Leaders Blog

October 31
12 - 3 pm eastern
FREE Virtual Program

Every NAIFA leader should plan to attend the National Leadership Conference and Belong awards celebration, December 3-5, in Washington, D.C. The event recognizes our leaders and gives you a chance to share your ideas with your peers from around the country. You also want to be there to:

Apex East brings together top producers and other professionals in financial services and related businesses for amazing presentations and powerful networking. If you want to be one of them, you need to act now. Only a handful of registrations remain before Apex East sells out.

Based on member feedback, we are pleased to bring you a new program called MentorLoop. We will use a software platform called MentorLoop to facilitate the connections, the collaboration, and the progress of each mentor-mentee pair.

Looking for Our Initial Mentor-Mentee Pairs

The program is completely free, but is limited to 25 mentors and 25 mentees to try out this new program. You can sign up as a mentor, or a mentee, and matches will be made based on interest areas and compatibility profiles. Each matched pair will chart their own path using the easy-to-use MentorLoop software. 

Did you know that since 2021 more than 400 students from more than 100 schools have participated in NAIFA's Future Leaders program? This free program gives college students an opportunity to hear directly from NAIFA members about their careers, the path they took to get where they are, and the things they know now, that they wish they would have known back then. If you know of a student (or even a child or grandchild of a client) interested in a career in our industry, invite them to participate in our Future Leaders program. Our fall session started on October 4th, but students can catch up on demand.  

If you have not registered for NAIFA's Apex East pure-play sales summit, you need to act soon. Attendance is capped at 100 and only a few slots remain. It's a dynamic event to take you to the top of your personal production. The program highlights an impressive slate of presenters who are experts in persuasive communications, influence, and wellness. 

December 3-5, 2023 | Washington, D.C.

As a NAIFA leader, you don't want to miss the National Leadership Conference and Belong awards celebration. NLC/Belong not only gives back to our leaders by recognizing the great work you do, but it also gives every leader an opportunity to share ideas and learn more about what's going on within NAIFA.

Once again this year, NAIFA's Limited & Extended Care Planning Center will host a Halloween online event, Don't Be Scared of Long-Term Care. We will be kicking off Long-Term Care Awareness Month a day early with this event, which is free to NAIFA members and prospects.

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 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.

Start planning your watch party now, because you won't want to miss the President and CEO of Penn Mutual on October 19th.  David O'Malley, President and CEO of Penn Mutual joins Howard Sharfman, Senior Managing Director at NFP Solutions, for his perspective as CEO on the outlook for the industry in 2024.

Register or Submit Your Watch Party Today!