Leaders Blog

Do you know a NAIFA member who exemplifies leadership, professionalism, and service to the industry? Now is the time to recognize them.

To strengthen NAIFA's governance structure, on May 17, 2026, the NAIFA Board of Trustees adopted amendments to the NAIFA Bylaws. The amendments include term limits for NAIFA Board and Governance Committee positions and a one-year extension of the Board appointments for FSP and Life Happens.

Home equity is often one of the largest assets clients hold in retirement, yet it is frequently overlooked in the planning process. For clients age 55 and older, housing wealth can help strengthen retirement income strategies, improve liquidity, and address risks tied to longevity, healthcare costs, and market volatility.

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.