Will your chapter advance or will you be knocked out at the end of the first round of IFAPAC Madness? There is still plenty of time to secure IFAPAC contributions for your state. Round One started on Tuesday, March 5th and will run through Sunday, March 24th. All 51 chapters will be competing to advance through the brackets. The winner will be announced on May 20, 2024, during Congressional Conference! The 2024 Champion Chapter will receive a trophy that can tour around the chapter all year.
Recent posts by NAIFA
2 min read
Get Into the Madness
NAIFA's got an all-new promotion to see which State Chapter will come out as the 2024 IFAPAC Madness Champion! Round One started on Tuesday, March 5th and will run through Sunday, March 24th. All 51 chapters will be competing to advance through the brackets. The winner will be announced on May 20, 2024, during Congressional Conference! The 2024 Champion Chapter will receive a trophy that can tour around the chapter all year.
Much like the NCAA March Madness Brackets, IFAPAC has created its bracketology based on 2023 fundraising totals. Chapters will go head-to-head during each round to see who raises the most during the allotted time. The chapter with the highest total will move on to the next round.
1 min read
Register Today for NAIFA Live on March 21st with James Aussem
Register now to participate in the upcoming NAIFA Live, "Exit Planning for Financial Professionals" featuring James Aussem, JD, AEP on March 21st at 12 pm eastern. Our speaker's name may sound familiar as a Past President of FSP and one of the keynote speakers at the 2024 FSP Institute. James will explore exit planning for three financial practices using a case study format. The goal will be to provide exit planning guidance and solutions through a discussion that will include current issues, key issues universal to a transaction, trigger events, and the structure of a transaction.
1 min read
Local FSP Chapters Recharter as NAIFA-Central Iowa and NAIFA-Lexington
The merger of NAIFA and the Society of Financial Service Professionals (FSP) presents our association new ways to serve our members more efficiently and – most importantly – more effectively. We are working diligently to integrate our memberships and ensure that all members continue to receive benefits that they value. Part of that process is determining how local chapters around the country help NAIFA best serve those members and achieve its strategic goals.
Topics: FSP
1 min read
Invite a Colleague to Congressional Conference
As NAIFA leaders, you have the experience and influence to make a difference when you encourage newer members' involvement with our association. No where is this more true than on the grassroot advocacy front. As a NAIFA veteran, you can increase the involvement of newer members by inviting them to participate in your state's legislative day and the national Congressional Conference, coming to Washington, D.C., May 20-21.
Topics: Grassroots Congressional Conference
Are You Making the Most of Your Member Benefits?
Due to popular demand, we have decided to host a quarterly Member Benefits Webinar. This ensures that you can stay up-to-date about the latest and greatest benefits that come along with being a NAIFA member. We are constantly adding new offerings to our marketplace. Whether it is new technology tools, ways to market yourself/your practice, educational resources, or simply saving money on your next UPS shipment...we've got you covered.
1 min read
Financial Advisors and Planning for Aging Clients
Join us on Tuesday, March 5, 2024, from 12:00 pm to 1:00 pm Eastern for a webinar on the evolving needs of aging clients in the financial industry. This session is vital for financial professionals who are navigating the complexities of managing assets for clients facing aging-related challenges. From unexpected caregiving roles to dementia and the necessity of leaving the workforce to care for loved ones, these issues significantly impact assets under management (AUM).
1 min read
Congressional Conference Registration Is Open!
May 20-21
Washington, D.C.
Encourage NAIFA members in your chapter to register for NAIFA's Congressional Conference. Don't put it off. The first 300 NAIFA members to register and meet eligibility requirements will receive a $350 travel stipend. The Congressional Conference is NAIFA's signature advocacy event and one you don't want to miss.
Topics: Congressional Conference
1 min read
NAIFA Live Special Friday Edition: NAIFA's Competitive Edge
From hitting a free throw in front of 23,000 people to protecting your client’s financial future; discipline, drive, and determination are the three D’s needed to perform like a champion in the NBA and in NAIFA.
Join NAIFA Secretary and former NBA basketball player Christopher Gandy, NAIFA Trustee and marathon runner Carina Hatfield, Former MLB pitcher Jacob Turner, and West Point Graduate and U.S. Army Veteran Kathleen Owings for NAIFA’s Competitive Edge, an interactive NAIFA Live panel discussion.
1 min read
The Newest Trends in Life Settlements
It's not too late to register for "The Newest Trends in Life Settlement," a NAIFA-FSP webinar sponsored by Coventry. The event is free to NAIFA members and attendees may be eligible for CE credits. The demand for life settlements has seen a resurgence as seniors realize the benefits of reevaluating their life insurance strategy. Join us for this important webinar where the experts from Coventry will show you the newest trends in life settlements and how they can help your clients.
Attendees will learn:
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