Leaders Blog

Recognizing the best in the insurance and financial services industry, the NAIFA Quality Award is now accepting applications through August 31, 2023.

The NAIFA Quality Award recognizes the best of the best in our industry. It celebrates outstanding advisors and agents who provide quality care, adhere to ethical standards, and is not solely based on annual production numbers. The NQA is open to all agents and advisors to apply, however, only active NAIFA members are eligible to be recognized.

The National Association of Insurance and Financial Advisors (NAIFA) is pleased to announce its move to a new headquarters location in Arlington, Virginia. The new headquarters will be located at 1000 Wilson Boulevard in Suite 1890 aptly named for the year that NAIFA was founded.

The move is another milestone in NAIFA’s transformation that began in 2019 with the membership’s vote to restructure the association. The new headquarters’ proximity to Capitol Hill will facilitate more interaction between members and legislators while also providing ample space for training events and conferences.

NAIFA's Congressional Conference, May 22-23 in Washington, D.C., is our signature grassroots advocacy event. To maximize our influence on Capitol Hill, we need to maximize attendance at this amazing event. There is still time to make your travel plans and join us. We strongly urge all NAIFA leaders to encourage colleagues in the industry to attend. We would specifically like to ensure we have representation from Hawaii, New Hampshire, and Wyoming. These are the only states without representation. Encourage your peers from those states to help us fill our roster! Curious as to who else will be representing their state? Check out the Who's Coming List.

In the highly competitive insurance industry, brokers and agencies are constantly seeking new ways to drive growth. Agents must reach sales targets, and agencies must attract and retain high-performing talent. Fortunately, recent innovations in digital sales platforms are making these goals achievable.

John Boothman of NAIFA partner iLife Technologies will give you actionable tips on how to incorporate more digital solutions into your business to drive growth and keep up in today's ever-changing market.

SECURE 2.0 is here, but what does that mean for your clients' retirement and estate planning? On Tuesday, May 9, from 12 pm to 3 pm eastern, join NAIFA and the Society of Financial Service Professionals for an Advanced Practice Center live virtual event, as three industry experts discuss the impact of SECURE 2.0, what it means for your clients, and why now is the best time to prepare.

Time is running out but it's not too late to register for Thursday's NAIFA Live, featuring a high-performing panel of advisors that you cannot see anywhere else. Howard Sharfman of NFP Solutions will moderate "Success in Abundance: Lessons from Today's Industry Phenoms," and introduce you to Eryka Morehead, Warren McGuire, and Robert Fenby.

Eryka, Warren, and Robert will share their lessons, business concepts, and the actionable solutions that helped them achieve success in the industry in such a short time. All NAIFA members should plan to attend NAIFA Live this Thursday, April 20 at 2 pm eastern and get the most out of this exclusive member benefit.

Join NAIFA's Business Performance Center for a webinar on Wednesday, April 26 at 12 pm eastern as partner AccuPoint Solutions will help ensure you maximize your ROI when using data to brand, market, recruit, analyze, or update your CRM.

Gary Weber, Founder and CEO of AccuPoint Solutions, will share his expertise from over 35 years in the industry, where he has been both a user and supplier of data to help you increase productivity, and learn how to leverage data to maximize your results.

We are pleased to announce that Tim Westerman, MBA, LUTCF is the 2023 Q1 Membership Hard Hat recipient. Thanks to his recruiting efforts, we added 24 new or reinstated members to NAIFA Nation! Like many members, Tim joined NAIFA in 1997 when his agency manager told him he needed to belong. As a Sales Leader for State Farm in Chesapeake, VA, Tim feels that "paying your NAIFA membership dues is paying for an insurance policy premium put in place to protect our livelihoods." Because of this mindset, he has strongly encouraged his team to belong to NAIFA.

Advisor Today is so much more than a magazine! The brand provides content for NAIFA members and others in the industry in a variety of formats. We have something for everyone:

• Readers: The Advisor Today Blog | The Advisor Today print issue
• Listeners: The Advisor Today podcast
• Watchers: The Advisor Today webinar series

Thanks to our members who helped us move the needle on new members in Q1! 139 recruiters brought in 166 brand-new NAIFA members! Be sure to take a look at the list and thank them for their support!