Leaders Blog

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.

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.