Leaders Blog

The NAIFA-FSP Resource Center is a benefit available to all NAIFA members and their colleagues in the financial profession. The center is a library of free downloadable content including white papers, webinars, product guides, case studies, industry analysis, and much more, provided by experts and vendors within the insurance industry.

You can search the content by keyword or browse topics of interest, including:
•    Annuities
•    Estate Planning
•    Insurance
•    Marketing and PR
•    Practice Management
•    Retirement Planning
•    Software Solutions
•    Tax Planning

The U.S. Department of Labor released its final independent contractor rule this week, aimed at defining whether an individual is an employee or an independent contractor under the Fair Labor Standards Act. The rule could threaten the classification of many financial advisors from coast to coast and cause a reduction in the number of advisors serving American consumers. NAIFA has provided extensive commentary and testimony to the DOL before the rule’s release, and we are reviewing the 300+ page rule so that we can comment on its potential impacts. 

Were you unable to travel to Washington, D.C. for the National Leadership Conference in December? Did you come to NLC but set your bag/folder down, never to be seen again? We have now made all of the Leadership materials distributed at NLC available online for all leaders to access. Check out all of the great things we have planned for 2024 and beyond!  View Leaders Resources.

We are pleased to publish our 2023 NAIFA Quality Award Winners. Created in 1947, the award recognizes outstanding performance by life insurance agents. Today, the award has expanded to include not only life insurance, but also multiline, financial advising, health, and employee benefits. In addition to questions about personal production, the application provides additional points based on NAIFA involvement, designations, and leadership roles. Congratulations to the 1297 qualifiers!

As part of NAIFA’s Coaches Circle, NAIFA members have the opportunity to connect with Dan Finley twice a month through his complimentary coaching sessions These sessions are
designed to be member-to-member opportunities to grow personally and professionally.

Resolve to make 2024 your best year yet! Let NAIFA help you achieve your goals and accelerate your growth this year. Get 2024 started in the right direction and join NAIFA for a special All-Member Orientation on Monday, January 22nd at 3 pm eastern to ensure you make the most of your NAIFA membership by taking advantage of everything we offer!

The Society of Financial Service Professionals' annual Institute is January 28-31 in Jacksonville, FL. This is one of the premier professional development events in the financial service industry and NAIFA members are invited to attend. Registration includes high-impact educational sessions and opportunities to earn CE credit. The Institute features opportunities for productive networking and offers a unique environment that inspires collaborative learning.

Are you registered for the Q1 State of NAIFA webinar? This will be 2024 President Tom Cothron's inaugural update on where our association stands and where we are heading. No NAIFA leader or member should miss it. As always, NAIFA CEO Kevin Mayeux will provide information on association programming and Senior Vice President for Government Relations Diane Boyle will give a legislative and regulatory briefing.

In this Society of Financial Service Professionals (FSP) webinar, Fairway Reverse Mortgage Specialist, George Bain, will explore the challenges today’s retirees face and how they can benefit from the strategic use of a reverse mortgage. The presentation will include a discussion of incorporating home equity into a retirement income strategy, with case study examples and planning scenarios for long-term care and life insurance.