Leaders Blog

If you’re heading to Congressional Conference, don’t miss the opportunity to get even more out of your experience—join us a day early for an exclusive deep-dive into SkillSet powered by Trustworthy Selling®.

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.

When students lose a parent or guardian without adequate life insurance, the financial impact can put their education at risk. The Life Lessons Scholarship Program, created by Life Happens, a NAIFA Community, helps ease that burden—awarding over $4 million to more than 1,000 students since 2005.

Now, NAIFA Chapters can play a direct role through Chapter sponsorship.

Mark your calendars! The next quarterly leaders training is scheduled for May 28 at 4 p.m. Eastern, and you won’t want to miss it.

These sessions are designed specifically for Chapter staff and  leaders who are looking to strengthen their impact, stay aligned with key initiatives and gain practical tools to better serve their members. Whether you're a seasoned leader or new to your role, these trainings provide valuable insights, updates and opportunities to connect with peers across the federation.

Be sure to save the date now, and keep an eye out for registration details coming soon. We look forward to seeing you there!

Success doesn’t happen by chance—it’s built through planning, consistency and showing up at the right moments. That’s exactly what NAIFA’s Leaders Calendar is designed to support.

Acclaimed finance speaker and author, Joe Jordan, has spoken to legions of financial professionals around the world. His latest presentation, Purpose Driven Retirement Planning, has thrilled audiences with an informative and inspirational outlook for their business, outlining how clients need help both planning for their financial future and preparing to have meaning and purpose in retirement.

Advisors will learn why financial planning is becoming more like life coaching, something that AI alone can’t do. He’ll explain the defining issue of the 21st century (the aging population) and the six retirement risks clients need help to address. The risks include: longevity/depleting assets, market volatility, safe withdrawal rate, sequence of returns, inflation, and health. These positive trends and Joe’s powerful presentation will equip advisors with the tools they need to prosper in today's golden age of advice!

Headed to Congressional Conference? Join us one day early for a live, one-day SkillSet powered by Trustworthy Selling® experience, taking place Sunday, May 17 from 10 a.m.-4:30 p.m. at NAIFA Headquarters in Arlington, VA, prior to Congressional Conference!

New to the Chapter Playbook this week, a refreshed Membership Chairs page! The Membership Chairs page is the one-stop shop for all things membership, including: 

New to the Chapter Playbook this week, the 2026 NAIFA Membership Action Plan! Contained in the plan are:

We want to hear from our members! As we continue to work toward invigorating NAIFA membership, we recognize the value of including members as part of the process to provide proof of concept for the value of NAIFA membership.