Leaders Blog

NAIFA-North Dakota was recently spotted for an upcoming NAIFA Live Watch Party! Join fellow members for the next NAIFA Live presented by Roger Seip on Train your Brain for Success!

These Watch Parties will be held at E4 Insurance Services in Fargo, and Minot State University - MSU Student Center 2nd Floor!

NAIFA Nation will not slow down this summer! We all know that we need to keep fit to stave off disease, maintain our mobility, and increase our longevity. To get us going, we are holding a virtual Step Challenge that NAIFA members and their families can participate in and will run from Memorial Day through Labor Day.

By popular demand of our members, NAIFA is launching a book club to keep our members actively engaged through the summer and the remainder of 2024! This initiative is powered by our loyal members who will host each session. Our first session will be Friday, June 28th at 12 pm eastern. The June book will be Building a Storybrand by Donald Miller and hosted by John D. Richardson.

The following press release was issued today. Top things to know about the newly launched software that includes Carroll Golden's Caregiving Conversation work: 

• All NAIFA members receive a discount on Asset-Map software 
• You can have your prospect or client fill out their map before or after you meet as part of your discovery process. They will get notified via text or email to plug in their info and you can follow along throughout their process giving them a visual map of their financial picture
• The new stencil will now be available to all of Asset-Map's 6,000 subscribers with NAIFA plugs to join and be involved in our collective financial security work. This is an amazing distribution opportunity for NAIFA to raise awareness of our organization and the work we do so that we can grow membership while providing current NAIFA members with a great discount on a great fintech product.

New to the Chapter Playbook this week, a Chapter Services Team Calendar! The calendar includes key dates for Chapter Leaders Webinars, reporting responsibilities, special training webinars and more.

We are mission-driven and member-powered! Lend your voice on NAIFA and how we can improve the association and you could win $500!

The annual membership survey is now open and will close on June 15, 2024 at 11:59 pm eastern. This year's survey has been expanded to include questions on education and consumer-facing social media now that NAIFA includes the Society of Financial Service Professionals and Life Happens.

Complete the entire survey, add your complete contact information, and we will automatically enroll you in a random drawing for a $500 gift card. Each NAIFA member who completes the survey is eligible for one entry into the drawing. Please complete the survey only once. 

NAIFA is proud to announce the rechartering of the former FSP Austin chapter as the new NAIFA-Austin chapter. This development marks another significant step in the ongoing integration between NAIFA and FSP, aimed at strengthening the support and services offered to members across the nation. The merger of NAIFA and FSP continues to open new doors for enhancing member experiences and operational efficiencies. 

In the complex world of financial planning, life insurance remains fundamental. However, the traditional view of life insurance as merely a safety net is evolving, especially when it comes to enhancing charitable giving strategies. We invite you to join our us on Tuesday, June 4, 2024, from 12:00 pm to 1:00 pm Eastern. This webinar is made available at no cost to both NAIFA members and non-members, thanks to the generous sponsorship by the American Cancer Society.

New to the Chapter Playbook this week, a model Affiliate Funding Policy! All NAIFA members who do not belong to a Local Chapter are aligned with an Affiliate area within their State Chapter. Providing sufficient Affiliate funding is essential to meeting the goal of providing members in Affiliate areas with engagement, programming and a quality member experience.

The following press release was just put out today announcing our new partnership with Brookstone Capital Management. Derek Gubala, VP of Business Development, and Randy Clark, Senior Director, Membership Development, were the key drivers in putting together this partnership. Having met at an Ed Slott event two years ago, Gubala exhibited at Apex 2022 and called it "the best industry event I've attended in a long time". This led Gubala to further invest in a sponsorship at Apex East held in October 2023 and will return to support NAIFA at our upcoming Congressional Conference.