Leaders Blog

No matter where you are in your career, one thing is true—growth doesn’t happen in isolation. The right guidance can accelerate your progress, sharpen your perspective and open doors you didn’t even know existed.

That’s exactly what the NAIFA Mentors Program is built to do.

Designed to connect members across experience levels, this program creates meaningful, one-on-one relationships between those eager to grow and those ready to give back. It’s more than a conversation—it’s a structured opportunity to gain real-world insight, build accountability and develop as a leader within NAIFA.

On May 28 at 4 p.m. Eastern, join us for our next quarterly leaders training! This quarter, join Content Strategy Director, Julie Holsinger, for a walkthrough of the Life Happens Content Library and discover how easy it is to access and use the content available to support your marketing efforts.
 

Strong Chapters start with strong leadership. NAIFA’s Empowering Chapter Leaders program is a 90-minute board certification training designed to help Chapter leaders lead with clarity, confidence and impact.

If you’re heading to Congressional Conference, don’t miss the opportunity to get even more out of your experience—join us prior to Congressional Conference registration 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!