Leaders Blog

College Funding & Retirement
August 17 | 2 pm eastern

Registration is now open for NAIFA's 2023 National Leadership Conference and Belong Awards Celebration on December 3-5 in Washington, D.C. Attendance at the 2023 NLC is crucial for all NAIFA leaders and future leaders. It is where we articulate our strategies for success and ensure we are in alignment as we move into year four of NAIFA's 2025 Strategic Plan. It is an event where we learn, grow, and inspire our peers for the betterment of our association, the entire community of insurance and financial advisors, and the consumers who rely on our products, services, and advice. The NLC is a direct call to action for NAIFA leaders. Your 2023 President, 2024 President, Membership Chair, Grassroots Chair(s), IFAPAC Chair, and Chapter Executive are all critical positions to have represented at NLC.

IFAPAC, NAIFA's political action committee, came into existence 57 years ago on August 18. Today, IFAPAC is one of the largest PACs in our industry and serves as career insurance for NAIFA members. Contributions support the campaigns of candidates running for Congress and state legislatures who understand the important role insurance and financial advisors play in providing Americans with financial security.

Connect with like-minded insurance and financial service professionals this fall during Apex East. This event is a pure-play sales summit that brings together high-performing producers and their colleagues in the financial services industry, including professionals in the fields of estate planning law, accounting, financial technology, performance coaching, wellness, and others. Apex East will be on October 24, 2023, in the new NAIFA headquarters building in the Rosslyn Business District of Arlington, VA.

NAIFA and the Society of FSP are presenting a webinar, "Preparing Now for the Challenges Ahead: Guiding Clients Through Tax & Estate Planning in 2023 & 2024," brought to you by the Advanced Practice Center. 

We are pleased to announce that Richard Coffin is the 2023 Q2 Membership Hard Hat recipient. Thanks to his ongoing recruitment efforts across California and beyond. Rich has been a loyal NAIFA member since 2006, is a Partner at CaptialSmith Financial and Insurance Services, and currently serves as Vice President of Membership on the NAIFA-California board. Like many others, he first joined NAIFA because his mentor told him he needed to belong. Fast-forward 17 years and today, the one word he would use to describe NAIFA is family. 

The Association of African American Financial Advisors (AAAA) will hold its Annual V.I.S.I.O.N conference on September 13-15 in Washington, D.C. As a strategic partner, NAIFA members will receive a 15% discount to attend this dynamic event. The conference has been designed to be an immersive experience designed to inspire and empower. This prestigious event serves as a gathering ground for top-tier financial professionals, advisors, and experts, all united with a shared vision of forging a path toward a prosperous future.

NAIFA Live is a great member benefit that keeps NAIFA members connected and informed. This month, NAIFA Live features two extraordinary presenters, Brock Jolly, CFP, CLU, LACP, ChFC, CLTC, CASL, RICP, and Tom Henske, CFP, ChFC, CLU, CTS, CFS, CLTC, CES. Many of you know Brock as NAIFA's National Treasurer, but he is also the Founder of The College Funding Coach® a program designed to help families develop informed strategies to prepare for paying for college. Tom has been a leader in the financial industry for nearly three decades and is the Founder of Total Cents, a program that helps parents teach their kids about money.

NAIFA is proud to release the results of our 2023 Member Survey. We are pleased to report that the number of participants doubled from our 2022 survey. The more participants, the more accurate our data. The data collected from our survey helps NAIFA to better understand our members, the clients you serve, and how the association can better serve you.

No other association of insurance and financial professionals can match NAIFA's state advocacy success. In fact, no one comes close. 

Kudos to the politically active members of our Utah and Nebraska state chapters. We were recently #NAIFAproud to celebrate their advocacy achievements on NAIFA's Advocacy in Action blog and in social media posts.