Leaders Blog

NAIFA’s Committee on Governance has nominated John Wheeler, CFP, CLU, ChFC, CRPC, LACP, CLTC, LUTCF, Executive Senior Partner at Totus Wealth Management LLC in Houston, Texas, to be the 2025 NAIFA Secretary. Wheeler, who currently serves on NAIFA’s National Government Relations and IFAPAC Committees, is a past NAIFA-National Trustee and Past President of NAIFA-Illinois. He has been a loyal NAIFA member since 1973. As incoming Secretary, Wheeler will be in line to serve as President-Elect in 2026 and President in 2027.

NAIFA-Memphis/West Tennessee was recently spotted for their 1st Annual Pickleball Tournament, benefitting Camp Good Grief. The tournament will be on September 6th from 8:30 am - 2:00 pm (matches start at 9:00 am). 

Come on out to the brand new Pickleball901 facility in Collierville for a day of friends, fun, and a great inaugural event, including lunch, refreshments, snacks, a commemorative tournament T-shirt, and a day full of excitement.

New to the Chapter Playbook this week, an updated Financial Internal Controls list! The list includes details on:

It's Week Three of the Summer Membership Challenge! Unfortunately, we do not have updated results this week due to staff vacation. But, you won't want to miss what's in store next week! Be sure you are registered for our webinar, Passion Powers People a special mid-summer meeting to focus on membership. With three Supreme Court decisions affecting our business, the looming DOL fiduciary-only rule, and the upcoming expiration of certain elements of the Tax and Jobs Cut Act, the time is now to expand our base so that we are prepared to welcome in new leaders at the state and federal levels.

September 19-21 | Arizona Biltmore | Register Today

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

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.

After another successful Congressional Conference and Day on the Hill, NAIFA advocacy is only speeding up as we head into NAIFA’s summer in-district meetings. The upcoming Congressional recess provides NAIFA members with the opportunity to continue building those relationships with their lawmakers and staff outside of Washington, D.C.

New to the Chapter Playbook this week, an updated budget template! A budget is essential to managing a Chapter, and the Treasurer should work with the executive committee and staff to develop an annual budget. To help prepare your budget, click below for a budget template.

Join us for a deep dive webinar on Wednesday, August 7th, 2024, from 12:00 pm to 1:00 pm Eastern. Two Humana experts, with nearly 45 years of combined experience, will delve into the benefits and opportunities of Medicare Supplement products.