Leaders Blog

NAIFA's Life Happens Community will debut a new Real Life Story at 10 AM eastern on November 25. The production features NAIFA Secretary Chris Gandy, LACP, and his clients, the Saban family. Debuting during Long-Term Care Awareness Month, the educational story showcases how long-term care insurance gave a couple what they valued most: choice. Their planning safeguarded the assets they had worked a lifetime to build, ensuring their financial legacy could be passed down to their children and grandchildren.

First held in 1946, the FSP Institute brings together experts and professionals serving high-net-worth clients. It provides attendees the unique opportunity to network directly with our main-stage presenters and others who have made their mark on the industry. Now that FSP is a NAIFA Community, an even wider array of professionals will join the conversation and enhance opportunities for professional growth. At the FSP Institute, attendees will gain the latest insights into: 

NAIFA distributed the following press release about the Peak 65 Series and our upcoming Impact Day.

NAIFA’s Lifetime Healthcare Center is presenting “The Peak 65 Series: Impact Day for Lifetime Healthcare,” a one-day virtual event, November 19, beginning at 11 am eastern. It features a dozen 20-minute TED Talk-like presentations covering timely topics on the financial implications of longevity and aging. Presenters include recognized thought leaders offering insights on long-term care, disability income, hybrid insurance products, Medicare, federal and state legislative and regulatory considerations, and more.

It is with great sadness that NAIFA shares news of the passing of Past President Richard A. Koob, AEP, CASL, ChFC, CLU, who passed away at his home in Waukesha, Wisconsin, on Sunday. He led NAIFA as the association’s national President during the 2002-2003 term and served as the Life Happens Board Chair in 2008. 

Join us on Tuesday, December 3, 2024, at 3 pm Eastern as NAIFA’s Government Relations team unpacks the results of the 2024 general election and its implications for insurance agents and the broader financial services industry. With a new administration, shifts in the Senate and House, and changes across 11 gubernatorial offices and 85 state legislative chambers, this webinar will provide valuable insights on the challenges and opportunities that lie ahead.

NAIFA is proud to present the FSP Institute, January, 26-29, at the Margaritaville Hotel in Nashville, TN. Registration is now open.

A change in presidential administrations often brings changes that can significantly impact tax and estate planning. As we approach the sunset or possible extension of the Tax Cuts and Jobs Act (TCJA), financial professionals must prepare for what may be a new era of tax policy. At a time when the population is aging, and interest rates remain uncertain, these potential tax changes could have far-reaching consequences for financial planning strategies.

As we approach the sunset of key provisions in the Tax Cuts and Jobs Act (TCJA) set for 2025, taxpayers and businesses alike are bracing for significant changes. With the potential for major tax legislation on the horizon, now is the time to prepare.

Thank you to everyone who attended NAIFA's 2024 Apex, National Leadership Conference, and Belong awards gala. We honed our leadership skills, benefited top-notch motivational speakers and professional development presenters, and networked with some of the top professionals in the business. Review the awards and leadership recordings, browse our photographs, and read the press clipping on our conference recap site. If you attended Apex/NLC you can add your own photos to share with NAIFA Nation.

NAIFA members are invited to the Q4 State of NAIFA webinar at 12 pm Eastern, October 16, 2024. Hear updates on NAIFA's advocacy efforts, professional development programs and other membership activities designed to enhance your professional growth.