Leaders Blog

We are mission-driven and member-powered! Lend your voice on NAIFA and how we can improve the association and you could win $500!

The annual membership survey is now open and will close on June 15, 2024 at 11:59 pm eastern. This year's survey has been expanded to include questions on education and consumer-facing social media now that NAIFA includes the Society of Financial Service Professionals and Life Happens.

Complete the entire survey, add your complete contact information, and we will automatically enroll you in a random drawing for a $500 gift card. Each NAIFA member who completes the survey is eligible for one entry into the drawing. Please complete the survey only once. 

We continue to need your help! Through our efforts, we have renewed almost 100 members from this list. But we have many more to reach who have recently expired and haven't renewed their membership. We know that many of our members' connections extend across state borders. This is the latest listing of our lapsed members, so you can help encourage the members you know on this list to renew their membership.

Washington, D.C. is the place to be May 20-21st. Just ask the 70 people making their first trip to NAIFA's Congressional Conference! As NAIFA's key signature advocacy event, many of our members make it a point to head to Capitol Hill every year. This year, we have such a strong showing of first-time attendees, who will amplify our voice and take back to their chapters their experience of influencing legislation at the federal level. 

We need your help! Through our efforts, we have been unable to reach many members who have recently expired and haven't renewed their membership. We know that many of our members' connections extend across state borders. That's why we've created a new page listing our lapsed members, so you can help encourage the members you know on this list to renew their membership.

Our 2023 John Newton Russell Memorial Award recipient, Joe Jordan is an inspirational speaker, behavioral finance expert, and the author of the award-winning book, Living a Life of Significance. The book has sold over 125,000 copies, is translated into five languages, and was featured in Nick Murray's "The Advisor's Essential Library."  

NAIFA is a proud sponsor of the BenefitsPRO Broker Expo in Denver, CO this coming April! If you are in the Employee Benefits space you will want to make plans to join and hundreds of the nation’s top brokers, agents, and advisors at BenefitsPRO Broker Expo!

For 20 years, the BenefitsPRO Broker Expo has gathered leading industry practitioners and experts to create a robust conference, designed to provide you with tools and resources you can implement immediately to increase your bottom line! Join NAIFA in Denver, April 29- May 1, 2024, and leave with fresh strategies and tactics that you can put into action right away. 

As a part of our partnership with BenefitsPRO, we are pleased to offer our members a 15% discount on registration for this fantastic event! Use promo code: NAIFA15 when registering.

Congratulations to Elizabeth Angeles, LACP! As the top recruiter in January, she will receive a $100 Visa gift card! Elizabeth has had great success in recruiting members! In fact, she has more than 20 current members who have listed her as their referring member! Way to go, Elizabeth! We are #NAIFAproud to call you one of our own!

We mentioned this on the Chapter Leaders' call last week, but wanted to remind everyone that we have a new Activity Tracker to log any group presentations so that you get credit and can be recognized as a Top Recruiter or Hard Hat winner for membership! If you're passionate about NAIFA and want to get out and about to present about the benefits of belonging, let us know! 

The NAIFA Open Enrollment Period is February 1^st to 28^th, 2024

We're excited to announce that NAIFA has adopted FSP's group insurance portfolio that includes the following plans:  

Business Overhead Expense Insurance

Simplified underwriting on the first $6,000 of elected coverage with one health question. Coverage available up to $20,000 (**) per month.

Group Short-Term and Long-Term Disability insurance

Guaranteed Issue with no medical questions. (*)

Group Term Life and AD&D insurance

Simplified underwriting on the first $50,000 of elected coverage with one health question. (*)

Group Dental and Vision

Available at any time, with no medical underwriting.

Learn More and Enroll During February 1-28, 2024

Attend the February 5^th webinar at 12:00 EST to learn more about the NAIFA Open Enrollment and insurance products.