Leaders Blog

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!

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.

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!

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.

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.