Leaders Blog

NAIFA’s revised LUTCF designation program makes the best use of advances in technology and reflects current insurance industry conditions. Promoting the LUTCF is a great way to give early-career professionals a leg up in the industry. It also provides a meaningful introduction to NAIFA and promotes membership.

Major federal tax legislation is all but certain to be coming from Washington, D.C., in 2025. Many provisions from the 2017 Tax Cuts and Jobs Act (TCJA) are set to expire at the end of next year and Congress will need to address the situation. This NAIFA advocacy webinar will give you a better understanding of what is being dubbed the "Super Bowl of Tax" and provide insights into some of the proposals likely to shape the debate.

June 13 | 1:30 pm eastern

Register now and encourage your NAIFA colleagues to do the same to guarantee you get the best rate on NAIFA's Apex event and National Leadership Conference, September 19-21 at the Arizona Biltmore. Your registration includes the Apex conference, National Leadership Conference, and Belong awards celebration.

The early registration rate of $800 ($150 off the regular rate) is guaranteed through June 17. 

NAIFA is a trusted source and subject of interest for influential media outlets. The association appeared in more than 250 stories in more than 88 media outlets in 2023, including Barron's, Broker World, CNBC, Financial Advisor, Forbes, The Hill, InsuranceNewsNet, InvestmentNews, and Politico.

The lawsuit filed by NAIFA and other organizations opposing the Department of Labor’s fiduciary-only rule has dominated recent industry-related headlines. As one of the major plaintiffs in the suit, NAIFA has featured in the news stories. Other recent media hits include personal and professional insights from Corey Anderson, DIA, a loyal NAIFA member since 2000, and NAIFA Trustee Ernest Guerriero, CLU, ChFC, CEBS, CPCU, CPC, CMS, AIF, RICP, CPFA.

In the ever-evolving landscape of retirement planning, Social Security remains a critical source of income for most Americans. The annual release of the Trust Fund Report, issued in May, sparked widespread media coverage and client concern. Questions such as "Will Social Security still be there?" and "Is it going broke?" continue to circulate. Join us for a webinar on Wednesday, June 26, 2024, from 12:00 pm to 1:00 pm Eastern, sponsored by Security Mutual Life which can help you deal with the concerns that clients may have. 

NAIFA members are invited to the Q3 State of NAIFA webinar at 12 pm Eastern, June 27, 2024. Hear updates on NAIFA's advocacy efforts, professional development programs and other membership activities designed to enhance your professional growth.

The following press release was issued today. Top things to know about the newly launched software that includes Carroll Golden's Caregiving Conversation work: 

• All NAIFA members receive a discount on Asset-Map software 
• You can have your prospect or client fill out their map before or after you meet as part of your discovery process. They will get notified via text or email to plug in their info and you can follow along throughout their process giving them a visual map of their financial picture
• The new stencil will now be available to all of Asset-Map's 6,000 subscribers with NAIFA plugs to join and be involved in our collective financial security work. This is an amazing distribution opportunity for NAIFA to raise awareness of our organization and the work we do so that we can grow membership while providing current NAIFA members with a great discount on a great fintech product.

NAIFA is proud to announce the rechartering of the former FSP Austin chapter as the new NAIFA-Austin chapter. This development marks another significant step in the ongoing integration between NAIFA and FSP, aimed at strengthening the support and services offered to members across the nation. The merger of NAIFA and FSP continues to open new doors for enhancing member experiences and operational efficiencies. 

In the complex world of financial planning, life insurance remains fundamental. However, the traditional view of life insurance as merely a safety net is evolving, especially when it comes to enhancing charitable giving strategies. We invite you to join our us on Tuesday, June 4, 2024, from 12:00 pm to 1:00 pm Eastern. This webinar is made available at no cost to both NAIFA members and non-members, thanks to the generous sponsorship by the American Cancer Society.

An ongoing survey of NAIFA members will provide updated data to help NAIFA and our industry partners in future actions on the Department of Labor’s final fiduciary-only rule. The results will help us educate policymakers – and potentially the courts – on how the proposal will impact consumers and your business.