Leaders Blog

NAIFA’s Congressional Conference is just around the corner, and we look forward to seeing our leaders! In the meantime, there are two new things you can mention in your conversations with members about the conference: a new Social Media Toolkit and an exciting July 4 sweepstakes.

As a NAIFA leader, you have probably attended a past Congressional Conference. You're probably also registered to attend this year (If not, you can fix that right now!). But even if you have attended before and even if you are already registered, it's important for you to know that Congressional Conference first-timer travel/accommodations stipends of $500 still remain. NAIFA members who meet eligibility requirements and who have never attended the Congressional Conference are eligible. Please, spread the word among members in your chapter. This is a great way to get someone who is hesitant about participating in NAIFA advocacy involved. The greater our numbers, the more influence we have on Capitol Hill.

All NAIFA leaders should plan to attend the Q2 State of NAIFA webinar on April 15 at 12 noon eastern. NAIFA President Christopher Gandy will provide an update on the NAIFA Experience and what we are doing to ensure members stay engaged and convince those who have not yet joined that NAIFA is an experience they cannot afford to miss. CEO Kevin Mayeux will brief attendees on our execution of the NAIFA 2030 Strategic Plan and Senior Vice President Diane Boyle will provide a policy briefing focused on developments in Washington, D.C., and state capitals around the country.

Great advisors don’t just meet expectations: They set the standard.

NAIFA's Congressional Conference Toolkit provides chapter leaders with logos, graphics, sample social media messages, and sample email copy you can use to promote this important advocacy event. The Congressional Conference, May 18-19, is NAIFA's signature grassroots event. The more attendees we have, the greater our influence grows among the lawmakers whose decisions directly affect insurance and financial service professionals and the consumers who rely on you. Please do your part to promote this important event to NAIFA members in your chapter.

The 2026 PAC Madness Victory Bracket Championship is finally here (April 7 and ending Friday, April 10 at 11:00 am Eastern)! After weeks of intense competition, two standout smaller chapters have risen to the biggest stage: Utah takes on North Dakota for the ultimate title.

Join NAIFA on Thursday, April 16 from 12:00 pm to 1:00 pm Eastern for NAIFA Live featuring Tim Maurer, CFP, RLP, as he presents Winning the Work: A Threefold Growth Plan for Professional Advisors. This session will offer a different perspective on business development, one that is grounded in relationships, supported by evidence, and built on a foundation of generosity.

Financial professionals are increasingly being asked to evaluate all available options when a client’s life insurance policy no longer aligns with their goals. As the secondary market for life insurance continues to grow, understanding how and when to incorporate life settlement strategies into planning conversations has become an important part of delivering comprehensive guidance. 

Join NAIFA on Tuesday, April 28 from 12:00 pm to 1:00 pm Eastern for a webinar exploring how the secondary market for life insurance is creating new planning opportunities for financial professionals. Sponsored by Coventry, this session will focus on the trends driving market growth and how these strategies are being applied in real client situations.

Peter Hershon, Senior Vice President of Account Services at Coventry, will lead the discussion. With more than two decades of experience in life insurance and life settlements, Hershon brings a deep understanding of the marketplace and the evolving role these solutions play in financial planning. He will walk attendees through the most common applications advisors are using, including term settlements, policy replacement strategies, and retained death benefit options.

NAIFA has created a Congressional Conference marketing toolkit to help chapters promote our signature advocacy event, May 18-19 in Washington, D.C. The kit includes social media and web graphics, a logo set, suggested language for email outreach, and suggested social media messaging. It also has items you can share with your members, like "I'm attending" graphics and a customizable press release template.

Business owners represent one of the most important planning opportunities for financial professionals today. With estate tax thresholds at historically high levels, many planning conversations are shifting toward strategies that help business owners reward key employees, protect their companies, and prepare for long-term transitions.