Leaders Blog

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.

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. 

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.

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.

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

Join the Chapter Services Team on March 28 @ 3 p.m. Eastern as they host a “Successful Chapter Sponsorship Programs” webinar!

New to the Chapter Playbook this week, a Disability Insurance Awareness Month Proclamation template! Disability Insurance Awareness Month (DIAM) was created by Life Happens and is coordinated each May. With the help of the proclamation template, Chapters are encouraged to contact their legislators to proclaim the month of May as Disability Insurance Awareness Month.

Then join us on March 28 @ 3 p.m. Eastern as the Chapter Services Team hosts a “Successful Chapter Sponsorship Programs” webinar!

Launched in October 2023, NAIFA's Mentor Loop is an exclusive new member benefit that matches mentors and mentees while providing a structure and supportive framework. In the initial roll-out phase, 25 pairs of mentors and mentees were matched, utilizing a carefully curated set of criteria to ensure their success. After a successful launch, we have now expanded the program and are seeking 25 new pairs!

As a reminder, State Chapter Executive Directors will receive $5,000 from NAIFA when your Chapter achieves 3% growth from EOY 2021! This incentive will run until December 31, 2023. Full details include: