Leaders Blog

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. 

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. A special shout-out to North Dakota, Pennsylvania, Texas and Wisconsin for supporting this cause!

Great Chapters are built by great leaders. Join NAIFA’s Empowering Chapter Leaders program on June 11 at 3 p.m. Eastern for a dynamic 90-minute board certification training created to help Chapter leaders build stronger boards, improve collaboration and lead with greater purpose and effectiveness.

Great Chapters are built by great leaders. Join NAIFA’s Empowering Chapter Leaders program on June 11 at 3 p.m. Eastern for a dynamic 90-minute board certification training created to help Chapter leaders build stronger boards, improve collaboration and lead with greater purpose and effectiveness.

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.