Leaders Blog

NAIFA’s grassroots advocacy has taken on a renewed urgency with Congress determining what will and will not be in an upcoming multi-trillion-dollar tax bill. Small businesses – including those owned by NAIFA members and their clients – could be at risk. Members of Congress need to hear how proposals would impact NAIFA members’ businesses, clients, and communities. Register for the Congressional Conference.

NAIFA members are invited to the Q2 State of NAIFA webinar at 12 pm Eastern, April 24, 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.

The U.S. Supreme Court’s 2024 decision in Connelly v. United States has significantly altered the landscape of buy-sell planning for business owners facing potential estate tax exposure. As a result, financial professionals must now navigate new complexities in business valuation and the use of life insurance in these agreements. This landmark ruling presents both challenges and opportunities to reimagine how buy-sell structures are designed and implemented.

Leaders, we’re in the homestretch of IFAPAC Madness 2025, and it’s about to get wild! The tournament clock runs out next Friday, April 18th, at 11:59 PM ET, but hold onto your hats—Round 7, aka Championship Week, flips the script from the past six rounds. This isn’t your average finale; it’s a double-elimination showdown packed with drama, strategy, and a shot at glory! 

Charitable giving plays a vital role in many clients’ financial plans, yet discussions often focus heavily on tax mitigation rather than the true philanthropic intent behind the gift. Selecting the right charitable planning tools ensures that clients maximize both their financial benefits and the lasting impact of their contributions.

Charitable gift annuities (CGAs) offer a unique way for donors to achieve their philanthropic goals while securing a reliable income stream. Increasingly, nonprofits, donors, and financial professionals are leveraging CGAs to meet a variety of financial and charitable objectives with a single gift. Simple to establish and available in multiple formats, CGAs can even be funded through a qualified charitable distribution (QCD), making them a versatile tool for charitable planning.

May 19-20, 2025
Washington, D.C.

The Congressional Conference is NAIFA's premier grassroots advocacy event and the most impactful advocacy fly-in in the insurance and financial services industry. This year, our emphasis is expanding our grassroots footprint by ramping up participation by first-time attendees. We are offering the first 100 eligible first-time registrants $500 travel vouchers to encourage their attendance. As a NAIFA leader, please help us make this event a success by 1.) registering and attending yourself, 2.) promoting the Congressional Conference at the Chapter level, and 3.) personally inviting a first-timer to join us in Washington.

IFAPAC Madness is back for 2025! The 2024 Madness Campaign was remarkably successful in its efforts to boost contributions to IFAPAC early last year. We saw states large and small rise to the challenge, growing their contribution and contributor totals from the previous year. Are you ready for the Madness? 

Medicare plays a crucial role in retirement planning, yet it remains one of the most complex and often misunderstood aspects of financial security. As clients approach retirement, they face important decisions about their healthcare coverage, making it essential for financial professionals to stay informed.

NAIFA's Life Happens community created and coordinates Insure Your Love month every February to remind Americans that the basic motivation behind the purchase of life insurance is love.

It’s a time when the industry comes together to share the message that getting life insurance is a simple and affordable way for people to protect the ones they love financially.