Leaders Blog

First held in 1946, the FSP Institute brings together experts and professionals serving high-net-worth clients. It provides attendees the unique opportunity to network directly with our main-stage presenters and others who have made their mark on the industry. Now that FSP is a NAIFA Community, an even wider array of professionals will join the conversation and enhance opportunities for professional growth. At the FSP Institute, attendees will gain the latest insights into: 

New to the Chapter Playbook this week - the 2025 Chapter Services Team Calendar! Calendar includes reporting dates, Chapter Leaders Webinars, quarterly Certified Leadership Board training, quarterly training opportunities and Chapter Executive Directors meetings.

Then join the Chapter Services Team on November 21 @ 3 p.m. Eastern! We will be conducting our Q4 training webinar, “Creating Local Engagement for the Expanded NAIFA.” The webinar will expand on topics discussed at the National Leadership Conference, including:

During this month of giving thanks, we want to thank you for belonging to your professional home. Your commitment to NAIFA is what makes us strong, united, and effective. We are grateful for the expertise, passion, and dedication you bring to our association.  Discover new ways to lead, inspire, and give back as we grow our NAIFA family together.

NAIFA distributed the following press release about the Peak 65 Series and our upcoming Impact Day.

NAIFA’s Lifetime Healthcare Center is presenting “The Peak 65 Series: Impact Day for Lifetime Healthcare,” a one-day virtual event, November 19, beginning at 11 am eastern. It features a dozen 20-minute TED Talk-like presentations covering timely topics on the financial implications of longevity and aging. Presenters include recognized thought leaders offering insights on long-term care, disability income, hybrid insurance products, Medicare, federal and state legislative and regulatory considerations, and more.

It is with great sadness that NAIFA shares news of the passing of Past President Richard A. Koob, AEP, CASL, ChFC, CLU, who passed away at his home in Waukesha, Wisconsin, on Sunday. He led NAIFA as the association’s national President during the 2002-2003 term and served as the Life Happens Board Chair in 2008. 

We're offering two sessions of our member benefits webinar as we start to look towards 2025. Join us on November 18th at 3 pm eastern or December 4th at 2 pm eastern for a special webinar as we celebrate all the benefits we're thankful for at NAIFA. We'll share all there is to love about being a member of your association and how to make the most of your membership.

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

Join us on Tuesday, December 3, 2024, at 3 pm Eastern as NAIFA’s Government Relations team unpacks the results of the 2024 general election and its implications for insurance agents and the broader financial services industry. With a new administration, shifts in the Senate and House, and changes across 11 gubernatorial offices and 85 state legislative chambers, this webinar will provide valuable insights on the challenges and opportunities that lie ahead.

NAIFA's Blueprint Chapter Leadership Training, a dynamic Chapter training program, is an essential training program for newer leaders and a great refresher for experience leaders! The newly re-launched training covers a myriad of Chapter related topics in an easy-to-use structure. 

Now broken down into a series of short videos, which can be completed in less than two hours, the Blueprint Chapter Leadership Training includes: