Leaders Blog

The final 2023 issue of Advisor Today magazine is now available as a digital edition. All NAIFA members receive the printed edition of Advisor Today as an exclusive member benefit and we make the digital edition available after the print issue release.

NAIFA members, set a reminder! The Q1 State of NAIFA 2024 webinar is happening on January 25th at 12 pm Eastern. Don't miss this first update of the year, as it's a key part of our commitment to keeping you well-informed about our developments and future goals.

2024 is just around the corner! Be sure you have the tools you need to get 2024 started in the right direction! NAIFA has updated our membership sell sheets with our 2023 YAT Leader of the Year, Joe Schreck. The new sell sheet also has updated member benefits, a quick join QR code to use at events, and has updated pricing. You can also request a customized sell sheet with your own leaders' photo featured. Just let us know!

NAIFA held a very successful National Leadership Conference and Belong awards celebration in Washington, D.C., December 3-5. Photos from NLC and Belong as well as videos from NAIFA's business meeting and Belong are now online.

Back by popular demand, NAIFA has created a calendar to aid in 2024 planning. These were to be distributed during the National Leadership Conference, however, they were delayed in shipping. We will mail these calendars to attendees so you may have the printed copy to work from.

On December 13th, Suzanne Carawan, Vice President of Membership held a webinar going through the latest member benefits including the expanded benefits from the merger with FSP and NAIFA. In case you missed this webinar, check out what you missed.

Last week more than 300 NAIFA members and supporters came to Washington, D.C. for our 2023 National Leadership Conference. The Belong Awards Celebration is an evening to recognize our award winners, hold our annual meeting, elect our national officers, and swear in our 2024 Chapter Presidents.

Don't try to reinvent the wheel. We've heard what you need and so we've added a new asset to the Marketing Brand Book, a standardized PowerPoint deck to be used during in-person meetings. This deck has been updated for 2024 and features the programs and benefits to ensure your attendees are aware of, plus we've included slides for you to edit and recognize your members. From new member recognition to LILI alumni to Triangle Team members, and more we want to help you showcase all of the hard work your members do to give back to our association! Use these slides as people are entering your meeting and/or during networking breaks.

Joesph W. Jordan, 2023 John Newton Russell Memorial Award Winner, world-renowned keynote speaker, and best-selling author is now booking speaking engagements for 2024. As a huge NAIFA advocate, he is offering a special discount for chapters to have Joe speak at their events in 2024. Instead of his typical $7500 fee, Joe will come to your chapter for $2500 plus expenses and give his new Purpose Driven Retirement Planning presentation.

As part of the merger of NAIFA and FSP, and the expansion of the NAIFA family, the NAIFA Board of Trustees amended the NAIFA Bylaws, on December 3, 2023. The amendments to the NAIFA Bylaws include (i) revisions to the definitions of active and associate member, to better reflect the enhanced multi-disciplinary nature of NAIFA’s membership and to further establish NAIFA as the leading professional association for all insurance and financial advisors. (Article V, Sections 2, 3); and (ii) retention of the provision for the Executive Committee, consistent with nonprofit corporation best practices (Article VII, Section 9).