Leaders Blog

Great advisors don’t just meet expectations: They set the standard.

NAIFA's Congressional Conference Toolkit provides chapter leaders with logos, graphics, sample social media messages, and sample email copy you can use to promote this important advocacy event. The Congressional Conference, May 18-19, is NAIFA's signature grassroots event. The more attendees we have, the greater our influence grows among the lawmakers whose decisions directly affect insurance and financial service professionals and the consumers who rely on you. Please do your part to promote this important event to NAIFA members in your chapter.

The 2026 PAC Madness Victory Bracket Championship is finally here (April 7 and ending Friday, April 10 at 11:00 am Eastern)! After weeks of intense competition, two standout smaller chapters have risen to the biggest stage: Utah takes on North Dakota for the ultimate title.

Join NAIFA on Thursday, April 16 from 12:00 pm to 1:00 pm Eastern for NAIFA Live featuring Tim Maurer, CFP, RLP, as he presents Winning the Work: A Threefold Growth Plan for Professional Advisors. This session will offer a different perspective on business development, one that is grounded in relationships, supported by evidence, and built on a foundation of generosity.

Financial professionals are increasingly being asked to evaluate all available options when a client’s life insurance policy no longer aligns with their goals. As the secondary market for life insurance continues to grow, understanding how and when to incorporate life settlement strategies into planning conversations has become an important part of delivering comprehensive guidance. 

Join NAIFA on Tuesday, April 28 from 12:00 pm to 1:00 pm Eastern for a webinar exploring how the secondary market for life insurance is creating new planning opportunities for financial professionals. Sponsored by Coventry, this session will focus on the trends driving market growth and how these strategies are being applied in real client situations.

Peter Hershon, Senior Vice President of Account Services at Coventry, will lead the discussion. With more than two decades of experience in life insurance and life settlements, Hershon brings a deep understanding of the marketplace and the evolving role these solutions play in financial planning. He will walk attendees through the most common applications advisors are using, including term settlements, policy replacement strategies, and retained death benefit options.

NAIFA has created a Congressional Conference marketing toolkit to help chapters promote our signature advocacy event, May 18-19 in Washington, D.C. The kit includes social media and web graphics, a logo set, suggested language for email outreach, and suggested social media messaging. It also has items you can share with your members, like "I'm attending" graphics and a customizable press release template.

Business owners represent one of the most important planning opportunities for financial professionals today. With estate tax thresholds at historically high levels, many planning conversations are shifting toward strategies that help business owners reward key employees, protect their companies, and prepare for long-term transitions.

As we gear up for another exciting year of PAC Madness, it's time for chapter leaders to lay the groundwork for another successful year of PAC fundraising. Building on the tremendous success of 2025, 2026 promises even more opportunities to rally our members and amplify NAIFA's advocacy impact. This double-elimination tournament-style event runs from February 23 to April 17, focusing on raising funds and recruiting new contributors to support legislative candidates who protect our industry from burdensome regulations and taxes.

Estate planning continues to evolve, and 2026 is shaping up to bring important developments that financial professionals cannot afford to overlook. From tax updates to shifting rules around inherited retirement accounts, staying current is essential to delivering meaningful value to clients.

NAIFA’s upcoming webinar, "Social Security Literacy and Income Planning: The Missing Link in Insurance and Financial Advice", focuses on one of the most influential yet frequently oversimplified components of retirement planning.