Significant changes to charitable giving rules are on the horizon, and now is the time for your clients to prepare. The OBBBA introduces new rules taking effect on January 1, 2026, with several opportunities set to expire on December 31. Acting now can help clients maximize available benefits and avoid missed opportunities.
NAIFA
Recent posts by NAIFA
1 min read
NAIFA Announces Hall of Fame Inductees
By NAIFA on 8/13/25 1:58 PM
NAIFA is pleased to announce that five legendary leaders will join the NAIFA Hall of Fame as the 2025 induction class. They are:
- Peter C. Browne, LUTCF*, (NAIFA-New York) - Past Trustee and National Treasurer
- Ben Feldman* (NAIFA-Ohio) - legendary and record-setting life insurance producer
- Terry K. Headley, LUTCF, FSS, LIC* (NAIFA-Nebraska) - Past President and member of the Life Happens Board of Directors
- Robert M. Nelson, CLU, LUTCF, FSS (NAIFA-Nebraska) - Past President
- Lester A. Rosen* (NAIFA-Tennessee) - Past President
Topics: Leaders
1 min read
Robert Miller Selected 2025 John Newton Russell Memorial Award Recipient
By NAIFA on 8/1/25 8:38 AM
As NAIFA President for the 2011-2012 association year, 2025 John Newton Russell Memorial Award recipient Robert Miller was an early advocate of modernizing NAIFA’s structure and governance. His ideas foreshadowed the highly successful NAIFA 20/20 strategic plan implemented in 2015. He pushed for a more streamlined NAIFA governance structure, a consistent membership model, and uniform branding and messaging across NAIFA’s chapters. He convened a Presidential Blue Ribbon Task Force to explore these issues, and many of the Task Force’s findings contributed to the formulation of the NAIFA 20/20 plan.
Topics: Awards
1 min read
NAIFA Leaders: The National Leadership Conference Is Your Event!
By NAIFA on 7/23/25 9:26 AM
NAIFA 2026 Chapter Presidents, Presidents-Elect, Membership Chairs, Advocacy Chairs, IFAPAC Chairs, Grassroots Chairs, and Chapter Executives should plan on attending the 2025 National Leadership Conference on October 14, in Arlington, Virginia, just across the Potomac River from Washington, D.C.
Topics: Leaders
2 min read
Social Security Unlocked: Maximizing Benefits & Guiding Your Clients
By NAIFA on 7/14/25 11:45 AM
Social Security remains one of the most important and often misunderstood components of retirement income planning. For financial professionals, helping clients navigate the complex claiming rules and optimize their benefits can make a meaningful difference in their long-term financial security.
Join us on Wednesday, August 6, 2025, from 12:00 to 1:00 pm Eastern for a webinar with Martha Shedden, RSSA, CRPC, President and Co-founder of the National Association of Registered Social Security Analysts. This webinar is free for both members and non-members, thanks to co-sponsorship by RSSA.
1 min read
Join Us for the Q3 2025 State of NAIFA Webinar
By NAIFA on 6/9/25 11:40 AM
NAIFA members are invited to the Q3 State of NAIFA webinar at 12 pm Eastern, June 26, 2025. Hear updates on NAIFA's advocacy efforts, professional development programs and other membership activities designed to enhance your professional growth. Every NAIFA leader should tune in.
3 min read
Don’t Miss Your Chance to Nominate a Standout NAIFA Member for Prestigious Industry Awards
By NAIFA on 6/4/25 10:34 AM
Nominate a Standout NAIFA Member by June 30
Topics: #NAIFAProud #MemberBenefits
1 min read
Creative Charitable Planning with Non-Cash Assets: A Case Study Approach
By NAIFA on 5/28/25 10:53 AM
Non-cash assets such as real estate, closely held business interests, and collectibles represent a massive and largely untapped opportunity in charitable giving. While these assets are estimated to total between $40 and $60 trillion in value, they make up less than 2% of all charitable donations. For financial professionals working with affluent clients, understanding how to leverage these assets is essential to providing effective tax and philanthropic planning strategies.
1 min read
Congressional Conference Is in Less Than a Week. Let the World Know You're Going!
By NAIFA on 5/14/25 4:05 PM
We look forward to seeing all NAIFA leaders at the Congressional Conference next week in Washington. (And for those unable to make it, we will miss you.) Your attendance at the Congressional Conference is a great opportunity to advocate for your business and clients and build your brand by letting people know about it.
Topics: Congressional Conference
2 min read
The Rise of Cash Balance Plans: Why They’re Here to Stay
By NAIFA on 5/12/25 3:14 PM
Cash balance plans have quickly become one of the most popular options in the defined benefit space—now representing over 50% of all such plans. Their appeal lies in their flexibility, tax advantages, and ability to help small business owners save more for retirement while reducing taxable income. As more clients look for impactful retirement planning strategies, understanding how cash balance plans work is more important than ever.
Join us on Wednesday, May 28, 2025, from 12:00 to 1:00 pm Eastern for an in-depth webinar exploring the growing popularity of cash balance plans and how they can be leveraged to serve clients' retirement and tax planning goals.
This session will cover:
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How to layer a cash balance plan on top of an existing retirement plan.
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The role of life insurance in enhancing cash balance plan benefits.
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Tax advantages unique to this type of plan.
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Why these plans are a practical solution even for businesses with multiple employees.
Armando Testani, Retirement Services Consultant at Security Mutual Life Insurance Company, will lead the presentation. With more than two decades of experience in qualified and non-qualified plan strategies, Armando will share valuable insights and practical applications to help you support clients effectively.
Thanks to sponsorship by Security Mutual, this live webinar is free for NAIFA members.
Don’t miss your chance to deepen your understanding of one of today’s most powerful retirement planning tools. Register now to secure your spot.