Leaders Blog

Scott Dorminy is the Top Recruiter for the Month of August 2024! Straight outta Russellville, Arkansas, Scott is part of the Farmers network and runs an agency of his own name. A member since 2015, Scott is a true man of NAIFA action. 

NAIFA is working with a graduate studies team at Georgetown University to undertake a study on our membership. The pro bono agreement will result in a paper and all contributors/participants will be thanked in the paper and presentation that will be given to NAIFA's National Membership Committee and provided to the Board of Trustees. If you're willing to give 5-7 minutes to complete this survey and/or want to be interviewed by the study leaders, your name will be included in the study to acknowledge your contribution. Thank you in advance for your time and commitment to improving NAIFA!

Walter Bond, Hall of Fame speaker, former NBA ball player, and most importantly, proud NAIFA member has a message for all producers on how to use July as the halftime of your year. Have you got your second-half strategy mapped out? Do you know what you're going to do on offense and on defense for your business? One thing you can do is join Walter Bond in person September 19-21st at our National Leadership Conference in Arizona for an inspiring talk that will allow you to do more and be more in 2024.

Join us for a special mid-summer meeting on Wednesday, July 31st at 12 pm eastern to focus on membership. With three Supreme Court decisions affecting our business, the DOL fiduciary-only rule, and the upcoming expiration of certain elements of the Tax and Jobs Cut Act, the time is now to expand our base so that we are prepared to welcome in new leaders at the state and federal levels, as well as take action when necessary. 

You've likely heard Van Mueller say, "There has never been a better day to be an insurance agent,"  but what you'll walk away saying is, "There has never been a better day to belong to NAIFA."  

What We'll Cover:

• Membership Referral Program and What's in it for YOU
• Summer Membership Challenge and What's in it for YOU
• Rewards and Awards for Top Recruiters
• Member-to-Member Programs that Deliver 10X on your Dues Investment
• New Membership Benefits that Help You Prospect

Do you know someone who is passionate about NAIFA, but isn't in a formal leadership role (or might be ready to dip their toe in the water, but needs to start small?) Invite them to attend this session & ask them to be part of our Brand Ambassador Team!

Passion for people is what has powered NAIFA since 1890, and it's on all of us to ensure that we keep NAIFA strong!

NAIFA has a new virtual Book Club that any member can join! We kicked off last Friday with "Building a Storybrand: Clarify Your Message So Customers Will Listen" led by John D. Richardson (JDR). Participants were given a guidebook ahead of the call to allow for structured discussion and first met in large group format with breakout rooms to follow with small group discussions to talk about how to actually apply the principles in the book to your practice. Great ideas were exchanged and people from across the country were able to meet each other for the first time and really get to know one another on a personal basis. 

Dennis Cuccinelli, Trustee and National Membership Chair, and I had the pleasure of attending NAIFA-Connecticut's recent June event. Addison Rosenbluth, President, along with Mark Male, Chapter Executive, ran a great meeting that was packed full of ideas that Addison has graciously allowed us to share.

The 2024 Membership Survey will close this Friday, June 14th at midnight eastern.  Who will be the lucky winner of the $500 gift card? If you haven't yet taken the survey, it takes 10 minutes to complete, but provides so much information that we can use in promoting our association. 

The following press release was just put out today announcing our new partnership with Brookstone Capital Management. Derek Gubala, VP of Business Development, and Randy Clark, Senior Director, Membership Development, were the key drivers in putting together this partnership. Having met at an Ed Slott event two years ago, Gubala exhibited at Apex 2022 and called it "the best industry event I've attended in a long time". This led Gubala to further invest in a sponsorship at Apex East held in October 2023 and will return to support NAIFA at our upcoming Congressional Conference.

Monthly Top Recruiter Program for 2024

We are delighted to announce that we have a fun membership program for 2024 called "Top Recruiter". The Top Recruiter each month will win a $100 gift card to thank you for your referral because, as you fully know, there is no greater compliment than your recommendation. The Top Recruiters will be listed on the Member Portal page and recognized throughout NAIFA Nation. 

The program was so successful last year on a quarterly basis, that we are making it a monthly content. Top Recruiters are identified by having the new member list you in the referral field, or a communication to that effect. Only NAIFA members are eligible for the prize and you must be active to receive the prize.

Q4 Top Recruiter

Shout out to Undrea Smith from Arizona who was the recipient of the Q4 Top Recruiter winner which goes to the member who recruits the most members, or provides extraordinary service to the membership of the association. Undrea was announced during the January chapter leaders call, but worth a mention again because there's no such thing as too much love! Shout out to Chris Carothers as well who was the Q4 Hard Hat winner which was awarded at the National Leadership Conference this past December.

Have someone that you want to refer right now? Fill out the Referral Form and bookmark it so you can easily access it and send in names-- we can help do the rest! Know a firm or agency that should be a 100% Agency or Financial Security Champion? Let us know!

We are thrilled to announce that the Young Advisor Team (YAT) program is being expanded in 2024! The first change is to note that the "A" in YAT can now stand for agent, advisor, accountant, or attorney! With our expanded FSP membership, we are looking to welcome in and provide the needed support to our young members so that they can be super successful.