Leaders Blog

Don't miss out on Apex and the National Leadership Conference, Sept. 19-21 at the Arizona Biltmore. Register today and book your hotel before Aug. 12.

This year, the National Leadership Conference and Belong awards gala have been combined with NAIFA's Apex to create an extraordinary three-day event. As always, the NLC and Belong will celebrate NAIFA's leaders and recognize extraordinary members. Please join us and encourage all NAIFA members to come as well so that we may properly honor our 2024 award recipients, including:

• John Newton Russell Memorial Award recipient Matthew Tassey of NAIFA-Maine
•  Terry Headley Lifetime Defender recipient John Ruckel of NAIFA-Texas
• NAIFA Young Advisor Team Leader of the Year Kathleen Owings of NAIFA-Colorado

NAIFA Webinar: A Conversation About the Courts
August 8 | 12 pm eastern

A federal court has granted a stay in the lawsuit NAIFA, several NAIFA chapters, ACLI, and other partners filed to stop the Department of Labor from implementing its fiduciary-only rule. The stay means the DOL rule will not go into effect in September, giving the court more time to consider NAIFA's lawsuit. Furthermore, the court stated that NAIFA's lawsuit is "virtually certain to succeed on the merits." 

Join us for an important webinar that will explain what the stay means for financial professionals and your clients. Our panelists will also discuss other recent court rulings, including Supreme Court decisions overturning the Chevron Doctrine (Loper v. Raimondo), sidestepping the constitutionality of taxing unrealized income (Moore v. US), and narrowing buy-sell agreement tax benefits (Connelly v. United States). 

NAIFA’s Committee on Governance has nominated John Wheeler, CFP, CLU, ChFC, CRPC, LACP, CLTC, LUTCF, Executive Senior Partner at Totus Wealth Management LLC in Houston, Texas, to be the 2025 NAIFA Secretary. Wheeler, who currently serves on NAIFA’s National Government Relations and IFAPAC Committees, is a past NAIFA-National Trustee and Past President of NAIFA-Illinois. He has been a loyal NAIFA member since 1973. As incoming Secretary, Wheeler will be in line to serve as President-Elect in 2026 and President in 2027.

September 19-21 | Arizona Biltmore | Register Today

Join us for a deep dive webinar on Wednesday, August 7th, 2024, from 12:00 pm to 1:00 pm Eastern. Two Humana experts, with nearly 45 years of combined experience, will delve into the benefits and opportunities of Medicare Supplement products.

The National Leadership Conference and Apex are taking place at the Arizona Biltmore, September 19-21. See who is coming on the Apex/NLC homepage. If your name is not on the list, now is the time to register and be added. Are you already registered? Review the list to see who among your NAIFA colleagues will be joining you in Phoenix and whose names are missing that you would like to encourage to attend.

To help NAIFA leaders spread the word about NLC and Apex, we've created a toolkit of marketing materials to help you reach out via your online presence, emails, social media, or in person. These ready-made posts, graphics, flyers, and videos are designed to help NAIFA chapters and leaders promote NLC and Apex.

Two NAIFA signature events, the National Leadership Conference (including the Belong awards gala) and Apex, are coming together this year as a three-day extravaganza at the world-class Arizona Biltmore. 

Don't miss out. Join us September 19-21!

The National Leadership Conference and Apex offer a great opportunity to get together with NAIFA leaders from across the country. Special sessions are specifically designed to benefit NAIFA leaders and allow you to share best practices.

Summer is no time for us to take our foot off the pedal when it comes to NAIFA advocacy efforts. Last year, NAIFA members held more than 135 meetings with members of Congress and their staff in their home districts during the annual summer Congressional recess. 

Join us for a webinar on Wednesday, July 17, 2024, from 12:00 pm to 1:00 pm Eastern, to explore Pension Risk Transfer (PRT) and discover how it can open the door to new client opportunities. This live event is free for members.