Leaders Blog

The U.S. Department of Labor has proposed a rule that could radically change the financial services business and reduce client choices. NAIFA CEO Kevin Mayeux has stated that the rule is unnecessary and very likely to harm consumers it is intended to protect. 

The State of NAIFA is a quarterly update by NAIFA leaders for members, media, and other interested stakeholders. It provides information about NAIFA programs and events, progress toward meeting our strategic goals, and an advocacy update. If you missed the State of NAIFA or would like to share it with others, it is available in the on-demand archive.

NAIFA President Bryon Holz and CEO Kevin Mayeux discussed the latest on three iconic brands - NAIFA, Life Happens, and the Society of FSP - coming together to better serve our members, the industry, and consumers. NAIFA SVP of Government Relations Diane Boyle gave an update on the Department of Labor's latest fiduciary proposal and President-Elect Tom Cothron laid out NAIFA's plans for 2024.

We are planning our NAIFA Live schedule for 2024 and want to quickly find out your opinion on when the monthly program should be held and on what day of the week. Let us know YOUR thoughts on what would work best for you and your practice! 

November 12 | 3-5 eastern

NAIFA's Advocacy Team is producing a special Financial Security Academy this month. NAIFA and Society of FSP members who complete the academy receive their Financial Security Advocate badge they can use to differentiate themselves on social media and their online profile. All NAIFA and Society of FSP members are eligible to complete the Financial Security Advocate Academy course for free.

NAIFA's Limited & Extended Care Planning Center's "Don't Be Scared of Long-Term Care" event presenters offered something for everyone – from evaluating the many options for LTC insurance to mitigating Medicare coverage gaps, from using hybrid products to emphasizing the importance of disability insurance. This is great information advisors of any practice specialty can discuss with clients as they create a comprehensive financial plan and help take the fear out of long-term care planning.

We're excited to welcome our leaders back to Washington, D.C. for the National Leadership Conference! In addition to our traditional events such as leadership meetings, the Belong Awards Celebration, and Capitol Hill visits, attendees are invited to head to the new NAIFA Headquarters for a special ribbon cutting and open house. On December 5th, cross the Potomac after your Hill appointments and come to the Rosslyn district of Arlington, VA. NAIFA's headquarters is located at 1000 Wilson Blvd. in Suite 1890. The event will be held from 3 -6 pm. Please RSVP to let us know you'll be attending the open house.

Did you know that NAIFA Leadership has put together a new member recognition program called Triangle Team? This program reinforces NAIFA's core principles of Membership, Grassroots, and IFAPAC and recognizes highly engaged members who are committed to promoting NAIFA's success. Check out this video from NAIFA leaders on the value of the Triangle Team.

One of the benefits of membership is free training to allow you to expand your circles of influence through participation in state and federal advocacy. Our Financial Security Advocate Academy provides the training you need to advocate on behalf of your businesses, clients, and communities. We are offering our expanded NAIFA-FSP membership a great opportunity to earn your FSA badge by attending a free Academy webinar on November 9th. 

NAIFA has announced the 2023 recipients of several national awards and will honor the recipients at the National Leadership Conference and Belong awards celebration in Washington, D.C., on December 4.

The State of NAIFA, our quarterly association update, provides information on NAIFA's progress toward achieving strategic goals, updates ongoing and upcoming programming, and an advocacy briefing. In short, it provides information NAIFA leaders need to keep themselves and the members in their chapters informed.