How do you respond if a NAIFA member is dropping their membership because they don’t have time to participate or attend meetings? It is one of the most common reasons people give for canceling or failing to renew, and it’s important for NAIFA leaders to have a ready response.
While we are very proud of the in-person and virtual learning and networking opportunities we provide at the local, state, and national levels, NAIFA is essential even for insurance and financial professionals who never attend an event.
That’s because NAIFA is so much more than meetings. Your NAIFA membership shows that you take your profession seriously. You are committed to your own success and that of your colleagues and the industry that helps provide financial security for hundreds of millions of Americans. NAIFA also offers a host of benefits that help members excel in their profession even if they can never attend meetings.
Advocacy
NAIFA membership supports NAIFA’s advocacy mission, which is vital to keeping you in business and ensuring that you can continue to serve the best interests of clients from all walks of life. How would it affect your practice or your clients if:
- A hodgepodge of confusing and contradictory state laws and regulations dictated your standard of care for clients? (What's NAIFA doing about it?)
- The federal government or states required you to be treated as an employee rather than an independent contractor under labor laws? (What's NAIFA doing about it?)
- More states facilitated retirement plans to compete against the private market? (What's NAIFA doing about it?)
- Congress failed to act on proposals that encourage Americans to plan for retirement and help employers offer retirement benefits? (What's NAIFA doing about it? | What else is NAIFA doing about it?)
This is just a small sample of important advocacy issues your membership helps NAIFA address.
On-Demand Programs and Resources
We understand NAIFA members are busy professionals from communities across the United States who made not have time or be conveniently located to attend events. To serve our members at their convenience, NAIFA offers a broad range of on-demand products. These include:
- Archived webinars offered through our Centers for Excellence
- NAIFA Live archives
- NAIFA Learning Center
- Advisor Today magazine and blog
- Advisor Today Webinars
- Advisor Today Podcasts
Consumer Outreach
NAIFA members also benefit by being listed on the Find-an-Advisor tool at FinancialSecurity.org, NAIFA’s consumer-facing website.
How would you as a NAIFA Leader respond to a member who says they want to leave NAIFA because they lack the time or ability to participate? Share your ideas in our NAIFAConnect online community.
