New to the Chapter Playbook this week - the 2026 Chapter Services Team Calendar! Calendar includes reporting dates, Chapter Leaders Webinars, quarterly Certified Leadership Board training, quarterly training opportunities and Chapter Executive Directors meetings.
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Spotted: NAIFA-Memphis Holds Strategic Planning Meeting
NAIFA-Memphis was recently spotted for holding their 2026 Strategic Planning Meeting, outlining plans for consistent member engagement throughout the year. The Board committed to hosting an event every month. These events will include Member Meetings, Virtual Sales Ideas, and Social Events, with a Board member assigned to lead each month!
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Insure Your Love Month Resources Now Available
If It’s February, That Means It’s Insure Your Love Month
Turnkey marketing resources for this campaign let you link life insurance + love.
Turnkey marketing resources for this campaign let you link life insurance + love.
Most people don’t like talking about endings and dare we say, death. That’s what makes February’s Insure Your Love campaign so spot on. It allows you to link life insurance with love, a topic most people do want to talk about.
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NAIFA's FSP Institute Elevates Professional Learning for Industry PractiTioners
February 17-20
Lake Nona Wave Hotel
Orlando, Fla.
The FSP Institute is an advanced planning experience designed for financial professionals looking to elevate their practices to new heights. It is a high-impact, collaborative event that features some of the leading experts as instructors facilitating conversations and sharing their knowledge and insights. Sessions will focus on such topics as advanced tax strategies, the impact of new legislation on college-funding strategies, financial ramifications of elder care, and many others all led by leaders in their fields. Registration is now open.
Topics: FSP
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Spotted: NAIFA-Dallas Certified Leadership Board Training Watch Party
NAIFA-Dallas was recently spotted for coming together as a group to complete the NAIFA Certified Leadership Board Training with a live watch party!
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Ready to Lead in 2026?
In today’s fast-paced and ever-evolving professional landscape, strong leadership is more important than ever. Whether you're stepping into a leadership role for the first time or looking to refine your existing skills, having the right tools and insights is essential to driving success — both for yourself and your Chapter.
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Recording Now Available: December Chapter Leaders Webinar
Chapter Staff and Chapter Leaders from across NAIFA Nation met on December 4th, for the December Chapter Leaders Webinar. Attendees were able to hear the latest NAIFA updates and announcements! This month's Chapter Leaders Webinar featured:
Spotted: NAIFA-Massachusetts Celebrates Member Anniversary!
NAIFA- Massachusetts was recently spotted for celebrating Matt B Morgovsky's 2nd Anniversary!
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Join These Chapters on December 11!
Become a NAIFA Certified Leadership Board on December 11 and join these 24 Chapters! The NAIFA Certified Leadership Board designation is awarded to NAIFA Chapters upon completion of a live presentation of NAIFA’s 90-minute training program entitled “Empowering Chapter Leaders” by the President, President-Elect, and at least 80% of the Chapter’s Board.
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Chapter Playbook: New Resources Added This Week
New to the Chapter Playbook this week - a new member letter template! As studies have shown that successfully orienting members as to how to utilize the benefits of membership is the single greatest indicator of whether they will continue their membership in the future, Chapters are strongly encouraged to develop a process to welcome their new members.
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