Leaders Blog

Financial professionals are increasingly being asked to evaluate all available options when a client’s life insurance policy no longer aligns with their goals. As the secondary market for life insurance continues to grow, understanding how and when to incorporate life settlement strategies into planning conversations has become an important part of delivering comprehensive guidance. 

Join NAIFA on Tuesday, April 28 from 12:00 pm to 1:00 pm Eastern for a webinar exploring how the secondary market for life insurance is creating new planning opportunities for financial professionals. Sponsored by Coventry, this session will focus on the trends driving market growth and how these strategies are being applied in real client situations.

Peter Hershon, Senior Vice President of Account Services at Coventry, will lead the discussion. With more than two decades of experience in life insurance and life settlements, Hershon brings a deep understanding of the marketplace and the evolving role these solutions play in financial planning. He will walk attendees through the most common applications advisors are using, including term settlements, policy replacement strategies, and retained death benefit options.

Mark your calendars! The next quarterly leaders training is scheduled for May 28 at 4 p.m. Eastern, and you won’t want to miss it.

These sessions are designed specifically for Chapter staff and  leaders who are looking to strengthen their impact, stay aligned with key initiatives and gain practical tools to better serve their members. Whether you're a seasoned leader or new to your role, these trainings provide valuable insights, updates and opportunities to connect with peers across the federation.

Be sure to save the date now, and keep an eye out for registration details coming soon. We look forward to seeing you there!

NAIFA-Colorado was recently spotted launching a new local event, Thirsty Thursdays Happy Hour! These casual gatherings are designed to bring professionals together to network, connect, and share best practices.

Join the first event on April 2, 2026, from 4:30 – 6:30 PM at The Viewhouse Centennial. Guests are welcome, and the first two drinks are on the house!

Success doesn’t happen by chance—it’s built through planning, consistency and showing up at the right moments. That’s exactly what NAIFA’s Leaders Calendar is designed to support.

Acclaimed finance speaker and author, Joe Jordan, has spoken to legions of financial professionals around the world. His latest presentation, Purpose Driven Retirement Planning, has thrilled audiences with an informative and inspirational outlook for their business, outlining how clients need help both planning for their financial future and preparing to have meaning and purpose in retirement.

Advisors will learn why financial planning is becoming more like life coaching, something that AI alone can’t do. He’ll explain the defining issue of the 21st century (the aging population) and the six retirement risks clients need help to address. The risks include: longevity/depleting assets, market volatility, safe withdrawal rate, sequence of returns, inflation, and health. These positive trends and Joe’s powerful presentation will equip advisors with the tools they need to prosper in today's golden age of advice!

Headed to Congressional Conference? Join us one day early for a live, one-day SkillSet powered by Trustworthy Selling® experience, taking place Sunday, May 17 from 10 a.m.-4:30 p.m. at NAIFA Headquarters in Arlington, VA, prior to Congressional Conference!

NAIFA has created a Congressional Conference marketing toolkit to help chapters promote our signature advocacy event, May 18-19 in Washington, D.C. The kit includes social media and web graphics, a logo set, suggested language for email outreach, and suggested social media messaging. It also has items you can share with your members, like "I'm attending" graphics and a customizable press release template.

NAIFA-Washington was recently spotted for an upcoming industry event bringing professionals together for an evening of connection and collaboration. In partnership with NABIP, Hops & Handshakes highlights a shared commitment to strengthening relationships across the insurance and benefits community. 

Business owners represent one of the most important planning opportunities for financial professionals today. With estate tax thresholds at historically high levels, many planning conversations are shifting toward strategies that help business owners reward key employees, protect their companies, and prepare for long-term transitions.

New to the Chapter Playbook this week, a refreshed Membership Chairs page! The Membership Chairs page is the one-stop shop for all things membership, including: