Leaders Blog

Do you know a NAIFA member who exemplifies leadership, professionalism, and service to the industry? Now is the time to recognize them.

To strengthen NAIFA's governance structure, on May 17, 2026, the NAIFA Board of Trustees adopted amendments to the NAIFA Bylaws. The amendments include term limits for NAIFA Board and Governance Committee positions and a one-year extension of the Board appointments for FSP and Life Happens.

Chapter Staff and Chapter Leaders from across NAIFA Nation met on May 14th, for the May Chapter Leaders Webinar. Attendees were able to hear the latest NAIFA updates and announcements! This month's Chapter Leaders Webinar featured:

Home equity is often one of the largest assets clients hold in retirement, yet it is frequently overlooked in the planning process. For clients age 55 and older, housing wealth can help strengthen retirement income strategies, improve liquidity, and address risks tied to longevity, healthcare costs, and market volatility.

Great Chapters are built by great leaders. Join NAIFA’s Empowering Chapter Leaders program on June 11 at 3 p.m. Eastern for a dynamic 90-minute board certification training created to help Chapter leaders build stronger boards, improve collaboration and lead with greater purpose and effectiveness.

No matter where you are in your career, one thing is true—growth doesn’t happen in isolation. The right guidance can accelerate your progress, sharpen your perspective and open doors you didn’t even know existed.

That’s exactly what the NAIFA Mentors Program is built to do.

Designed to connect members across experience levels, this program creates meaningful, one-on-one relationships between those eager to grow and those ready to give back. It’s more than a conversation—it’s a structured opportunity to gain real-world insight, build accountability and develop as a leader within NAIFA.

On May 28 at 4 p.m. Eastern, join us for our next quarterly leaders training! This quarter, join Content Strategy Director, Julie Holsinger, for a walkthrough of the Life Happens Content Library and discover how easy it is to access and use the content available to support your marketing efforts.
 

Strong Chapters start with strong leadership. NAIFA’s Empowering Chapter Leaders program is a 90-minute board certification training designed to help Chapter leaders lead with clarity, confidence and impact.

NAIFA’s Congressional Conference is just around the corner, and we look forward to seeing our leaders! In the meantime, there are two new things you can mention in your conversations with members about the conference: a new Social Media Toolkit and an exciting July 4 sweepstakes.

NAIFA-Massachusetts was recently spotted on Beacon Hill for its Day on the Hill on March 25, where 26 members came together for a full day of advocacy. The group held 20 meetings with legislators, along with a few drop-ins, to discuss key priorities.

The work isn’t over yet—NAIFA-Massachusetts is supporting three bills focused on increasing Medicaid life insurance exemptions, improving broker notification before policy lapses, and ensuring faster access to medical records. Members are encouraged to reach out to their legislators and show support.