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Leaders Blog

2 min read

IFAPAC Madness Semi-Finals are a Go

By Stephanie Sheridan on 5/1/24 7:08 PM

The Sudden Death round between North Dakota and Utah has concluded! Congratulations to both chapters for their efforts – North Dakota raised over $2,000, and Utah over $4,000 in forty-eight hours! With this victory, Utah joins our Final Four states to compete against Maryland for a shot at the Championship.  

1 min read

Promote NAIFA's LUTCF Program and Become a Mentor

By NAIFA on 5/1/24 4:19 PM

The LUTCF course of study is ideal for financial professionals in their first five years in the business and offers valuable instruction on prospecting, selling, and practice-management. It also provides program graduates with a working knowledge of insurance and investment products available to help clients manage risk. As a NAIFA Leader, please help financial professionals in their early career stage to discover the LUTCF and understand its benefits.

Topics: LUTCF
1 min read

NAIFA Is Surveying Financial Professionals on the DOL Fiduciary-Only Rule

By NAIFA on 5/1/24 4:03 PM

NAIFA is seeking feedback on the Department of Labor's fiduciary-only final rule. We have created a survey of financial professionals and will use the results to educate policymakers – and potentially the courts – on how the proposal will impact consumers and your business. 

Topics: Legislation & Regulations Standard of Care & Consumer Protection DOL
1 min read

NAIFA's May 2 Fiduciary-Only Rule Webinar Is Free to Members and Non-members

By NAIFA on 5/1/24 9:10 AM

How the DOL Fiduciary-Only Rule Will Impact Financial Professionals and Consumers
May 2 | 2 pm eastern

It's not too late to register for NAIFA's free webinar on the Department of Labor's final fiduciary-only rule. NAIFA's Government Relations Team and counsel from Steptoe LLP will explore how the rule will directly impact financial professionals and consumers. It will provide an update on the next steps: What NAIFA is doing to protect your business and clients, the likelihood of NAIFA’s participation in litigation, and what financial professionals can do to advocate on their own behalf. The webinar will expand on Steptoe’s written analysis of the rule and provide an opportunity for attendees to ask questions.

Topics: Legislation & Regulations Standard of Care & Consumer Protection DOL

Chapter Playbook: New Resources Added This Week

By Justi Folladori on 4/19/24 10:22 AM

New to the Chapter Playbook this week, updated sponsorships resources! Resources include:

1 min read

Income Protection - The Cornerstone to Financial Planning Webinar

By NAIFA on 4/19/24 9:30 AM

Ensuring income protection is critical for your clients, particularly during their income-earning years. We invite you to join our upcoming webinar on Wednesday, May 8, 2024, from 12:00 pm to 1:00 pm Eastern. Sponsored by Ash Brokerage, this webinar is designed to arm financial professionals with the tools and techniques needed to effectively manage discussions around disability income plans and life insurance.

Topics: Financial Planning Disability Income Insurance

Spotted: NAIFA-Arkansas Welcomes New Members

By Kaila Wilson on 4/18/24 4:32 PM

NAIFA-Arkansas was recently spotted recognizing new members on LinkedIn! 

1 min read

Keep Helping Us Bring in More Membership Renewals

By NAIFA Membership on 4/17/24 5:24 PM

We continue to need your help! Through our efforts, we have renewed almost 100 members from this list. But we have many more to reach who have recently expired and haven't renewed their membership. We know that many of our members' connections extend across state borders. This is the latest listing of our lapsed members, so you can help encourage the members you know on this list to renew their membership.

2 min read

Spread the Word About NAIFA's Revised LUTCF Program

By NAIFA on 4/17/24 4:43 PM

NAIFA has redesigned and relaunched the Life Underwriting Training Council Fellow (LUTCF®) program, a three-course training series for one of the most sought-after designations in the insurance industry. Since 1984, NAIFA’s LUTCF has prepared more than 70,000 insurance and financial professionals to excel in the industry and is often the first designation successful agents and advisors earn.

Topics: Certifications & Designations Press Release LUTCF
1 min read

The Q2 State of NAIFA Webinar Is Avaialble for On-Demand Viewing

By NAIFA on 4/17/24 4:21 PM

The April 11 State of NAIFA webinar has been posted to the State of NAIFA Archives page. NAIFA President Tom Cothron, CEO Kevin Mayeux, and Senior Vice President for Government Relations Diane Boyle provided association and policy updates. Among the topics discussed are: member benefits and programs, the Department of Labor's fiduciary-only rule, the development process for NAIFA's new strategic plan, the NAIFA Women's Financial Security Fly-In, NAIFA's Congressional Conference, and the combined Apex/National Leadership Conference.

Topics: 2025 Strategic Plan

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