Leaders Blog

Get ready to hit the ground running for membership in 2023. The 2023 Membership Sell Sheet is now available to download in the Leaders Center. The updated sheet features the 2022 YAT Leader of the Year, Jeff Chernoff, MS, LACP, LUTCF.  Don't forget, you can also create a custom sell sheet for your chapter too! Also available are membership sell sheets for industry professionals, administrative professionals, and students. Be sure to also check out the Financial Security Guardian and 100% Agency group membership options.

Now is the time to start your 2023 planning and scheduling! During NLC, NAIFA released the 2023 calendar which contains dates and times for upcoming NAIFA events and meetings from January through December. We anticipate more dates to be added as plans finalize for 2023.

Earlier this month, more than 350 NAIFA members, guests, sponsors, and staff gathered in Washington, D.C., to plan for NAIFA Nation's future success and honor our leaders and award winners during the National Leadership Conference and Belong Awards Celebration. Immediate Past President Tom Michel declared during the kick-off of our Belong Awards Celebration that after four years into the new structure of NAIFA, we have completed the transition process into One NAIFA. 

Congratulations to the IFAPAC Scrabble Winners at Table 22: Craig Adamson, Paula Harris, Andra Holmstrom, Jamie Hopkins, Drew Shumski, Doug Collins, Michael Gaeta, Ann Hudson, and Timothy Hollady.

Be sure to check out the resources that were shared with attendees. We are putting the finishing touches on the event recordings and organizing our photos. Here is a sneak peek at some of the event photos we have received so far: 2022 NLC Photo Gallery.

Following the conference, attendees headed to Capitol Hill to meet with federal legislators on issues impacting our industry and our clients.

If you attended NLC, please take a moment to complete our survey so we can continue to improve your leadership experience. We will share responses on our next monthly Leadership call.

While many advisors are well-equipped to help their clients evaluate their life insurance needs, some scenarios may call for outside-of-the-box solutions. Join NAIFA's Advisor Today on Thursday, December 8 at 2 pm eastern for the webinar, "4 Life Insurance Opportunities You May Have Missed," brought to you by Modern Life.

On November 29, Ohio National Vice President of Product Marketing Karl Kreunen will present "Skate Where the Puck is Heading: Indexed Whole Life as Your Product of Choice."

In the webinar, Kreunen will showcase Ohio National’s new Prestige 10 Pay Indexed Whole Life policy and discuss why it makes sense today and in the future. He will also give a demonstration of relevant sales applications for a multi-pay indexed whole life policy.

Join NAIFA's Business Performance Center for a webinar on Tuesday, November 29 at 1 pm eastern. Sit down for a discussion with Harlan Accola of Fairway Independent Mortgage Corporation, and Caleb Guilliams, Founder of BetterWealth, to learn about the three products your clients must have to survive this intense financial storm. 

We're proud to announce Roger Sims, CLU, LUTCF, has received NAIFA's 2022 Q3 Membership Hard Hat Award.

NAIFA's Limited & Extended Care Planning Center hosted "Don't Be Scared of Long-Term Care," on Monday, October 31 to help kick off Long-Term Care Awareness Month. If you missed any of the sessions that day, or want to revisit particular talks, recordings of all eight presentations are now available to watch on-demand.

NAIFA has a new vendor to order plaques and gavels for your outgoing leadership.  Please coordinate your orders through Samantha Biersner at Strategic Imaging. Simply send an email with the subject line, "NAIFA Plaque & Gavel" and provide the information to personalize your plaque and gavel as well as the shipping address and need-by date.

NAIFA recognizes our members celebrating their NAIFA anniversary this month. Congratulations on your choice to belong to the community that cares. We are moving the needle on #financialliteracy and increasing #financialsecurity in #MainStreetUSA because of your commitment. We are honored that you belong to us and today, we honor you.