We would like to recognize the following membership chairs for their participation on calls during the first quarter of 2023! Be sure that your state attends our monthly chair calls to obtain the most current information to lead your chapter toward membership success. In order to accommodate schedules, chairs have the option to participate in one of three calls each month. Thanks to the chapters who were active participants in Q1. #NAIFAproud
Recent posts by NAIFA
3 min read
Succeed in Business with Lessons from Today's Industry Phenoms
Members should mark their calendars and plan to attend the next NAIFA Live on Thursday, April 20 at 2 pm eastern, sponsored by Penn Mutual. At "Success in Abundance: Lessons from Today's Industry Phenoms," get introduced to three insurance and financial services professionals to learn their stories, how to implement their unique business concepts, and what were their keys to succeeding in the industry in such a short time.
Moderated by Howard Sharfman of NFP Insurance Solutions, and featuring an all-star panel of Bobby Fenby of Penn Mutual, Eryka Morehead, CAP, CLTC, LACP of Collaborative Planning Group, Inc., and Warren McGuire, ChFC® of NFP, this NAIFA Live is one you do not want to miss.
Topics: Marketing NAIFA Live Grow Your Business Members Insurance NAIFA Partner
1 min read
Nominations Open for NAIFA's Advisor Today 4 Under 40 Awards
We're excited to announce we are now accepting nominations for NAIFA's Advisor Today 4 Under 40 Awards.
Each year, Advisor Today magazine recognizes four financial advisors with Advisor Today’s 4 Under 40 Award, who achieve excellence in their profession by or before the age of 40. Past winners have a proven track record of continued success through industry leadership roles, speaking engagements, and increased peer recognition.
Topics: Awards Advisor Today
1 min read
NAIFA Launches New & Improved Member Newsletter
NAIFA is excited to present our new and improved NAIFA member newsletter!
This newsletter includes blog articles from NAIFA's Advisor Today, Advocacy in Action, and NAIFA's Centers of Excellence, including the Business Performance Center, Employee & Executive Benefits Center, Limited & Extended Care Planning Center, and Talent Development Center.
Topics: Membership
Help Us Fill Our Congressional Conference Roster
We've got some blank spaces and we'd like to write your name! We need representation from the following states: Hawaii, Louisiana, New Hampshire, South Dakota, and Wyoming. We are so close to being fully represented when we head to Capitol Hill for Congressional Conference on May 22-23. Be among those NAIFA members who represent your industry, your businesses, and the #MainStreetUSA clients you serve. Check out the who's coming list. Register now and we'll write your name too!
NAIFA Membership Survey: Help Us Get to 800!
Currently, 525 NAIFA members have contributed responses to the 2023 Membership Survey. Our goal is to beat last year's response total of 793.
Topics: Membership
1 min read
When It Comes to Congressional Conference, Numbers Matter!
May 22-23 | Washington, D.C.
NAIFA's Congressional Conference is only as effective as the agents and advisors who participate. The more of us who are there, the greater our influence. Getting as many NAIFA members as possible to attend has numerous benefits.
Topics: Federal Advocacy Congressional Conference
2 min read
Generate More Leads, More Clients, and More Sales at the Advisorist Summit
Join Talent Development Center partner, Advisorist, for their Virtual Standout Summit this Thursday, March 30, from 9 am to 5 pm eastern. This all-day, live event will feature some of the industry's top names—including several from NAIFA Nation—to help you learn industry tips, secrets, and techniques to help you get more clients, more leads, and more income.
Topics: Lead Generation Marketing Talent Development Center Members Webinar Leaders NAIFA Partner Producer Sales & Marketing
1 min read
Leaders: Help Boost Responses to the NAIFA Member Survey
So far, nearly 494 NAIFA members have completed the 2023 NAIFA Membership Survey. We're asking NAIFA Leaders to help us get to 600+ responses. The survey gives us a snapshot of who NAIFA members are, how they serve the public, and how NAIFA can better serve their needs. We encourage you, as a NAIFA leader, to urge members in your chapters to complete the survey. The more responses we receive, the better our data.
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