Leaders Blog

NAIFA-Pennsylvania was recently spotted hosting THREE NAIFA Live watch parties on Thursday, April 14! Ritter Insurance Marketing, out of Harrisburg, hosted one of the three NAIFA Live watch parties last week. Attendees included Puttheara Saul, Jazmine McCarthur, Michael Baker, Dave Edwards, Craig Ritter and Jan Hartman. Other watch party locations included Telford and Pittsburgh.

Members of the NAIFA-North Dakota Minot Affiliate were recently spotted taking NAIFA's Grassroots Engagement Training Series ahead of Congressional Conference! Kimberly Lee, Lyle Kraft, Jacob Thrailkill, Kim Albert, Stacy Norton and Paul Siebert, are gathering in Kim Albert's office for three consecutive Tuesdays over the noon hour to complete the series.

NAIFA-Wisconsin was recently spotted promoting Diversity, Equity & Inclusion (DEI)! Along with the Financial Planning Association, NAIFA-Wisconsin has put together a collaborative learning virtual event, "LGBTQ+ Planning and How to Create a More Inclusive Environment." 

NAIFA-Houston recently recognized a Rising Star Award winner on social media! NAIFA-Houston's Rising Stars are those who are new to the business and are already showing signs of success.

Chapter Staff and Chapter Leaders from across NAIFA Nation met on Thursday, April 7 to hear the latest updates and announcements! This month's Chapter Leader Webinar was jam packed with information and featured:

The NAIFA Chapter Keep it Legal Guide has been revamped and added to the Chapter Playbook this week! The Keep it Legal Guide includes Ethics Issues, Legal Best Practices, Federal Antitrust Laws, Chapter Antitrust Problem Areas and additional resources. 

NAIFA-Atlanta was recently spotted recognizing the Top Women Advisors of Atlanta! The below ad featured 43 women of the NAIFA-Atlanta Chapter and was placed in the Atlanta Business Chronicle this week. Congratulations! 

NAIFA-Colorado was recently spotted highlighting Reverse Mortgage Planner, George Bain, on LinkedIn! Bain, a Reverse Mortgage Planner with Fairway Mortgage, is a 2022 NAIFA-Colorado Platinum Sponsor. 

The Chapter Structure section of the Chapter Playbook has been completely revamped this week! The section is now broken out into three separate pages: State Chapter, Local Chapter and Affiliate. Within each section, Chapter Staff and Chapter Leaders will find a new Chapter Structure graphic and leadership positions.

NAIFA-New York was recently spotted utilizing the State Legislative Day marketing kit for their 2022 State Legislative Day, May 3-4!