Leaders Blog

Medicare plays a crucial role in retirement planning, yet it remains one of the most complex and often misunderstood aspects of financial security. As clients approach retirement, they face important decisions about their healthcare coverage, making it essential for financial professionals to stay informed.

NAIFA's Life Happens community created and coordinates Insure Your Love month every February to remind Americans that the basic motivation behind the purchase of life insurance is love.

It’s a time when the industry comes together to share the message that getting life insurance is a simple and affordable way for people to protect the ones they love financially.

NAIFA leaders are key to driving our association's grassroots advocacy success. Many of you have been politically involved for years and know the ins and outs of advocacy. You are influential in your chapters and the broader industry. 

NAIFA's grassroots is as important as ever. At the federal level, a new administration and new Congress are shaping policies, including tax reform, that will impact the insurance and financial service industry for decades. It is crucial that our voices are heard.

While the Supreme Court on January 23 sided with the federal government in striking down an injunction against the Corporate Transparency Act, FinCEN quickly stepped in with an announcement that the filing requirements remain on hold so long as a second ruling remains in place. Here’s the notice currently posted on FinCEN’s website: 

There is still time to register for the 2025 Q1 State of NAIFA webinar, Thursday, January 23 at 12 noon eastern. Meet new NAIFA President Doug Massey and hear from NAIFA CEO Kevin Mayeux and Senior Vice President for Government Relations Diane Boyle.

According to the 2024 Insurance Barometer Study by Life Happens and LIMRA, 59% of U.S. adults use social media to find information about financial and insurance products. Recognizing this growing trend, Life Happens, now part of the NAIFA family, offers NAIFA-branded social media content covering life insurance, disability insurance, long-term care insurance, annuities, and general financial planning.

Life Happens has unveiled a new set of assets for Insure Your Love Month (February 2025) specially curated as a benefit for NAIFA members. Please spread the word in your chapter that these resources are available so members can begin planning to use them in February.

Discover how to seamlessly combine charitable giving with retirement income strategies in our upcoming webinar Bridging Charitable Planning with Retirement Income on Tuesday December 10, 2024, from 12:00 to 1:00 pm Eastern. This session is a must-attend for financial professionals looking to provide their clients with innovative, efficient, and impactful planning solutions.

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: