Leaders Blog

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.

If you have not yet signed up for the Q2 State of NAIFA webinar, taking place tomorrow at 12 pm Eastern, it's not too late. The State of NAIFA provides and overview of what's going on at NAIFA and where we are headed as an association. It provides important information every NAIFA leader should have. The State of NAIFA is open to all interested parties, and we strongly encourage NAIFA members to register as well.

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.