Leaders Blog

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.

NAIFA-Los Angeles was recently spotted celebrating a historic milestone, as the City of Los Angeles issued its first-ever recognition honoring the organization during Financial Literacy Awareness Month.

In partnership with local leadership, the moment reflects a growing acknowledgment of the vital role insurance and financial professionals play in supporting the economic well-being of individuals, families, and underserved communities.

All NAIFA leaders should plan to attend the Q2 State of NAIFA webinar on April 15 at 12 noon eastern. NAIFA President Christopher Gandy will provide an update on the NAIFA Experience and what we are doing to ensure members stay engaged and convince those who have not yet joined that NAIFA is an experience they cannot afford to miss. CEO Kevin Mayeux will brief attendees on our execution of the NAIFA 2030 Strategic Plan and Senior Vice President Diane Boyle will provide a policy briefing focused on developments in Washington, D.C., and state capitals around the country.

Great advisors don’t just meet expectations: They set the standard.

NAIFA's Congressional Conference Toolkit provides chapter leaders with logos, graphics, sample social media messages, and sample email copy you can use to promote this important advocacy event. The Congressional Conference, May 18-19, is NAIFA's signature grassroots event. The more attendees we have, the greater our influence grows among the lawmakers whose decisions directly affect insurance and financial service professionals and the consumers who rely on you. Please do your part to promote this important event to NAIFA members in your chapter.

When students lose a parent or guardian without adequate life insurance, the financial impact can put their education at risk. The Life Lessons Scholarship Program, created by Life Happens, a NAIFA Community, helps ease that burden—awarding over $4 million to more than 1,000 students since 2005.

Now, NAIFA Chapters can play a direct role through Chapter sponsorship.

The 2026 PAC Madness Victory Bracket Championship is finally here (April 7 and ending Friday, April 10 at 11:00 am Eastern)! After weeks of intense competition, two standout smaller chapters have risen to the biggest stage: Utah takes on North Dakota for the ultimate title.

Join NAIFA on Thursday, April 16 from 12:00 pm to 1:00 pm Eastern for NAIFA Live featuring Tim Maurer, CFP, RLP, as he presents Winning the Work: A Threefold Growth Plan for Professional Advisors. This session will offer a different perspective on business development, one that is grounded in relationships, supported by evidence, and built on a foundation of generosity.

Chapter Staff and Chapter Leaders from across NAIFA Nation met on April 2nd, for the April Chapter Leaders Webinar. Attendees were able to hear the latest NAIFA updates and announcements! This month's Chapter Leaders Webinar featured:

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.