at 4 p.m. Eastern for a guided tour of this powerful resource and learn how to leverage its tools, templates, and best practices to support your Chapter’s success.

New to the Chapter Playbook this week, an updated Model Executive Director Report! Effective board meetings start with clear, consistent communication. That's why the Chapter Playbook includes a Model Executive Director Report — a resource designed to help Chapter Staff and volunteer leaders provide meaningful updates that keep boards informed and focused on what matters most.

New to the Chapter Playbook this week, Life Happens resources! If you are looking for fresh, professional content to engage your members and community, then look no further. The Life Happens resources available in the Chapter Playbook make it easy for Chapters to promote the importance of life insurance, disability insurance, long-term care planning and financial security. Life Happens serves as NAIFA's consumer education arm, providing trusted, consumer-focused content designed to start meaningful conversations and raise awareness.

New to the Chapter Playbook this week, a Membership Elevator Pitch! This quick-reference tool helps leaders clearly communicate the value of NAIFA in conversations with prospective members.