Leaders Blog

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.

NAIFA leaders are key to driving our association's grassroots advocacy success. Many of you have been politically involved for years and know the ins and outs of advocacy. You are influential in your chapters and the broader industry. 

NAIFA's grassroots is as important as ever. At the federal level, a new administration and new Congress are shaping policies, including tax reform, that will impact the insurance and financial service industry for decades. It is crucial that our voices are heard.

While the Supreme Court on January 23 sided with the federal government in striking down an injunction against the Corporate Transparency Act, FinCEN quickly stepped in with an announcement that the filing requirements remain on hold so long as a second ruling remains in place. Here’s the notice currently posted on FinCEN’s website: 

There is still time to register for the 2025 Q1 State of NAIFA webinar, Thursday, January 23 at 12 noon eastern. Meet new NAIFA President Doug Massey and hear from NAIFA CEO Kevin Mayeux and Senior Vice President for Government Relations Diane Boyle.

According to the 2024 Insurance Barometer Study by Life Happens and LIMRA, 59% of U.S. adults use social media to find information about financial and insurance products. Recognizing this growing trend, Life Happens, now part of the NAIFA family, offers NAIFA-branded social media content covering life insurance, disability insurance, long-term care insurance, annuities, and general financial planning.