Leaders Blog

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.

NAIFA's Halloween virtual event, "Don't Be Scared of Long-Term Care," brought to you by the Limited & Extended Care Planning Center (LECP), is not just for advisors who specialize in LTC. In fact, every financial professional needs to prepare clients for potential expenses associated with LTC as part of a comprehensive financial plan. 

We are pleased to offer our members access to a special FSP event on October 23rd at 2:30-4 pm eastern time. Participants can join live in Santa Clara, California or register for the live stream as Darryl H. Ng, CFP, ChSNC, CDFA, ChFC, CLTC and a panel of experts on how special needs planning works, different techniques and considerations, as well as presenting several case studies.

All NAIFA leaders should plan to attend NAIFA's National Leadership Conference and Belong awards celebration, December 3-5 in Washington, D.C. It is a can't miss event with:

Do you have a lifetime achievement or distinguished service award in your chapter? Let NAIFA know about it! We want to recognize award winners across NAIFA Nation. Share your members' names and stories, and tell us about your award. We'd love to showcase what you are doing! Send us photos and stories at marketing@naifa.org. 

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: